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智能投顾市场规模、份额和成长分析（按类型、提供者、服务类型、最终用户和地区划分）－2026-2033年产业预测
市场调查报告书
商品编码
1900139

智能投顾市场规模、份额和成长分析（按类型、提供者、服务类型、最终用户和地区划分）－2026-2033年产业预测

Robo Advisory Market Size, Share, and 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 2026-2033
出版日期: | 出版商: SkyQuest | 英文 157 Pages | 商品交期: 3-5个工作天内

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简介目录

预计到 2024 年，智能投顾市场规模将达到 87.8 亿美元，到 2025 年将成长至 113.9 亿美元，到 2033 年将成长至 912 亿美元，在预测期（2026-2033 年）内，复合年增长率将达到 29.7%。

随着金融领域技术融合的不断深入，传统投资模式逐渐被科技主导的解决方案所取代，市场对智慧投顾的需求也日益增长。投资平台上的智能投顾服务相较于传统金融服务具有许多优势，推动了其普及。包括零售银行和资产管理在内的多个行业都在利用智能投顾，透过演算法数据分析做出更明智的决策。诸如税务损失补偿、低成本投资组合和安全交易等优势进一步推动了智能投顾的普及。技术进步，尤其是人工智慧和机器学习领域的进步，有助于最大限度地减少人为错误，提高财务决策的准确性，从而提升市场潜力。然而，柔软性的不足和人为干预的减少也可能带来挑战。巨量资料和先进分析技术驱动的对经济实惠的投资解决方案的需求，正在创造新的成长机会。

智能投顾市场驱动因素

由于其对各类投资者的友善性，智能投顾平台正变得越来越受欢迎。这些平台提供直觉的介面，使用户能够轻鬆完成投资流程。此外，它们通常设有较低的最低投资额，鼓励资金有限的散户参与。这种投资机会的普及化，使市场向更广泛的受众敞开，让更多不同类型的客户获得先进的金融咨询和投资组合管理服务。因此，越来越多的人能够进行投资并累积财富，从而促进了整个智能投顾产业的成长。

智能投顾市场的限制

儘管智能投顾服务因其便利高效而日益普及，但仍有相当一部分投资者重视人工理财顾问提供的个人化服务。许多投资者更倾向于根据自身独特的财务状况进行深入探讨，尤其是在面对复杂的投资决策以及影响其财务状况的情感因素时。因此，智能投顾平台无法充分满足这些复杂性和情感需求，可能会成为那些重视个人化服务而非自动化解决方案的投资人广泛接受智能投入服务的障碍。

智能投顾市场趋势

受意识提升、技术快速创新以及金融服务全面数位转型等因素的推动，智能投顾市场正处于强劲增长期。随着越来越多的人寻求便利且经济高效的投资方案，智能投顾平台正吸引着包括千禧世代和机构投资者在内的各类投资者群体。先进的演算法和人工智慧驱动的洞察正在变革投资策略，使财务规划更加个人化和高效。此外，先进数据分析和机器学习技术的整合正在提升用户体验并提高用户参与度，这预示着智能投顾产业拥有适应不断变化的消费者需求的巨大潜力。

目录

介绍

  • 调查目标
  • 调查范围
  • 定义

调查方法

  • 资讯收集
  • 二手资料和一手资料方法
  • 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
  • 细分市场机会分析

市场动态与展望

  • 市场规模
  • 市场动态
    • 驱动因素和机会
    • 限制与挑战
  • 波特的分析和影响

关键市场考察

  • 关键成功因素
  • 竞争程度
  • 关键投资机会
  • 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
  • 定价分析

全球智能投顾市场规模（按类型及复合年增长率划分）（2026-2033 年）

  • 纯粹的智能投顾
  • 混合型智能投顾

全球智能投顾市场规模（依供应商划分）及复合年增长率（2026-2033 年）

  • 金融科技、智能投顾和银行
  • 传统资产管理公司
  • 其他的

全球智能投顾市场规模（依服务类型划分）及复合年增长率（2026-2033 年）

  • 直接计划类型/目标类型
  • 综合资产咨询

全球智能投顾市场规模（依最终用户划分）及复合年增长率（2026-2033 年）

  • 个人投资者
  • 富裕阶层

全球智能投顾市场规模及复合年增长率（2026-2033）

  • 北美洲
    • 美国
    • 加拿大
  • 欧洲
    • 英国
    • 德国
    • 西班牙
    • 法国
    • 义大利
    • 其他欧洲地区
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 亚太其他地区
  • 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
    • 其他中东和非洲地区

竞争资讯

  • 前五大公司对比
  • 主要企业的市场定位（2025 年）
  • 主要市场参与者所采取的策略
  • 近期市场趋势
  • 公司市占率分析（2025 年）
  • 主要企业公司简介
    • 公司详情
    • 产品系列分析
    • 依业务板块进行公司股票分析
    • 2021-2023年营收年比比较

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）

结论与建议

简介目录
Product Code: SQMIG45E2136

Robo Advisory Market size was valued at USD 8.78 Billion in 2024 and is poised to grow from USD 11.39 Billion in 2025 to USD 91.2 Billion by 2033, growing at a CAGR of 29.7% during the forecast period (2026-2033).

The increasing integration of technology in the financial sector is propelling the demand for robo-advisors, as traditional investment models transition to tech-driven solutions. The shift towards robo advisory services is enhanced by their availability on investment platforms, offering advantages over conventional financial services. Various industries, including retail banking and asset management, leverage robo advice for algorithmic data analysis, enabling informed decision-making. Benefits such as tax loss harvesting, low-cost portfolios, and secure transactions further drive adoption. Technological advancements, particularly in artificial intelligence and machine learning, contribute to minimizing human error and enhancing financial accuracy, thus bolstering market potential. However, limited flexibility and reduced personal interactions may pose challenges. The quest for affordable investment solutions presents growth opportunities, driven by big data and advanced analytics.

Top-down and bottom-up approaches were used to estimate and validate the size of the 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.

Robo Advisory Market Segments 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 Robo Advisory Market

Robo-advisory platforms have become increasingly popular due to their accessibility for various investors. These platforms offer intuitive interfaces, making it simple for users to navigate the investment process. Additionally, they typically require lower minimum investment thresholds, which encourages participation from individuals who may have limited financial resources. This democratization of investment opportunities enables a broader audience to engage in the market, making sophisticated financial advice and portfolio management accessible to a diverse range of clients. As a result, more people are empowered to invest and grow their wealth, contributing to the overall growth of the robo-advisory sector.

Restraints in the Robo Advisory Market

Despite the growing popularity of robo-advisory services for their convenience and efficiency, there are significant segments of investors who still value the personalized touch offered by human financial advisors. Many individuals prefer the opportunity to engage in discussions that address their unique financial circumstances, especially when it comes to complex investment decisions or emotional factors influencing their financial wellbeing. Consequently, the inability of robo-advisory platforms to fully cater to these intricacies and emotional needs can act as a barrier to broader acceptance among those who prioritize personalized guidance over automated solutions.

Market Trends of the Robo Advisory Market

The robo-advisory market is witnessing a robust growth trajectory fueled by rising investor awareness, rapid technological innovations, and an overarching shift towards digital financial services. As more individuals seek accessible and cost-effective investment solutions, the appeal of robo-advisory platforms is broadening across diverse investor segments, including millennials and institutional clients. Enhanced algorithms and AI-driven insights are transforming investment strategies, making financial planning more personalized and efficient. Furthermore, the integration of advanced data analytics and machine learning techniques is enhancing user experience and driving engagement, signaling a promising future for the robo-advisory landscape as it adapts to evolving consumer needs.

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 (2026-2033)

  • Market Overview
  • Pure Robo Advisors
  • Hybrid Robo Advisors

Global Robo Advisory Market Size by Provider & CAGR (2026-2033)

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

Global Robo Advisory Market Size by Service Type & CAGR (2026-2033)

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

Global Robo Advisory Market Size by End User & CAGR (2026-2033)

  • Market Overview
  • Retail Investor
  • High Net Worth Individuals

Global Robo Advisory Market Size & CAGR (2026-2033)

  • 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, 2025
  • Strategies Adopted by Key Market Players
  • Recent Developments in the Market
  • Company Market Share Analysis, 2025
  • 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