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封面
市场调查报告书
商品编码
1603452

机器人咨询市场规模、份额、成长分析、按类型、按提供者、按服务类型、按最终用户、按地区 - 行业预测，2024-2031 年

Robo Advisory Market Size, Share, Growth Analysis, By Type (Pure Robo Advisors, Hybrid Robo Advisors), By Provider (Fintech Robo Advisors, Banks), By Service Type, By End User, By Region - Industry Forecast 2024-2031
出版日期: | 出版商: SkyQuest | 英文 157 Pages | 商品交期: 3-5个工作天内

价格
简介目录

2022年全球智能投顾市场规模为52.2亿美元，从2023年的67.7亿美元成长到2031年的542.1亿美元，预测期间（2024-2031年）预计复合年增长率为29.7%。

金融业正在经历重大变革，投资咨询中技术驱动的资料整合以及对机器人顾问的需求激增。在各种投资平台上提供这些顾问的推动下，从传统投资产品到机器人顾问服务的转变是关键的成长要素。机器人顾问利用演算法计算来分析资料并提供全面的见解，在零售银行和财富管理等多个行业中越来越受欢迎。这些服务提供了显着的好处，例如税收损失收穫、具有成本效益的投资组合管理、增强的决策、安全的投资以及降低信用风险的能力，从而推动了市场扩张。此外，人工智慧 (AI) 和机器学习 (ML) 的进步正在彻底改变机器人顾问，使其完全自动化，以简化财务决策并改善财务成果，同时最大限度地减少人为错误，为人工智慧主导的平台铺平道路。儘管取得了这些进步，机器人顾问的灵活性和缺乏面对面互动可能对市场成长构成挑战。然而，对负担得起的投资建议的需求不断增长，为市场扩张提供了新的机会。此外，巨量资料和进阶分析的日益普及预计将进一步推动机器人顾问的使用，并使它们成为未来投资策略的重要组成部分。总体而言，向数位投资解决方案的过渡标誌着金融业的重大转折点，有望提高投资者的效率和便利性。

目录

介绍

  • 研究目的
  • 调查范围
  • 定义

调查方法

  • 资讯采购
  • 二手资料和主要资料方法
  • 市场规模预测
  • 市场假设与限制

执行摘要

  • 全球市场展望
  • 供需趋势分析
  • 按细分市场的机会分析

市场动态及展望

  • 市场概况
  • 市场规模
  • 市场动态
    • 驱动因素和机会
    • 抑制因素和挑战
  • 波特分析与影响
    • 竞争公司之间的敌对关係
    • 替代品的威胁
    • 买方议价能力
    • 新进入者的威胁
    • 供应商的议价能力

主要市场考察

  • 关键成功因素
  • 竞争程度
  • 主要投资机会
  • 市场生态系统
  • 技术进步
  • 监管环境
  • 价值链分析
  • 案例研究分析
  • 客户和购买标准分析
  • PESTEL分析
  • 总体经济指标
  • 市场吸引力指数
  • 价格分析

机器人咨询市场规模：按类型和复合年增长率（2024-2031）

  • 市场概况
  • 纯粹的机器人顾问
  • 混合机器人顾问

机器人咨询市场规模：按提供者和复合年增长率（2024-2031）

  • 市场概况
  • 金融科技机器人顾问、银行
  • 传统资产管理公司
  • 其他的

机器人咨询市场规模：依服务类型及复合年增长率（2024-2031）

  • 市场概况
  • 直接规划基地/目标基地
  • 全面的资产建议

机器人咨询市场规模：按最终用户和复合年增长率（2024-2031）

  • 市场概况
  • 个人投资者
  • 富裕阶层

机器人咨询市场规模与复合年增长率（2024-2031）

  • 北美洲
    • 美国
    • 加拿大
  • 欧洲
    • 英国
    • 德国
    • 西班牙
    • 法国
    • 义大利
    • 其他欧洲国家地区
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 其他亚太地区
  • 拉丁美洲
    • 巴西
    • 其他拉丁美洲地区
  • 中东和非洲
    • 海湾合作委员会国家
    • 南非
    • 其他中东/非洲

竞争资讯

  • 前5名企业对比
  • 主要企业市场定位（2023年）
  • 主要市场参与者所采取的策略
  • 近期市场趋势
  • 公司市场占有率分析（2023）
  • 主要企业简介
    • 公司简介
    • 产品系列分析
    • 按细分市场分類的份额分析
    • 收益与前一年同期比较（2021-2023）

主要企业简介

  • Betterment LLC（US）
  • Wealthfront Corporation（US）
  • Charles Schwab & Co., Inc.（US）
  • Vanguard Group, Inc.（US）
  • BlackRock（FutureAdvisor）（US）
  • Fidelity Investments（Fidelity Go）（US）
  • Acorns Grow Incorporated（US）
  • SoFi（Social Finance, Inc.）（US）
  • SigFig Wealth Management（US）
  • M1 Finance（US）
  • StashAway（Singapore）
  • Scalable Capital GmbH（Germany）
  • Personal Capital（US）
  • Nutmeg（UK）
  • Raisin Invest（Germany）
  • Ellevest（US）
  • Zerodha（India）
  • Kristal.AI（Singapore）
  • Quantifeed（Hong Kong）
  • Wealthsimple（Canada）

结论和建议

简介目录
Product Code: SQMIG45E2136

Global Robo Advisory Market size was valued at USD 5.22 billion in 2022 and is poised to grow from USD 6.77 billion in 2023 to USD 54.21 billion by 2031, growing at a CAGR of 29.7% during the forecast period (2024-2031).

The financial sector is witnessing a significant transformation with the increased integration of technology-enabled data in investment consultations, driving a surge in demand for robo-advisers. The shift from traditional investment products to robo-advisory services, facilitated by the availability of these advisors on various investment platforms, is a key growth factor. Robo-advisers are gaining traction across diverse industries, including retail banking and asset management, by utilizing algorithmic calculations to analyze data and deliver comprehensive insights. These services offer notable advantages, such as tax-loss harvesting, cost-effective portfolio management, enhanced decision-making, secure investments, and the ability to mitigate credit risks, fueling market expansion. Furthermore, advancements in artificial intelligence (AI) and machine learning (ML) are revolutionizing robo-advisers, paving the way for fully automated AI-driven platforms that simplify financial decision-making while minimizing human errors and enhancing financial outcomes. Despite these advancements, the limited flexibility of robo-advisers and the lack of in-person interactions may pose challenges to market growth. However, the growing demand for affordable investment advice presents fresh opportunities for market expansion. Additionally, the increasing adoption of big data and sophisticated analytics is expected to further bolster the use of robo-advisers, making them a pivotal component in the future of investment strategy. Overall, the transition to digital investment solutions marks a crucial inflection point for the financial industry, promising enhanced efficiency and accessibility for investors.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Robo Advisory market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Robo Advisory Market Segmental Analysis

Global Robo Advisory Market is segmented by Type, Provider, Service Type, End User and region. Based on Type, the market is segmented into Pure Robo Advisors, Hybrid Robo Advisors. Based on Provider, the market is segmented into Fintech Robo Advisors, Banks, Traditional Wealth Managers, Others Based on Service Type, the market is segmented into Direct Plan-based/Goal-based, Comprehensive Wealth Advisory. Based on end user, the market is segmented into Retail Investor, High Net Worth Individuals. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & and Africa.

Driver of the Global Robo Advisory Market

One of the primary drivers of the global robo-advisory market is its accessibility to a diverse group of investors. These platforms are designed with user-friendly interfaces that simplify the investment process. Additionally, they typically impose lower minimum investment thresholds, allowing individuals with limited financial resources to engage in investing activities. This inclusiveness makes it possible for a broader audience to enter the market, ultimately contributing to the growth and popularity of robo-advisory services. As a result, more people can take advantage of investment opportunities, enhancing financial literacy and promoting a culture of saving and investing among various demographics.

Restraints in the Global Robo Advisory Market

One of the key restraints in the Global Robo Advisory market is the limited human interaction offered by these platforms. Although many investors find the convenience of automated services appealing, others seek the personal touch that comes from engaging with a financial advisor. This desire for human connection is particularly significant for those who need to discuss intricate financial matters or address emotional concerns tied to their investments. As a result, the inability of robo-advisory services to provide personalized support and understanding may deter some potential users, restricting the market's growth and adoption among various investor segments.

Market Trends of the Global Robo Advisory Market

As of October 2023, the global robo-advisory market is witnessing robust growth, fueled by heightened investor awareness of digital financial solutions and significant technological advancements in AI and machine learning. This trend is indicative of a broader shift towards personalized and automated investment strategies, making wealth management more accessible to diverse investor segments, including millennials and retirees. Notably, traditional financial institutions are increasingly integrating robo-advisory services into their offerings, enhancing competition and driving innovation. As regulatory frameworks adapt to accommodate digital advisory models, the market is poised for further expansion, with a growing emphasis on customization and cost-effectiveness in investment management.

Table of Contents

Introduction

  • Objectives of the Study
  • Scope of the Report
  • Definitions

Research Methodology

  • Information Procurement
  • Secondary & Primary Data Methods
  • Market Size Estimation
  • Market Assumptions & Limitations

Executive Summary

  • Global Market Outlook
  • Supply & Demand Trend Analysis
  • Segmental Opportunity Analysis

Market Dynamics & Outlook

  • Market Overview
  • Market Size
  • Market Dynamics
    • Driver & Opportunities
    • Restraints & Challenges
  • Porters Analysis & Impact
    • Competitive rivalry
    • Threat of substitute
    • Bargaining power of buyers
    • Threat of new entrants
    • Bargaining power of suppliers

Key Market Insights

  • Key Success Factors
  • Degree of Competition
  • Top Investment Pockets
  • Market Ecosystem
  • Technological Advancement
  • Regulatory Landscape
  • Value Chain Analysis
  • Case Study Analysis
  • Customer & Buying Criteria Analysis
  • PESTEL Analysis
  • Macro-Economic Indicators
  • Market Attractiveness Index
  • Pricing Analysis

Global Robo Advisory Market Size by Type & CAGR (2024-2031)

  • Market Overview
  • Pure Robo Advisors
  • Hybrid Robo Advisors

Global Robo Advisory Market Size by Provider & CAGR (2024-2031)

  • Market Overview
  • Fintech Robo Advisors, Banks
  • Traditional Wealth Managers
  • Others

Global Robo Advisory Market Size by Service Type & CAGR (2024-2031)

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

Global Robo Advisory Market Size by End User & CAGR (2024-2031)

  • Market Overview
  • Retail Investor
  • High Net Worth Individuals

Global Robo Advisory Market Size & CAGR (2024-2031)

  • North America, (Type, Provider, Service Type, End User)
    • US
    • Canada
  • Europe, (Type, Provider, Service Type, End User)
    • UK
    • Germany
    • Spain
    • France
    • Italy
    • Rest of Europe
  • Asia-Pacific, (Type, Provider, Service Type, End User)
    • China
    • India
    • Japan
    • South Korea
    • Rest of Asia Pacific
  • Latin America, (Type, Provider, Service Type, End User)
    • Brazil
    • Rest of Latin America
  • Middle East & Africa, (Type, Provider, Service Type, End User)
    • GCC Countries
    • South Africa
    • Rest of Middle East & Africa

Competitive Intelligence

  • Top 5 Player Comparison
  • Market Positioning of Key Players, 2023
  • Strategies Adopted by Key Market Players
  • Recent Developments in the Market
  • Company Market Share Analysis, 2023
  • Company Profiles of All Key Players
    • Company Details
    • Product Portfolio Analysis
    • Company's Segmental Share Analysis
    • Revenue Y-O-Y Comparison (2021-2023)

Key Company Profiles

  • Betterment LLC (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Wealthfront Corporation (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Charles Schwab & Co., Inc. (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Vanguard Group, Inc. (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • BlackRock (FutureAdvisor) (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Fidelity Investments (Fidelity Go) (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Acorns Grow Incorporated (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • SoFi (Social Finance, Inc.) (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • SigFig Wealth Management (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • M1 Finance (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • StashAway (Singapore)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Scalable Capital GmbH (Germany)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Personal Capital (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Nutmeg (U.K.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Raisin Invest (Germany)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Ellevest (U.S.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Zerodha (India)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Kristal.AI (Singapore)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Quantifeed (Hong Kong)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Wealthsimple (Canada)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments

Conclusion & Recommendation