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市場調查報告書
商品編碼
1603452

機器人諮詢市場規模、佔有率、成長分析、按類型、按提供者、按服務類型、按最終用戶、按地區 - 行業預測，2024-2031 年

Robo Advisory Market Size, Share, Growth Analysis, By Type (Pure Robo Advisors, Hybrid Robo Advisors), By Provider (Fintech Robo Advisors, Banks), By Service Type, By End User, By Region - Industry Forecast 2024-2031
出版日期: | 出版商: SkyQuest | 英文 157 Pages | 商品交期: 3-5個工作天內

價格
簡介目錄

2022年全球智慧投顧市場規模為52.2億美元，從2023年的67.7億美元成長到2031年的542.1億美元，預測期間（2024-2031年）預計複合年成長率為29.7%。

金融業正在經歷重大變革，投資諮詢中技術驅動的資料整合以及對機器人顧問的需求激增。在各種投資平台上提供這些顧問的推動下，從傳統投資產品到機器人顧問服務的轉變是關鍵的成長要素。機器人顧問利用演算法計算來分析資料並提供全面的見解，在零售銀行和財富管理等多個行業中越來越受歡迎。這些服務提供了顯著的好處，例如稅收損失收穫、具有成本效益的投資組合管理、增強的決策、安全的投資以及降低信用風險的能力，從而推動了市場擴張。此外，人工智慧 (AI) 和機器學習 (ML) 的進步正在徹底改變機器人顧問，使其完全自動化，以簡化財務決策並改善財務成果，同時最大限度地減少人為錯誤，為人工智慧主導的平台鋪平道路。儘管取得了這些進步，機器人顧問的靈活性和缺乏面對面互動可能對市場成長構成挑戰。然而，對負擔得起的投資建議的需求不斷成長，為市場擴張提供了新的機會。此外，巨量資料和進階分析的日益普及預計將進一步推動機器人顧問的使用，並使它們成為未來投資策略的重要組成部分。總體而言，向數位投資解決方案的過渡標誌著金融業的重大轉折點，有望提高投資者的效率和便利性。

目錄

介紹

  • 研究目的
  • 調查範圍
  • 定義

調查方法

  • 資訊採購
  • 二手資料和主要資料方法
  • 市場規模預測
  • 市場假設與限制

執行摘要

  • 全球市場展望
  • 供需趨勢分析
  • 按細分市場的機會分析

市場動態及展望

  • 市場概況
  • 市場規模
  • 市場動態
    • 促進因素和機遇
    • 抑制因素和挑戰
  • 波特分析與影響
    • 競爭公司之間的敵對關係
    • 替代品的威脅
    • 買方議價能力
    • 新進入者的威脅
    • 供應商的議價能力

主要市場考察

  • 關鍵成功因素
  • 競爭程度
  • 主要投資機會
  • 市場生態系統
  • 技術進步
  • 監管環境
  • 價值鏈分析
  • 案例研究分析
  • 客戶和購買標準分析
  • PESTEL分析
  • 總體經濟指標
  • 市場吸引力指數
  • 價格分析

機器人諮詢市場規模：按類型和複合年成長率（2024-2031）

  • 市場概況
  • 純粹的機器人顧問
  • 混合機器人顧問

機器人諮詢市場規模：按提供者和複合年成長率（2024-2031）

  • 市場概況
  • 金融科技機器人顧問、銀行
  • 傳統資產管理公司
  • 其他

機器人諮詢市場規模：依服務類型及複合年成長率（2024-2031）

  • 市場概況
  • 直接規劃基地/目標基地
  • 全面的資產建議

機器人諮詢市場規模：按最終用戶和複合年成長率（2024-2031）

  • 市場概況
  • 個人投資者
  • 富裕階層

機器人諮詢市場規模與複合年成長率（2024-2031）

  • 北美洲
    • 美國
    • 加拿大
  • 歐洲
    • 英國
    • 德國
    • 西班牙
    • 法國
    • 義大利
    • 其他歐洲國家地區
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 其他亞太地區
  • 拉丁美洲
    • 巴西
    • 其他拉丁美洲地區
  • 中東和非洲
    • 海灣合作理事會國家
    • 南非
    • 其他中東/非洲

競爭資訊

  • 前5名企業對比
  • 主要企業市場定位（2023年）
  • 主要市場參與者所採取的策略
  • 近期市場趨勢
  • 公司市場佔有率分析（2023）
  • 主要企業簡介
    • 公司簡介
    • 產品系列分析
    • 按細分市場分類的佔有率分析
    • 收益與前一年同期比較（2021-2023）

主要企業簡介

  • Betterment LLC（US）
  • Wealthfront Corporation（US）
  • Charles Schwab & Co., Inc.（US）
  • Vanguard Group, Inc.（US）
  • BlackRock（FutureAdvisor）（US）
  • Fidelity Investments（Fidelity Go）（US）
  • Acorns Grow Incorporated（US）
  • SoFi（Social Finance, Inc.）（US）
  • SigFig Wealth Management（US）
  • M1 Finance（US）
  • StashAway（Singapore）
  • Scalable Capital GmbH（Germany）
  • Personal Capital（US）
  • Nutmeg（UK）
  • Raisin Invest（Germany）
  • Ellevest（US）
  • Zerodha（India）
  • Kristal.AI（Singapore）
  • Quantifeed（Hong Kong）
  • Wealthsimple（Canada）

結論和建議

簡介目錄
Product Code: SQMIG45E2136

Global Robo Advisory Market size was valued at USD 5.22 billion in 2022 and is poised to grow from USD 6.77 billion in 2023 to USD 54.21 billion by 2031, growing at a CAGR of 29.7% during the forecast period (2024-2031).

The financial sector is witnessing a significant transformation with the increased integration of technology-enabled data in investment consultations, driving a surge in demand for robo-advisers. The shift from traditional investment products to robo-advisory services, facilitated by the availability of these advisors on various investment platforms, is a key growth factor. Robo-advisers are gaining traction across diverse industries, including retail banking and asset management, by utilizing algorithmic calculations to analyze data and deliver comprehensive insights. These services offer notable advantages, such as tax-loss harvesting, cost-effective portfolio management, enhanced decision-making, secure investments, and the ability to mitigate credit risks, fueling market expansion. Furthermore, advancements in artificial intelligence (AI) and machine learning (ML) are revolutionizing robo-advisers, paving the way for fully automated AI-driven platforms that simplify financial decision-making while minimizing human errors and enhancing financial outcomes. Despite these advancements, the limited flexibility of robo-advisers and the lack of in-person interactions may pose challenges to market growth. However, the growing demand for affordable investment advice presents fresh opportunities for market expansion. Additionally, the increasing adoption of big data and sophisticated analytics is expected to further bolster the use of robo-advisers, making them a pivotal component in the future of investment strategy. Overall, the transition to digital investment solutions marks a crucial inflection point for the financial industry, promising enhanced efficiency and accessibility for investors.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Robo Advisory market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Robo Advisory Market Segmental Analysis

Global Robo Advisory Market is segmented by Type, Provider, Service Type, End User and region. Based on Type, the market is segmented into Pure Robo Advisors, Hybrid Robo Advisors. Based on Provider, the market is segmented into Fintech Robo Advisors, Banks, Traditional Wealth Managers, Others Based on Service Type, the market is segmented into Direct Plan-based/Goal-based, Comprehensive Wealth Advisory. Based on end user, the market is segmented into Retail Investor, High Net Worth Individuals. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & and Africa.

Driver of the Global Robo Advisory Market

One of the primary drivers of the global robo-advisory market is its accessibility to a diverse group of investors. These platforms are designed with user-friendly interfaces that simplify the investment process. Additionally, they typically impose lower minimum investment thresholds, allowing individuals with limited financial resources to engage in investing activities. This inclusiveness makes it possible for a broader audience to enter the market, ultimately contributing to the growth and popularity of robo-advisory services. As a result, more people can take advantage of investment opportunities, enhancing financial literacy and promoting a culture of saving and investing among various demographics.

Restraints in the Global Robo Advisory Market

One of the key restraints in the Global Robo Advisory market is the limited human interaction offered by these platforms. Although many investors find the convenience of automated services appealing, others seek the personal touch that comes from engaging with a financial advisor. This desire for human connection is particularly significant for those who need to discuss intricate financial matters or address emotional concerns tied to their investments. As a result, the inability of robo-advisory services to provide personalized support and understanding may deter some potential users, restricting the market's growth and adoption among various investor segments.

Market Trends of the Global Robo Advisory Market

As of October 2023, the global robo-advisory market is witnessing robust growth, fueled by heightened investor awareness of digital financial solutions and significant technological advancements in AI and machine learning. This trend is indicative of a broader shift towards personalized and automated investment strategies, making wealth management more accessible to diverse investor segments, including millennials and retirees. Notably, traditional financial institutions are increasingly integrating robo-advisory services into their offerings, enhancing competition and driving innovation. As regulatory frameworks adapt to accommodate digital advisory models, the market is poised for further expansion, with a growing emphasis on customization and cost-effectiveness in investment management.

Table of Contents

Introduction

  • Objectives of the Study
  • Scope of the Report
  • Definitions

Research Methodology

  • Information Procurement
  • Secondary & Primary Data Methods
  • Market Size Estimation
  • Market Assumptions & Limitations

Executive Summary

  • Global Market Outlook
  • Supply & Demand Trend Analysis
  • Segmental Opportunity Analysis

Market Dynamics & Outlook

  • Market Overview
  • Market Size
  • Market Dynamics
    • Driver & Opportunities
    • Restraints & Challenges
  • Porters Analysis & Impact
    • Competitive rivalry
    • Threat of substitute
    • Bargaining power of buyers
    • Threat of new entrants
    • Bargaining power of suppliers

Key Market Insights

  • Key Success Factors
  • Degree of Competition
  • Top Investment Pockets
  • Market Ecosystem
  • Technological Advancement
  • Regulatory Landscape
  • Value Chain Analysis
  • Case Study Analysis
  • Customer & Buying Criteria Analysis
  • PESTEL Analysis
  • Macro-Economic Indicators
  • Market Attractiveness Index
  • Pricing Analysis

Global Robo Advisory Market Size by Type & CAGR (2024-2031)

  • Market Overview
  • Pure Robo Advisors
  • Hybrid Robo Advisors

Global Robo Advisory Market Size by Provider & CAGR (2024-2031)

  • Market Overview
  • Fintech Robo Advisors, Banks
  • Traditional Wealth Managers
  • Others

Global Robo Advisory Market Size by Service Type & CAGR (2024-2031)

  • Market Overview
  • Direct Plan-based/Goal-based
  • Comprehensive Wealth Advisory

Global Robo Advisory Market Size by End User & CAGR (2024-2031)

  • Market Overview
  • Retail Investor
  • High Net Worth Individuals

Global Robo Advisory Market Size & CAGR (2024-2031)

  • North America, (Type, Provider, Service Type, End User)
    • US
    • Canada
  • Europe, (Type, Provider, Service Type, End User)
    • UK
    • Germany
    • Spain
    • France
    • Italy
    • Rest of Europe
  • Asia-Pacific, (Type, Provider, Service Type, End User)
    • China
    • India
    • Japan
    • South Korea
    • Rest of Asia Pacific
  • Latin America, (Type, Provider, Service Type, End User)
    • Brazil
    • Rest of Latin America
  • Middle East & Africa, (Type, Provider, Service Type, End User)
    • GCC Countries
    • South Africa
    • Rest of Middle East & Africa

Competitive Intelligence

  • Top 5 Player Comparison
  • Market Positioning of Key Players, 2023
  • Strategies Adopted by Key Market Players
  • Recent Developments in the Market
  • Company Market Share Analysis, 2023
  • Company Profiles of All Key Players
    • Company Details
    • Product Portfolio Analysis
    • Company's Segmental Share Analysis
    • Revenue Y-O-Y Comparison (2021-2023)

Key Company Profiles

  • Betterment LLC (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Wealthfront Corporation (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Charles Schwab & Co., Inc. (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Vanguard Group, Inc. (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • BlackRock (FutureAdvisor) (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Fidelity Investments (Fidelity Go) (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Acorns Grow Incorporated (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • SoFi (Social Finance, Inc.) (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • SigFig Wealth Management (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • M1 Finance (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • StashAway (Singapore)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Scalable Capital GmbH (Germany)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Personal Capital (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Nutmeg (U.K.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Raisin Invest (Germany)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Ellevest (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Zerodha (India)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Kristal.AI (Singapore)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Quantifeed (Hong Kong)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Wealthsimple (Canada)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments

Conclusion & Recommendation