Robo Advisory Market 2027 by Type, Application and Geography | The Insight Partners

Robo Advisory Market Forecast to 2027 - Covid-19 Impact and Global Analysis - by Type (Automated Robo-Advisors, Hybrid Robo-Advisors); Application (Automated Financial Planning, Financial Advice, Brokerage, Fund Platforms, Others) and Geography

Report Code: TIPRE00009316 | No. of Pages: 150 | Category: Technology, Media and Telecommunications | Status: Upcoming
Covid
MARKET INTRODUCTION

Robo-advisory is an algorithm based automated portfolio management service. Various wealth management companies offer this technology. It helps in reducing management cost involved in providing all the financial advice through manpower, thus assisting wealth management companies to provide this as an insignificant cost service for their customers. Robo advisory is an automated portfolio management software, which allows the customers to steadily adjust and customize the online investment in order to meet their long-term financial goals and short-term investment strategy.

MARKET DYNAMICS

Increasing internet penetration, advice related to investment at low cost, increase in maturity of digital advice technologies are anticipated to propel the growth of robo-advisory market. A number of small investors can also use robo-advisors to monitor the development of their portfolio as they are available at low starting prices, provide attractive returns, strikingly different and innovative than classical investment plans offered by the banking sector.

MARKET SCOPE

The "Global Robo Advisory Market Analysis to 2027" is a specialized and in-depth study of the electronics and semiconductor industry with a special focus on the global market trend analysis. The report aims to provide an overview of the robo advisory market with detailed market segmentation by platform, component type, application, and geography. The global robo advisory market is expected to witness high growth during the forecast period. The report provides key statistics on the market status of the leading robo advisory market players and offers key trends and opportunities in the market.

MARKET SEGMENTATION

The global robo advisory market is segmented on the basis of platform, component type and application. Based on type, the robo advisory market is segmented into automated robo-advisors and hybrid robo-advisors. On the basis of application, the robo advisory market is segmented into automated financial planning, financial advice, brokerage, fund platforms, and others.

REGIONAL FRAMEWORK

The report provides a detailed overview of the industry including both qualitative and quantitative information. It provides an overview and forecast of the global robo advisory market based on various segments. It also provides market size and forecast estimates from the year 2018 to 2027 with respect to five major regions, namely; North America, Europe, Asia-Pacific (APAC), Middle East and Africa (MEA) and South & Central America. The robo advisory market by each region is later sub-segmented by respective countries and segments. The report covers the analysis and forecast of 18 countries globally along with the current trend and opportunities prevailing in the region.

The report analyzes factors affecting the robo advisory market from both demand and supply side and further evaluates market dynamics affecting the market during the forecast period i.e., drivers, restraints, opportunities, and future trend. The report also provides exhaustive PEST analysis for all five regions namely; North America, Europe, APAC, MEA, and South & Central America after evaluating political, economic, social and technological factors affecting the robo advisory in these regions.



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MARKET PLAYERS


The reports cover key developments in the robo advisory market as organic and inorganic growth strategies. Various companies are focusing on organic growth strategies such as product launches, product approvals and others such as patents and events. Inorganic growth strategies activities witnessed in the market were acquisitions, and partnership & collaborations. These activities have paved way for the expansion of business and customer base of market players. The market payers from robo advisory market are anticipated to lucrative growth opportunities in the future with the rising demand for robo advisory in the global market. Below mentioned is the list of few companies engaged in the robo advisory market.

The report also includes the profiles of key companies along with their SWOT analysis and market strategies in the robo advisory market. In addition, the report focuses on leading industry players with information such as company profiles, components, and services offered, financial information of the last 3 years, the key development in the past five years.

- Axos Invest, Inc.
- Betterment LLC
- Charles Schwab and Co., Inc.
- Futureadvisor
- Hedgeable, Inc.
- Nutmeg Saving and Investment Limited
- Personal Capital Corporation
- SIGFIG Wealth Management, LLC
- The Vanguard Group, Inc.
- Wealthfront Corporation

The Insight Partner's dedicated research and analysis team consist of experienced professionals with advanced statistical expertise and offer various customization options in the existing study.


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TABLE OF CONTENTS

1. INTRODUCTION
1.1. SCOPE OF THE STUDY
1.2. THE INSIGHT PARTNERS RESEARCH REPORT GUIDANCE
1.3. MARKET SEGMENTATION
1.3.1 Robo Advisory Market - By Type
1.3.2 Robo Advisory Market - By Application
1.3.3 Robo Advisory Market - By Region
1.3.3.1 By Country

2. KEY TAKEAWAYS

3. RESEARCH METHODOLOGY

4. ROBO ADVISORY MARKET LANDSCAPE
4.1. OVERVIEW
4.2. PEST ANALYSIS
4.2.1 North America - Pest Analysis
4.2.2 Europe - Pest Analysis
4.2.3 Asia-Pacific - Pest Analysis
4.2.4 Middle East and Africa - Pest Analysis
4.2.5 South and Central America - Pest Analysis
4.3. ECOSYSTEM ANALYSIS
4.4. EXPERT OPINIONS

5. ROBO ADVISORY MARKET - KEY MARKET DYNAMICS
5.1. KEY MARKET DRIVERS
5.2. KEY MARKET RESTRAINTS
5.3. KEY MARKET OPPORTUNITIES
5.4. FUTURE TRENDS
5.5. IMPACT ANALYSIS OF DRIVERS, RESTRAINTS & EXPECTED INFLUENCE OF COVID-19 PANDEMIC

6. ROBO ADVISORY MARKET - GLOBAL MARKET ANALYSIS
6.1. ROBO ADVISORY - GLOBAL MARKET OVERVIEW
6.2. ROBO ADVISORY - GLOBAL MARKET AND FORECAST TO 2027
6.3. MARKET POSITIONING/MARKET SHARE

7. ROBO ADVISORY MARKET - REVENUE AND FORECASTS TO 2027 - TYPE
7.1. OVERVIEW
7.2. TYPE MARKET FORECASTS AND ANALYSIS
7.3. AUTOMATED ROBO-ADVISORS
7.3.1. Overview
7.3.2. Automated Robo-Advisors Market Forecast and Analysis
7.4. HYBRID ROBO-ADVISORS
7.4.1. Overview
7.4.2. Hybrid Robo-Advisors Market Forecast and Analysis
8. ROBO ADVISORY MARKET - REVENUE AND FORECASTS TO 2027 - APPLICATION
8.1. OVERVIEW
8.2. APPLICATION MARKET FORECASTS AND ANALYSIS
8.3. AUTOMATED FINANCIAL PLANNING
8.3.1. Overview
8.3.2. Automated Financial Planning Market Forecast and Analysis
8.4. FINANCIAL ADVICE
8.4.1. Overview
8.4.2. Financial Advice Market Forecast and Analysis
8.5. BROKERAGE
8.5.1. Overview
8.5.2. Brokerage Market Forecast and Analysis
8.6. FUND PLATFORMS
8.6.1. Overview
8.6.2. Fund Platforms Market Forecast and Analysis
8.7. OTHERS
8.7.1. Overview
8.7.2. Others Market Forecast and Analysis

9. ROBO ADVISORY MARKET REVENUE AND FORECASTS TO 2027 - GEOGRAPHICAL ANALYSIS
9.1. NORTH AMERICA
9.1.1 North America Robo Advisory Market Overview
9.1.2 North America Robo Advisory Market Forecasts and Analysis
9.1.3 North America Robo Advisory Market Forecasts and Analysis - By Type
9.1.4 North America Robo Advisory Market Forecasts and Analysis - By Application
9.1.5 North America Robo Advisory Market Forecasts and Analysis - By Countries
9.1.5.1 United States Robo Advisory Market
9.1.5.1.1 United States Robo Advisory Market by Type
9.1.5.1.2 United States Robo Advisory Market by Application
9.1.5.2 Canada Robo Advisory Market
9.1.5.2.1 Canada Robo Advisory Market by Type
9.1.5.2.2 Canada Robo Advisory Market by Application
9.1.5.3 Mexico Robo Advisory Market
9.1.5.3.1 Mexico Robo Advisory Market by Type
9.1.5.3.2 Mexico Robo Advisory Market by Application
9.2. EUROPE
9.2.1 Europe Robo Advisory Market Overview
9.2.2 Europe Robo Advisory Market Forecasts and Analysis
9.2.3 Europe Robo Advisory Market Forecasts and Analysis - By Type
9.2.4 Europe Robo Advisory Market Forecasts and Analysis - By Application
9.2.5 Europe Robo Advisory Market Forecasts and Analysis - By Countries
9.2.5.1 Germany Robo Advisory Market
9.2.5.1.1 Germany Robo Advisory Market by Type
9.2.5.1.2 Germany Robo Advisory Market by Application
9.2.5.2 France Robo Advisory Market
9.2.5.2.1 France Robo Advisory Market by Type
9.2.5.2.2 France Robo Advisory Market by Application
9.2.5.3 Italy Robo Advisory Market
9.2.5.3.1 Italy Robo Advisory Market by Type
9.2.5.3.2 Italy Robo Advisory Market by Application
9.2.5.4 United Kingdom Robo Advisory Market
9.2.5.4.1 United Kingdom Robo Advisory Market by Type
9.2.5.4.2 United Kingdom Robo Advisory Market by Application
9.2.5.5 Russia Robo Advisory Market
9.2.5.5.1 Russia Robo Advisory Market by Type
9.2.5.5.2 Russia Robo Advisory Market by Application
9.2.5.6 Rest of Europe Robo Advisory Market
9.2.5.6.1 Rest of Europe Robo Advisory Market by Type
9.2.5.6.2 Rest of Europe Robo Advisory Market by Application
9.3. ASIA-PACIFIC
9.3.1 Asia-Pacific Robo Advisory Market Overview
9.3.2 Asia-Pacific Robo Advisory Market Forecasts and Analysis
9.3.3 Asia-Pacific Robo Advisory Market Forecasts and Analysis - By Type
9.3.4 Asia-Pacific Robo Advisory Market Forecasts and Analysis - By Application
9.3.5 Asia-Pacific Robo Advisory Market Forecasts and Analysis - By Countries
9.3.5.1 Australia Robo Advisory Market
9.3.5.1.1 Australia Robo Advisory Market by Type
9.3.5.1.2 Australia Robo Advisory Market by Application
9.3.5.2 China Robo Advisory Market
9.3.5.2.1 China Robo Advisory Market by Type
9.3.5.2.2 China Robo Advisory Market by Application
9.3.5.3 India Robo Advisory Market
9.3.5.3.1 India Robo Advisory Market by Type
9.3.5.3.2 India Robo Advisory Market by Application
9.3.5.4 Japan Robo Advisory Market
9.3.5.4.1 Japan Robo Advisory Market by Type
9.3.5.4.2 Japan Robo Advisory Market by Application
9.3.5.5 South Korea Robo Advisory Market
9.3.5.5.1 South Korea Robo Advisory Market by Type
9.3.5.5.2 South Korea Robo Advisory Market by Application
9.3.5.6 Rest of Asia-Pacific Robo Advisory Market
9.3.5.6.1 Rest of Asia-Pacific Robo Advisory Market by Type
9.3.5.6.2 Rest of Asia-Pacific Robo Advisory Market by Application
9.4. MIDDLE EAST AND AFRICA
9.4.1 Middle East and Africa Robo Advisory Market Overview
9.4.2 Middle East and Africa Robo Advisory Market Forecasts and Analysis
9.4.3 Middle East and Africa Robo Advisory Market Forecasts and Analysis - By Type
9.4.4 Middle East and Africa Robo Advisory Market Forecasts and Analysis - By Application
9.4.5 Middle East and Africa Robo Advisory Market Forecasts and Analysis - By Countries
9.4.5.1 South Africa Robo Advisory Market
9.4.5.1.1 South Africa Robo Advisory Market by Type
9.4.5.1.2 South Africa Robo Advisory Market by Application
9.4.5.2 Saudi Arabia Robo Advisory Market
9.4.5.2.1 Saudi Arabia Robo Advisory Market by Type
9.4.5.2.2 Saudi Arabia Robo Advisory Market by Application
9.4.5.3 U.A.E Robo Advisory Market
9.4.5.3.1 U.A.E Robo Advisory Market by Type
9.4.5.3.2 U.A.E Robo Advisory Market by Application
9.4.5.4 Rest of Middle East and Africa Robo Advisory Market
9.4.5.4.1 Rest of Middle East and Africa Robo Advisory Market by Type
9.4.5.4.2 Rest of Middle East and Africa Robo Advisory Market by Application
9.5. SOUTH AND CENTRAL AMERICA
9.5.1 South and Central America Robo Advisory Market Overview
9.5.2 South and Central America Robo Advisory Market Forecasts and Analysis
9.5.3 South and Central America Robo Advisory Market Forecasts and Analysis - By Type
9.5.4 South and Central America Robo Advisory Market Forecasts and Analysis - By Application
9.5.5 South and Central America Robo Advisory Market Forecasts and Analysis - By Countries
9.5.5.1 Brazil Robo Advisory Market
9.5.5.1.1 Brazil Robo Advisory Market by Type
9.5.5.1.2 Brazil Robo Advisory Market by Application
9.5.5.2 Argentina Robo Advisory Market
9.5.5.2.1 Argentina Robo Advisory Market by Type
9.5.5.2.2 Argentina Robo Advisory Market by Application
9.5.5.3 Rest of South and Central America Robo Advisory Market
9.5.5.3.1 Rest of South and Central America Robo Advisory Market by Type
9.5.5.3.2 Rest of South and Central America Robo Advisory Market by Application

10. INDUSTRY LANDSCAPE
10.1. MERGERS AND ACQUISITIONS
10.2. AGREEMENTS, COLLABORATIONS AND JOIN VENTURES
10.3. NEW PRODUCT LAUNCHES
10.4. EXPANSIONS AND OTHER STRATEGIC DEVELOPMENTS

11. ROBO ADVISORY MARKET, KEY COMPANY PROFILES
11.1. AXOS INVEST, INC.
11.1.1. Key Facts
11.1.2. Business Description
11.1.3. Products and Services
11.1.4. Financial Overview
11.1.5. SWOT Analysis
11.1.6. Key Developments
11.2. BETTERMENT LLC
11.2.1. Key Facts
11.2.2. Business Description
11.2.3. Products and Services
11.2.4. Financial Overview
11.2.5. SWOT Analysis
11.2.6. Key Developments
11.3. CHARLES SCHWAB AND CO., INC.
11.3.1. Key Facts
11.3.2. Business Description
11.3.3. Products and Services
11.3.4. Financial Overview
11.3.5. SWOT Analysis
11.3.6. Key Developments
11.4. FUTUREADVISOR
11.4.1. Key Facts
11.4.2. Business Description
11.4.3. Products and Services
11.4.4. Financial Overview
11.4.5. SWOT Analysis
11.4.6. Key Developments
11.5. HEDGEABLE, INC.
11.5.1. Key Facts
11.5.2. Business Description
11.5.3. Products and Services
11.5.4. Financial Overview
11.5.5. SWOT Analysis
11.5.6. Key Developments
11.6. NUTMEG SAVING AND INVESTMENT LIMITED
11.6.1. Key Facts
11.6.2. Business Description
11.6.3. Products and Services
11.6.4. Financial Overview
11.6.5. SWOT Analysis
11.6.6. Key Developments
11.7. PERSONAL CAPITAL CORPORATION
11.7.1. Key Facts
11.7.2. Business Description
11.7.3. Products and Services
11.7.4. Financial Overview
11.7.5. SWOT Analysis
11.7.6. Key Developments
11.8. SIGFIG WEALTH MANAGEMENT, LLC
11.8.1. Key Facts
11.8.2. Business Description
11.8.3. Products and Services
11.8.4. Financial Overview
11.8.5. SWOT Analysis
11.8.6. Key Developments
11.9. THE VANGUARD GROUP, INC.
11.9.1. Key Facts
11.9.2. Business Description
11.9.3. Products and Services
11.9.4. Financial Overview
11.9.5. SWOT Analysis
11.9.6. Key Developments
11.10. WEALTHFRONT CORPORATION
11.10.1. Key Facts
11.10.2. Business Description
11.10.3. Products and Services
11.10.4. Financial Overview
11.10.5. SWOT Analysis
11.10.6. Key Developments

12. APPENDIX
12.1. ABOUT THE INSIGHT PARTNERS
12.2. GLOSSARY OF TERMS
The List of Companies

1. AXOS INVEST, INC.
2. BETTERMENT LLC
3. CHARLES SCHWAB AND CO., INC.
4. FUTUREADVISOR
5. HEDGEABLE, INC.
6. NUTMEG SAVING AND INVESTMENT LIMITED
7. PERSONAL CAPITAL CORPORATION
8. SIGFIG WEALTH MANAGEMENT, LLC
9. THE VANGUARD GROUP, INC.
10. WEALTHFRONT CORPORATION
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