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市場調查報告書
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1886355

智慧投顧市場－全球產業規模、佔有率、趨勢、機會及預測，依商業模式、供應商、服務類型、最終用戶（零售投資者、高淨值人士）、地區和競爭格局分類，2020-2030年預測

Robo Advisory Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Business Model, By Provider, By Service Type, By End User (Retail Investor, High Net Worth Individuals ), By Region, and By Competition, 2020-2030F
出版日期: | 出版商: TechSci Research | 英文 185 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2024年全球智慧投顧市場規模為79億美元，預計2030年將以42.00%的複合年成長率成長至647.7億美元。智慧投顧是提供自動化、演算法驅動的財務規劃和投資服務的數位平台，最大限度地減少了人工干預。市場成長的主要驅動力是消費者對便利、經濟高效的金融解決方案日益成長的需求，以及包括人工智慧和機器學習在內的持續技術進步。

市場概覽
預測期 2026-2030
市場規模：2024年 79億美元
市場規模：2030年 647.7億美元
複合年成長率：2025-2030年 42.00%
成長最快的細分市場 純粹的智慧投顧
最大的市場 北美洲

主要市場促進因素

全球智慧投顧市場受到投資服務日益便利性及可近性的顯著影響。數位化平台有效消除了許多傳統的投資者准入門檻，使更廣泛的人群能夠獲得財務諮詢和投資組合管理服務。

主要市場挑戰

全球智慧投顧市場擴張的一大挑戰是，如何贏得顧客對全自動金融服務的深厚信任。這個問題源自於客戶認為自動化金融服務缺乏個人化的人性化互動，而投資人往往認為這種互動至關重要，尤其是在市場波動時期，他們需要量身訂做的指導和保障。

主要市場趨勢

全球智慧投顧市場正經歷著向混合型投顧模式的顯著轉變，這種模式將自動化平台與人工理財顧問結合。這項策略轉變滿足了市場對高效數位化工具和個人化人工服務的重要需求，尤其是在更複雜的財務規劃需求或市場不確定時期。

目錄

第1章：產品概述

第2章：研究方法

第3章：執行概要

第4章：顧客之聲

第5章：全球智慧投顧市場展望

  • 市場規模及預測
    • 按價值
  • 市佔率及預測
    • 依商業模式（純智慧投顧、混合智慧投顧）
    • 依提供者分類（金融科技智慧投顧、銀行、傳統財富管理機構、其他）
    • 依服務類型（直接計劃型/目標型、綜合財富諮詢）
    • 依最終用戶（零售投資者、高淨值人士）分類
    • 按地區
    • 按公司（2024 年）
  • 市場地圖

第6章：北美智慧投顧市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 北美洲：國家分析
    • 美國
    • 加拿大
    • 墨西哥

第7章：歐洲智慧投顧市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 歐洲：國家分析
    • 德國
    • 法國
    • 英國
    • 義大利
    • 西班牙

第8章：亞太地區智慧投顧市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 亞太地區：國家分析
    • 中國
    • 印度
    • 日本
    • 韓國
    • 澳洲

第9章：中東和非洲智慧投顧市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 中東和非洲：國家分析
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 南非

第10章：南美智慧投顧市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 南美洲：國家分析
    • 巴西
    • 哥倫比亞
    • 阿根廷

第11章：市場動態

  • 促進要素
  • 挑戰

第12章：市場趨勢與發展

  • 併購
  • 產品發布
  • 最新進展

第13章：全球智慧投顧市場：SWOT分析

第14章：波特五力分析

  • 產業競爭
  • 新進入者的潛力
  • 供應商議價能力
  • 顧客的力量
  • 替代產品的威脅

第15章：競爭格局

  • Vanguard Group, Inc.
  • Charles Schwab & Co., Inc.
  • Betterment LLC
  • Wealthfront Inc.
  • FRM LLC
  • Social Finance Inc.
  • Acorns Grow, Incorporated
  • M1 Finance Inc.
  • Robinhood Financial LLC
  • SigFig Wealth Management, LLC

第16章：策略建議

第17章調查會社について,免責事項

簡介目錄
Product Code: 22758

The Global Robo Advisory Market, valued at USD 7.90 Billion in 2024, is projected to experience a CAGR of 42.00% to reach USD 64.77 Billion by 2030. Robo-advisors are digital platforms providing automated, algorithm-driven financial planning and investment services with minimal human intervention. The market's growth is primarily driven by the increasing demand for accessible, cost-effective financial solutions and continuous technological advancements, including the integration of artificial intelligence and machine learning.

Market Overview
Forecast Period2026-2030
Market Size 2024USD 7.90 Billion
Market Size 2030USD 64.77 Billion
CAGR 2025-203042.00%
Fastest Growing SegmentPure Robo Advisors
Largest MarketNorth America

Key Market Drivers

The global robo advisory market is significantly influenced by the enhanced accessibility and convenience of investment services. Digital platforms have effectively removed many traditional barriers to entry for investors, making financial advice and portfolio management available to a broader demographic. This ease of access encourages participation, particularly among individuals who might have been excluded by the high minimums or complex processes of traditional wealth management firms.

Key Market Challenges

A significant challenge impeding the expansion of the global robo advisory market is the difficulty in cultivating profound client trust in fully automated financial services. This issue arises from the perceived absence of personalized human interaction, which investors often deem essential, particularly during times of market volatility when tailored guidance and reassurance are sought. Furthermore, lingering questions about the algorithms' comprehensive understanding of complex, real-time market dynamics contribute to investor apprehension, restricting confidence in the depth of advice provided by purely digital platforms. This fundamental lack of deep trust directly hampers broader market adoption and limits the inflow of assets to robo-advisory platforms.

Key Market Trends

The global robo advisory market is witnessing a significant trend in the evolution towards hybrid advisory models, which integrate automated platforms with human financial advisors. This strategic shift addresses a critical market demand for both the efficiency of digital tools and the personalized reassurance of human interaction, particularly for more complex financial planning needs or during periods of market uncertainty. The blended approach expands the appeal of robo-advisors beyond digitally native investors to include those with higher asset bases who value comprehensive human guidance.

Key Market Players

  • Vanguard Group, Inc.
  • Charles Schwab & Co., Inc.
  • Betterment LLC
  • Wealthfront Inc.
  • FRM LLC
  • Social Finance Inc.
  • Acorns Grow, Incorporated
  • M1 Finance Inc.
  • Robinhood Financial LLC
  • SigFig Wealth Management, LLC

Report Scope:

In this report, the Global Robo Advisory Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Robo Advisory Market, By Business Model:

  • Pure Robo Advisors
  • Hybrid Robo Advisors

Robo Advisory Market, By Provider:

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

Robo Advisory Market, By Service Type:

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

Robo Advisory Market, By End User:

  • Retail Investor
  • High Net Worth Individuals (HNIs)

Robo Advisory Market, By Region:

  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • France
    • United Kingdom
    • Italy
    • Germany
    • Spain
  • South America
    • Brazil
    • Argentina
    • Colombia
  • Middle East & Africa
    • South Africa
    • Saudi Arabia
    • UAE
  • Asia Pacific
    • China
    • India
    • Japan
    • Australia
    • South Korea

Competitive Landscape

Company Profiles: Detailed analysis of the major companies presents in the Global Robo Advisory Market.

Available Customizations:

Global Robo Advisory Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

  • 1.1. Market Definition
  • 1.2. Scope of the Market
    • 1.2.1. Markets Covered
    • 1.2.2. Years Considered for Study
    • 1.2.3. Key Market Segmentations

2. Research Methodology

  • 2.1. Objective of the Study
  • 2.2. Baseline Methodology
  • 2.3. Key Industry Partners
  • 2.4. Major Association and Secondary Sources
  • 2.5. Forecasting Methodology
  • 2.6. Data Triangulation & Validation
  • 2.7. Assumptions and Limitations

3. Executive Summary

  • 3.1. Overview of the Market
  • 3.2. Overview of Key Market Segmentations
  • 3.3. Overview of Key Market Players
  • 3.4. Overview of Key Regions/Countries
  • 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Robo Advisory Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Business Model (Pure Robo Advisors, Hybrid Robo Advisors)
    • 5.2.2. By Provider (Fintech Robo Advisors, Banks, Traditional Wealth Managers, Others)
    • 5.2.3. By Service Type (Direct Plan-based/Goal-based, Comprehensive Wealth Advisory)
    • 5.2.4. By End User (Retail Investor, High Net Worth Individuals (HNIs))
    • 5.2.5. By Region
    • 5.2.6. By Company (2024)
  • 5.3. Market Map

6. North America Robo Advisory Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Business Model
    • 6.2.2. By Provider
    • 6.2.3. By Service Type
    • 6.2.4. By End User
    • 6.2.5. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Robo Advisory Market Outlook
      • 6.3.1.1. Market Size & Forecast
        • 6.3.1.1.1. By Value
      • 6.3.1.2. Market Share & Forecast
        • 6.3.1.2.1. By Business Model
        • 6.3.1.2.2. By Provider
        • 6.3.1.2.3. By Service Type
        • 6.3.1.2.4. By End User
    • 6.3.2. Canada Robo Advisory Market Outlook
      • 6.3.2.1. Market Size & Forecast
        • 6.3.2.1.1. By Value
      • 6.3.2.2. Market Share & Forecast
        • 6.3.2.2.1. By Business Model
        • 6.3.2.2.2. By Provider
        • 6.3.2.2.3. By Service Type
        • 6.3.2.2.4. By End User
    • 6.3.3. Mexico Robo Advisory Market Outlook
      • 6.3.3.1. Market Size & Forecast
        • 6.3.3.1.1. By Value
      • 6.3.3.2. Market Share & Forecast
        • 6.3.3.2.1. By Business Model
        • 6.3.3.2.2. By Provider
        • 6.3.3.2.3. By Service Type
        • 6.3.3.2.4. By End User

7. Europe Robo Advisory Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Business Model
    • 7.2.2. By Provider
    • 7.2.3. By Service Type
    • 7.2.4. By End User
    • 7.2.5. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Robo Advisory Market Outlook
      • 7.3.1.1. Market Size & Forecast
        • 7.3.1.1.1. By Value
      • 7.3.1.2. Market Share & Forecast
        • 7.3.1.2.1. By Business Model
        • 7.3.1.2.2. By Provider
        • 7.3.1.2.3. By Service Type
        • 7.3.1.2.4. By End User
    • 7.3.2. France Robo Advisory Market Outlook
      • 7.3.2.1. Market Size & Forecast
        • 7.3.2.1.1. By Value
      • 7.3.2.2. Market Share & Forecast
        • 7.3.2.2.1. By Business Model
        • 7.3.2.2.2. By Provider
        • 7.3.2.2.3. By Service Type
        • 7.3.2.2.4. By End User
    • 7.3.3. United Kingdom Robo Advisory Market Outlook
      • 7.3.3.1. Market Size & Forecast
        • 7.3.3.1.1. By Value
      • 7.3.3.2. Market Share & Forecast
        • 7.3.3.2.1. By Business Model
        • 7.3.3.2.2. By Provider
        • 7.3.3.2.3. By Service Type
        • 7.3.3.2.4. By End User
    • 7.3.4. Italy Robo Advisory Market Outlook
      • 7.3.4.1. Market Size & Forecast
        • 7.3.4.1.1. By Value
      • 7.3.4.2. Market Share & Forecast
        • 7.3.4.2.1. By Business Model
        • 7.3.4.2.2. By Provider
        • 7.3.4.2.3. By Service Type
        • 7.3.4.2.4. By End User
    • 7.3.5. Spain Robo Advisory Market Outlook
      • 7.3.5.1. Market Size & Forecast
        • 7.3.5.1.1. By Value
      • 7.3.5.2. Market Share & Forecast
        • 7.3.5.2.1. By Business Model
        • 7.3.5.2.2. By Provider
        • 7.3.5.2.3. By Service Type
        • 7.3.5.2.4. By End User

8. Asia Pacific Robo Advisory Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Business Model
    • 8.2.2. By Provider
    • 8.2.3. By Service Type
    • 8.2.4. By End User
    • 8.2.5. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Robo Advisory Market Outlook
      • 8.3.1.1. Market Size & Forecast
        • 8.3.1.1.1. By Value
      • 8.3.1.2. Market Share & Forecast
        • 8.3.1.2.1. By Business Model
        • 8.3.1.2.2. By Provider
        • 8.3.1.2.3. By Service Type
        • 8.3.1.2.4. By End User
    • 8.3.2. India Robo Advisory Market Outlook
      • 8.3.2.1. Market Size & Forecast
        • 8.3.2.1.1. By Value
      • 8.3.2.2. Market Share & Forecast
        • 8.3.2.2.1. By Business Model
        • 8.3.2.2.2. By Provider
        • 8.3.2.2.3. By Service Type
        • 8.3.2.2.4. By End User
    • 8.3.3. Japan Robo Advisory Market Outlook
      • 8.3.3.1. Market Size & Forecast
        • 8.3.3.1.1. By Value
      • 8.3.3.2. Market Share & Forecast
        • 8.3.3.2.1. By Business Model
        • 8.3.3.2.2. By Provider
        • 8.3.3.2.3. By Service Type
        • 8.3.3.2.4. By End User
    • 8.3.4. South Korea Robo Advisory Market Outlook
      • 8.3.4.1. Market Size & Forecast
        • 8.3.4.1.1. By Value
      • 8.3.4.2. Market Share & Forecast
        • 8.3.4.2.1. By Business Model
        • 8.3.4.2.2. By Provider
        • 8.3.4.2.3. By Service Type
        • 8.3.4.2.4. By End User
    • 8.3.5. Australia Robo Advisory Market Outlook
      • 8.3.5.1. Market Size & Forecast
        • 8.3.5.1.1. By Value
      • 8.3.5.2. Market Share & Forecast
        • 8.3.5.2.1. By Business Model
        • 8.3.5.2.2. By Provider
        • 8.3.5.2.3. By Service Type
        • 8.3.5.2.4. By End User

9. Middle East & Africa Robo Advisory Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Business Model
    • 9.2.2. By Provider
    • 9.2.3. By Service Type
    • 9.2.4. By End User
    • 9.2.5. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Robo Advisory Market Outlook
      • 9.3.1.1. Market Size & Forecast
        • 9.3.1.1.1. By Value
      • 9.3.1.2. Market Share & Forecast
        • 9.3.1.2.1. By Business Model
        • 9.3.1.2.2. By Provider
        • 9.3.1.2.3. By Service Type
        • 9.3.1.2.4. By End User
    • 9.3.2. UAE Robo Advisory Market Outlook
      • 9.3.2.1. Market Size & Forecast
        • 9.3.2.1.1. By Value
      • 9.3.2.2. Market Share & Forecast
        • 9.3.2.2.1. By Business Model
        • 9.3.2.2.2. By Provider
        • 9.3.2.2.3. By Service Type
        • 9.3.2.2.4. By End User
    • 9.3.3. South Africa Robo Advisory Market Outlook
      • 9.3.3.1. Market Size & Forecast
        • 9.3.3.1.1. By Value
      • 9.3.3.2. Market Share & Forecast
        • 9.3.3.2.1. By Business Model
        • 9.3.3.2.2. By Provider
        • 9.3.3.2.3. By Service Type
        • 9.3.3.2.4. By End User

10. South America Robo Advisory Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Business Model
    • 10.2.2. By Provider
    • 10.2.3. By Service Type
    • 10.2.4. By End User
    • 10.2.5. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Robo Advisory Market Outlook
      • 10.3.1.1. Market Size & Forecast
        • 10.3.1.1.1. By Value
      • 10.3.1.2. Market Share & Forecast
        • 10.3.1.2.1. By Business Model
        • 10.3.1.2.2. By Provider
        • 10.3.1.2.3. By Service Type
        • 10.3.1.2.4. By End User
    • 10.3.2. Colombia Robo Advisory Market Outlook
      • 10.3.2.1. Market Size & Forecast
        • 10.3.2.1.1. By Value
      • 10.3.2.2. Market Share & Forecast
        • 10.3.2.2.1. By Business Model
        • 10.3.2.2.2. By Provider
        • 10.3.2.2.3. By Service Type
        • 10.3.2.2.4. By End User
    • 10.3.3. Argentina Robo Advisory Market Outlook
      • 10.3.3.1. Market Size & Forecast
        • 10.3.3.1.1. By Value
      • 10.3.3.2. Market Share & Forecast
        • 10.3.3.2.1. By Business Model
        • 10.3.3.2.2. By Provider
        • 10.3.3.2.3. By Service Type
        • 10.3.3.2.4. By End User

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

  • 12.1. Merger & Acquisition (If Any)
  • 12.2. Product Launches (If Any)
  • 12.3. Recent Developments

13. Global Robo Advisory Market: SWOT Analysis

14. Porter's Five Forces Analysis

  • 14.1. Competition in the Industry
  • 14.2. Potential of New Entrants
  • 14.3. Power of Suppliers
  • 14.4. Power of Customers
  • 14.5. Threat of Substitute Products

15. Competitive Landscape

  • 15.1. Vanguard Group, Inc.
    • 15.1.1. Business Overview
    • 15.1.2. Products & Services
    • 15.1.3. Recent Developments
    • 15.1.4. Key Personnel
    • 15.1.5. SWOT Analysis
  • 15.2. Charles Schwab & Co., Inc.
  • 15.3. Betterment LLC
  • 15.4. Wealthfront Inc.
  • 15.5. FRM LLC
  • 15.6. Social Finance Inc.
  • 15.7. Acorns Grow, Incorporated
  • 15.8. M1 Finance Inc.
  • 15.9. Robinhood Financial LLC
  • 15.10. SigFig Wealth Management, LLC

16. Strategic Recommendations

17. About Us & Disclaimer