Global AI Financial Assistant Market Growth (Status and Outlook) 2025-2031

The global AI Financial Assistant market size is predicted to grow from US$ 345 million in 2025 to US$ 485 million in 2031; it is expected to grow at a CAGR of 5.8% from 2025 to 2031.

AI Financial Assistant is an intelligent application developed based on artificial intelligence technology. It aims to provide comprehensive, efficient and accurate financial management services to financial personnel and corporate management by automating the processing of financial data, providing intelligent analysis and decision support.

United States market for AI Financial Assistant is estimated to increase from US$ million in 2024 to US$ million by 2031, at a CAGR of % from 2025 through 2031.

China market for AI Financial Assistant is estimated to increase from US$ million in 2024 to US$ million by 2031, at a CAGR of % from 2025 through 2031.

Europe market for AI Financial Assistant is estimated to increase from US$ million in 2024 to US$ million by 2031, at a CAGR of % from 2025 through 2031.

Global key AI Financial Assistant players cover Salma AI, Intuit Assist, Lunar AI Assistant, Agicap AI, Archie, etc. In terms of revenue, the global two largest companies occupied for a share nearly % in 2024.

LPI (LP Information)' newest research report, the “AI Financial Assistant Industry Forecast” looks at past sales and reviews total world AI Financial Assistant sales in 2024, providing a comprehensive analysis by region and market sector of projected AI Financial Assistant sales for 2025 through 2031. With AI Financial Assistant sales broken down by region, market sector and sub-sector, this report provides a detailed analysis in US$ millions of the world AI Financial Assistant industry.

This Insight Report provides a comprehensive analysis of the global AI Financial Assistant landscape and highlights key trends related to product segmentation, company formation, revenue, and market share, latest development, and M&A activity. This report also analyses the strategies of leading global companies with a focus on AI Financial Assistant portfolios and capabilities, market entry strategies, market positions, and geographic footprints, to better understand these firms’ unique position in an accelerating global AI Financial Assistant market.

This Insight Report evaluates the key market trends, drivers, and affecting factors shaping the global outlook for AI Financial Assistant and breaks down the forecast by Type, by Application, geography, and market size to highlight emerging pockets of opportunity. With a transparent methodology based on hundreds of bottom-up qualitative and quantitative market inputs, this study forecast offers a highly nuanced view of the current state and future trajectory in the global AI Financial Assistant.

This report presents a comprehensive overview, market shares, and growth opportunities of AI Financial Assistant market by product type, application, key players and key regions and countries.

Segmentation by Type:
For Enterprises
For Individuals

Segmentation by Application:
Expense Tracking
Budget Management
Investment Advice
Others

This report also splits the market by region:
Americas
United States
Canada
Mexico
Brazil
APAC
China
Japan
Korea
Southeast Asia
India
Australia
Europe
Germany
France
UK
Italy
Russia
Middle East & Africa
Egypt
South Africa
Israel
Turkey
GCC Countries

The below companies that are profiled have been selected based on inputs gathered from primary experts and analyzing the company's coverage, product portfolio, its market penetration.
Salma AI
Intuit Assist
Lunar AI Assistant
Agicap AI
Archie
Cleo AI
IBM watsonx Assistant
Trim
Maly Money Mentor
Emagia
Jump
Spring Financial
Erica
BeaBot
Luna

Please note: The report will take approximately 2 business days to prepare and deliver.