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市场调查报告书
商品编码
1538324

机器人咨询市场报告：到 2030 年的趋势、预测和竞争分析

Robo Advisory Market Report: Trends, Forecast and Competitive Analysis to 2030
出版日期: | 出版商: Lucintel | 英文 150 Pages | 商品交期: 3个工作天内

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简介目录

机器人咨询趋势与预测

到 2030 年，全球机器人咨询市场预计将达到 246 亿美元，2024 年至 2030 年复合年增长率为 23.4%。该市场的主要驱动力包括金融服务业越来越多地使用数位技术、越来越多的消费者比传统投资服务更喜欢机器人顾问，以及将人工智慧引入投资业务。全球智能投顾市场的未来前景广阔，为散户投资者和高净值市场带来机会。

按细分市场分類的机器人咨询

本研究按类型、提供者、服务类型、最终用途和地区对全球机器人咨询进行了预测。

机器人咨询市场洞察

Lucintel 预测，在预测期内，混合机器人顾问将继续成为更大的细分市场，因为它们将机器人演算法的效率和可靠性与个人财务顾问的人为因素结合起来。

由于私募股权管理公司对富裕人士投资保护的需求不断增加，富裕人士将继续成为市场的一个重要组成部分。

由于客户对利用自动化财务援助进行投资和储蓄的好处的了解不断增加，预计亚太地区在预测期内将出现最高增长。

常问问题

Q1.市场规模为：

A1. 到 2030 年，全球机器人咨询市场预计将达到 246 亿美元。

Q2.市场成长预测是多少：

A2. 2024年至2030年，全球机器人咨询市场预计将以23.4%的复合年增长率成长。

Q3.影响市场成长的主要驱动因素是：

A3. 该市场的主要驱动力是金融服务业越来越多地使用数位技术、越来越多的消费者比传统投资服务更喜欢机器人顾问，以及将人工智慧引入投资业务。

Q4.市场的主要细分市场是：

A4. 全球智能投顾市场前景广阔，个人投资者市场和高净值市场都有机会。

Q5.市场的主要企业是：

A5. 主要的机器人顾问公司如下：

  • Betterment
  • Fincite
  • Wealthfront
  • The Vanguard Group
  • The Charles Schwab
  • Ellevest
  • Ginmon Vermogensverwaltung
  • Wealthify
  • SoFi Technologies
  • SigFig Wealth Management

Q6.未来最大的细分市场是什么？

A6.Lucintel 预测，在预测期内，混合机器人顾问将继续成为更大的细分市场，因为它们将机器人演算法的效率和可靠性与个人财务顾问的人为因素结合起来。

Q7. 未来五年预计哪些地区的市场成长最大？

由于客户对利用自动化财务援助进行投资和储蓄的好处的了解不断增加，预计 A7.APAC 在预测期内将实现最高成长。

Q8. 可以客製化报告吗？

A8. 是的，Lucintel 提供 10% 的客製化服务，无需额外付费。

目录

第一章执行摘要

第二章全球智能投顾市场：市场动态

  • 简介、背景、分类
  • 供应链
  • 产业驱动因素与挑战

第三章 2018-2030年市场趋势及预测分析

  • 宏观经济趋势（2018-2023）与预测（2024-2030）
  • 全球机器人咨询市场趋势（2018-2023）与预测（2024-2030）
  • 全球机器人咨询市场（按类型）
    • 专用机器人顾问
    • 混合机器人顾问
  • 按提供者分類的全球机器人咨询市场
    • 金融科技机器人顾问
    • 银行
    • 传统资产管理公司
    • 其他的
  • 按服务类型分類的全球机器人咨询市场
    • 直接规划基地/目标基地
    • 全面的资产建议
  • 按最终用途分類的全球机器人咨询市场
    • 个人投资者
    • 富裕阶层

第四章 2018-2030年区域市场趋势及预测分析

  • 按地区分類的机器人咨询市场
  • 北美机器人咨询市场
  • 欧洲机器人咨询市场
  • 亚太机器人咨询市场
  • 其他区域机器人咨询市场

第五章 竞争分析

  • 产品系列分析
  • 业务整合
  • 波特五力分析

第六章 成长机会与策略分析

  • 成长机会分析
    • 全球机器人咨询市场的成长机会（按类型）
    • 提供者的全球机器人咨询市场成长机会
    • 按服务类型分類的全球机器人咨询市场成长机会
    • 按最终用途分類的全球机器人咨询市场成长机会
    • 按地区分類的全球机器人咨询市场成长机会
  • 全球机器人咨询市场新趋势
  • 战略分析
    • 新产品开发
    • 扩大全球机器人咨询市场的容量
    • 全球机器人咨询市场的合併、收购和合资企业
    • 认证和许可

第七章主要企业概况

  • Betterment
  • Fincite
  • Wealthfront
  • The Vanguard Group
  • The Charles Schwab
  • Ellevest
  • Ginmon Vermogensverwaltung
  • Wealthify
  • SoFi Technologies
  • SigFig Wealth Management
简介目录

Robo Advisory Trends and Forecast

The future of the global robo advisory market looks promising with opportunities in the retail investor and high net worth individual markets. The global robo advisory market is expected to reach an estimated $24.6 billion by 2030 with a CAGR of 23.4% from 2024 to 2030. The major drivers for this market are growing use of digital technologies within the financial services industry, increasing consumers preference for robo advisers rather than traditional investing services, and incorporation of artificial intelligence into investing operations.

A more than 150-page report is developed to help in your business decisions. Sample figures with some insights are shown below.

Robo Advisory by Segment

The study includes a forecast for the global robo advisory by type, provider, service type, end use, and region.

Robo Advisory Market by Type [Shipment Analysis by Value from 2018 to 2030]:

  • Pure Robo Advisors
  • Hybrid Robo Advisors

Robo Advisory Market by Provider [Shipment Analysis by Value from 2018 to 2030]:

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

Robo Advisory Market by Service Type [Shipment Analysis by Value from 2018 to 2030]:

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

Robo Advisory Market by End Use [Shipment Analysis by Value from 2018 to 2030]:

  • Retail Investor
  • High Net Worth Individuals

Robo Advisory Market by Region [Shipment Analysis by Value from 2018 to 2030]:

  • North America
  • Europe
  • Asia Pacific
  • The Rest of the World

List of Robo Advisory Companies

Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. With these strategies robo advisory companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the robo advisory companies profiled in this report include-

  • Betterment
  • Fincite
  • Wealthfront
  • The Vanguard Group
  • The Charles Schwab
  • Ellevest
  • Ginmon Vermogensverwaltung
  • Wealthify
  • SoFi Technologies
  • SigFig Wealth Management

Robo Advisory Market Insights

Lucintel forecasts that hybrid robo advisor will remain larger segment over the forecast period because they mix the efficiency and reliability of robotic algorithms with the human element of a personal financial counselor.

Within this market, high net worth individual will remain larger segment due to increasing demand for HNWIs by private equity managers to safeguard their investments.

APAC is expected to witness the highest growth over the forecast period due to the customers' growing knowledge of the benefits of using automated financial assistance for investments and savings.

Features of the Global Robo Advisory Market

Market Size Estimates: Robo advisory market size estimation in terms of value ($B).

Trend and Forecast Analysis: Market trends (2018 to 2023) and forecast (2024 to 2030) by various segments and regions.

Segmentation Analysis: Robo advisory market size by type, provider, service type, end use, and region in terms of value ($B).

Regional Analysis: Robo advisory market breakdown by North America, Europe, Asia Pacific, and Rest of the World.

Growth Opportunities: Analysis of growth opportunities in different type, provider, service type, end use, and regions for the robo advisory market.

Strategic Analysis: This includes M&A, new product development, and competitive landscape of the robo advisory market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

FAQ

Q1. What is the robo advisory market size?

Answer: The global robo advisory market is expected to reach an estimated $24.6 billion by 2030.

Q2. What is the growth forecast for robo advisory market?

Answer: The global robo advisory market is expected to grow with a CAGR of 23.4% from 2024 to 2030.

Q3. What are the major drivers influencing the growth of the robo advisory market?

Answer: The major drivers for this market are growing use of digital technologies within the financial services industry, increasing consumers preference for robo advisers rather than traditional investing services, and incorporation of artificial intelligence into investing operations.

Q4. What are the major segments for robo advisory market?

Answer: The future of the global robo advisory market looks promising with opportunities in the retail investor and high net worth individual markets.

Q5. Who are the key robo advisory market companies?

Answer: Some of the key robo advisory companies are as follows:

  • Betterment
  • Fincite
  • Wealthfront
  • The Vanguard Group
  • The Charles Schwab
  • Ellevest
  • Ginmon Vermogensverwaltung
  • Wealthify
  • SoFi Technologies
  • SigFig Wealth Management

Q6. Which robo advisory market segment will be the largest in future?

Answer: Lucintel forecasts that hybrid robo advisor will remain larger segment over the forecast period because they mix the efficiency and reliability of robotic algorithms with the human element of a personal financial counselor.

Q7. In robo advisory market, which region is expected to be the largest in next 5 years?

Answer: APAC is expected to witness the highest growth over the forecast period due to the customers' growing knowledge of the benefits of using automated financial assistance for investments and savings.

Q.8 Do we receive customization in this report?

Answer: Yes, Lucintel provides 10% customization without any additional cost.

This report answers following 11 key questions:

  • Q.1. What are some of the most promising, high-growth opportunities for the robo advisory market by type (pure robo advisors and hybrid robo advisors), provider (fintech robo advisors, banks, traditional wealth managers, and others), service type (direct plan-based/goal-based and comprehensive wealth advisory), end use (retail investor and high net worth individuals), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
  • Q.2. Which segments will grow at a faster pace and why?
  • Q.3. Which region will grow at a faster pace and why?
  • Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
  • Q.5. What are the business risks and competitive threats in this market?
  • Q.6. What are the emerging trends in this market and the reasons behind them?
  • Q.7. What are some of the changing demands of customers in the market?
  • Q.8. What are the new developments in the market? Which companies are leading these developments?
  • Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
  • Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
  • Q.11. What M&A activity has occurred in the last 5 years and what has its impact been on the industry?

Table of Contents

1. Executive Summary

2. Global Robo Advisory Market : Market Dynamics

  • 2.1: Introduction, Background, and Classifications
  • 2.2: Supply Chain
  • 2.3: Industry Drivers and Challenges

3. Market Trends and Forecast Analysis from 2018 to 2030

  • 3.1. Macroeconomic Trends (2018-2023) and Forecast (2024-2030)
  • 3.2. Global Robo Advisory Market Trends (2018-2023) and Forecast (2024-2030)
  • 3.3: Global Robo Advisory Market by Type
    • 3.3.1: Pure Robo Advisors
    • 3.3.2: Hybrid Robo Advisors
  • 3.4: Global Robo Advisory Market by Provider
    • 3.4.1: Fintech Robo Advisors
    • 3.4.2: Banks
    • 3.4.3: Traditional Wealth Managers
    • 3.4.4: Others
  • 3.5: Global Robo Advisory Market by Service Type
    • 3.5.1: Direct Plan-based/Goal-based
    • 3.5.2: Comprehensive Wealth Advisory
  • 3.6: Global Robo Advisory Market by End Use
    • 3.6.1: Retail Investor
    • 3.6.2: High Net Worth Individuals

4. Market Trends and Forecast Analysis by Region from 2018 to 2030

  • 4.1: Global Robo Advisory Market by Region
  • 4.2: North American Robo Advisory Market
    • 4.2.1: North American Robo Advisory Market by Type: Pure Robo Advisors and Hybrid Robo Advisors
    • 4.2.2: North American Robo Advisory Market by End Use: Retail Investor and High Net Worth Individuals
  • 4.3: European Robo Advisory Market
    • 4.3.1: European Robo Advisory Market by Type: Pure Robo Advisors and Hybrid Robo Advisors
    • 4.3.2: European Robo Advisory Market by End Use: Retail Investor and High Net Worth Individuals
  • 4.4: APAC Robo Advisory Market
    • 4.4.1: APAC Robo Advisory Market by Type: Pure Robo Advisors and Hybrid Robo Advisors
    • 4.4.2: APAC Robo Advisory Market by End Use: Retail Investor and High Net Worth Individuals
  • 4.5: ROW Robo Advisory Market
    • 4.5.1: ROW Robo Advisory Market by Type: Pure Robo Advisors and Hybrid Robo Advisors
    • 4.5.2: ROW Robo Advisory Market by End Use: Retail Investor and High Net Worth Individuals

5. Competitor Analysis

  • 5.1: Product Portfolio Analysis
  • 5.2: Operational Integration
  • 5.3: Porter's Five Forces Analysis

6. Growth Opportunities and Strategic Analysis

  • 6.1: Growth Opportunity Analysis
    • 6.1.1: Growth Opportunities for the Global Robo Advisory Market by Type
    • 6.1.2: Growth Opportunities for the Global Robo Advisory Market by Provider
    • 6.1.3: Growth Opportunities for the Global Robo Advisory Market by Service Type
    • 6.1.4: Growth Opportunities for the Global Robo Advisory Market by End Use
    • 6.1.5: Growth Opportunities for the Global Robo Advisory Market by Region
  • 6.2: Emerging Trends in the Global Robo Advisory Market
  • 6.3: Strategic Analysis
    • 6.3.1: New Product Development
    • 6.3.2: Capacity Expansion of the Global Robo Advisory Market
    • 6.3.3: Mergers, Acquisitions, and Joint Ventures in the Global Robo Advisory Market
    • 6.3.4: Certification and Licensing

7. Company Profiles of Leading Players

  • 7.1: Betterment
  • 7.2: Fincite
  • 7.3: Wealthfront
  • 7.4: The Vanguard Group
  • 7.5: The Charles Schwab
  • 7.6: Ellevest
  • 7.7: Ginmon Vermogensverwaltung
  • 7.8: Wealthify
  • 7.9: SoFi Technologies
  • 7.10: SigFig Wealth Management