U.S. Wealth Management Software Market Size & Outlook
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U.S. wealth management software market highlights
- The U.S. wealth management software market generated a revenue of USD 1,824.6 million in 2024 and is expected to reach USD 3,849.0 million by 2030.
- The U.S. market is expected to grow at a CAGR of 13.3% 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 2024 | USD 1,824.6 million |
| Market revenue in 2030 | USD 3,849.0 million |
| Growth rate | 13.3% (CAGR from 2025 to 2030) |
| Largest segment | Human advisory |
| Fastest growing segment | Robo Advisory |
| Historical data | 2018 - 2023 |
| Base year | 2024 |
| Forecast period | 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, U.S. accounted for 33.1% 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 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 |
U.S. 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 60.8% in 2024. Horizon Databook has segmented the U.S. wealth management software market based on human advisory, hybrid, robo advisory covering the revenue growth of each sub-segment from 2018 to 2030.
In the U.S., wealth management firms have started considering wealth management software as optimization tools that can potentially deliver competitive advantages and boost operational agility. Intense competition and growing demand for cost-effective advisory services are prompting wealth management firms in the U.S. to consider adopting wealth management software as part of the efforts to optimize costs and augment profits.
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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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Horizon Databook provides a detailed overview of country-level data and insights on the U.S. wealth management software market , including forecasts for subscribers. This country databook contains high-level insights into U.S. wealth management software market from 2018 to 2030, including revenue numbers, major trends, and company profiles.
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U.S. wealth management software market size, by deployment, 2018-2030 (US$M)
U.S. Wealth Management Software Market Outlook Share, 2024 & 2030 (US$M)
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