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市場調查報告書
商品編碼
1538324

機器人諮詢市場報告：到 2030 年的趨勢、預測和競爭分析

Robo Advisory Market Report: Trends, Forecast and Competitive Analysis to 2030
出版日期: | 出版商: Lucintel | 英文 150 Pages | 商品交期: 3個工作天內

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簡介目錄

機器人諮詢趨勢與預測

到 2030 年，全球機器人諮詢市場預計將達到 246 億美元，2024 年至 2030 年複合年成長率為 23.4%。該市場的主要驅動力包括金融服務業擴大使用數位技術、越來越多的消費者比傳統投資服務更喜歡機器人顧問，以及將人工智慧引入投資業務。全球智慧投顧市場的未來前景廣闊，為散戶投資者和高淨值市場帶來機會。

按細分市場分類的機器人諮詢

本研究按類型、提供者、服務類型、最終用途和地區對全球機器人諮詢進行了預測。

機器人諮詢市場洞察

Lucintel 預測，在預測期內，混合機器人顧問將繼續成為更大的細分市場，因為它們將機器人演算法的效率和可靠性與個人財務顧問的人為因素結合起來。

由於私募股權管理公司對富裕人士投資保護的需求不斷增加，富裕人士將繼續成為市場的一個重要組成部分。

由於客戶對利用自動化財務援助進行投資和儲蓄的好處的了解不斷增加，預計亞太地區在預測期內將出現最高成長。

常問問題

Q1.市場規模為：

A1. 到 2030 年，全球機器人諮詢市場預計將達到 246 億美元。

Q2.市場成長預測是多少：

A2. 2024年至2030年，全球機器人諮詢市場預計將以23.4%的複合年成長率成長。

Q3.影響市場成長的主要促進因素是：

A3. 該市場的主要驅動力是金融服務業擴大使用數位技術、越來越多的消費者比傳統投資服務更喜歡機器人顧問，以及將人工智慧引入投資業務。

Q4.市場的主要細分市場是：

A4. 全球智慧投顧市場前景廣闊，個人投資者市場和高淨值市場都有機會。

Q5.市場的主要企業是：

A5. 主要的機器人顧問公司如下：

  • Betterment
  • Fincite
  • Wealthfront
  • The Vanguard Group
  • The Charles Schwab
  • Ellevest
  • Ginmon Vermogensverwaltung
  • Wealthify
  • SoFi Technologies
  • SigFig Wealth Management

Q6.未來最大的細分市場是什麼？

A6.Lucintel 預測，在預測期內，混合機器人顧問將繼續成為更大的細分市場，因為它們將機器人演算法的效率和可靠性與個人財務顧問的人為因素結合起來。

Q7. 未來五年預計哪些地區的市場成長最大？

由於客戶對利用自動化財務援助進行投資和儲蓄的好處的了解不斷增加，預計 A7.APAC 在預測期內將實現最高成長。

Q8. 可以客製化報告嗎？

A8. 是的，Lucintel 提供 10% 的客製化服務，無需額外付費。

目錄

第1章執行摘要

第2章全球智慧投顧市場：市場動態

  • 簡介、背景、分類
  • 供應鏈
  • 產業促進因素與挑戰

第3章 2018-2030年市場趨勢及預測分析

  • 宏觀經濟趨勢（2018-2023）與預測（2024-2030）
  • 全球機器人諮詢市場趨勢（2018-2023）與預測（2024-2030）
  • 全球機器人諮詢市場（按類型）
    • 專用機器人顧問
    • 混合機器人顧問
  • 按提供者分類的全球機器人諮詢市場
    • 金融科技機器人顧問
    • 銀行
    • 傳統資產管理公司
    • 其他
  • 按服務類型分類的全球機器人諮詢市場
    • 直接規劃基地/目標基地
    • 全面的資產建議
  • 按最終用途分類的全球機器人諮詢市場
    • 個人投資者
    • 富裕階層

第4章 2018-2030年區域市場趨勢及預測分析

  • 按地區分類的機器人諮詢市場
  • 北美機器人諮詢市場
  • 歐洲機器人諮詢市場
  • 亞太機器人諮詢市場
  • 其他區域機器人諮詢市場

第5章 競爭分析

  • 產品系列分析
  • 業務整合
  • 波特五力分析

第6章 成長機會與策略分析

  • 成長機會分析
    • 全球機器人諮詢市場的成長機會（按類型）
    • 提供者的全球機器人諮詢市場成長機會
    • 按服務類型分類的全球機器人諮詢市場成長機會
    • 按最終用途分類的全球機器人諮詢市場成長機會
    • 按地區分類的全球機器人諮詢市場成長機會
  • 全球機器人諮詢市場新趨勢
  • 戰略分析
    • 新產品開發
    • 擴大全球機器人諮詢市場的容量
    • 全球機器人諮詢市場的合併、收購和合資企業
    • 認證和許可

第7章主要企業概況

  • Betterment
  • Fincite
  • Wealthfront
  • The Vanguard Group
  • The Charles Schwab
  • Ellevest
  • Ginmon Vermogensverwaltung
  • Wealthify
  • SoFi Technologies
  • SigFig Wealth Management
簡介目錄

Robo Advisory Trends and Forecast

The future of the global robo advisory market looks promising with opportunities in the retail investor and high net worth individual markets. The global robo advisory market is expected to reach an estimated $24.6 billion by 2030 with a CAGR of 23.4% from 2024 to 2030. The major drivers for this market are growing use of digital technologies within the financial services industry, increasing consumers preference for robo advisers rather than traditional investing services, and incorporation of artificial intelligence into investing operations.

A more than 150-page report is developed to help in your business decisions. Sample figures with some insights are shown below.

Robo Advisory by Segment

The study includes a forecast for the global robo advisory by type, provider, service type, end use, and region.

Robo Advisory Market by Type [Shipment Analysis by Value from 2018 to 2030]:

  • Pure Robo Advisors
  • Hybrid Robo Advisors

Robo Advisory Market by Provider [Shipment Analysis by Value from 2018 to 2030]:

  • Fintech Robo Advisors
  • Banks
  • Traditional Wealth Managers
  • Others

Robo Advisory Market by Service Type [Shipment Analysis by Value from 2018 to 2030]:

  • Direct Plan-Based/Goal-Based
  • Comprehensive Wealth Advisory

Robo Advisory Market by End Use [Shipment Analysis by Value from 2018 to 2030]:

  • Retail Investor
  • High Net Worth Individuals

Robo Advisory Market by Region [Shipment Analysis by Value from 2018 to 2030]:

  • North America
  • Europe
  • Asia Pacific
  • The Rest of the World

List of Robo Advisory Companies

Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. With these strategies robo advisory companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the robo advisory companies profiled in this report include-

  • Betterment
  • Fincite
  • Wealthfront
  • The Vanguard Group
  • The Charles Schwab
  • Ellevest
  • Ginmon Vermogensverwaltung
  • Wealthify
  • SoFi Technologies
  • SigFig Wealth Management

Robo Advisory Market Insights

Lucintel forecasts that hybrid robo advisor will remain larger segment over the forecast period because they mix the efficiency and reliability of robotic algorithms with the human element of a personal financial counselor.

Within this market, high net worth individual will remain larger segment due to increasing demand for HNWIs by private equity managers to safeguard their investments.

APAC is expected to witness the highest growth over the forecast period due to the customers' growing knowledge of the benefits of using automated financial assistance for investments and savings.

Features of the Global Robo Advisory Market

Market Size Estimates: Robo advisory market size estimation in terms of value ($B).

Trend and Forecast Analysis: Market trends (2018 to 2023) and forecast (2024 to 2030) by various segments and regions.

Segmentation Analysis: Robo advisory market size by type, provider, service type, end use, and region in terms of value ($B).

Regional Analysis: Robo advisory market breakdown by North America, Europe, Asia Pacific, and Rest of the World.

Growth Opportunities: Analysis of growth opportunities in different type, provider, service type, end use, and regions for the robo advisory market.

Strategic Analysis: This includes M&A, new product development, and competitive landscape of the robo advisory market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

FAQ

Q1. What is the robo advisory market size?

Answer: The global robo advisory market is expected to reach an estimated $24.6 billion by 2030.

Q2. What is the growth forecast for robo advisory market?

Answer: The global robo advisory market is expected to grow with a CAGR of 23.4% from 2024 to 2030.

Q3. What are the major drivers influencing the growth of the robo advisory market?

Answer: The major drivers for this market are growing use of digital technologies within the financial services industry, increasing consumers preference for robo advisers rather than traditional investing services, and incorporation of artificial intelligence into investing operations.

Q4. What are the major segments for robo advisory market?

Answer: The future of the global robo advisory market looks promising with opportunities in the retail investor and high net worth individual markets.

Q5. Who are the key robo advisory market companies?

Answer: Some of the key robo advisory companies are as follows:

  • Betterment
  • Fincite
  • Wealthfront
  • The Vanguard Group
  • The Charles Schwab
  • Ellevest
  • Ginmon Vermogensverwaltung
  • Wealthify
  • SoFi Technologies
  • SigFig Wealth Management

Q6. Which robo advisory market segment will be the largest in future?

Answer: Lucintel forecasts that hybrid robo advisor will remain larger segment over the forecast period because they mix the efficiency and reliability of robotic algorithms with the human element of a personal financial counselor.

Q7. In robo advisory market, which region is expected to be the largest in next 5 years?

Answer: APAC is expected to witness the highest growth over the forecast period due to the customers' growing knowledge of the benefits of using automated financial assistance for investments and savings.

Q.8 Do we receive customization in this report?

Answer: Yes, Lucintel provides 10% customization without any additional cost.

This report answers following 11 key questions:

  • Q.1. What are some of the most promising, high-growth opportunities for the robo advisory market by type (pure robo advisors and hybrid robo advisors), provider (fintech robo advisors, banks, traditional wealth managers, and others), service type (direct plan-based/goal-based and comprehensive wealth advisory), end use (retail investor and high net worth individuals), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
  • Q.2. Which segments will grow at a faster pace and why?
  • Q.3. Which region will grow at a faster pace and why?
  • Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
  • Q.5. What are the business risks and competitive threats in this market?
  • Q.6. What are the emerging trends in this market and the reasons behind them?
  • Q.7. What are some of the changing demands of customers in the market?
  • Q.8. What are the new developments in the market? Which companies are leading these developments?
  • Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
  • Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
  • Q.11. What M&A activity has occurred in the last 5 years and what has its impact been on the industry?

Table of Contents

1. Executive Summary

2. Global Robo Advisory Market : Market Dynamics

  • 2.1: Introduction, Background, and Classifications
  • 2.2: Supply Chain
  • 2.3: Industry Drivers and Challenges

3. Market Trends and Forecast Analysis from 2018 to 2030

  • 3.1. Macroeconomic Trends (2018-2023) and Forecast (2024-2030)
  • 3.2. Global Robo Advisory Market Trends (2018-2023) and Forecast (2024-2030)
  • 3.3: Global Robo Advisory Market by Type
    • 3.3.1: Pure Robo Advisors
    • 3.3.2: Hybrid Robo Advisors
  • 3.4: Global Robo Advisory Market by Provider
    • 3.4.1: Fintech Robo Advisors
    • 3.4.2: Banks
    • 3.4.3: Traditional Wealth Managers
    • 3.4.4: Others
  • 3.5: Global Robo Advisory Market by Service Type
    • 3.5.1: Direct Plan-based/Goal-based
    • 3.5.2: Comprehensive Wealth Advisory
  • 3.6: Global Robo Advisory Market by End Use
    • 3.6.1: Retail Investor
    • 3.6.2: High Net Worth Individuals

4. Market Trends and Forecast Analysis by Region from 2018 to 2030

  • 4.1: Global Robo Advisory Market by Region
  • 4.2: North American Robo Advisory Market
    • 4.2.1: North American Robo Advisory Market by Type: Pure Robo Advisors and Hybrid Robo Advisors
    • 4.2.2: North American Robo Advisory Market by End Use: Retail Investor and High Net Worth Individuals
  • 4.3: European Robo Advisory Market
    • 4.3.1: European Robo Advisory Market by Type: Pure Robo Advisors and Hybrid Robo Advisors
    • 4.3.2: European Robo Advisory Market by End Use: Retail Investor and High Net Worth Individuals
  • 4.4: APAC Robo Advisory Market
    • 4.4.1: APAC Robo Advisory Market by Type: Pure Robo Advisors and Hybrid Robo Advisors
    • 4.4.2: APAC Robo Advisory Market by End Use: Retail Investor and High Net Worth Individuals
  • 4.5: ROW Robo Advisory Market
    • 4.5.1: ROW Robo Advisory Market by Type: Pure Robo Advisors and Hybrid Robo Advisors
    • 4.5.2: ROW Robo Advisory Market by End Use: Retail Investor and High Net Worth Individuals

5. Competitor Analysis

  • 5.1: Product Portfolio Analysis
  • 5.2: Operational Integration
  • 5.3: Porter's Five Forces Analysis

6. Growth Opportunities and Strategic Analysis

  • 6.1: Growth Opportunity Analysis
    • 6.1.1: Growth Opportunities for the Global Robo Advisory Market by Type
    • 6.1.2: Growth Opportunities for the Global Robo Advisory Market by Provider
    • 6.1.3: Growth Opportunities for the Global Robo Advisory Market by Service Type
    • 6.1.4: Growth Opportunities for the Global Robo Advisory Market by End Use
    • 6.1.5: Growth Opportunities for the Global Robo Advisory Market by Region
  • 6.2: Emerging Trends in the Global Robo Advisory Market
  • 6.3: Strategic Analysis
    • 6.3.1: New Product Development
    • 6.3.2: Capacity Expansion of the Global Robo Advisory Market
    • 6.3.3: Mergers, Acquisitions, and Joint Ventures in the Global Robo Advisory Market
    • 6.3.4: Certification and Licensing

7. Company Profiles of Leading Players

  • 7.1: Betterment
  • 7.2: Fincite
  • 7.3: Wealthfront
  • 7.4: The Vanguard Group
  • 7.5: The Charles Schwab
  • 7.6: Ellevest
  • 7.7: Ginmon Vermogensverwaltung
  • 7.8: Wealthify
  • 7.9: SoFi Technologies
  • 7.10: SigFig Wealth Management