市场调查报告书
商品编码
1135089
机器人咨询全球市场规模研究,按供应商,按服务类型,按最终用户,按地区预测 2022-2028Global Robo advisory Market Size study, by Type by Provider, by Service Type, by End User and Regional Forecasts 2022-2028 |
2021 年全球智能投顾市场价值约为 78 亿美元,预计在 2022-2028 年的预测期内将以超过 31.80% 的健康增长率增长。
Robo-advisory 通过算法计算检查数据,并提供符合投资者目标的深入资产配置策略。智能投顾部门一直在投资扩张,并显着增加了对经济增长的贡献。 Robo-advisory以其独特的优势在市场上处于有利地位,例如避税、低成本的投资组合、改进的决策、无风险和安全的投资,并有助于降低信用风险。成长的背后机器人咨询系统还根据实时数据和当前经济状况做出决策,消除潜在的信用风险并促进消费者采用。根据《企业愿景》杂誌的数据,第一季度机器人咨询註册量激增,比 2020 年增长近 3.1%。例如,Vanguard 报告资产增加了 14%,客户增加了 35%,Pension Bee 报告了机器人咨询增加了 14%。该行业也有许多技术进步,例如人工智能(AI)和机器学习(ML)的引入,这使得机器人咨询更加高效。此外,新兴国家的主要潜力以及政府不断增加的支持和举措可以在预测期内推动市场。然而,机器人咨询提供的有限灵活性和缺乏人类专业知识将抑制整个 2022-2028 年预测期内的市场增长。
Robo-Advisory 全球市场研究考虑的主要地区包括亚太地区、北美、欧洲、拉丁美洲和世界其他地区。北美在 2021 年的收入方面占据主导地位,知名企业追求消除人为干预的愿景,从而最大限度地减少错误并执行快速计算。由于人们越来越意识到选择自动财务援助以进行投资和储蓄的好处等因素,预计亚太地区将在预测期内显着增长。多家公司也在不断增加投资,以通过人工智能 (AI) 促进机器人咨询的使用,这是增长最快的细分市场之一。
本报告中包括的主要市场参与者是:
本研究的目的是确定近年来各个细分市场和国家/地区的市场规模,并预测未来 8 年的价值。本报告旨在捕捉所研究的每个地区和国家的行业的定性和定量方面。此外,它还提供了有关关键方面的详细信息,例如定义市场未来增长的驱动因素和挑战。此外,报告还应深入分析主要参与者的竞争格局和产品供应,以及微观市场中可供利益相关者投资的机会。市场的详细细分和子细分如下所述。
按类型
纯机器人咨询
混合机器人咨询
按提供者
金融科技机器人顾问
银行
传统财富管理器
杂项
按服务类型
直接计划类型/目标类型
综合财富咨询
按最终用户
个人投资者
高净值人士
按地区
北美
美国
加拿大
欧洲
英国
德国
法国
西班牙
意大利
其他欧洲
亚太地区
中国
印度
日本
澳大利亚
韩国
其他亚太地区
拉丁美洲
巴西
墨西哥
世界其他地方
此外,本研究中考虑的年份如下。
实际年份 - 2018 年、2019 年、2020 年
基准年-2021
预测週期-2022-2028
本报告的目标受众,全球智能投顾市场
主要咨询公司和咨询公司
大公司、中型公司、中小企业
风险投资
增值经销商 (VAR)
第三方知识提供者
投资银行家
投资者
Global Robo advisory Market is valued at approximately USD 7.8 billion in 2021 and is anticipated to grow with a healthy growth rate of more than 31.80% over the forecast period 2022-2028. Robo advisors examine data using algorithmic calculations and then present a thorough asset allocation strategy that is in line with the investor's objectives. The Robo advisor sector has consistently invested in its expansion and has significantly increased its contribution to economic growth. Some of the driving factors due to which there is significant market growth are, it provides particular advantages provided by Robo advisors including tax loss harvesting, low-cost portfolios, improved decision-making, risk-free and secure investments, and assistance in reducing credit risks. Additionally, Robo advising systems base their conclusions on real-time data and the current condition of the economy, removing any possibility of credit risk and enabling consumer adoption. According to corporate vision magazine, there has been a huge surge in the first quarter for Robo advisory sign-ups which accounted for around a 3.1% increase over 2020. Vanguard, for instance, reported a 14% gain in assets and a 35% increase in customer counts, whilst Pension Bee saw a 14% increase in Robo advisory. There also have been many technological advancements in this industry, such as introduction of Artificial Intelligence (AI) and Machine Learning (ML) which are making Robo advisory more efficient. Moreover, the primary potential of emerging economies and increasing government support and initiatives can propel the market in the forecasted period. However, the limited flexibility offered by Robo advisors and lack of human expertise stifle the market growth throughout the forecast period of 2022-2028.
The key regions considered for the Global Robo advisory Market study includes Asia Pacific, North America, Europe, Latin America, and the Rest of the World. North America dominated the space in terms of revenue in 2021, owing to the presence of prominent players who seeks the vision of eliminating human intervention thereby minimizing errors and performing quick calculations. The Asia Pacific is expected to grow significantly during the forecast period, owing to factors such as increasing awareness about the benefits of opting for automated financial assistance for investments and savings. Also, the growing investments by several firms to promote the use of Robo advisory through Artificial Intelligence (AI) which is one of the largest growing market segments.
Major market players included in this report are:
Betterment
Fincite GmbH
Wealthfront Inc.
The Vanguard Group, Inc.
Charles Schwab & Co., Inc.
Ellevest
Ginmon Vermogensverwaltung GmbH
Wealthify Limited
Social Finance, Inc.
SigFig Wealth Management
The objective of the study is to define the market sizes of different segments & countries in recent years and to forecast the values for the coming eight years. The report is designed to incorporate both qualitative and quantitative aspects of the industry within each of the regions and countries involved in the study. Furthermore, the report also caters the detailed information about the crucial aspects such as driving factors & challenges which will define the future growth of the market. Additionally, the report shall also incorporate available opportunities in micro markets for stakeholders to invest along with a detailed analysis of the competitive landscape and product offerings of key players. The detailed segments and sub-segment of the market are explained below:
By Type:
Pure Robo Advisors
Hybrid Robo Advisors
By Provider:
Fintech Robo Advisors
Banks
Traditional Wealth Managers
Others
By Service Type:
Direct Plan-based/Goal-based
Comprehensive Wealth Advisory
By End User:
Retail Investor
High Net Worth Individuals
By Region:
North America
U.S.
Canada
Europe
UK
Germany
France
Spain
Italy
ROE
Asia Pacific
China
India
Japan
Australia
South Korea
RoAPAC
Latin America
Brazil
Mexico
Rest of the World
Furthermore, the years considered for the study are as follows:
Historical year - 2018, 2019, 2020
Base year - 2021
Forecast period: - 2022 to 2028
Target Audience of the Global Robo advisory Market in Market Study:
Key Consulting Companies & Advisors
Large, medium-sized, and small enterprises
Venture capitalists
Value-Added Resellers (VARs)
Third-party knowledge providers
Investment bankers
Investors
List of figures