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机器人咨询市场:2023-2028年全球行业趋势、份额、规模、增长、机会和预测Robo Advisory Market: Global Industry Trends, Share, Size, Growth, Opportunity and Forecast 2023-2028 |
全球机器人咨询市场规模在2022年达到73亿美元。展望未来,IMARC集团预计到2028年,市场规模将达到356亿美元,在2023-2028年期间表现出28.4%的增长率(CAGR)。
机器人咨询是指一类数字平台,为财富管理机构提供算法驱动和自动化的财务建议。它有助于实现投资组合管理软件的自动化,执行复杂的任务,定制在线投资,并以最小的人为干预管理资金。这反过来又有助于锁定新客户,加强工作流程,并调整定制的在线投资,以实现长期的财务目标或短期的投资策略。目前,机器人咨询在商业上有不同的服务类型,如基于直接计划、基于目标和综合健康咨询。
机器人咨询在各种工业垂直行业、零售业和高净值个人(HNIs)中的广泛采用,以执行算法计算来分析数据并提供全面的信息,是推动市场增长的主要原因。这进一步得到了消费者对机器人咨询比传统投资更倾向的支持,因为它有几个有利的特性,如低成本的投资组合,税收损失收获,安全投资,基于实时统计的判断,这反过来又有助于消除信贷风险。与此相呼应,对复杂事件处理自动化的需求不断增加,导致了重大的技术进步,如人工智能(AI)和机器学习(ML)解决方案的大规模整合,这有助于最大限度地减少人为干预造成的错误。这反过来又成为另一个主要的增长诱导因素。此外,广泛利用机器人咨询来执行在线调查,以预测投资者的偏好、风险和目标,并获得有关客户财务状况、风险规避程度和期望的投资回报的信息,进一步促进了市场增长。除此之外,智能手机、笔记本电脑和平板电脑在千禧一代中日益普及,用于获取信息和交流,进一步为全球市场创造了积极的前景。
The global robo advisory market size reached US$ 7.3 Billion in 2022. Looking forward, IMARC Group expects the market to reach US$ 35.6 Billion by 2028, exhibiting a growth rate (CAGR) of 28.4% during 2023-2028.
Robo advisory refers to a class of digital platforms that provide algorithm-driven and automated financial advice to wealth management organizations. It aids in automating portfolio administration software, performing complicated tasks, customizing online investments, and managing funds with minimal human intervention. This, in turn, assists in targeting new clients, enhancing workflow, and adjusting custom online investments to achieve long-term financial goals or short-term investment strategies. At present, robo advisory is commercially available in varying service types, such as direct plan-based, goal-based, and comprehensive health advisory.
The widespread adoption of Robo Advisory across various industrial verticals, retail and high net worth individuals (HNIs) for performing algorithmic calculations to analyze data and deliver comprehensive information is majority driving the market toward growth. This is further supported by the shifting inclination of consumers toward robo advisory over traditional investments on account of its several beneficial properties, such as low-cost portfolio, tax-loss harvesting, secure investments, judgement based on real-time statistics, which, in turn, assists in eliminating the credit risks. In line with this, the increasing need for automating complex event processing has led to significant technological advancements, such as the large-scale integration of artificial intelligence (AI) and machine learning (ML) solutions, which is aiding in minimizing the errors caused by human interventions. This, in turn, is acting as another major growth-inducing factor. Additionally, the extensive utilization of robo advisory for executing online surveys to predict investor preferences, risks and goals, and acquire information regarding the financial status of the client, degree of risk-aversion, and desired return on investments is further contributing to the market growth. Apart from this, the rising popularity of smartphones, laptops, and tablets amongst millennials for accessing information and communicating is further creating a positive outlook for the market across the globe.
IMARC Group provides an analysis of the key trends in each sub-segment of the global robo advisory market report, along with forecasts at the global, regional and country level from 2023-2028. Our report has categorized the market based on business model, service type, provider and end user.
Pure Robo Advisors
Hybrid Robo Advisors
Direct Plan-Based/Goal-Based
Comprehensive Wealth Advisory
Fintech Robo Advisors
Banks
Traditional Wealth Managers
Others
Retail Investor
High Net Worth Individuals (HNIs)
North America
United States
Canada
Asia-Pacific
China
Japan
India
South Korea
Australia
Indonesia
Others
Europe
Germany
France
United Kingdom
Italy
Spain
Russia
Others
Latin America
Brazil
Mexico
Others
Middle East and Africa
The competitive landscape of the industry has also been examined along with the profiles of the key players being Betterment, Ellevest, Fincite Gmbh, Ginmon Vermogensverwaltung GmbH, SigFig Wealth Management LLC, SoFi Technologies Inc., The Charles Schwab Corporation, The Vanguard Group Inc., Wealthfront Corporation and Wealthify Limited (Aviva plc).
Key Questions Answered in This Report
1. What was the size of the global robo advisory market in 2022?
2. What is the expected growth rate of the global robo advisory market during 2023-2028?
3. What are the key factors driving the global robo advisory market?
4. What has been the impact of COVID-19 on the global robo advisory market?
5. What is the breakup of the global robo advisory market based on the business model?
6. What is the breakup of the global robo advisory market based on the service type?
7. What is the breakup of the global robo advisory market based on the provider?
8. What is the breakup of the global robo advisory market based on the end user?
9. What are the key regions in the global robo advisory market?
10. Who are the key players/companies in the global robo advisory market?