Table of Contents

 

Robo-advisor Market Report by Company, Regions, Types and Applications, Global Status and Forecast to 2025

1 Industry Overview of Robo-advisor

• 1.1 Robo-advisor Market Overview
• 1.1.1 Robo-advisor Product Scope

1.1.2 Market Status and Outlook

1.2 Global Robo-advisor Market Size and Analysis by Regions

1.2.1 North America

1.2.2 Europe

1.2.3 China

1.2.4 Rest of Asia Pacific

1.2.5 Central & South America

1.2.6 Middle East & Africa

1.3 Robo-advisor Market by Type

1.3.1 Free

1.3.2 Charge

1.4 Robo-advisor Market by End Users/Application

1.4.1 Healthcare

1.4.2 Retail

1.4.3 Education

1.4.4 Others

 

2 Global Robo-advisor Competition Analysis by Players

• 2.1 Robo-advisor Market Size (Value) by Players (2018 and 2019)
• 2.2 Competitive Status and Trend
• 2.2.1 Market Concentration Rate

2.2.2 Product/Service Differences

2.2.3 New Entrants

2.2.4 The Technology Trends in Future

 

3 Company (Top Players) Profiles

• 3.1 Betterment
• 3.1.1 Company Profile

3.1.2 Main Business/Business Overview

3.1.3 Products, Services and Solutions

3.1.4 Robo-advisor Revenue (Value) (2014-2019)

3.1.5 Recent Developments

3.2 FutureAdvisor

3.2.1 Company Profile

3.2.2 Main Business/Business Overview

3.2.3 Products, Services and Solutions

3.2.4 Robo-advisor Revenue (Value) (2014-2019)

3.2.5 Recent Developments

3.3 Personal Capital

3.3.1 Company Profile

3.3.2 Main Business/Business Overview

3.3.3 Products, Services and Solutions

3.3.4 Robo-advisor Revenue (Value) (2014-2019)

3.3.5 Recent Developments

3.4 Vanguard Personal Advisor

3.4.1 Company Profile

3.4.2 Main Business/Business Overview

3.4.3 Products, Services and Solutions

3.4.4 Robo-advisor Revenue (Value) (2014-2019)

3.4.5 Recent Developments

3.5 Wealthfront

3.5.1 Company Profile

3.5.2 Main Business/Business Overview

3.5.3 Products, Services and Solutions

3.5.4 Robo-advisor Revenue (Value) (2014-2019)

3.5.5 Recent Developments

3.6 WiseBanyan

3.6.1 Company Profile

3.6.2 Main Business/Business Overview

3.6.3 Products, Services and Solutions

3.6.4 Robo-advisor Revenue (Value) (2014-2019)

3.6.5 Recent Developments

3.7 SigFig Wealth Management

3.7.1 Company Profile

3.7.2 Main Business/Business Overview

3.7.3 Products, Services and Solutions

3.7.4 Robo-advisor Revenue (Value) (2014-2019)

3.7.5 Recent Developments

3.8 Schwab Intelligent Portfolios

3.8.1 Company Profile

3.8.2 Main Business/Business Overview

3.8.3 Products, Services and Solutions

3.8.4 Robo-advisor Revenue (Value) (2014-2019)

3.8.5 Recent Developments

3.9 SoFi Wealth

3.9.1 Company Profile

3.9.2 Main Business/Business Overview

3.9.3 Products, Services and Solutions

3.9.4 Robo-advisor Revenue (Value) (2014-2019)

3.9.5 Recent Developments

3.10 Wealthsimple

3.10.1 Company Profile

3.10.2 Main Business/Business Overview

3.10.3 Products, Services and Solutions

3.10.4 Robo-advisor Revenue (Value) (2014-2019)

3.10.5 Recent Developments

3.11 Ellevest

 

4 Global Robo-advisor Market Size by Type and Application (2014-2019)

• 4.1 Global Robo-advisor Market Size by Type (2014-2019)
• 4.2 Global Robo-advisor Market Size by Application (2014-2019)
• 4.3 Potential Application of Robo-advisor in Future
• 4.4 Top Consumer/End Users of Robo-advisor

 

5 North America Robo-advisor Development Status and Outlook

• 5.1 North America Robo-advisor Market Size (2014-2019)
• 5.2 North America Robo-advisor Market Size and Market Share by Players (2018 and 2019)

 

6 Europe Robo-advisor Development Status and Outlook

• 6.1 Europe Robo-advisor Market Size (2014-2019)
• 6.2 Europe Robo-advisor Market Size and Market Share by Players (2018 and 2019)

 

7 China Robo-advisor Development Status and Outlook

• 7.1 China Robo-advisor Market Size (2014-2019)
• 7.2 China Robo-advisor Market Size and Market Share by Players (2018 and 2019)

 

8 Rest of Asia Pacific Robo-advisor Development Status and Outlook

• 8.1 Rest of Asia Pacific Robo-advisor Market Size (2014-2019)
• 8.2 Rest of Asia Pacific Robo-advisor Market Size and Market Share by Players (2018 and 2019)

 

9 Central & South America Robo-advisor Development Status and Outlook

• 9.1 Central & South America Robo-advisor Market Size (2014-2019)
• 9.2 Central & South America Robo-advisor Market Size and Market Share by Players (2018 and 2019)

 

10 Middle East & Africa Robo-advisor Development Status and Outlook

• 10.1 Middle East & Africa Robo-advisor Market Size (2014-2019)
• 10.2 Middle East & Africa Robo-advisor Market Size and Market Share by Players (2018 and 2019)

 

11 Market Forecast by Regions, Type and Application (2019-2025)

• 11.1 Global Robo-advisor Market Size (Value) by Regions (2019-2025)
• 11.1.1 North America Robo-advisor Revenue and Growth Rate (2019-2025)

11.1.2 Europe Robo-advisor Revenue and Growth Rate (2019-2025)

11.1.3 China Robo-advisor Revenue and Growth Rate (2019-2025)

11.1.4 Rest of Asia Pacific Robo-advisor Revenue and Growth Rate (2019-2025)

11.1.5 Central & South America Robo-advisor Revenue and Growth Rate (2019-2025)

11.1.6 Middle East & Africa Robo-advisor Revenue and Growth Rate (2019-2025)

11.2 Global Robo-advisor Market Size (Value) by Type (2019-2025)

11.3 Global Robo-advisor Market Size by Application (2019-2025)

 

12 Robo-advisor Market Dynamics

• 12.1 Robo-advisor Market Opportunities
• 12.2 Robo-advisor Challenge and Risk
• 12.2.1 Competition from Opponents

12.2.2 Downside Risks of Economy

12.3 Robo-advisor Market Constraints and Threat

12.3.1 Threat from Substitute

12.3.2 Government Policy

12.3.3 Technology Risks

12.4 Robo-advisor Market Driving Force

12.4.1 Growing Demand from Emerging Markets

12.4.2 Potential Application

 

13 Market Effect Factors Analysis

• 13.1 Technology Progress/Risk
• 13.1.1 Substitutes

13.1.2 Technology Progress in Related Industry

13.2 Consumer Needs Trend/Customer Preference

13.3 External Environmental Change

13.3.1 Economic Fluctuations

13.3.2 Other Risk Factors

 

14 Research Finding/Conclusion

 

15 Appendix

Methodology

Analyst Introduction

Data Source

Summary

Robo-advisor is basically an automated, algorithm based portfolio management service offered by wealth management companies. It significantly decreases management cost involved in providing all the financial advice through manpower, thus assisting wealth management companies to provide this as a minimal cost service for their customers. Robo advisory is an automated portfolio management software, which allows the customers to consistently adjust and customize the online investment in order to meet their long-term financial goals and short-term investment strategy.

In 2018, the global Robo-advisor market size was xx million US$ and it is expected to reach xx million US$ by the end of 2025, with a CAGR of xx% between 2019 and 2025.

This report studies the Robo-advisor market size by players, regions, product types and end industries, history data 2014-2018 and forecast data 2019-2025; This report also studies the global market competition landscape, market drivers and trends, opportunities and challenges, risks and entry barriers, sales channels, distributors and Porter's Five Forces Analysis.

This report focuses on the global top players, covered

Betterment

FutureAdvisor

Personal Capital

Vanguard Personal Advisor

Wealthfront

WiseBanyan

SigFig Wealth Management

Schwab Intelligent Portfolios

SoFi Wealth

Wealthsimple

Ellevest

Market segment by Regions/Countries, this report covers

North America

Europe

China

Rest of Asia Pacific

Central & South America

Middle East & Africa

Market segment by Type, the product can be split into

Free

Charge

Market segment by Application, the market can be split into

Healthcare

Retail

Education

Others

The study objectives of this report are:

To study and forecast the market size of Robo-advisor in global market.

To analyze the global key players, SWOT analysis, value and global market share for top players.

To define, describe and forecast the market by type, end use and region.

To analyze and compare the market status and forecast among global major regions.

To analyze the global key regions market potential and advantage, opportunity and challenge, restraints and risks.

To identify significant trends and factors driving or inhibiting the market growth.

To analyze the opportunities in the market for stakeholders by identifying the high growth segments.

To strategically analyze each submarket with respect to individual growth trend and their contribution to the market

To analyze competitive developments such as expansions, agreements, new product launches, and acquisitions in the market.

To strategically profile the key players and comprehensively analyze their growth strategies.

In this study, the years considered to estimate the market size of Robo-advisor are as follows:

History Year: 2014-2018

Base Year: 2018

Estimated Year: 2019

Forecast Year 2019 to 2025

For the data information by region, company, type and application, 2018 is considered as the base year. Whenever data information was unavailable for the base year, the prior year has been considered.

Key Stakeholders

Raw material suppliers

Distributors/traders/wholesalers/suppliers

Regulatory bodies, including government agencies and NGO

Commercial research & development (R&D) institutions

Importers and exporters

Government organizations, research organizations, and consulting firms

Trade associations and industry bodies

End-use industries