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智慧投顧市場規模、佔有率和成長分析（按類型、提供者、服務類型、最終用戶和地區分類）－2026-2033年產業預測
市場調查報告書
商品編碼
1900139

智慧投顧市場規模、佔有率和成長分析（按類型、提供者、服務類型、最終用戶和地區分類）－2026-2033年產業預測

Robo Advisory Market Size, Share, and 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 2026-2033
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

預計到 2024 年，智慧投顧市場規模將達到 87.8 億美元，到 2025 年將成長至 113.9 億美元，到 2033 年將成長至 912 億美元，在預測期（2026-2033 年）內，複合年成長率將達到 29.7%。

隨著金融領域技術融合的不斷深入，傳統投資模式逐漸被科技主導的解決方案所取代，市場對智慧投顧的需求也日益成長。投資平台上的智慧投顧服務相較於傳統金融服務具有許多優勢，推動了其普及。包括零售銀行和資產管理在內的多個行業都在利用智慧投顧，透過演算法數據分析做出更明智的決策。諸如稅務損失補償、低成本投資組合和安全交易等優勢進一步推動了智慧投顧的普及。技術進步，尤其是人工智慧和機器學習領域的進步，有助於最大限度地減少人為錯誤，提高財務決策的準確性，從而提升市場潛力。然而，柔軟性的不足和人為干預的減少也可能帶來挑戰。巨量資料和先進分析技術驅動的對經濟實惠的投資解決方案的需求，正在創造新的成長機會。

智慧投顧市場促進因素

由於其對各類投資者的友善性，智慧投顧平台正變得越來越受歡迎。這些平台提供直覺的介面，使用戶能夠輕鬆完成投資流程。此外，它們通常設有較低的最低投資額，鼓勵資金有限的散戶參與。這種投資機會的普及化，使市場向更廣泛的受眾敞開，讓更多不同類型的客戶獲得先進的金融諮詢和投資組合管理服務。因此，越來越多的人能夠進行投資並累積財富，從而促進了整個智慧投顧產業的成長。

智慧投顧市場的限制

儘管智慧投顧服務因其便利高效而日益普及，但仍有相當一部分投資者重視人工理財顧問提供的個人化服務。許多投資者更傾向於根據自身獨特的財務狀況進行深入探討，尤其是在面對複雜的投資決策以及影響其財務狀況的情感因素時。因此，智慧投顧平台無法充分滿足這些複雜性和情感需求，可能會成為那些重視個人化服務而非自動化解決方案的投資人廣泛接受智慧投入服務的障礙。

智慧投顧市場趨勢

受意識提升、技術快速創新以及金融服務全面數位轉型等因素的推動，智慧投顧市場正處於強勁成長期。隨著越來越多的人尋求便利且經濟高效的投資方案，智慧投顧平台正吸引著包括千禧世代和機構投資者在內的各類投資者群體。先進的演算法和人工智慧驅動的洞察正在變革投資策略，使財務規劃更加個人化和高效。此外，先進數據分析和機器學習技術的整合正在提升用戶體驗並提高用戶參與度，這預示著智慧投顧產業擁有適應不斷變化的消費者需求的巨大潛力。

目錄

介紹

  • 調查目標
  • 調查範圍
  • 定義

調查方法

  • 資訊收集
  • 二手資料和一手資料方法
  • 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
  • 細分市場機會分析

市場動態與展望

  • 市場規模
  • 市場動態
    • 促進因素和機遇
    • 限制與挑戰
  • 波特的分析和影響

關鍵市場考察

  • 關鍵成功因素
  • 競爭程度
  • 關鍵投資機會
  • 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
  • 定價分析

全球智慧投顧市場規模（按類型及複合年成長率分類）（2026-2033 年）

  • 純粹的智慧投顧
  • 混合型智慧投顧

全球智慧投顧市場規模（依供應商分類）及複合年成長率（2026-2033 年）

  • 金融科技、智慧投顧和銀行
  • 傳統資產管理公司
  • 其他

全球智慧投顧市場規模（依服務類型分類）及複合年成長率（2026-2033 年）

  • 直接計劃類型/目標類型
  • 綜合資產諮詢

全球智慧投顧市場規模（依最終用戶分類）及複合年成長率（2026-2033 年）

  • 個人投資者
  • 富裕階層

全球智慧投顧市場規模及複合年成長率（2026-2033）

  • 北美洲
    • 美國
    • 加拿大
  • 歐洲
    • 英國
    • 德國
    • 西班牙
    • 法國
    • 義大利
    • 其他歐洲地區
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 亞太其他地區
  • 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
    • 其他中東和非洲地區

競爭資訊

  • 前五大公司對比
  • 主要企業的市場定位（2025 年）
  • 主要市場參與者所採取的策略
  • 近期市場趨勢
  • 公司市佔率分析（2025 年）
  • 主要企業公司簡介
    • 公司詳情
    • 產品系列分析
    • 依業務板塊進行公司股票分析
    • 2021-2023年營收年比比較

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）

結論與建議

簡介目錄
Product Code: SQMIG45E2136

Robo Advisory Market size was valued at USD 8.78 Billion in 2024 and is poised to grow from USD 11.39 Billion in 2025 to USD 91.2 Billion by 2033, growing at a CAGR of 29.7% during the forecast period (2026-2033).

The increasing integration of technology in the financial sector is propelling the demand for robo-advisors, as traditional investment models transition to tech-driven solutions. The shift towards robo advisory services is enhanced by their availability on investment platforms, offering advantages over conventional financial services. Various industries, including retail banking and asset management, leverage robo advice for algorithmic data analysis, enabling informed decision-making. Benefits such as tax loss harvesting, low-cost portfolios, and secure transactions further drive adoption. Technological advancements, particularly in artificial intelligence and machine learning, contribute to minimizing human error and enhancing financial accuracy, thus bolstering market potential. However, limited flexibility and reduced personal interactions may pose challenges. The quest for affordable investment solutions presents growth opportunities, driven by big data and advanced analytics.

Top-down and bottom-up approaches were used to estimate and validate the size of the 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.

Robo Advisory Market Segments 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 Robo Advisory Market

Robo-advisory platforms have become increasingly popular due to their accessibility for various investors. These platforms offer intuitive interfaces, making it simple for users to navigate the investment process. Additionally, they typically require lower minimum investment thresholds, which encourages participation from individuals who may have limited financial resources. This democratization of investment opportunities enables a broader audience to engage in the market, making sophisticated financial advice and portfolio management accessible to a diverse range of clients. As a result, more people are empowered to invest and grow their wealth, contributing to the overall growth of the robo-advisory sector.

Restraints in the Robo Advisory Market

Despite the growing popularity of robo-advisory services for their convenience and efficiency, there are significant segments of investors who still value the personalized touch offered by human financial advisors. Many individuals prefer the opportunity to engage in discussions that address their unique financial circumstances, especially when it comes to complex investment decisions or emotional factors influencing their financial wellbeing. Consequently, the inability of robo-advisory platforms to fully cater to these intricacies and emotional needs can act as a barrier to broader acceptance among those who prioritize personalized guidance over automated solutions.

Market Trends of the Robo Advisory Market

The robo-advisory market is witnessing a robust growth trajectory fueled by rising investor awareness, rapid technological innovations, and an overarching shift towards digital financial services. As more individuals seek accessible and cost-effective investment solutions, the appeal of robo-advisory platforms is broadening across diverse investor segments, including millennials and institutional clients. Enhanced algorithms and AI-driven insights are transforming investment strategies, making financial planning more personalized and efficient. Furthermore, the integration of advanced data analytics and machine learning techniques is enhancing user experience and driving engagement, signaling a promising future for the robo-advisory landscape as it adapts to evolving consumer needs.

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 (2026-2033)

  • Market Overview
  • Pure Robo Advisors
  • Hybrid Robo Advisors

Global Robo Advisory Market Size by Provider & CAGR (2026-2033)

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

Global Robo Advisory Market Size by Service Type & CAGR (2026-2033)

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

Global Robo Advisory Market Size by End User & CAGR (2026-2033)

  • Market Overview
  • Retail Investor
  • High Net Worth Individuals

Global Robo Advisory Market Size & CAGR (2026-2033)

  • 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, 2025
  • Strategies Adopted by Key Market Players
  • Recent Developments in the Market
  • Company Market Share Analysis, 2025
  • 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