Si prevede che il mercato delle soluzioni Wealthtech crescerà da 54,62 milioni di dollari nel 2021 a 137,44 milioni di dollari entro il 2028; si stima che crescerà a un CAGR del 14,1% nel corso del 2021-2028.
Le organizzazioni utilizzano strumenti di analisi finanziaria per ottenere informazioni dettagliate sulle principali tendenze presenti e future per migliorare il proprio business prestazione. I servizi di analisi finanziaria includono analisi della qualità dei dati finanziari e layout dei dati, analisi dei clienti, analisi predittiva, analisi delle componenti principali e raccolta di dati finanziari. Queste analisi richiedono dati finanziari approfonditi e altri dati rilevanti per identificare i modelli; sulla base di queste previsioni, le imprese possono fare previsioni su cosa comprerebbero i loro clienti, quanto tempo potrebbe durare il mandato dei loro dipendenti e così via. Pertanto, i servizi di analisi finanziaria aiutano le organizzazioni a migliorare la redditività, il flusso di cassa e il valore aziendale. Possono utilizzare le informazioni acquisite attraverso queste analisi per migliorare i propri ricavi e i processi aziendali. Accenture PLC fornisce le più recenti soluzioni di dati e analisi per i fornitori di servizi finanziari, oltre ad assisterli nell'implementazione delle stesse. I suoi servizi per queste aziende includono analisi dei costi e analisi delle prestazioni aziendali. Con un focus primario su conti economici, bilanci e rendiconti finanziari, l'analisi finanziaria viene utilizzata per valutare le tendenze economiche, impostare politiche finanziarie, formulare piani aziendali a lungo termine e individuare progetti o società per gli investimenti. I fornitori di servizi finanziari, comprese le banche di investimento, generano e archiviano più dati di qualsiasi altra attività, poiché la finanza è un settore ad alta intensità di transazioni. Le banche hanno utilizzato i dati per stimare i rischi di miglioramento della redditività complessiva negli anni successivi. Pertanto, con i molteplici vantaggi per le banche e le società di investimento, la domanda di servizi di analisi finanziaria aumenta in modo significativo, stimolando così la crescita del mercato delle soluzioni Wealthtech.
Impatto della pandemia di COVID-19 sul mercato delle soluzioni WealthTech
Secondo l'ultimo rapporto sulla situazione dell'Organizzazione Mondiale della Sanità (OMS), Stati Uniti, India, Spagna, Austria, Francia, Germania, Regno Unito, Svizzera, Turchia, Brasile, Iran e La Cina è tra i paesi più colpiti dall’epidemia di COVID-19. La crisi epidemica sta colpendo le industrie di tutto il mondo e l’economia globale è stata colpita più duramente nel 2020 e continuerà anche nel 2021. L’epidemia ha creato interruzioni significative nelle industrie primarie, come quella alimentare e alimentare. bevande, medicina, energia e energia, elettronica e semiconduttori, petrolio e prodotti chimici. Un forte calo nella crescita delle attività industriali menzionate sta incidendo sulla crescita del mercato globale delle soluzioni Wealthtech poiché sono le principali fonti di domanda e offerta di prodotti e soluzioni di soluzioni Wealthtech.
< h2>Regioni redditizie per i fornitori di soluzioni WealthTechApprofondimenti sul mercato delle soluzioni WealthTech
Crescente utilizzo di Intelligenza artificiale in diversi settori verticali
L'intelligenza artificiale (AI) sta aiutando il settore finanziario a semplificare e ottimizzare diversi processi, che vanno dalle decisioni sul credito al trading quantitativo e alla gestione del rischio finanziario. Le soluzioni di intelligenza artificiale facilitano una valutazione più accurata dei mutuatari tradizionalmente svantaggiati, come i millennial, nel processo decisionale sul credito, aiutando così le banche e gli istituti di credito a prendere decisioni di sottoscrizione più intelligenti. Inoltre, l’uso dell’intelligenza artificiale aiuta a semplificare e automatizzare il processo di finanziamento in diverse banche, società di investimento e società di gestione patrimoniale. aixigo AG utilizza soluzioni Wealthtech basate sull'intelligenza artificiale per fornire servizi di trasformazione digitale, private banking, retail banking, robo advisor e gestione patrimoniale. Il software Robo Advisor di aixigo AG utilizza l'intelligenza artificiale come sostituto della componente umana nel punto vendita durante il processo di investimento finanziario. Allo stesso modo, Synechron Inc. fornisce una soluzione basata sull’intelligenza artificiale denominata Neo per il settore dei servizi finanziari. Neo riunisce in modo univoco la consulenza digitale, aziendale e tecnologica di Synechron per guidare le istituzioni finanziarie attraverso l'implementazione di soluzioni AI per risolvere sfide aziendali complesse. Pertanto, la crescente popolarità dell'assistenza basata sull'intelligenza artificiale nelle banche, nelle società di investimento e nelle società di gestione patrimoniale sta guidando la crescita del mercato delle soluzioni WealthTech.
Mercato basato sui componenti Approfondimenti
In base ai componenti, il mercato delle soluzioni WealthTech è suddiviso in soluzioni e servizi. Nel 2020, il segmento delle soluzioni ha guidato il mercato, rappresentando una quota di mercato maggiore.
Mercato delle soluzioni WealthTech, per componente, 2020 e 2028 (%)Approfondimenti di mercato basati sull'utente finale
In base all'utente finale, il mercato delle soluzioni Wealthtech è segmentato in banche, società di gestione patrimoniale, e altri. Nel 2020, il segmento delle società di gestione patrimoniale rappresentava la quota di mercato maggiore.
Approfondimenti di mercato basati sulle dimensioni dell'organizzazione
In base alle dimensioni dell'organizzazione, il Il mercato delle soluzioni WealthTech è diviso in grandi imprese e piccole e medie imprese. Nel 2020, il segmento delle grandi imprese rappresentava una quota di mercato maggiore.
Approfondimenti di mercato basati sulla modalità di distribuzione
Per modalità di distribuzione, la soluzione Wealthtech il mercato è diviso in basato sul cloud
e on-premise. Nel 2020, il segmento basato sul cloud rappresentava una quota di mercato maggiore.
Approfondimenti strategici
Gli attori che operano nel mercato delle soluzioni Wealthtech adottano strategie quali fusioni, acquisizioni e iniziative di mercato per mantenere le proprie posizioni sul mercato. Di seguito sono elencati alcuni sviluppi dei principali attori:
- Nel marzo 2021, FinMason è stata selezionata dalla divisione Zephyr di Informa Financial Intelligence, leader nell'analisi e nella visualizzazione nello spazio dei consulenti, per fornire dati ESG da OWL Analytics tramite l'API FinRiver alla loro piattaforma Zephyr. Ciò combinerà il sistema di distribuzione API di FinMason e i rating ESG di OWL per un'implementazione semplificata e accelerata di dati di investimento sostenibili olistici attraverso Portfolio Analytics & Performance.
- Nell'aprile 2021, BNP Paribas Wealth Management—Private Banking e aixigo hanno sviluppato congiuntamente una soluzione che combina consulenza sugli investimenti e gestione discrezionale del portafoglio. Il nuovo sistema di gestione del portafoglio è una soluzione di consulenza scalabile per tutti i clienti benestanti e di gestione patrimoniale, che dovrebbe fornire un vantaggio strategico alla società.
Il mercato globale delle soluzioni Wealthtech è stato segmentato come indicato di seguito:
Per componente
- Soluzioni
- Servizi
Per utente finale
- Banche
- Società di gestione patrimoniale
- Altri
Per dimensione dell'organizzazione
- Grandi imprese
- Piccole e medie imprese
Per modalità di distribuzione
- Basato sul cloud
- On-premise
Per area geografica
- Nord America
- Stati Uniti
- Canada
- Messico
- Europa
- Francia
- Germania
- Italia
- Regno Unito
- Russia
- Resto d'Europa
- Asia Pacifico (APAC)
- Cina
- India
- Corea del Sud
- Giappone
- Australia
- Resto dell'APAC
- Medio Oriente e Asia Africa (MEA)
- Sudafrica
- Arabia Saudita
- EAU
- Resto del MEA
- America del Sud (SAM)
- Brasile
- Argentina
- Resto della SAM
Profili aziendali
- FinMason, Inc.
- aixigo AG
- InvestCloud, Inc.
- li>
- WealthTechs Inc.
- Valuefy Solutions Private Limited
- 3rd-eyes analytics AG
- BlackRock, Inc.
- Synchron
- Wealthfront Inc.
- InvestSuite
Report Coverage
Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends
Segment Covered
This text is related
to segments covered.
Regional Scope
North America, Europe, Asia Pacific, Middle East & Africa, South & Central America
Country Scope
This text is related
to country scope.
Frequently Asked Questions
Surge in demand for financial analytics services and growing use of artificial intelligence in different verticals are driving the growth of the wealthtech solution market. These factors are propelling the adoption of wealthtech solution in various industries.
The market opportunity lies in developing countries. Developing countries have become a hub of opportunity for various markets, including wealthtech solution market. Thus, the increasing number of banks are presenting significant potential for the future growth of the wealthtech solution market players.
The global wealthtech solution market was dominated by the solution segment with market share of 66.6% in 2020.
In 2020, North America led the market with a substantial revenue share, followed by Europe and Asia Pacific. North America is a prospective market for wealthtech solution manufacturers.
The major companies in wealthtech solution includes Synechron; BlackRock, Inc.; InvestCloud, Inc.; Valuefy Solutions Private Limited; and Wealthfront Inc.
The major end users in wealthtech solution market includes banks, wealth management firms, and others. The wealth management firms segment led the wealthtech solution market globally with a market share of 43.0% in the year 2020 and is expected to continue its dominance during the forecast period.
The List of Companies - WealthTech Solution Market
- FinMason, Inc.
- aixigo AG
- InvestCloud, Inc.
- WealthTechs Inc.
- Valuefy Solutions Private Limited
- 3rd-eyes analytics AG
- BlackRock, Inc.
- Synechron
- Wealthfront Inc.
- InvestSuite
The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.
- Data Collection and Secondary Research:
As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.
Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.
- Primary Research:
The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.
For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.
A typical research interview fulfils the following functions:
- Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
- Validates and strengthens in-house secondary research findings
- Develops the analysis team’s expertise and market understanding
Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:
- Industry participants: VPs, business development managers, market intelligence managers and national sales managers
- Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.
Below is the breakup of our primary respondents by company, designation, and region:
Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.
- Data Analysis:
Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.
- Macro-Economic Factor Analysis:
We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.
- Country Level Data:
Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.
- Company Profile:
The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.
- Developing Base Number:
Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.
- Data Triangulation and Final Review:
The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.
We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.
We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.
Related Reports
Aug 2021
Engineering Professional Services Market
Size and Forecast (2021 - 2031), Global and Regional Share, Trend, and Growth Opportunity Analysis Report Coverage: By Type (Consulting, Non-Consulting), Service Type (Designing and Construction, ESG, Program Management, Others), Sector (Private, Public), Vertical (Advanced Manufacturing, Infrastructure, Energy and Utilities, Environmental, Transportation, Others), Advanced Manufacturing (Data Center, Life Sciences, Electronics, and Semiconductor, EV and EV Battery, Others), Infrastructure (Buildings and Cities, Health Infrastructure, Telecommunication Infrastructure, Others), Energy And Utilities (Renewables, Energy Storage, Transmission and Distribution), Transportation (Aviation, Highways and Bridges, Ports and Maritime, Rail and Transit), Water (Water, Wastewater), and Geography (Americas, Europe, Asia Pacific and Middle East and Africa)
Aug 2021
Virtual Reality Puzzle Games Market
Size and Forecast (2020 - 2030), Global and Regional Share, Trend, and Growth Opportunity Analysis Report Coverage: By Age (18 to 34 Years, Above 35 Years, 13 to 17 Years, and Upto 12 Years), Player Type (Single Player and Multi Player), and End Users (Individuals and Professionals)
Aug 2021
Inspection Software for Government Services Market
Size and Forecast (2020 - 2030), Global and Regional Share, Trend, and Growth Opportunity Analysis Report Coverage: By Component (Software and Services), Services (Implementation and Deployment, Support and Maintenance, Training, and Consulting), Deployment (Cloud and On-premises), Application (Permitting and Licensing Management, Inspection and Scheduling Management, Contract Management, and Others), and End User (Local Government, State Government, and Federal Government)
Aug 2021
Spend Analytics for Electronics and Semiconductor Market
Size and Forecasts (2020 - 2030), Global and Regional Share, Trend, and Growth Opportunity Analysis By Component (Software and Service), Type (Descriptive Analytics, Predictive Analytics, and Prescriptive Analytics), Deployment (On-premise and Cloud), and Application (Financial Management, Risk Management, Governance and Compliance Management, Supplier Sourcing and Performance Management, Demand and Supply Forecasting, and Others)
Aug 2021
Photonic Design Automation Market
Size and Forecasts (2020 - 2030), Global and Regional Share, Trends, and Growth Opportunity Analysis Report Coverage: By Component (Solution and Service), Deployment (On-Premise and Cloud), Organization Size (SMEs and Large Enterprises), and Application (Academic Research and Industrial Research & Manufacturing)
Aug 2021
Voice-based Payments Market
Size and Forecast (2020 - 2030), Global and Regional Share, Trend, and Growth Opportunity Analysis Report Coverage: By Component (Hardware and Software), By Enterprise Size (Large Enterprises and Small and Medium-Sized Enterprises), By Industry (BFSI, Automotive, Healthcare, Retail, Government, and Others), and by Geography
Aug 2021
Private 5G Network Market
Size and Forecasts (2020 - 2030), Global and Regional Share, Trends, and Growth Opportunity Analysis Report Coverage: By Component (Hardware, Software, and Services); Frequency (Sub-6 GHz and mmWave), End User (Manufacturing, Energy and Utilities, Automotive, Military and Defense, Government and Public Safety, and Others)
Aug 2021
Unified Threat Management Market
Size and Forecasts (2020 - 2030), Global and Regional Share, Trends, and Growth Opportunity Analysis Report Coverage: By Component (Solution and Services); Deployment (Cloud and On-Premise); Enterprise Size (Large Enterprises and SMEs); and End Users (BFSI, Manufacturing, Healthcare, Retail, Government, IT & Telecom, and Others)