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レポート概要
| 360iResearch社の本調査報告書では、2021年に3,981.23百万ドルであった世界のロボアドバイザー市場規模が、2022年に5,090.91百万ドルになり、2027年まで年平均28.12%で成長して17,614.94百万ドルに達すると予測しています。本報告書では、ロボアドバイザーの世界市場について調査し、序論、調査方法、エグゼクティブサマリー、市場概要、市場インサイト、ビジネスモデル別（ハイブリッドロボアドバイザー、単純ロボアドバイザー）分析、プロバイダー別（銀行、フィンテック、従来型ウェルスマネージャー）分析、サービス種類別（総合ウェルスアドバイザリー、ダイレクトプランベース/ゴールベース）分析、エンドユーザー別（富裕層、高所得者、個人投資家、超高所得者）分析、地域別（南北アメリカ、アメリカ、カナダ、ブラジル、アジア太平洋、日本、中国、インド、韓国、台湾、ヨーロッパ/中東/アフリカ、イギリス、ドイツ、フランス、ロシア、その他）分析、競争状況、企業情報など、以下の項目を掲載しています。本書に記載されている企業情報としては、Ally Financial Inc.、AssetBuilder Inc.、Axos Invest Inc.、Bambu、Betterment LLC、Blooom Inc.、Charles Schwab＆Co. Inc.、Fincite、FutureAdvisor、Ginmon Vermogensverwaltung GmbH、Moneyfarm、Nutmeg Saving and Investment Limitedなどが含まれています。 ・序論 ・調査方法 ・エグゼクティブサマリー ・市場概要 ・市場インサイト ・世界のロボアドバイザー市場規模：ビジネスモデル別 - ハイブリッドロボアドバイザーの市場規模 - 単純ロボアドバイザーの市場規模 ・世界のロボアドバイザー市場規模：プロバイダー別 - 銀行ロボアドバイザーの市場規模 - フィンテックロボアドバイザーの市場規模 - 従来型ウェルスマネージャーの市場規模 ・世界のロボアドバイザー市場規模：サービス種類別 - 総合ウェルスアドバイザリーの市場規模 - ダイレクトプランベース/ゴールベースの市場規模 ・世界のロボアドバイザー市場規模：エンドユーザー別 - 富裕層における市場規模 - 高所得者における市場規模 - 個人投資家における市場規模 - 超高所得者における市場規模 ・世界のロボアドバイザー市場規模：地域別 - 南北アメリカのロボアドバイザー市場規模 アメリカのロボアドバイザー市場規模 カナダのロボアドバイザー市場規模 ブラジルのロボアドバイザー市場規模 … - アジア太平洋のロボアドバイザー市場規模 日本のロボアドバイザー市場規模 中国のロボアドバイザー市場規模 インドのロボアドバイザー市場規模 韓国のロボアドバイザー市場規模 台湾のロボアドバイザー市場規模 … - ヨーロッパ/中東/アフリカのロボアドバイザー市場規模 イギリスのロボアドバイザー市場規模 ドイツのロボアドバイザー市場規模 フランスのロボアドバイザー市場規模 ロシアのロボアドバイザー市場規模 … - その他地域のロボアドバイザー市場規模 ・競争状況 ・企業情報 |
The Global Robo Advisor Market size was estimated at USD 3,981.23 million in 2021 and expected to reach USD 5,090.91 million in 2022, and is projected to grow at a CAGR 28.12% to reach USD 17,614.94 million by 2027.
Market Statistics:
The report provides market sizing and forecast across 7 major currencies – USD, EUR, JPY, GBP, AUD, CAD, and CHF. It helps organization leaders make better decisions when currency exchange data is readily available. In this report, the years 2018 and 2020 are considered as historical years, 2021 as the base year, 2022 as the estimated year, and years from 2023 to 2027 are considered as the forecast period.
Market Segmentation & Coverage:
This research report categorizes the Robo Advisor to forecast the revenues and analyze the trends in each of the following sub-markets:
Based on Business Model, the market was studied across Hybrid Robo Advisors and Pure Robo Advisors.
Based on Provider, the market was studied across Banks, Fintech Robo Advisors, and Traditional Wealth Managers.
Based on Service Type, the market was studied across Comprehensive Wealth Advisory and Direct Plan-Based/Goal-Based.
Based on End-user, the market was studied across Affluent, High Net Worth Individuals, Retail Investor, and Ultra High Net Worth Individuals.
Based on Region, the market was studied across Americas, Asia-Pacific, and Europe, Middle East & Africa. The Americas is further studied across Argentina, Brazil, Canada, Mexico, and United States. The United States is further studied across California, Florida, Illinois, New York, Ohio, Pennsylvania, and Texas. The Asia-Pacific is further studied across Australia, China, India, Indonesia, Japan, Malaysia, Philippines, Singapore, South Korea, Taiwan, Thailand, and Vietnam. The Europe, Middle East & Africa is further studied across Denmark, Egypt, Finland, France, Germany, Israel, Italy, Netherlands, Nigeria, Norway, Poland, Qatar, Russia, Saudi Arabia, South Africa, Spain, Sweden, Switzerland, Turkey, United Arab Emirates, and United Kingdom.
Cumulative Impact of COVID-19:
COVID-19 is an incomparable global public health emergency that has affected almost every industry, and the long-term effects are projected to impact the industry growth during the forecast period. Our ongoing research amplifies our research framework to ensure the inclusion of underlying COVID-19 issues and potential paths forward. The report delivers insights on COVID-19 considering the changes in consumer behavior and demand, purchasing patterns, re-routing of the supply chain, dynamics of current market forces, and the significant interventions of governments. The updated study provides insights, analysis, estimations, and forecasts, considering the COVID-19 impact on the market.
Cumulative Impact of 2022 Russia Ukraine Conflict:
We continuously monitor and update reports on political and economic uncertainty due to the Russian invasion of Ukraine. Negative impacts are significantly foreseen globally, especially across Eastern Europe, European Union, Eastern & Central Asia, and the United States. This contention has severely affected lives and livelihoods and represents far-reaching disruptions in trade dynamics. The potential effects of ongoing war and uncertainty in Eastern Europe are expected to have an adverse impact on the world economy, with especially long-term harsh effects on Russia.This report uncovers the impact of demand & supply, pricing variants, strategic uptake of vendors, and recommendations for Robo Advisor market considering the current update on the conflict and its global response.
Competitive Strategic Window:
The Competitive Strategic Window analyses the competitive landscape in terms of markets, applications, and geographies to help the vendor define an alignment or fit between their capabilities and opportunities for future growth prospects. It describes the optimal or favorable fit for the vendors to adopt successive merger and acquisition strategies, geography expansion, research & development, and new product introduction strategies to execute further business expansion and growth during a forecast period.
FPNV Positioning Matrix:
The FPNV Positioning Matrix evaluates and categorizes the vendors in the Robo Advisor Market based on Business Strategy (Business Growth, Industry Coverage, Financial Viability, and Channel Support) and Product Satisfaction (Value for Money, Ease of Use, Product Features, and Customer Support) that aids businesses in better decision making and understanding the competitive landscape.
Market Share Analysis:
The Market Share Analysis offers the analysis of vendors considering their contribution to the overall market. It provides the idea of its revenue generation into the overall market compared to other vendors in the space. It provides insights into how vendors are performing in terms of revenue generation and customer base compared to others. Knowing market share offers an idea of the size and competitiveness of the vendors for the base year. It reveals the market characteristics in terms of accumulation, fragmentation, dominance, and amalgamation traits.
Competitive Scenario:
The Competitive Scenario provides an outlook analysis of the various business growth strategies adopted by the vendors. The news covered in this section deliver valuable thoughts at the different stage while keeping up-to-date with the business and engage stakeholders in the economic debate. The competitive scenario represents press releases or news of the companies categorized into Merger & Acquisition, Agreement, Collaboration, & Partnership, New Product Launch & Enhancement, Investment & Funding, and Award, Recognition, & Expansion. All the news collected help vendor to understand the gaps in the marketplace and competitor’s strength and weakness thereby, providing insights to enhance product and service.
Company Usability Profiles:
The report profoundly explores the recent significant developments by the leading vendors and innovation profiles in the Global Robo Advisor Market, including Ally Financial Inc., AssetBuilder Inc., Axos Invest Inc., Bambu, Betterment LLC, Blooom Inc., Charles Schwab & Co. Inc., Fincite, FutureAdvisor, Ginmon Vermogensverwaltung GmbH, Moneyfarm, Nutmeg Saving and Investment Limited, Personal Capital Corporation, Rebellion Research, Scalable Capital, Schwab Intelligent Portfolios, SigFig Wealth Management, Social Finance Inc., SoFi Wealth, T. Rowe Price, TD Ameritrade, The Vanguard Group Inc., Wealthfront Corporation, WealthNavi, and Wealthsimple.
The report provides insights on the following pointers:
1. Market Penetration: Provides comprehensive information on the market offered by the key players
2. Market Development: Provides in-depth information about lucrative emerging markets and analyze penetration across mature segments of the markets
3. Market Diversification: Provides detailed information about new product launches, untapped geographies, recent developments, and investments
4. Competitive Assessment & Intelligence: Provides an exhaustive assessment of market shares, strategies, products, certification, regulatory approvals, patent landscape, and manufacturing capabilities of the leading players
5. Product Development & Innovation: Provides intelligent insights on future technologies, R&D activities, and breakthrough product developments
The report answers questions such as:
1. What is the market size and forecast of the Global Robo Advisor Market?
2. What are the inhibiting factors and impact of COVID-19 shaping the Global Robo Advisor Market during the forecast period?
3. Which are the products/segments/applications/areas to invest in over the forecast period in the Global Robo Advisor Market?
4. What is the competitive strategic window for opportunities in the Global Robo Advisor Market?
5. What are the technology trends and regulatory frameworks in the Global Robo Advisor Market?
6. What is the market share of the leading vendors in the Global Robo Advisor Market?
7. What modes and strategic moves are considered suitable for entering the Global Robo Advisor Market?
1. Preface
1.1. Objectives of the Study
1.2. Market Segmentation & Coverage
1.3. Years Considered for the Study
1.4. Currency & Pricing
1.5. Language
1.6. Limitations
1.7. Assumptions
1.8. Stakeholders
2. Research Methodology
2.1. Define: Research Objective
2.2. Determine: Research Design
2.3. Prepare: Research Instrument
2.4. Collect: Data Source
2.5. Analyze: Data Interpretation
2.6. Formulate: Data Verification
2.7. Publish: Research Report
2.8. Repeat: Report Update
3. Executive Summary
4. Market Overview
5. Market Insights
5.1. Market Dynamics
5.1.1. Drivers
5.1.1.1. Growing digitization in financial services and wealth management
5.1.1.2. Expansion of financial sectors and rise in online trading for the source of income
5.1.1.3. Awareness about investment and financial planning among working population
5.1.2. Restraints
5.1.2.1. High execution cost of robo advisor services
5.1.3. Opportunities
5.1.3.1. Integration with advanced technology such as artificial intelligence and the internet of things
5.1.3.2. Development of fully Integrated Robo-Advisor and hybrid robo advisor
5.1.4. Challenges
5.1.4.1. Increasing competition from legacy financial firms to develop automated services
5.2. Cumulative Impact of COVID-19
6. Robo Advisor Market, by Business Model
6.1. Introduction
6.2. Hybrid Robo Advisors
6.3. Pure Robo Advisors
7. Robo Advisor Market, by Provider
7.1. Introduction
7.2. Banks
7.3. Fintech Robo Advisors
7.4. Traditional Wealth Managers
8. Robo Advisor Market, by Service Type
8.1. Introduction
8.2. Comprehensive Wealth Advisory
8.3. Direct Plan-Based/Goal-Based
9. Robo Advisor Market, by End-user
9.1. Introduction
9.2. Affluent
9.3. High Net Worth Individuals
9.4. Retail Investor
9.5. Ultra High Net Worth Individuals
10. Americas Robo Advisor Market
10.1. Introduction
10.2. Argentina
10.3. Brazil
10.4. Canada
10.5. Mexico
10.6. United States
11. Asia-Pacific Robo Advisor Market
11.1. Introduction
11.2. Australia
11.3. China
11.4. India
11.5. Indonesia
11.6. Japan
11.7. Malaysia
11.8. Philippines
11.9. Singapore
11.10. South Korea
11.11. Taiwan
11.12. Thailand
11.13. Vietnam
12. Europe, Middle East & Africa Robo Advisor Market
12.1. Introduction
12.2. Denmark
12.3. Egypt
12.4. Finland
12.5. France
12.6. Germany
12.7. Israel
12.8. Italy
12.9. Netherlands
12.10. Nigeria
12.11. Norway
12.12. Poland
12.13. Qatar
12.14. Russia
12.15. Saudi Arabia
12.16. South Africa
12.17. Spain
12.18. Sweden
12.19. Switzerland
12.20. Turkey
12.21. United Arab Emirates
12.22. United Kingdom
13. Competitive Landscape
13.1. FPNV Positioning Matrix
13.1.1. Quadrants
13.1.2. Business Strategy
13.1.3. Product Satisfaction
13.2. Market Ranking Analysis, By Key Player
13.3. Market Share Analysis, By Key Player
13.4. Competitive Scenario
13.4.1. Merger & Acquisition
13.4.2. Agreement, Collaboration, & Partnership
13.4.3. New Product Launch & Enhancement
13.4.4. Investment & Funding
13.4.5. Award, Recognition, & Expansion
14. Company Usability Profiles
14.1. Ally Financial Inc.
14.1.1. Business Overview
14.1.2. Key Executives
14.1.3. Product & Services
14.2. AssetBuilder Inc.
14.2.1. Business Overview
14.2.2. Key Executives
14.2.3. Product & Services
14.3. Axos Invest Inc.
14.3.1. Business Overview
14.3.2. Key Executives
14.3.3. Product & Services
14.4. Bambu
14.4.1. Business Overview
14.4.2. Key Executives
14.4.3. Product & Services
14.5. Betterment LLC
14.5.1. Business Overview
14.5.2. Key Executives
14.5.3. Product & Services
14.6. Blooom Inc.
14.6.1. Business Overview
14.6.2. Key Executives
14.6.3. Product & Services
14.7. Charles Schwab & Co. Inc.
14.7.1. Business Overview
14.7.2. Key Executives
14.7.3. Product & Services
14.8. Fincite
14.8.1. Business Overview
14.8.2. Key Executives
14.8.3. Product & Services
14.9. FutureAdvisor
14.9.1. Business Overview
14.9.2. Key Executives
14.9.3. Product & Services
14.10. Ginmon Vermogensverwaltung GmbH
14.10.1. Business Overview
14.10.2. Key Executives
14.10.3. Product & Services
14.11. Moneyfarm
14.11.1. Business Overview
14.11.2. Key Executives
14.11.3. Product & Services
14.12. Nutmeg Saving and Investment Limited
14.12.1. Business Overview
14.12.2. Key Executives
14.12.3. Product & Services
14.13. Personal Capital Corporation
14.13.1. Business Overview
14.13.2. Key Executives
14.13.3. Product & Services
14.14. Rebellion Research
14.14.1. Business Overview
14.14.2. Key Executives
14.14.3. Product & Services
14.15. Scalable Capital
14.15.1. Business Overview
14.15.2. Key Executives
14.15.3. Product & Services
14.16. Schwab Intelligent Portfolios
14.16.1. Business Overview
14.16.2. Key Executives
14.16.3. Product & Services
14.17. SigFig Wealth Management
14.17.1. Business Overview
14.17.2. Key Executives
14.17.3. Product & Services
14.18. Social Finance Inc.
14.18.1. Business Overview
14.18.2. Key Executives
14.18.3. Product & Services
14.19. SoFi Wealth
14.19.1. Business Overview
14.19.2. Key Executives
14.19.3. Product & Services
14.20. T. Rowe Price
14.20.1. Business Overview
14.20.2. Key Executives
14.20.3. Product & Services
14.21. TD Ameritrade
14.21.1. Business Overview
14.21.2. Key Executives
14.21.3. Product & Services
14.22. The Vanguard Group Inc.
14.22.1. Business Overview
14.22.2. Key Executives
14.22.3. Product & Services
14.23. Wealthfront Corporation
14.23.1. Business Overview
14.23.2. Key Executives
14.23.3. Product & Services
14.24. WealthNavi
14.24.1. Business Overview
14.24.2. Key Executives
14.24.3. Product & Services
14.25. Wealthsimple
14.25.1. Business Overview
14.25.2. Key Executives
14.25.3. Product & Services
15. Appendix
15.1. Discussion Guide
15.2. License & Pricing