Latin America Wealth Management Software Market Size & Outlook
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Latin America wealth management software market highlights
- The Latin America wealth management software market generated a revenue of USD 330.2 million in 2024.
- The market is expected to grow at a CAGR of 15% 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.
- Country-wise, Brazil is expected to register the highest CAGR from 2025 to 2030.
Latin America data book summary
| Market revenue in 2024 | USD 330.2 million |
| Market revenue in 2030 | USD 763.4 million |
| Growth rate | 15% (CAGR from 2025 to 2030) |
| Largest segment | Human advisory |
| Fastest growing segment | Robo Advisory |
| Historical data covered | 2018 - 2023 |
| Base year for estimation | 2024 |
| Forecast period covered | 2025 - 2030 |
| Quantitative units | Revenue in USD million |
| Market segmentation | Human Advisory, Hybrid, Robo Advisory |
| 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, Latin America region accounted for 6.0% of the global wealth management software market in 2024.
- Globally, North America is projected to lead the regional market in terms of revenue in 2030.
- Asia Pacific is the fastest growing regional market and is projected to reach USD 3,392.2 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 |
Latin America 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 70.29% in 2024. Horizon Databook has segmented the Latin America wealth management software market based on human advisory, hybrid, robo advisory covering the revenue growth of each sub-segment from 2018 to 2030.
The wealth management software market in Latin America is witnessing steady growth, fueled by increasing demand for digital solutions from financial institutions seeking to enhance service efficiency and manage diverse investment portfolios. Regulatory reforms in countries such as Brazil are improving market transparency and encouraging digital adoption by simplifying compliance requirements for financial institutions.
The growing popularity of mobile banking and financial apps is pushing institutions to develop wealth management solutions that are accessible on smartphones, which cater to the region’s expanding tech-savvy consumer base. These combined factors are expected to boost the market growth in Latin America.
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Target buyers of Latin America 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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Horizon Databook provides a detailed overview of continent-level data and insights on the Latin America wealth management software market , including forecasts for subscribers. This continent databook contains high-level insights into Latin America wealth management software market from 2018 to 2030, including revenue numbers, major trends, and company profiles.
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Latin America wealth management software market size, by country, 2018-2030 (US$M)
Latin America Wealth Management Software Market Outlook Share, 2024 & 2030 (US$M)
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