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商品編碼

1722543

2025 年至 2033 年機器人諮詢市場報告（按業務模式、服務類型、提供者、最終用戶（散戶投資者、高淨值個人）和地區分類）

Robo Advisory Market Report by Business Model, Service Type, Provider, End User (Retail Investor, High Net Worth Individuals ), and Region 2025-2033

出版日期: 2025年05月01日 | 出版商:

IMARC | 英文 135 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄圖表

2024 年全球機器人諮詢市場規模達 118 億美元。展望未來， IMARC Group預計到 2033 年市場規模將達到 922 億美元，2025-2033 年期間的成長率 (CAGR) 為 24.33%。可訪問的金融解決方案的需求增加、持續的技術進步、數位轉型以及金融知識的擴展是推動市場成長的主要因素。

機器人諮詢是指一類為財富管理機構提供演算法驅動和自動化財務建議的數位平台。它有助於自動化投資組合管理軟體、執行複雜任務、客製化線上投資以及以最少的人為干預管理資金。這反過來有助於吸引新客戶、加強工作流程並調整客製化線上投資以實現長期財務目標或短期投資策略。目前，機器人諮詢已在商業化中提供多種服務類型，例如直接計劃型、目標型和全面健康諮詢。

機器人諮詢市場趨勢：

機器人諮詢在各個垂直行業、零售業和高淨值個人（HNI）中被廣泛採用，用於執行演算法計算來分析資料並提供全面的資訊，這主要推動了市場的成長。消費者越來越傾向於選擇機器人諮詢而不是傳統投資，這進一步證明了這一點，因為機器人諮詢具有多種有益特性，例如低成本投資組合、稅收損失收穫、安全投資、基於即時統計的判斷，從而有助於消除信用風險。與此相符的是，對複雜事件自動化處理的需求日益成長，導致了重大的技術進步，例如人工智慧 (AI) 和機器學習 (ML) 解決方案的大規模整合，這有助於最大限度地減少人為干預造成的錯誤。這反過來又成為另一個主要的成長誘導因素。此外，廣泛利用機器人諮詢進行線上調查來預測投資者的偏好、風險和目標，並獲取有關客戶財務狀況、風險規避程度和期望投資回報的資訊，進一步促進了市場成長。除此之外，千禧世代越來越青睞使用智慧型手機、筆記型電腦和平板電腦來獲取資訊和進行交流，這進一步為全球市場創造了積極的前景。

本報告回答的關鍵問題

2024 年全球機器人諮詢市場規模？ 2025 年至 2033 年期間全球機器人諮詢市場的預期成長率為何？
推動全球機器人諮詢市場發展的關鍵因素有哪些？
COVID-19 對全球機器人諮詢市場有何影響？
根據商業模式，全球機器人諮詢市場如何分類？
根據服務類型，全球機器人諮詢市場如何分類？
根據供應商，全球機器人諮詢市場是如何分類的？
根據最終用戶，全球機器人諮詢市場是如何分類的？
全球機器人諮詢市場的主要區域有哪些？
全球機器人諮詢市場的主要參與者/公司有哪些？

The global robo advisory market size reached USD 11.8 Billion in 2024. Looking forward, IMARC Group expects the market to reach USD 92.2 Billion by 2033, exhibiting a growth rate (CAGR) of 24.33% during 2025-2033. Increased demand for accessible financial solutions, ongoing technological advancements, digital transformation, and expansion of financial literacy are primarily driving the market's growth.

Robo advisory refers to a class of digital platforms that provide algorithm-driven and automated financial advice to wealth management organizations. It aids in automating portfolio administration software, performing complicated tasks, customizing online investments, and managing funds with minimal human intervention. This, in turn, assists in targeting new clients, enhancing workflow, and adjusting custom online investments to achieve long-term financial goals or short-term investment strategies. At present, robo advisory is commercially available in varying service types, such as direct plan-based, goal-based, and comprehensive health advisory.

Robo Advisory Market Trends:

The widespread adoption of Robo Advisory across various industrial verticals, retail and high net worth individuals (HNIs) for performing algorithmic calculations to analyze data and deliver comprehensive information is majority driving the market toward growth. This is further supported by the shifting inclination of consumers toward robo advisory over traditional investments on account of its several beneficial properties, such as low-cost portfolio, tax-loss harvesting, secure investments, judgement based on real-time statistics, which, in turn, assists in eliminating the credit risks. In line with this, the increasing need for automating complex event processing has led to significant technological advancements, such as the large-scale integration of artificial intelligence (AI) and machine learning (ML) solutions, which is aiding in minimizing the errors caused by human interventions. This, in turn, is acting as another major growth-inducing factor. Additionally, the extensive utilization of robo advisory for executing online surveys to predict investor preferences, risks and goals, and acquire information regarding the financial status of the client, degree of risk-aversion, and desired return on investments is further contributing to the market growth. Apart from this, the rising popularity of smartphones, laptops, and tablets amongst millennials for accessing information and communicating is further creating a positive outlook for the market across the globe.

Key Market Segmentation:

Breakup by Business Model:

Pure Robo Advisors
Hybrid Robo Advisors

Breakup by Service Type:

Direct Plan-Based/Goal-Based
Comprehensive Wealth Advisory

Breakup by Provider:

Fintech Robo Advisors
Banks
Traditional Wealth Managers
Others

Breakup by End User:

Retail Investor
High Net Worth Individuals (HNIs)

Breakup by Region:

North America
United States
Canada
Asia-Pacific
China
Japan
India
South Korea
Australia
Indonesia
Others
Europe
Germany
France
United Kingdom
Italy
Spain
Russia
Others
Latin America
Brazil
Mexico
Others
Middle East and Africa

Competitive Landscape:

The competitive landscape of the industry has also been examined along with the profiles of the key players being Betterment, Ellevest, Fincite Gmbh, Ginmon Vermogensverwaltung GmbH, SigFig Wealth Management LLC, SoFi Technologies Inc., The Charles Schwab Corporation, The Vanguard Group Inc., Wealthfront Corporation and Wealthify Limited (Aviva plc).

Key Questions Answered in This Report

1.What was the size of the global robo advisory market in 2024?
2.What is the expected growth rate of the global robo advisory market during 2025-2033?
3.What are the key factors driving the global robo advisory market?
4.What has been the impact of COVID-19 on the global robo advisory market?
5.What is the breakup of the global robo advisory market based on the business model?
6.What is the breakup of the global robo advisory market based on the service type?
7.What is the breakup of the global robo advisory market based on the provider?
8.What is the breakup of the global robo advisory market based on the end user?
9.What are the key regions in the global robo advisory market?
10.Who are the key players/companies in the global robo advisory market?

1 Preface

2 Scope and Methodology

2.1 Objectives of the Study
2.2 Stakeholders
2.3 Data Sources
- 2.3.1 Primary Sources
- 2.3.2 Secondary Sources
2.4 Market Estimation
- 2.4.1 Bottom-Up Approach
- 2.4.2 Top-Down Approach
2.5 Forecasting Methodology

3 Executive Summary

4 Introduction

4.1 Overview
4.2 Key Industry Trends

5 Global Robo Advisory Market

5.1 Market Overview
5.2 Market Performance
5.3 Impact of COVID-19
5.4 Market Forecast

6 Market Breakup by Business Model

6.1 Pure Robo Advisors
- 6.1.1 Market Trends
- 6.1.2 Market Forecast
6.2 Hybrid Robo Advisors
- 6.2.1 Market Trends
- 6.2.2 Market Forecast

7 Market Breakup by Service Type

7.1 Direct Plan-Based/Goal-Based
- 7.1.1 Market Trends
- 7.1.2 Market Forecast
7.2 Comprehensive Wealth Advisory
- 7.2.1 Market Trends
- 7.2.2 Market Forecast

8 Market Breakup by Provider

8.1 Fintech Robo Advisors
- 8.1.1 Market Trends
- 8.1.2 Market Forecast
8.2 Banks
- 8.2.1 Market Trends
- 8.2.2 Market Forecast
8.3 Traditional Wealth Managers
- 8.3.1 Market Trends
- 8.3.2 Market Forecast
8.4 Others
- 8.4.1 Market Trends
- 8.4.2 Market Forecast

9 Market Breakup by End User

9.1 Retail Investor
- 9.1.1 Market Trends
- 9.1.2 Market Forecast
9.2 High Net Worth Individuals (HNIs)
- 9.2.1 Market Trends
- 9.2.2 Market Forecast

10 Market Breakup by Region

10.1 North America
- 10.1.1 United States
  - 10.1.1.1 Market Trends
  - 10.1.1.2 Market Forecast
- 10.1.2 Canada
  - 10.1.2.1 Market Trends
  - 10.1.2.2 Market Forecast
10.2 Asia-Pacific
- 10.2.1 China
  - 10.2.1.1 Market Trends
  - 10.2.1.2 Market Forecast
- 10.2.2 Japan
  - 10.2.2.1 Market Trends
  - 10.2.2.2 Market Forecast
- 10.2.3 India
  - 10.2.3.1 Market Trends
  - 10.2.3.2 Market Forecast
- 10.2.4 South Korea
  - 10.2.4.1 Market Trends
  - 10.2.4.2 Market Forecast
- 10.2.5 Australia
  - 10.2.5.1 Market Trends
  - 10.2.5.2 Market Forecast
- 10.2.6 Indonesia
  - 10.2.6.1 Market Trends
  - 10.2.6.2 Market Forecast
- 10.2.7 Others
  - 10.2.7.1 Market Trends
  - 10.2.7.2 Market Forecast
10.3 Europe
- 10.3.1 Germany
  - 10.3.1.1 Market Trends
  - 10.3.1.2 Market Forecast
- 10.3.2 France
  - 10.3.2.1 Market Trends
  - 10.3.2.2 Market Forecast
- 10.3.3 United Kingdom
  - 10.3.3.1 Market Trends
  - 10.3.3.2 Market Forecast
- 10.3.4 Italy
  - 10.3.4.1 Market Trends
  - 10.3.4.2 Market Forecast
- 10.3.5 Spain
  - 10.3.5.1 Market Trends
  - 10.3.5.2 Market Forecast
- 10.3.6 Russia
  - 10.3.6.1 Market Trends
  - 10.3.6.2 Market Forecast
- 10.3.7 Others
  - 10.3.7.1 Market Trends
  - 10.3.7.2 Market Forecast
10.4 Latin America
- 10.4.1 Brazil
  - 10.4.1.1 Market Trends
  - 10.4.1.2 Market Forecast
- 10.4.2 Mexico
  - 10.4.2.1 Market Trends
  - 10.4.2.2 Market Forecast
- 10.4.3 Others
  - 10.4.3.1 Market Trends
  - 10.4.3.2 Market Forecast
10.5 Middle East and Africa
- 10.5.1 Market Trends
- 10.5.2 Market Breakup by Country
- 10.5.3 Market Forecast

11 SWOT Analysis

11.1 Overview
11.2 Strengths
11.3 Weaknesses
11.4 Opportunities
11.5 Threats

12 Value Chain Analysis

13 Porters Five Forces Analysis

13.1 Overview
13.2 Bargaining Power of Buyers
13.3 Bargaining Power of Suppliers
13.4 Degree of Competition
13.5 Threat of New Entrants
13.6 Threat of Substitutes

14 Price Analysis

15 Competitive Landscape

15.1 Market Structure
15.2 Key Players
15.3 Profiles of Key Players
- 15.3.1 Betterment
  - 15.3.1.1 Company Overview
  - 15.3.1.2 Product Portfolio
- 15.3.2 Ellevest
  - 15.3.2.1 Company Overview
  - 15.3.2.2 Product Portfolio
- 15.3.3 Fincite Gmbh
  - 15.3.3.1 Company Overview
  - 15.3.3.2 Product Portfolio
- 15.3.4 Ginmon Vermogensverwaltung GmbH
  - 15.3.4.1 Company Overview
  - 15.3.4.2 Product Portfolio
- 15.3.5 SigFig Wealth Management LLC
  - 15.3.5.1 Company Overview
  - 15.3.5.2 Product Portfolio
- 15.3.6 SoFi Technologies Inc.
  - 15.3.6.1 Company Overview
  - 15.3.6.2 Product Portfolio
  - 15.3.6.3 Financials
- 15.3.7 The Charles Schwab Corporation
  - 15.3.7.1 Company Overview
  - 15.3.7.2 Product Portfolio
  - 15.3.7.3 Financials
  - 15.3.7.4 SWOT Analysis
- 15.3.8 The Vanguard Group Inc.
  - 15.3.8.1 Company Overview
  - 15.3.8.2 Product Portfolio
- 15.3.9 Wealthfront Corporation
  - 15.3.9.1 Company Overview
  - 15.3.9.2 Product Portfolio
- 15.3.10 Wealthify Limited (Aviva plc)
  - 15.3.10.1 Company Overview
  - 15.3.10.2 Product Portfolio

簡介目錄圖表

List of Figures

Figure 1: Global: Robo Advisory Market: Major Drivers and Challenges
Figure 2: Global: Robo Advisory Market: Sales Value (in Billion USD), 2019-2024
Figure 3: Global: Robo Advisory Market Forecast: Sales Value (in Billion USD), 2025-2033
Figure 4: Global: Robo Advisory Market: Breakup by Business Model (in %), 2024
Figure 5: Global: Robo Advisory Market: Breakup by Service Type (in %), 2024
Figure 6: Global: Robo Advisory Market: Breakup by Provider (in %), 2024
Figure 7: Global: Robo Advisory Market: Breakup by End User (in %), 2024
Figure 8: Global: Robo Advisory Market: Breakup by Region (in %), 2024
Figure 9: Global: Robo Advisory (Pure Robo Advisors) Market: Sales Value (in Million USD), 2019 & 2024
Figure 10: Global: Robo Advisory (Pure Robo Advisors) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 11: Global: Robo Advisory (Hybrid Robo Advisors) Market: Sales Value (in Million USD), 2019 & 2024
Figure 12: Global: Robo Advisory (Hybrid Robo Advisors) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 13: Global: Robo Advisory (Direct Plan-Based/Goal-Based) Market: Sales Value (in Million USD), 2019 & 2024
Figure 14: Global: Robo Advisory (Direct Plan-Based/Goal-Based) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 15: Global: Robo Advisory (Comprehensive Wealth Advisory) Market: Sales Value (in Million USD), 2019 & 2024
Figure 16: Global: Robo Advisory (Comprehensive Wealth Advisory) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 17: Global: Robo Advisory (Fintech Robo Advisors) Market: Sales Value (in Million USD), 2019 & 2024
Figure 18: Global: Robo Advisory (Fintech Robo Advisors) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 19: Global: Robo Advisory (Banks) Market: Sales Value (in Million USD), 2019 & 2024
Figure 20: Global: Robo Advisory (Banks) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 21: Global: Robo Advisory (Traditional Wealth Managers) Market: Sales Value (in Million USD), 2019 & 2024
Figure 22: Global: Robo Advisory (Traditional Wealth Managers) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 23: Global: Robo Advisory (Other Providers) Market: Sales Value (in Million USD), 2019 & 2024
Figure 24: Global: Robo Advisory (Other Providers) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 25: Global: Robo Advisory (Retail Investor) Market: Sales Value (in Million USD), 2019 & 2024
Figure 26: Global: Robo Advisory (Retail Investor) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 27: Global: Robo Advisory (High Net Worth Individuals-HNIs) Market: Sales Value (in Million USD), 2019 & 2024
Figure 28: Global: Robo Advisory (High Net Worth Individuals-HNIs) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 29: North America: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 30: North America: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 31: United States: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 32: United States: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 33: Canada: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 34: Canada: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 35: Asia-Pacific: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 36: Asia-Pacific: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 37: China: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 38: China: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 39: Japan: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 40: Japan: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 41: India: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 42: India: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 43: South Korea: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 44: South Korea: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 45: Australia: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 46: Australia: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 47: Indonesia: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 48: Indonesia: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 49: Others: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 50: Others: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 51: Europe: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 52: Europe: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 53: Germany: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 54: Germany: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 55: France: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 56: France: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 57: United Kingdom: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 58: United Kingdom: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 59: Italy: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 60: Italy: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 61: Spain: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 62: Spain: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 63: Russia: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 64: Russia: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 65: Others: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 66: Others: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 67: Latin America: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 68: Latin America: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 69: Brazil: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 70: Brazil: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 71: Mexico: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 72: Mexico: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 73: Others: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 74: Others: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 75: Middle East and Africa: Robo Advisory Market: Sales Value (in Million USD), 2019 & 2024
Figure 76: Middle East and Africa: Robo Advisory Market: Breakup by Country (in %), 2024
Figure 77: Middle East and Africa: Robo Advisory Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 78: Global: Robo Advisory Industry: SWOT Analysis
Figure 79: Global: Robo Advisory Industry: Value Chain Analysis
Figure 80: Global: Robo Advisory Industry: Porter's Five Forces Analysis

List of Tables

Table 1: Global: Robo Advisory Market: Key Industry Highlights, 2024 and 2033
Table 2: Global: Robo Advisory Market Forecast: Breakup by Business Model (in Million USD), 2025-2033
Table 3: Global: Robo Advisory Market Forecast: Breakup by Service Type (in Million USD), 2025-2033
Table 4: Global: Robo Advisory Market Forecast: Breakup by Provider (in Million USD), 2025-2033
Table 5: Global: Robo Advisory Market Forecast: Breakup by End User (in Million USD), 2025-2033
Table 6: Global: Robo Advisory Market Forecast: Breakup by Region (in Million USD), 2025-2033
Table 7: Global: Robo Advisory Market: Competitive Structure
Table 8: Global: Robo Advisory Market: Key Players

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