WealthTech Solution Market Insight on the Important Factors

WealthTech Solution Market Forecast to 2028 - COVID-19 Impact and Global Analysis By Component (Solution and Services), End User (Banks, Wealth Management Firms, and Others), Organization Size (Large Enterprises and Small and Medium-Sized Enterprises), and Deployment Mode (Cloud-Based and On-Premises) Geography

  • Report Code : TIPRE00022429
  • Category : Technology, Media and Telecommunications
  • Status : Published
  • No. of Pages : 172
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The wealthtech solution market is expected to grow from US$ 54.62 million in 2021 to US$ 137.44 million by 2028; it is estimated to grow at a CAGR of 14.1% during 2021–2028.

Organizations use financial analytics tools to gain insights into key present and future trends for improving their business performance. Financial analytics services include financial data quality analysis and data layout, client analytics, predictive analytics, principal component analysis, and financial data collection. These analytics require thorough financial and other relevant data to identify patterns; based on these predictions, enterprises may make predictions regarding what their customers would buy, how long their employees' tenures might be, and so on. Thus, financial analytics services help organizations improve the profitability, cash flow, and business value. They may use the insights gained through these analytics to improve their revenues and business processes. Accenture PLC provides the newest data and analytics solutions for financial service providers, along with assisting them in deploying the same. Its services for these firms include cost analytics and enterprise performance analytics. With a prime focus in income statements, balance sheets, and cash flow statements, financial analysis is employed to evaluate economic trends, set financial policies, formulate long-term business plans, and pinpoint projects or companies for investments. Financial service providers, including investment banks, generate and store more data than any other businesses, as finance is a transaction-heavy industry. The banks used data to estimate risks for improving the overall profitability in the subsequent years. Therefore, with multiple benefits in banks and investment firms, the demand for financial analytics services increasing significantly, thus boosting the wealthtech solutions market growth.

Impact of COVID-19 Pandemic on WealthTech Solution Market

According to latest situation report from the World Health Organization (WHO), the US, India, Spain, Austria, France, Germany, the UK, Switzerland, Turkey, Brazil, Iran, and China are among the worst affected countries due to the COVID-19 outbreak. The outbreak crisis is affecting the industries worldwide and the global economy witnessed worst hit in 2020 and it is continued in 2021 also. The outbreak has created significant disruptions in primary industries, such as food & beverage, medical, energy & power, electronics & semiconductor, petroleum, and chemicals. A sharp decline in the growth of mentioned industrial activities is impacting the growth of the global Wealthtech solution market as they are the major supply and demand sources for wealthtech solution products and solutions.

Lucrative Regions for WealthTech Solution Providers

Lucrative Regions for WealthTech Solution Providers
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WealthTech Solution Market Insights

Growing Use of Artificial Intelligence in Different Verticals

Artificial intelligence (AI) is helping the financial industry to streamline and optimize different processes, ranging from credit decisions to quantitative trading and financial risk management. The AI solutions facilitate more accurate assessment of traditionally underserved borrowers, such as millennials, in the credit decision-making process, thereby helping banks and credit lenders in making smarter underwriting decisions. Further, the use of AI helps smoothen and automate the financing process in several banks, investment firms, and wealth management firms. aixigo AG uses AI-based wealthtech solutions for providing digital transformation, private banking, retail banking, robo advisor, and asset management services. The robo advisor software of aixigo AG uses AI as a replacement of human component at the point-of-sale during the financial investment process. Similarly, Synechron Inc. provides an AI-based solution named Neo for the financial services industry. Neo uniquely brings together Synechron’s digital, business, and technology consulting to guide financial institutions through the deployment of AI solutions to solve complex business challenges. Therefore, the growing popularity of AI-based assistance in banks, investment firms, and wealth management firms is driving the WealthTech solutions market growth.

Component-Based Market Insights

Based on component, the wealthtech solution market is bifurcated into solution and services. In 2020, the solution segment led the market, accounting for a larger market share.

WealthTech Solution Market, by Component, 2020 and 2028 (%)

WealthTech Solution Market, by Component, 2020 and 2028 (%)

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End User-Based Market Insights

Based on end user, the wealthtech solution market is segmented into banks, wealth management firms, and others. In 2020, the wealth management firms segment accounted for the largest market share.

Organization Size-Based Market Insights

Based on organization size, the wealthtech solution market is bifurcated into large enterprises and small and medium-sized enterprises. In 2020, the large enterprises segment accounted for a larger market share.

Deployment Mode-Based Market Insights

By deployment mode, the wealthtech solution market is bifurcated into cloud-based

and on-premises. In 2020, the cloud-based segment accounted for a larger market share.

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WealthTech Solution Market: Strategic Insights

wealthtech-solutions-market
Market Size Value inUS$ 54.62 Million in 2021
Market Size Value byUS$ 137.44 Million by 2028
Growth rateCAGR of 14.1% from 2021-2028
Forecast Period2021-2028
Base Year2021
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The players operating in the wealthtech solution market adopt strategies such as mergers, acquisitions, and market initiatives to maintain their positions in the market. A few developments by key players are listed below:

  • In March 2021, FinMason was selected by Informa Financial Intelligence’s Zephyr business, an analytics and visualization leader in the advisor space, to deliver ESG data from OWL Analytics via the FinRiver API to their Zephyr platform. This will combine FinMason’s API delivery system and OWL’s ESG Ratings for streamlined and accelerated deployment of holistic sustainable investing data across Portfolio Analytics & Performance.
  • In April 2021, BNP Paribas Wealth Management—Private Banking and aixigo jointly developed a solution that combines investment advisory and discretionary portfolio management. The new portfolio management system is a scalable advisory solution for all wealth management and affluent clients, which is expected to provide a strategic advantage to the company.

The global Wealthtech solution market has been segmented as mentioned below:

By Component

  • Solution
  • Services

By End User

  • Banks
  • Wealth Management Firms
  • Others

By Organization Size

  • Large Enterprises
  • Small and Medium-Sized Enterprises

By Deployment Mode

  • Cloud-Based
  • On-Premises


By Geography

  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • France
    • Germany
    • Italy
    • UK
    • Russia
    • Rest of Europe
  • Asia Pacific (APAC)
    • China
    • India
    • South Korea
    • Japan
    • Australia
    • Rest of APAC
  • Middle East & Africa (MEA)
    • South Africa
    • Saudi Arabia
    • UAE
    • Rest of MEA
  • South America (SAM)
    • Brazil
    • Argentina
    • Rest of SAM

Company Profiles

  • FinMason, Inc.
  • aixigo AG
  • InvestCloud, Inc.
  • WealthTechs Inc.
  • Valuefy Solutions Private Limited
  • 3rd-eyes analytics AG
  • BlackRock, Inc.
  • Synechron
  • Wealthfront Inc.
  • InvestSuite
Report Coverage
Report Coverage

Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends

Segment Covered
Segment Covered

Component , End User , Organization Size , and Deployment Mode Geography

Regional Scope
Regional Scope

North America, Europe, Asia Pacific, Middle East & Africa, South & Central America

Country Scope
Country Scope

Argentina, Australia, Austria, BeNeLux, Brazil, Canada, China, France, Germany, India, Japan, Mexico, Saudi Arabia, South Africa, South Korea, Switzerland, United Arab Emirates, United Kingdom, United States

Frequently Asked Questions


What are reasons behind wealthtech solution (DCS) market growth?

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.

What are market opportunities for wealthtech solution market?

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.

Which component is expected to dominate the market in the forecast period?

The global wealthtech solution market was dominated by the solution segment with market share of 66.6% in 2020.

Which region has dominated the wealthtech solution market?

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.

Which are the major companies in the wealthtech solution market?

The major companies in wealthtech solution includes Synechron; BlackRock, Inc.; InvestCloud, Inc.; Valuefy Solutions Private Limited; and Wealthfront Inc.

Who are the major end users for wealthtech solution market?

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.

1. Introduction

1.1 Study Scope

1.2 The Insight Partners Research Report Guidance

1.3 Market Segmentation

1.3.1 WealthTech Solution Market – By Component

1.3.2 WealthTech Solution Market – By End-User

1.3.3 WealthTech Solution Market – By Organization Size

1.3.4 By Deployment Mode

1.3.5 WealthTech Solution Market- By Region

2. Key Takeaways

3. Research Methodology

3.1 Coverage

3.2 Secondary Research

3.3 Primary Research

4. WealthTech Solution Market Landscape

4.1 Market 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 America – PEST Analysis

4.3 Ecosystem Analysis

4.4 Expert Opinion

5. WealthTech Solutions Market – Key Market Dynamics

5.1 Market Drivers

5.1.1 Surge in Demand for Financial Analytics Services

5.1.2 Growing Use of Artificial Intelligence in Different Verticals

5.2 Market Restraints

5.2.1 Security Concerns Associated with WealthTech Solutions

5.3 Market Opportunities

5.3.1 Increasing Number of Banks

5.4 Future Trends

5.4.1 Rising Demand for Cloud-Based Financial Analytics

5.5 Impact Analysis of Drivers and Restraints

6. WealthTech Solution Market – Global Analysis

6.1 WealthTech Solution Market Global Overview

6.2 WealthTech Solution Market – Global Revenue and Forecast to 2028 (US$ Billion)

6.3 Market Positioning – Five Key Players

7. WealthTech Solutions Market Analysis – By Component

7.1 Overview

7.2 WealthTech Solutions Market Breakdown, by Component, 2020 and 2028

7.3 Solution

7.3.1 Overview

7.3.2 Solution: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

7.4 Services

7.4.1 Overview

7.4.2 Services: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

8. WealthTech Solutions Market Analysis – By End User

8.1 Overview

8.2 WealthTech Solutions Market Breakdown, by End User, 2020 and 2028

8.3 Banks

8.3.1 Overview

8.3.2 Banks: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

8.4 Wealth Management Firms

8.4.1 Overview

8.4.2 Wealth Management Firms: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

8.5 Others

8.5.1 Overview

8.5.2 Others: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

9. WealthTech Solutions Market Analysis – By Organization Size

9.1 Overview

9.2 WealthTech Solutions Market Breakdown, by Organization Size, 2020 and 2028

9.3 Large Enterprises

9.3.1 Overview

9.3.2 Large Enterprises: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

9.4 Small and Medium-Sized Enterprises

9.4.1 Overview

9.4.2 Small and Medium-Sized Enterprises: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

10. WealthTech Solutions Market Analysis – By Deployment Mode

10.1 Overview

10.2 WealthTech Solutions Market Breakdown, by Deployment Mode, 2020 and 2028

10.3 Cloud-Based

10.3.1 Overview

10.3.2 Cloud-Based: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

10.4 On-Premises

10.4.1 Overview

10.4.2 On-Premises: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

11. WealthTech Solution Market – Geographic Analysis

11.1 Overview

11.2 North America: WealthTech Solution Market

11.2.1 North America: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.2.2 North America: WealthTech Solution Market- by Component

11.2.3 North America: WealthTech Solution Market- By End-User

11.2.4 North America: WealthTech Solution Market- By Organization Size

11.2.5 North America: WealthTech Solution Market- By Deployment Mode

11.2.6 North America: WealthTech Solution Market- by Key Country

11.2.6.1 US: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.2.6.1.1 US: WealthTech Solution Market- by Component

11.2.6.1.2 US: WealthTech Solution Market- By End-User

11.2.6.1.3 US: WealthTech Solution Market- By Organization Size

11.2.6.1.4 US: WealthTech Solution Market- By Deployment Mode

11.2.6.2 Canada: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.2.6.2.1 Canada: WealthTech Solution Market- by Component

11.2.6.2.2 Canada: WealthTech Solution Market- By End-User

11.2.6.2.3 Canada: WealthTech Solution Market- By Organization Size

11.2.6.2.4 Canada: WealthTech Solution Market- By Deployment Mode

11.2.6.3 Mexico: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.2.6.3.1 Mexico: WealthTech Solution Market- by Component

11.2.6.3.2 Mexico: WealthTech Solution Market- By End-User

11.2.6.3.3 Mexico: WealthTech Solution Market- By Organization Size

11.2.6.3.4 Mexico: WealthTech Solution Market- By Deployment Mode

11.3 Europe: WealthTech Solution Market

11.3.1 Europe: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.3.2 Europe: WealthTech Solution Market- by Component

11.3.3 Europe: WealthTech Solution Market- By End-User

11.3.4 Europe: WealthTech Solution Market- By Organization Size

11.3.5 Europe: WealthTech Solution Market- By Deployment Mode

11.3.6 Europe: WealthTech Solution Market- by Key Country

11.3.6.1 Germany: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.3.6.1.1 Germany: WealthTech Solution Market- by Component

11.3.6.1.2 Germany: WealthTech Solution Market- By End-User

11.3.6.1.3 Germany: WealthTech Solution Market- By Organization Size

11.3.6.1.4 Germany: WealthTech Solution Market- By Deployment Mode

11.3.6.2 France: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.3.6.2.1 France: WealthTech Solution Market- by Component

11.3.6.2.2 France: WealthTech Solution Market- By End-User

11.3.6.2.3 France: WealthTech Solution Market- By Organization Size

11.3.6.2.4 France: WealthTech Solution Market- By Deployment Mode

11.3.6.3 Austria: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.3.6.3.1 Austria: WealthTech Solution Market- by Component

11.3.6.3.2 Austria: WealthTech Solution Market- By End-User

11.3.6.3.3 Austria: WealthTech Solution Market- By Organization Size

11.3.6.3.4 Austria: WealthTech Solution Market- By Organization Size

11.3.6.4 UK: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.3.6.4.1 UK: WealthTech Solution Market- by Component

11.3.6.4.2 UK: WealthTech Solution Market- By End-User

11.3.6.4.3 UK: WealthTech Solution Market- By Organization Size

11.3.6.4.4 UK: WealthTech Solution Market- By Deployment Mode

11.3.6.5 BeNeLux: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.3.6.5.1 BeNeLux: WealthTech Solution Market- by Component

11.3.6.5.2 BeNeLux: WealthTech Solution Market- By End-User

11.3.6.5.3 BeNeLux: WealthTech Solution Market- By Organization Size

11.3.6.5.4 BeNeLux: WealthTech Solution Market- By Deployment Mode

11.3.6.6 Switzerland: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.3.6.6.1 Switzerland: WealthTech Solution Market- by Component

11.3.6.6.2 Switzerland: WealthTech Solution Market- By End-User

11.3.6.6.3 Switzerland: WealthTech Solution Market- By Organization Size

11.3.6.6.4 Switzerland: WealthTech Solution Market- By Deployment Mode

11.3.6.7 Rest of Europe: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.3.6.7.1 Rest of Europe: WealthTech Solution Market- by Component

11.3.6.7.2 Rest of Europe: WealthTech Solution Market- By End-User

11.3.6.7.3 Rest of Europe: WealthTech Solution Market- By Organization Size

11.3.6.7.4 Rest of Europe: WealthTech Solution Market- By Deployment Mode

11.4 APAC: WealthTech Solution Market

11.4.1 APAC: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.4.2 APAC: WealthTech Solution Market- by Component

11.4.3 APAC: WealthTech Solution Market- By End-User

11.4.4 APAC: WealthTech Solution Market- By Organization Size

11.4.5 APAC: WealthTech Solution Market- By Deployment Mode

11.4.6 APAC: WealthTech Solution Market- by Key Country

11.4.6.1 Australia: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.4.6.1.1 Australia: WealthTech Solution Market- by Component

11.4.6.1.2 Australia: WealthTech Solution Market- By End-User

11.4.6.1.3 Australia: WealthTech Solution Market- By Organization Size

11.4.6.1.4 Australia: WealthTech Solution Market- By Deployment Mode

11.4.6.2 China: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.4.6.2.1 China: WealthTech Solution Market- by Component

11.4.6.2.2 China: WealthTech Solution Market- By End-User

11.4.6.2.3 China: WealthTech Solution Market- By Organization Size

11.4.6.2.4 China: WealthTech Solution Market- By Deployment Mode

11.4.6.3 India: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.4.6.3.1 India: WealthTech Solution Market- by Component

11.4.6.3.2 India: WealthTech Solution Market- By End-User

11.4.6.3.3 India: WealthTech Solution Market- By Organization Size

11.4.6.3.4 India: WealthTech Solution Market- By Deployment Mode

11.4.6.4 Japan: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.4.6.4.1 Japan: WealthTech Solution Market- by Component

11.4.6.4.2 Japan: WealthTech Solution Market- By End-User

11.4.6.4.3 Japan: WealthTech Solution Market- By Organization Size

11.4.6.4.4 Japan: WealthTech Solution Market- By Deployment Mode

11.4.6.5 South Korea: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.4.6.5.1 South Korea: WealthTech Solution Market- by Component

11.4.6.5.2 South Korea: WealthTech Solution Market- By End-User

11.4.6.5.3 South Korea: WealthTech Solution Market- By Organization Size

11.4.6.5.4 South Korea: WealthTech Solution Market- By Deployment Mode

11.4.6.6 Rest of APAC: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.4.6.6.1 Rest of APAC: WealthTech Solution Market- by Component

11.4.6.6.2 Rest of APAC: WealthTech Solution Market- By End-User

11.4.6.6.3 Rest of APAC: WealthTech Solution Market- By Organization Size

11.4.6.6.4 Rest of APAC: WealthTech Solution Market- By Deployment Mode

11.5 MEA: WealthTech Solution Market

11.5.1 MEA: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.5.2 MEA: WealthTech Solution Market- by Component

11.5.3 MEA: WealthTech Solution Market- By End-User

11.5.4 MEA: WealthTech Solution Market- By Organization Size

11.5.5 MEA: WealthTech Solution Market- By Deployment Mode

11.5.6 MEA: WealthTech Solution Market- by Key Country

11.5.6.1 South Africa: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.5.6.1.1 South Africa: WealthTech Solution Market- by Component

11.5.6.1.2 South Africa: WealthTech Solution Market- By End-User

11.5.6.1.3 South Africa: WealthTech Solution Market- By Organization Size

11.5.6.1.4 South Africa: WealthTech Solution Market- By Deployment Mode

11.5.6.2 Saudi Arabia: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.5.6.2.1 Saudi Arabia: WealthTech Solution Market- by Component

11.5.6.2.2 Saudi Arabia: WealthTech Solution Market- By End-User

11.5.6.2.3 Saudi Arabia: WealthTech Solution Market- By Organization Size

11.5.6.2.4 Saudi Arabia: WealthTech Solution Market- By Deployment Mode

11.5.6.3 UAE: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.5.6.3.1 UAE: WealthTech Solution Market- by Component

11.5.6.3.2 UAE: WealthTech Solution Market- By End-User

11.5.6.3.3 UAE: WealthTech Solution Market- By Organization Size

11.5.6.3.4 UAE: WealthTech Solution Market- By Deployment Mode

11.5.6.4 Rest of MEA: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.5.6.4.1 Rest of MEA: WealthTech Solution Market- by Component

11.5.6.4.2 Rest of MEA: WealthTech Solution Market- By End-User

11.5.6.4.3 Rest of MEA: WealthTech Solution Market- By Organization Size

11.5.6.4.4 Rest of MEA: WealthTech Solution Market- By Deployment Mode

11.6 SAM: WealthTech Solution Market

11.6.1 SAM: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.6.2 SAM: WealthTech Solution Market- by Component

11.6.3 SAM: WealthTech Solution Market- By End-User

11.6.4 SAM: WealthTech Solution Market- By Organization Size

11.6.5 SAM: WealthTech Solution Market- By Deployment Mode

11.6.6 SAM: WealthTech Solution Market- by Key Country

11.6.6.1 Brazil: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.6.6.1.1 Brazil: WealthTech Solution Market- by Component

11.6.6.1.2 Brazil: WealthTech Solution Market- By End-User

11.6.6.1.3 Brazil: WealthTech Solution Market- By Organization Size

11.6.6.1.4 Brazil: WealthTech Solution Market- By Deployment Mode

11.6.6.2 Argentina: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.6.6.2.1 Argentina: WealthTech Solution Market- by Component

11.6.6.2.2 Argentina: WealthTech Solution Market- By End-User

11.6.6.2.3 Argentina: WealthTech Solution Market- By Organization Size

11.6.6.2.4 Argentina: WealthTech Solution Market- By Deployment Mode

11.6.6.3 Rest of SAM: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

11.6.6.3.1 Rest of SAM: WealthTech Solution Market- by Component

11.6.6.3.2 Rest of SAM: WealthTech Solution Market- By End-User

11.6.6.3.3 Rest of SAM: WealthTech Solution Market- By Organization Size

11.6.6.3.4 Rest of SAM: WealthTech Solution Market- By Deployment Mode

12. WealthTech Solution Market- COVID-19 Impact Analysis

12.1 Overview

12.2 North America

12.3 Europe

12.4 Asia Pacific

12.5 Middle East and Africa

12.6 South America

13. Industry Landscape

13.1 Overview

13.2 Market Initiative

13.3 Merger and Acquisition

13.4 New Development

14. Company Profiles

14.1 FinMason, Inc.

14.1.1 Key Facts

14.1.2 Business Description

14.1.3 Products and Services

14.1.4 Financial Overview

14.1.5 SWOT Analysis

14.1.6 Key Developments

14.2 aixigo AG

14.2.1 Key Facts

14.2.2 Business Description

14.2.3 Products and Services

14.2.4 Financial Overview

14.2.5 SWOT Analysis

14.2.6 Key Developments

14.3 InvestCloud

14.3.1 Key Facts

14.3.2 Business Description

14.3.3 Products and Services

14.3.4 Financial Overview

14.3.5 SWOT Analysis

14.3.6 Key Developments

14.4 WealthTechs Inc.

14.4.1 Key Facts

14.4.2 Business Description

14.4.3 Products and Services

14.4.4 Financial Overview

14.4.5 SWOT Analysis

14.4.6 Key Developments

14.5 Valuefy

14.5.1 Key Facts

14.5.2 Business Description

14.5.3 Products and Services

14.5.4 Financial Overview

14.5.5 SWOT Analysis

14.5.6 Key Developments

14.6 BlackRock, Inc.

14.6.1 Key Facts

14.6.2 Business Description

14.6.3 Products and Services

14.6.4 Financial Overview

14.6.5 SWOT Analysis

14.6.6 Key Developments

14.7 Synechron

14.7.1 Key Facts

14.7.2 Business Description

14.7.3 Products and Services

14.7.4 Financial Overview

14.7.5 SWOT Analysis

14.7.6 Key Developments

14.8 Wealthfront Inc.

14.8.1 Key Facts

14.8.2 Business Description

14.8.3 Products and Services

14.8.4 Financial Overview

14.8.5 SWOT Analysis

14.8.6 Key Developments

14.9 InvestSuite

14.9.1 Key Facts

14.9.2 Business Description

14.9.3 Products and Services

14.9.4 Financial Overview

14.9.5 SWOT Analysis

14.9.6 Key Developments

14.10 3rd Eyes Analytics

14.10.1 Key Facts

14.10.2 Business Description

14.10.3 Products and Services

14.10.4 Financial Overview

14.10.5 SWOT Analysis

14.10.6 Key Developments

15. Appendix

15.1 About The Insight Partners

15.2 Word Index

LIST OF TABLES

Table 1. WealthTech Solution Market – Revenue, and Forecast to 2028 (US$ Billion)

Table 2. North America: WealthTech Solution Market- by Component – Revenue and Forecast to 2028 (US$ Billion)

Table 3. North America: WealthTech Solution Market- By End-User – Revenue and Forecast to 2028 (US$ Billion)

Table 4. North America: WealthTech Solution Market- By Organization Size – Revenue and Forecast to 2028 (US$ Billion)

Table 5. North America: WealthTech Solution Market- By Deployment Mode – Revenue and Forecast to 2028 (US$ Billion)

Table 6. US: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 7. US: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 8. US: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 9. US: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 10. Canada: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 11. Canada: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 12. Canada: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 13. Canada: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 14. Mexico: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 15. Mexico: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 16. Mexico: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 17. Mexico: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 18. Europe: WealthTech Solution Market- by Component – Revenue and Forecast to 2028 (US$ Billion)

Table 19. Europe: WealthTech Solution Market- By End-User – Revenue and Forecast to 2028 (US$ Billion)

Table 20. Europe: WealthTech Solution Market- By Organization Size – Revenue and Forecast to 2028 (US$ Billion)

Table 21. Europe: WealthTech Solution Market- By Deployment Mode – Revenue and Forecast to 2028 (US$ Billion)

Table 22. Germany: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 23. Germany: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 24. Germany: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 25. Germany: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 26. France: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 27. France: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 28. France: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 29. France: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 30. Austria: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 31. Austria: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 32. Austria: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 33. Austria: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 34. UK: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 35. UK: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 36. UK: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 37. UK: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 38. BeNeLux: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 39. BeNeLux: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 40. BeNeLux: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 41. BeNeLux: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 42. Switzerland: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 43. Switzerland: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 44. Switzerland: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 45. Switzerland: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 46. Rest of Europe: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 47. Rest of Europe: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 48. Rest of Europe: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 49. Rest of Europe: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 50. APAC: WealthTech Solution Market- by Component – Revenue and Forecast to 2028 (US$ Billion)

Table 51. APAC: WealthTech Solution Market- By End-User – Revenue and Forecast to 2028 (US$ Billion)

Table 52. APAC: WealthTech Solution Market- By Organization Size – Revenue and Forecast to 2028 (US$ Billion)

Table 53. APAC: WealthTech Solution Market- By Deployment Mode – Revenue and Forecast to 2028 (US$ Billion)

Table 54. Australia: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 55. Australia: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 56. Australia: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 57. Australia: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 58. China: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 59. China: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 60. China: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 61. China: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 62. India: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 63. India: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 64. India: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 65. India: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 66. Japan: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 67. Japan: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 68. Japan: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 69. Japan: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 70. South Korea: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 71. South Korea: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 72. South Korea: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 73. South Korea: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 74. Rest of APAC: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 75. Rest of APAC: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 76. Rest of APAC: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 77. Rest of APAC: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 78. MEA: WealthTech Solution Market- by Component– Revenue and Forecast to 2028 (US$ Billion)

Table 79. MEA: WealthTech Solution Market- By End-User – Revenue and Forecast to 2028 (US$ Billion)

Table 80. MEA: WealthTech Solution Market- By Organization Size – Revenue and Forecast to 2028 (US$ Billion)

Table 81. MEA: WealthTech Solution Market- By Deployment Mode – Revenue and Forecast to 2028 (US$ Billion)

Table 82. South Africa: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 83. South Africa: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 84. South Africa: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 85. South Africa: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 86. Saudi Arabia: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 87. Saudi Arabia: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 88. Saudi Arabia: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 89. Saudi Arabia: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 90. UAE: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 91. UAE: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 92. UAE: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 93. UAE: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 94. Rest of MEA: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 95. Rest of MEA: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 96. Rest of MEA: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 97. Rest of MEA: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 98. SAM: WealthTech Solution Market- by Component – Revenue and Forecast to 2028 (US$ Billion)

Table 99. SAM: WealthTech Solution Market- By End-User – Revenue and Forecast to 2028 (US$ Billion)

Table 100. SAM: WealthTech Solution Market- By Organization Size – Revenue and Forecast to 2028 (US$ Billion)

Table 101. SAM: WealthTech Solution Market- By Deployment Mode – Revenue and Forecast to 2028 (US$ Billion)

Table 102. Brazil: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 103. Brazil: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 104. Brazil: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 105. Brazil: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 106. Argentina: WealthTech Solution Market- by Component –Revenue and Forecast to 2028 (US$ Billion)

Table 107. Argentina: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 108. Argentina: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 109. Argentina: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 110. Rest of SAM: WealthTech Solution Market- by Component–Revenue and Forecast to 2028 (US$ Billion)

Table 111. Rest of SAM: WealthTech Solution Market- By End-User –Revenue and Forecast to 2028 (US$ Billion)

Table 112. Rest of SAM: WealthTech Solution Market- By Organization Size –Revenue and Forecast to 2028 (US$ Billion)

Table 113. Rest of SAM: WealthTech Solution Market- By Deployment Mode –Revenue and Forecast to 2028 (US$ Billion)

Table 114. List of Abbreviation

LIST OF FIGURES

Figure 1. WealthTech Solution Market Segmentation

Figure 2. WealthTech Solution Market Segmentation – By Geography

Figure 3. Global WealthTech Solution Market Overview

Figure 4. Solution Segment Held the Largest Market Share in 2020

Figure 5. Wealth Management Firms Held the Largest Market Share in 2020

Figure 6. Large Enterprise Held the Largest Market Share in 2020

Figure 7. Cloud Based Held the Largest Market Share in 2020

Figure 8. North America was the Largest Revenue Contributor in 2020

Figure 9. North America – PEST Analysis

Figure 10. Europe – PEST Analysis

Figure 11. Asia-Pacific – PEST Analysis

Figure 12. Middle East and Africa – PEST Analysis

Figure 13. South America – PEST Analysis

Figure 14. WealthTech Solution Market– Ecosystem Analysis

Figure 15. Expert Opinion

Figure 16. WealthTech Solution Market Impact Analysis of Drivers and Restraints

Figure 17. Geographic Overview of WealthTech Solution Market

Figure 18. Global WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 19. WealthTech Solutions Market Breakdown, by Component (2020 and 2028)

Figure 20. Solution: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 21. Services: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 22. WealthTech Solutions Market Breakdown, by End User (2020 and 2028)

Figure 23. Banks: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 24. Wealth Management Firms: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 25. Others: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 26. WealthTech Solutions Market Breakdown, by Organization Size (2020 and 2028)

Figure 27. Large Enterprises: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 28. Small and Medium-Sized Enterprises: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 29. WealthTech Solutions Market Breakdown, by Deployment Mode (2020 and 2028)

Figure 30. Cloud-Based: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 31. On-Premises: WealthTech Solutions Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 32. WealthTech Solution Market Revenue Share, By Region (2020 and 2028)

Figure 33. North America: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 34. North America: WealthTech Solution Market Revenue Share, by Component (2020 and 2028)

Figure 35. North America: WealthTech Solution Market Revenue Share, By End-User (2020 and 2028)

Figure 36. North America: WealthTech Solution Market Revenue Share, By Organization Size (2020 and 2028)

Figure 37. North America: WealthTech Solution Market Revenue Share, By Deployment Mode (2020 and 2028)

Figure 38. North America: WealthTech Solution Market Revenue Share, by Key Country (2020 and 2028)

Figure 39. US: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 40. Canada: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 41. Mexico: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 42. Europe: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 43. Europe: WealthTech Solution Market Revenue Share, By Component (2020 and 2028)

Figure 44. Europe: WealthTech Solution Market Revenue Share, By End-User (2020 and 2028)

Figure 45. Europe: WealthTech Solution Market Revenue Share, By Organization Size (2020 and 2028)

Figure 46. Europe: WealthTech Solution Market Revenue Share, By Organization Size (2020 and 2028)

Figure 47. Europe: WealthTech Solution Market Revenue Share, By Key Country (2020 and 2028)

Figure 48. Germany: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 49. France: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 50. Austria: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 51. UK: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 52. BeNeLux: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 53. Switzerland: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 54. Rest of Europe: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 55. APAC: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 56. APAC: WealthTech Solution Market Revenue Share, By Component (2020 and 2028)

Figure 57. APAC: WealthTech Solution Market Revenue Share, By End-User (2020 and 2028)

Figure 58. APAC: WealthTech Solution Market Revenue Share, By Organization Size (2020 and 2028)

Figure 59. APAC: WealthTech Solution Market Revenue Share, By Deployment Mode (2020 and 2028)

Figure 60. APAC: WealthTech Solution Market Revenue Share, By Key Country (2020 and 2028)

Figure 61. Australia: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 62. China: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 63. India: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 64. Japan: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 65. South Korea: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 66. Rest of APAC: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 67. MEA: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 68. MEA: WealthTech Solution Market Revenue Share, By Component (2020 and 2028)

Figure 69. MEA: WealthTech Solution Market Revenue Share, By End-User (2020 and 2028)

Figure 70. MEA: WealthTech Solution Market Revenue Share, By Organization Size (2020 and 2028)

Figure 71. MEA: WealthTech Solution Market Revenue Share, By Deployment Mode (2020 and 2028)

Figure 72. MEA: WealthTech Solution Market Revenue Share, By Key Country (2020 and 2028)

Figure 73. South Africa: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 74. Saudi Arabia: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 75. UAE: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 76. Rest of MEA: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 77. SAM: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 78. SAM: WealthTech Solution Market Revenue Share, By Component (2020 and 2028)

Figure 79. SAM: WealthTech Solution Market Revenue Share, By End-User (2020 and 2028)

Figure 80. SAM: WealthTech Solution Market Revenue Share, By Organization Size (2020 and 2028)

Figure 81. SAM: WealthTech Solution Market Revenue Share, By Deployment Mode (2020 and 2028)

Figure 82. SAM: WealthTech Solution Market Revenue Share, By Key Country (2020 and 2028)

Figure 83. Brazil: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 84. Argentina: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 85. Rest of SAM: WealthTech Solution Market – Revenue and Forecast to 2028 (US$ Billion)

Figure 86. Impact of COVID-19 Pandemic in North American Country Markets

Figure 87. Impact of COVID-19 Pandemic in Europe Country Markets

Figure 88. Impact of COVID-19 Pandemic in Asia Pacific Country Markets

Figure 89. Impact of COVID-19 Pandemic in Middle East and Africa Country Markets

Figure 90. Impact of COVID-19 Pandemic in South America Country Markets

The List of Companies - WealthTech Solution Market

  1. FinMason, Inc.
  2. aixigo AG
  3. InvestCloud, Inc.
  4. WealthTechs Inc.
  5. Valuefy Solutions Private Limited
  6. 3rd-eyes analytics AG
  7. BlackRock, Inc.
  8. Synechron
  9. Wealthfront Inc.
  10. InvestSuite

The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.

  1. Data Collection and Secondary Research:

As a market research and consulting firm operating from a decade, we have published many reports and advised several clients 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 organizations 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 the last 3 years are scrutinized and analyzed to understand the current market trends.

  1. 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/Sales 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:

Research Methodology

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.

  1. 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.

  • 3.1 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.

  • 3.2 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.

  • 3.3 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.

  • 3.4 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.

  1. 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.

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