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1904570

資產管理技術市場預測至2032年：按解決方案組件、諮詢模式、公司規模、最終用戶和地區分類的全球分析

Wealth Management Tech Market Forecasts to 2032 - Global Analysis By Solution & Component, Advisory Mode (Human-Led Advisory, Robo-Advisory Platforms, and Hybrid Advisory Models), Enterprise Size, End User, and By Geography
出版日期: | 出版商: Stratistics Market Research Consulting | 英文 | 商品交期: 2-3個工作天內

價格

根據 Stratistics MRC 的一項研究，預計到 2025 年，全球財富管理技術市場價值將達到 85 億美元，到 2032 年將達到 208 億美元。

預計在預測期內，財富管理技術將以13.6%的複合年成長率成長。財富管理技術指的是能夠幫助財務顧問、金融機構和投資者管理資產和客戶關係的數位平台和軟體。這包括投資組合管理、智慧投顧工具、分析、客戶關係管理（CRM）、合規和報告系統。其優勢包括提高營運效率、數據驅動的投資決策、可擴展的諮詢服務、改善客戶體驗、提供監管合規支持，以及更好地服務高淨值客戶和中端市場客戶。

根據Capgemini SA發布的《2025年世界財富報告》，到2024年底，全球高淨值人士（HNWI）的財富總額將達到創紀錄的90.5兆美元。

客戶對數位化和行動優先體驗的需求日益成長

投資者越來越期望能夠即時查看投資組合、享受無縫註冊流程以及使用類似於消費金融科技應用的直覺式行動介面。此外，人口結構向精通科技的千禧世代數位原民人群的轉變，正在加速平台的普及。資產管理公司正積極響應這一趨勢，投資於整合交易、報告和諮詢工具的全通路平台。此外，數位化互動有助於提高客戶維繫、降低服務成本，並實現可擴展的跨區域諮詢模式，從而在全球範圍內提高效率。

金融服務領域的資料安全與隱私問題

平台處理敏感的財務、身分和行為數據，使其成為網路攻擊和詐騙的易受攻擊目標。此外，諸如GDPR和SEC指南等嚴格的法規結構增加了合規的複雜性和實施成本。由於擔心聲譽和法律風險，資產管理公司對雲端遷移和第三方整合仍然持謹慎態度。此外，舊有系統通常缺乏現代安全架構，這延緩了技術升級，並阻礙了全球保守型金融機構採用新技術。

人工智慧和分析技術能夠提供高度個人化的投資建議

機器學習能夠更深入分析客戶行為、風險偏好和人生階段目標，從而實現大規模。利用人工智慧的公司可以在保持個人化客戶參與的同時，提高顧問的工作效率。此外，數據驅動的洞察能夠增強決策能力，提高績效透明度，並在競爭日益激烈的全球諮詢環境中使平台脫穎而出。

來自敏捷型金融科技公司的激烈競爭

金融科技公司提供低成本、使用者友善的平台，擁有快速的創新週期和卓越的數位體驗。此外，智慧投顧和混合型諮詢模式正在吸引年輕投資者和注重成本的客戶。傳統金融供應商面臨著在保持合規性的同時，對其產品和服務進行現代化改造的壓力。此外，價格戰和銷售週期縮短正在擠壓利潤空間，迫使現有企業加快創新步伐，並尋求策略合作夥伴關係以保持競爭力。

新冠疫情的感染疾病

新冠疫情顯著加速了財富管理技術市場的數位轉型，因為傳統的面對面諮詢模式受到了衝擊。各公司迅速採用數位化客戶導入、虛擬諮詢工具和雲端平台，以確保客戶服務的連續性。此外，市場波動加劇也提高了對即時分析和風險管理解決方案的需求。儘管初期營運方面面臨一些挑戰，但從長遠來看，疫情的影響包括：遠端互動模式的持續普及、數位投資預算的增加，以及向可擴展、高彈性的財富管理技術生態系統的加速轉型。

預計在預測期內，軟體解決方案領域將佔據最大的市場佔有率。

由於軟體解決方案在投資組合管理、合規、報告和客戶參與方面發揮核心作用，預計在預測期內，該領域將佔據最大的市場佔有率。這些平台將諮詢工作流程、分析和交易工具整合到一個統一的系統中。此外，軟體解決方案還提供可擴展性和可自訂性，以滿足不同客戶的需求。來自銀行、經紀公司和獨立顧問的強勁需求支撐著穩定的產生收入。自動化、安全性和互通性的持續提升進一步鞏固了該領域在全球的領先地位。

預計新興金融科技領域在預測期內將實現最高的複合年成長率。

在創新驅動的經營模式的推動下，新興的金融科技領域預計將在預測期內實現最高成長率。金融科技公司正迅速採用人工智慧、自動化和行動優先設計，以吸引數位原民投資者。此外，較低的基礎設施成本和雲端原生平台也支援其快速擴展。這些公司以價格合理且透明的服務滿足了服務不足的族群。強大的創業融資和與傳統機構的策略合作正在進一步加速金融科技的普及和市場擴張。

比最大的地區

由於北美地區擁有先進的金融基礎設施和較高的技術普及率，預計該地區將在預測期內佔據最大的市場佔有率。主要資產管理公司、金融科技創新者和供應商的存在支撐了強勁的需求。此外，較高的數位素養和良好的投資環境將促進平台的快速部署。清晰的監管政策和充足的IT支出預算使得持續升級成為可能，從而鞏固了北美在資產管理技術應用方面的領先地位。

複合年均成長率最高的地區

亞太地區預計將在預測期內實現最高的複合年成長率，這主要得益於財富成長、數位化加快以及中產階級人口的擴大。智慧型手機的快速普及和金融科技生態系統的蓬勃發展正在推動技術的應用。此外，政府為促進數位金融和普惠金融所採取的措施也加速了平台部署。青年投資者參與度的提高和跨境投資活動的增加，進一步推動了可在全部區域推廣的、以技術主導的財富管理解決方案的需求。

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    • 根據客戶要求，對主要國家進行市場估算和預測，並計算複合年成長率（註：可行性需確認）。
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目錄

第1章執行摘要

第2章 前言

  • 摘要
  • 相關利益者
  • 調查範圍
  • 調查方法
  • 研究材料

第3章 市場趨勢分析

  • 促進要素
  • 抑制因素
  • 機會
  • 威脅
  • 終端用戶分析
  • 新興市場
  • 新冠疫情的感染疾病

第4章 波特五力分析

  • 供應商的議價能力
  • 買方的議價能力
  • 替代品的威脅
  • 新進入者的威脅
  • 競爭對手之間的競爭

5. 全球資產管理技術市場（按解決方案組件分類）

  • 軟體解決方案
    • 財務規劃與目標導向投資工具
    • 投資組合、會計和交易管理
    • 績效報告和客戶門戶
    • 風險管理合規模組
  • 專業服務
    • 實施支持
    • 諮詢
    • 託管服務

6. 全球資產管理技術市場（依諮詢模式分類）

  • 以人主導（技術驅動）的諮詢
  • 智慧投顧平台
  • 混合諮商模式

7. 按公司規模分類的全球資產管理技術市場

  • 一級全球銀行
  • 中型註冊投資顧問
  • 金融科技新創公司

8. 全球資產管理技術市場（以最終用戶分類）

  • 金融機構
  • 投資管理公司
  • 交易/證券公司
  • 家族辦公室和獨立財務顧問（IFA）

9. 全球資產管理技術市場（按地區分類）

  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 歐洲
    • 德國
    • 英國
    • 義大利
    • 法國
    • 西班牙
    • 其他歐洲
  • 亞太地區
    • 日本
    • 中國
    • 印度
    • 澳洲
    • 紐西蘭
    • 韓國
    • 亞太其他地區
  • 南美洲
    • 阿根廷
    • 巴西
    • 智利
    • 其他南美國家
  • 中東和非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 卡達
    • 南非
    • 其他中東和非洲地區

第10章：重大進展

  • 協議、夥伴關係、合作和合資企業
  • 併購
  • 新產品發布
  • 業務拓展
  • 其他關鍵策略

第11章 企業概況

  • Envestnet
  • Addepar
  • Avaloq
  • FNZ Group
  • InvestCloud
  • SS&C，技術
  • Broadridge Financial Solutions
  • FIS（Fidelity National Information Services）
  • Fiserv
  • Orion Advisor Solutions
  • SEI Investments Company
  • Morningstar, Inc.
  • Pershing LLC
  • Bravura Solutions
  • Additiv
  • TIFIN
Product Code: SMRC33026

According to Stratistics MRC, the Global Wealth Management Tech Market is accounted for $8.5 billion in 2025 and is expected to reach $20.8 billion by 2032, growing at a CAGR of 13.6% during the forecast period. The wealth management technology covers digital platforms and software that support financial advisors, institutions, and investors in managing assets and client relationships. It includes portfolio management, robo-advisory tools, analytics, CRM, compliance, and reporting systems. Benefits include working more efficiently, making investment choices based on data, offering advisory services that can grow easily, improving the client experience, helping with following regulations, and being able to better serve both wealthy clients and those with moderate wealth.

According to Capgemini's World Wealth Report 2025, global high-net-worth individual (HNWI) wealth reached a record $90.5 trillion by the end of 2024.

Market Dynamics:

Driver:

Increasing client demand for digital and mobile-first experiences

Investors increasingly expect real-time portfolio visibility, seamless onboarding, and intuitive mobile interfaces similar to consumer fintech applications. Furthermore, demographic shifts toward tech-savvy millennials and high-net-worth digital natives are accelerating platform adoption. Wealth managers are responding by investing in omnichannel platforms that integrate trading, reporting, and advisory tools. Additionally, digital engagement improves client retention, reduces servicing costs, and supports scalable advisory models across geographies efficiently globally today.

Restraint:

Data security and privacy concerns in financial services

Platforms handle sensitive financial, identity, and behavioral data, making them attractive targets for cyberattacks and fraud. Furthermore, stringent regulatory frameworks such as GDPR and SEC guidelines increase compliance complexity and implementation costs. Wealth managers remain cautious about cloud migration and third-party integrations due to reputational and legal risks. Additionally, legacy systems often lack modern security architecture, slowing technology upgrades and delaying adoption across conservative financial institutions worldwide.

Opportunity:

AI and analytics for hyper-personalized investment advice

Machine learning enables deeper analysis of client behavior, risk profiles, and life-stage goals, improving portfolio customization. Moreover, predictive analytics support proactive recommendations and automated rebalancing at scale. Firms leveraging AI can enhance advisor productivity while maintaining personalized client engagement. Additionally, data-driven insights strengthen decision-making, improve performance transparency, and differentiate platforms in an increasingly competitive advisory landscape globally.

Threat:

Intense competition from agile fintech disruptors

Fintech firms offer low-cost, user-friendly platforms with rapid innovation cycles and strong digital experiences. Furthermore, robo-advisors and hybrid advisory models are attracting younger investors and cost-sensitive clients. Traditional vendors face pressure to modernize offerings while maintaining regulatory compliance. Additionally, price competition and shorter sales cycles compress margins, forcing incumbents to accelerate innovation or pursue strategic partnerships to remain relevant.

Covid-19 Impact:

The COVID-19 pandemic significantly accelerated digital adoption within the wealth management tech market as in-person advisory models were disrupted. Firms rapidly deployed digital onboarding, virtual advisory tools, and cloud-based platforms to maintain client continuity. Moreover, market volatility increased demand for real-time analytics and risk management solutions. While operational challenges emerged initially, long-term impacts include sustained preference for remote engagement, higher digital investment budgets, and accelerated migration toward scalable, resilient wealth management technology ecosystems.

The software solutions segment is expected to be the largest during the forecast period

The software solutions segment is expected to account for the largest market share during the forecast period due to its central role in portfolio management, compliance, reporting, and client engagement. These platforms integrate advisory workflows, analytics, and trading tools within unified systems. Furthermore, software solutions offer scalability and customization aligned with diverse client needs. Strong demand from banks, brokerages, and independent advisors supports consistent revenue generation. Ongoing enhancements in automation, security, and interoperability further reinforce segment leadership globally.

The emerging fintechs segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the emerging fintechs segment is predicted to witness the highest growth rate driven by innovation-focused business models. Fintech firms rapidly deploy AI, automation, and mobile-first designs that appeal to digitally native investors. Furthermore, lower infrastructure costs and cloud-native platforms support rapid scalability. These companies address underserved segments with affordable and transparent offerings. Strong venture funding and strategic partnerships with traditional institutions further accelerate fintech adoption and market expansion.

Region with largest share:

During the forecast period, the North America region is expected to hold the largest market share due to advanced financial infrastructure and high technology adoption. The presence of major wealth managers, fintech innovators, and technology vendors supports strong demand. Furthermore, high digital literacy and favorable investment environments drive rapid platform deployment. Regulatory clarity and significant IT spending budgets enable continuous upgrades, reinforcing North America's leadership in adopting technology for wealth management.

Region with highest CAGR:

Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, supported by rising wealth, digitalization, and expanding middle-class populations. Rapid smartphone adoption and growing fintech ecosystems fuel technology uptake. Moreover, government initiatives promoting digital finance and financial inclusion accelerate platform deployment. Increasing participation by younger investors and cross-border investment activity further drives demand for scalable, technology-driven wealth management solutions across the region.

Key players in the market

Some of the key players in Wealth Management Tech Market include Envestnet, Addepar, Avaloq, FNZ Group, InvestCloud, SS&C Technologies, Broadridge Financial Solutions, FIS (Fidelity National Information Services), Fiserv, Orion Advisor Solutions, SEI Investments Company, Morningstar, Inc., Pershing LLC, Bravura Solutions, Additiv, and TIFIN.

Key Developments:

In December 2025, Envestnet introduced the new Tamarac platform enhancements for accelerating advisor efficiency, security, and client experience.

In November 2025, SS&C Technologies introduced the new European Wealth Services expansion with MiFID license in Ireland, enabling integrated wealth management delivery across the EU.

In August 2025, InvestCloud introduced the new AI enabled advisor productivity solutions for smarter client onboarding, risk insights, and personalized collaboration.

In July 2025, FNZ Group introduced the new strategic partnership with Microsoft to accelerate AI, automation, and cloud transformation in wealth management.

Solution & Components Covered:

  • Software Solutions
  • Professional Services

Advisory Modes Covered:

  • Human-Led (Tech-Enabled) Advisory
  • Robo-Advisory Platforms
  • Hybrid Advisory Models

Enterprise Sizes Covered:

  • Tier 1 Global Banks
  • Mid-tier RIAs
  • Emerging Fintechs

End Users Covered:

  • Banking Institutions
  • Investment Management Firms
  • Trading & Brokerage Firms
  • Family Offices & Independent Financial Advisors (IFAs)

Regions Covered:

  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • Italy
    • France
    • Spain
    • Rest of Europe
  • Asia Pacific
    • Japan
    • China
    • India
    • Australia
    • New Zealand
    • South Korea
    • Rest of Asia Pacific
  • South America
    • Argentina
    • Brazil
    • Chile
    • Rest of South America
  • Middle East & Africa
    • Saudi Arabia
    • UAE
    • Qatar
    • South Africa
    • Rest of Middle East & Africa

What our report offers:

  • Market share assessments for the regional and country-level segments
  • Strategic recommendations for the new entrants
  • Covers Market data for the years 2024, 2025, 2026, 2028, and 2032
  • Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
  • Strategic recommendations in key business segments based on the market estimations
  • Competitive landscaping mapping the key common trends
  • Company profiling with detailed strategies, financials, and recent developments
  • Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

  • Company Profiling
    • Comprehensive profiling of additional market players (up to 3)
    • SWOT Analysis of key players (up to 3)
  • Regional Segmentation
    • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
  • Competitive Benchmarking
    • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

  • 2.1 Abstract
  • 2.2 Stake Holders
  • 2.3 Research Scope
  • 2.4 Research Methodology
    • 2.4.1 Data Mining
    • 2.4.2 Data Analysis
    • 2.4.3 Data Validation
    • 2.4.4 Research Approach
  • 2.5 Research Sources
    • 2.5.1 Primary Research Sources
    • 2.5.2 Secondary Research Sources
    • 2.5.3 Assumptions

3 Market Trend Analysis

  • 3.1 Introduction
  • 3.2 Drivers
  • 3.3 Restraints
  • 3.4 Opportunities
  • 3.5 Threats
  • 3.6 End User Analysis
  • 3.7 Emerging Markets
  • 3.8 Impact of Covid-19

4 Porters Five Force Analysis

  • 4.1 Bargaining power of suppliers
  • 4.2 Bargaining power of buyers
  • 4.3 Threat of substitutes
  • 4.4 Threat of new entrants
  • 4.5 Competitive rivalry

5 Global Wealth Management Tech Market, By Solution & Component

  • 5.1 Introduction
  • 5.2 Software Solutions
    • 5.2.1 Financial Planning & Goal-Based Investing Tools
    • 5.2.2 Portfolio, Accounting & Trading Management
    • 5.2.3 Performance Reporting & Client Portals
    • 5.2.4 Risk Management & Compliance Modules
  • 5.3 Professional Services
    • 5.3.1 Implementation
    • 5.3.2 Consulting
    • 5.3.3 Managed Services

6 Global Wealth Management Tech Market, By Advisory Mode

  • 6.1 Introduction
  • 6.2 Human-Led (Tech-Enabled) Advisory
  • 6.3 Robo-Advisory Platforms
  • 6.4 Hybrid Advisory Models

7 Global Wealth Management Tech Market, By Enterprise Size

  • 7.1 Introduction
  • 7.2 Tier 1 Global Banks
  • 7.3 Mid-tier RIAs
  • 7.4 Emerging Fintechs

8 Global Wealth Management Tech Market, By End User

  • 8.1 Introduction
  • 8.2 Banking Institutions
  • 8.3 Investment Management Firms
  • 8.4 Trading & Brokerage Firms
  • 8.5 Family Offices & Independent Financial Advisors (IFAs)

9 Global Wealth Management Tech Market, By Geography

  • 9.1 Introduction
  • 9.2 North America
    • 9.2.1 US
    • 9.2.2 Canada
    • 9.2.3 Mexico
  • 9.3 Europe
    • 9.3.1 Germany
    • 9.3.2 UK
    • 9.3.3 Italy
    • 9.3.4 France
    • 9.3.5 Spain
    • 9.3.6 Rest of Europe
  • 9.4 Asia Pacific
    • 9.4.1 Japan
    • 9.4.2 China
    • 9.4.3 India
    • 9.4.4 Australia
    • 9.4.5 New Zealand
    • 9.4.6 South Korea
    • 9.4.7 Rest of Asia Pacific
  • 9.5 South America
    • 9.5.1 Argentina
    • 9.5.2 Brazil
    • 9.5.3 Chile
    • 9.5.4 Rest of South America
  • 9.6 Middle East & Africa
    • 9.6.1 Saudi Arabia
    • 9.6.2 UAE
    • 9.6.3 Qatar
    • 9.6.4 South Africa
    • 9.6.5 Rest of Middle East & Africa

10 Key Developments

  • 10.1 Agreements, Partnerships, Collaborations and Joint Ventures
  • 10.2 Acquisitions & Mergers
  • 10.3 New Product Launch
  • 10.4 Expansions
  • 10.5 Other Key Strategies

11 Company Profiling

  • 11.1 Envestnet
  • 11.2 Addepar
  • 11.3 Avaloq
  • 11.4 FNZ Group
  • 11.5 InvestCloud
  • 11.6 SS&C Technologies
  • 11.7 Broadridge Financial Solutions
  • 11.8 FIS (Fidelity National Information Services)
  • 11.9 Fiserv
  • 11.10 Orion Advisor Solutions
  • 11.11 SEI Investments Company
  • 11.12 Morningstar, Inc.
  • 11.13 Pershing LLC
  • 11.14 Bravura Solutions
  • 11.15 Additiv
  • 11.16 TIFIN

List of Tables

  • Table 1 Global Wealth Management Tech Market Outlook, By Region (2024-2032) ($MN)
  • Table 2 Global Wealth Management Tech Market Outlook, By Solution & Component (2024-2032) ($MN)
  • Table 3 Global Wealth Management Tech Market Outlook, By Software Solutions (2024-2032) ($MN)
  • Table 4 Global Wealth Management Tech Market Outlook, By Financial Planning & Goal-Based Investing Tools (2024-2032) ($MN)
  • Table 5 Global Wealth Management Tech Market Outlook, By Portfolio, Accounting & Trading Management (2024-2032) ($MN)
  • Table 6 Global Wealth Management Tech Market Outlook, By Performance Reporting & Client Portals (2024-2032) ($MN)
  • Table 7 Global Wealth Management Tech Market Outlook, By Risk Management & Compliance Modules (2024-2032) ($MN)
  • Table 8 Global Wealth Management Tech Market Outlook, By Professional Services (2024-2032) ($MN)
  • Table 9 Global Wealth Management Tech Market Outlook, By Implementation (2024-2032) ($MN)
  • Table 10 Global Wealth Management Tech Market Outlook, By Consulting (2024-2032) ($MN)
  • Table 11 Global Wealth Management Tech Market Outlook, By Managed Services (2024-2032) ($MN)
  • Table 12 Global Wealth Management Tech Market Outlook, By Advisory Mode (2024-2032) ($MN)
  • Table 13 Global Wealth Management Tech Market Outlook, By Human-Led Advisory (2024-2032) ($MN)
  • Table 14 Global Wealth Management Tech Market Outlook, By Robo-Advisory Platforms (2024-2032) ($MN)
  • Table 15 Global Wealth Management Tech Market Outlook, By Hybrid Advisory Models (2024-2032) ($MN)
  • Table 16 Global Wealth Management Tech Market Outlook, By Enterprise Size (2024-2032) ($MN)
  • Table 17 Global Wealth Management Tech Market Outlook, By Tier 1 Global Banks (2024-2032) ($MN)
  • Table 18 Global Wealth Management Tech Market Outlook, By Mid-tier RIAs (2024-2032) ($MN)
  • Table 19 Global Wealth Management Tech Market Outlook, By Emerging Fintechs (2024-2032) ($MN)
  • Table 20 Global Wealth Management Tech Market Outlook, By End User (2024-2032) ($MN)
  • Table 21 Global Wealth Management Tech Market Outlook, By Banking Institutions (2024-2032) ($MN)
  • Table 22 Global Wealth Management Tech Market Outlook, By Investment Management Firms (2024-2032) ($MN)
  • Table 23 Global Wealth Management Tech Market Outlook, By Trading & Brokerage Firms (2024-2032) ($MN)
  • Table 24 Global Wealth Management Tech Market Outlook, By Family Offices & IFAs (2024-2032) ($MN)

Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.