China Wealth Management Software Market Size & Outlook

The wealth management software market in China is expected to reach a projected revenue of US$ 998.6 million by 2030. A compound annual growth rate of 15.5% is expected of China wealth management software market from 2025 to 2030.
Revenue, 2024 (US$M)
$421.3
Forecast, 2030 (US$M)
$998.6
CAGR, 2025 - 2030
15.5%
Report Coverage
China

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China wealth management software market, 2018-2030 (US$M)

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China wealth management software market highlights

  • The China wealth management software market generated a revenue of USD 421.3 million in 2024 and is expected to reach USD 998.6 million by 2030.
  • The China market is expected to grow at a CAGR of 15.5% from 2025 to 2030.
  • In terms of segment, human advisory was the largest revenue generating advisory mode in 2024.
  • 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 2024USD 421.3 million
Market revenue in 2030USD 998.6 million
Growth rate15.5% (CAGR from 2025 to 2030)
Largest segmentHuman advisory
Fastest growing segmentRobo Advisory
Historical data2018 - 2023
Base year2024
Forecast period2025 - 2030
Quantitative unitsRevenue in USD million
Market segmentationHuman Advisory, Hybrid, Robo Advisory
Key market players worldwideComarch, 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, China accounted for 7.6% of the global wealth management software market in 2024.
  • Country-wise, U.S. is expected to lead the global market in terms of revenue in 2030.
  • In Asia Pacific, China wealth management software market is projected to lead the regional market in terms of revenue in 2030.
  • India is the fastest growing regional market in Asia Pacific and is projected to reach USD 730.7 million by 2030.

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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

China 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 64.97% in 2024. Horizon Databook has segmented the China wealth management software market based on human advisory, hybrid, robo advisory covering the revenue growth of each sub-segment from 2018 to 2030.


In China, organizations are increasingly adopting cloud computing, big data, and the Internet of Things (IoT) for managing wealth. At the same time, the government is supporting digitization at the workplace, thereby encouraging firms to adopt wealth management software solutions.

In China, the government is spending aggressively on researching and developing innovative technologies that can further help in developing advanced and artificial intelligence-enabled wealth management solutions. According to the National Bureau of Statistics of China, the spending on technology research and development increased by 8.4% to 3,335.71 billion yuan (USD 469.5 billion) in 2023 as compared to 2022.

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Target buyers of China wealth management software market databook

  • Our clientele includes a mix of wealth management software market companies, investment firms, advisory firms & academic institutions.
  • 30% of our revenue is generated working with investment firms and helping them identify viable opportunity areas.
  • Approximately 65% of our revenue is generated working with competitive intelligence & market intelligence teams of market participants (manufacturers, service providers, etc.).
  • 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 China wealth management software market , including forecasts for subscribers. This country databook contains high-level insights into China wealth management software market from 2018 to 2030, including revenue numbers, major trends, and company profiles.

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China wealth management software market size, by advisory mode, 2018-2030 (US$M)

China Wealth Management Software Market Outlook Share, 2024 & 2030 (US$M)

China wealth management software market size, by advisory mode, 2018-2030 (US$M)

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