Canada Wealth Management Software Market Size & Outlook
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Canada wealth management software market highlights
- The Canada wealth management software market generated a revenue of USD 150.9 million in 2023 and is expected to reach USD 391.9 million by 2030.
- The Canada market is expected to grow at a CAGR of 14.6% from 2024 to 2030.
- In terms of segment, human advisory was the largest revenue generating advisory mode in 2023.
- Robo Advisory is the most lucrative advisory mode segment registering the fastest growth during the forecast period.
Wealth management software market data book summary
| Market revenue in 2023 | USD 150.9 million |
| Market revenue in 2030 | USD 391.9 million |
| Growth rate | 14.6% (CAGR from 2023 to 2030) |
| Largest segment | Human advisory |
| Fastest growing segment | Robo Advisory |
| Historical data | 2017 - 2022 |
| Base year | 2023 |
| Forecast period | 2024 - 2030 |
| Quantitative units | Revenue in USD million |
| Market segmentation | Human Advisory, Robo Advisory, Hybrid |
| Key market players worldwide | Comarch, Fidelity National Information Services Inc, Fiserv Inc, SS&C Technologies Holdings Inc, Temenos AG, SEI Investments Co, Dorsum, Finantix, Objectway, Profile Software |
Other key industry trends
- In terms of revenue, Canada accounted for 3.1% of the global wealth management software market in 2023.
- Country-wise, U.S. is expected to lead the global market in terms of revenue in 2030.
- In North America, U.S. wealth management software market is projected to lead the regional market in terms of revenue in 2030.
- Canada is the fastest growing regional market in North America and is projected to reach USD 391.9 million by 2030.
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Wealth Management Software Market Scope
Wealth Management Software Market Companies
| Name | Profile | # Employees | HQ | Website |
|---|---|---|---|---|
| Profile Software | View profile | 101-250 | Athens, Attiki, Greece, Europe | http://www.profilesw.com |
| Objectway | View profile | 501-1000 | Milan, Lombardia, Italy, Europe | http://www.objectway.it |
| Finantix | View profile | 251-500 | Venezia, Veneto, Italy, Europe | https://www.finantix.com |
| Dorsum | View profile | 251-500 | Budapest, Budapest, Hungary, Europe | http://www.dorsum.eu |
| SEI Investments Co | View profile | 5089 | 1 Freedom Valley Drive, Oaks, PA, United States, 19456 | https://www.seic.com |
| SS&C Technologies Holdings Inc | View profile | 26600 | 80 Lamberton Road, Windsor, CT, United States, 06095 | https://www.ssctech.com |
| Temenos AG | View profile | 6773 | 2 Rue de L’Ecole-de-Chimie, Geneva, Switzerland, 1205 | https://www.temenos.com |
| Comarch | View profile | 5001-10000 | Kraków, Malopolskie, Poland, Europe | http://www.comarch.com |
| Fiserv Inc | View profile | 42000 | 255 Fiserv Drive, Brookfield, WI, United States, 53045 | https://www.fiserv.com |
| Fidelity National Information Services Inc | View profile | 60000 | 347 Riverside Avenue, Jacksonville, FL, United States, 32202 | https://www.fisglobal.com |
Canada wealth management software market outlook
The databook is designed to serve as a comprehensive guide to navigating this sector. The databook focuses on market statistics denoted in the form of revenue and y-o-y growth and CAGR across the globe and regions. A detailed competitive and opportunity analyses related to wealth management software market will help companies and investors design strategic landscapes.
Human advisory was the largest segment with a revenue share of 56.2% in 2024. Horizon Databook has segmented the Canada wealth management software market based on human advisory, robo advisory, hybrid covering the revenue growth of each sub-segment from 2018 to 2030.
In Canada, the stringent regulations set by Canadian Securities Administrators (CSA) to ensure a transparent investment process from dealers and advisors through to their clients are encouraging wealth managers to opt for wealth management software solutions capable of providing efficient and transparent advisory service
FinTech companies across the globe prefer investing in the Canadian market through collaborations, agreements, and mergers & acquisitions to offer wealth advisory services in the country. For instance, in November 2024, Broadridge Financial Solutions, Inc. expanded its portfolio in wealth management and capital markets by acquiring Kyndryl Securities Industry Services (SIS), a specialized wealth management platform, to strengthen its service offerings in these sectors.
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Target buyers of Canada wealth management software market databook
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Our clientele includes a mix of wealth management software market companies, investment firms, advisory firms & academic institutions.
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30% of our revenue is generated working with investment firms and helping them identify viable opportunity areas.
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Approximately 65% of our revenue is generated working with competitive intelligence & market intelligence teams of market participants (manufacturers, service providers, etc.).
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The rest of the revenue is generated working with academic and research not-for-profit institutes. We do our bit of pro-bono by working with these institutions at subsidized rates.
Horizon Databook provides a detailed overview of country-level data and insights on the Canada wealth management software market , including forecasts for subscribers. This country databook contains high-level insights into Canada wealth management software market from 2018 to 2030, including revenue numbers, major trends, and company profiles.
Partial client list
Canada wealth management software market size, by end use, 2018-2030 (US$M)
Canada Wealth Management Software Market Outlook Share, 2024 & 2030 (US$M)
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