市场调查报告书
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1441401
全球财富科技解决方案市场规模研究与预测,按服务(系统整合、咨询服务、支援和维护)、最终用户(银行、投资公司、财富管理公司等)和区域分析,2023-2030 年Global WealthTech Solutions Market Size study & Forecast, by Services (System Integration, Consulting Services, Support & Maintenance), by End User (Banks, Investment Firms, Wealth Management Firms, Others) and Regional Analysis, 2023-2030 |
2022 年全球财富科技解决方案市场价值约为 46.3 亿美元,预计在 2023-2030 年预测期内将以超过 17% 的健康成长率成长。财富科技解决方案是指利用科技在财富管理和财务咨询行业提供创新的解决方案和服务。 WealthTech 解决方案利用金融科技的进步来增强和自动化财富管理、投资和财务规划的各个方面。由于财富管理需求的增加和投资组合管理工具数量的增加等因素,财富科技解决方案市场正在扩大。因此,在 2023-2030 年预测期内,国际市场对财富科技解决方案的需求将逐渐增加。
WealthTech 解决方案扩展了其功能,包括全面的财务规划工具。这使得用户可以在一个平台上评估他们的整个财务状况,包括预算、目标设定和退休规划。根据 Statista 的数据,到 2024 年底,财富管理市场的管理资产 (AUM) 预计将达到 130.60 兆美元。此外,财务咨询预计将成为市场的主导领域,数量将达到2024 年底将达到126.70 兆美元。推动财富科技解决方案市场的另一个重要因素是投资组合管理工具数量的增加。专案组合管理工具的激增带来了与整合和互通性相关的挑战。咨询公司可能面临将多种工具整合到其工作流程中的任务,而无缝相容性对于高效运作至关重要。此外,根据 Statista 的数据,到 2023 年,Envestnet 成为全球顾问公司广泛采用的主要线上投资组合管理工具,市占率约为 5.77%,紧随其后的是 Schwab Intelligence Portfolios,占据第二大市场份额, SEI 在业界广泛采用方面排名第三。此外,金融资料分析的出现以及人工智慧、机器学习和大数据在数位金融服务中的不断融合,预计将在预测期内为市场创造利润丰厚的成长机会。然而,与财富科技解决方案相关的高成本和缺乏意识将阻碍 2023-2030 年预测期内的整体市场成长。
全球财富科技解决方案市场研究考虑的关键区域包括亚太地区、北美、欧洲、拉丁美洲以及中东和非洲。由于该地区新的创新业务营运模式的发展不断增加,北美在 2022 年占据了市场主导地位。创新的商业模式通常强调敏捷性和灵活性。 WealthTech 解决方案更有效地适应不断变化的市场动态和用户需求,并快速融入更新和新功能。该地区的主导表现预计将推动对财富科技解决方案的整体需求。此外,由于该地区越来越多地采用数位化等因素,预计亚太地区在预测期内将成长最快。数位化促进了高级资料分析的使用,使 WealthTech 平台能够分析大量资料,以提供可行的见解和个人化的投资建议。
研究的目的是确定近年来不同细分市场和国家的市场规模,并预测未来几年的价值。该报告旨在纳入参与研究的国家内该行业的定性和定量方面。
该报告还提供了有关驱动因素和挑战等关键方面的详细信息,这些因素将决定市场的未来成长。此外,它还纳入了利害关係人投资的微观市场的潜在机会,以及对主要参与者的竞争格局和产品供应的详细分析。
Global WealthTech Solutions Market is valued at approximately USD 4.63 billion in 2022 and is anticipated to grow with a healthy growth rate of more than 17% during the forecast period 2023-2030. WealthTech Solutions refers to the use of technology to provide innovative solutions and services in the wealth management and financial advisory industry. WealthTech solutions leverage advancements in financial technology to enhance and automate various aspects of wealth management, investment, and financial planning. The WealthTech Solutions Market is expanding because of factors such as increasing demand for wealth management and the rising number of portfolio management tools. As a result, the demand for WealthTech Solutions has progressively increased in the international market during the forecast period 2023-2030.
WealthTech solutions expand their capabilities to include comprehensive financial planning tools. This allows users to assess their entire financial landscape, including budgeting, goal setting, and retirement planning, within a single platform. According to Statista, The Wealth Management Market is anticipated to witness Assets under Management (AUM) reaching an estimated value of USD 130.60 trillion by the year-end of 2024. Furthermore, financial advisory is anticipated to be the market's leading segment with a volume of USD 126.70 trillion by the year end of 2024. Another important factor that drives the WealthTech Solutions Market is the increasing number of portfolio management tools. The proliferation of portfolio management tools leads to challenges related to integration and interoperability. Advisory firms could face the task of integrating multiple tools into their workflows, and seamless compatibility becomes crucial for efficient operations. In addition, as per Statista, in 2023, Envestnet emerged as the predominant online portfolio management tool widely adopted by advisory firms globally at a substantial market share of approximately 5.77%, followed by, Schwab Intelligent Portfolios securing the second-largest market share, with SEI claiming the third position in terms of widespread adoption within the industry. Moreover, the emergence of financial data analytics and the rising integration of artificial intelligence, machine learning, and Big Data in digital financial services are anticipated to create lucrative growth opportunities for the market over the forecast period. However, the high cost associated with WealthTech Solutions and the lack of awareness is going to impede overall market growth throughout the forecast period of 2023-2030.
The key regions considered for the Global WealthTech Solutions Market study includes Asia Pacific, North America, Europe, Latin America, and Middle East & Africa. North America dominated the market in 2022 owing to the increased with development of new & innovative business operating models in the region. Innovative business models often emphasize agility and flexibility. WealthTech solutions adapt to changing market dynamics and user needs more efficiently, incorporating updates and new features quickly. The region's dominant performance is anticipated to propel the overall demand for WealthTech Solutions. Furthermore, Asia Pacific is expected to grow fastest over the forecast period, owing to factors such as the growing adoption of digitization in the region. Digitization facilitates the use of advanced data analytics, allowing WealthTech platforms to analyze vast amounts of data to provide actionable insights and personalized investment recommendations.
The objective of the study is to define market sizes of different segments & countries in recent years and to forecast the values to the coming years. The report is designed to incorporate both qualitative and quantitative aspects of the industry within countries involved in the study.
The report also caters detailed information about the crucial aspects such as driving factors & challenges which will define the future growth of the market. Additionally, it also incorporates potential opportunities in micro markets for stakeholders to invest along with the detailed analysis of competitive landscape and product offerings of key players. The detailed segments and sub-segment of the market are explained below:
List of tables and figures and dummy in nature, final lists may vary in the final deliverable
List of tables and figures and dummy in nature, final lists may vary in the final deliverable