Robo Advisory Market Size, Share & Trends Analysis Report By Type (Pure Robo Advisor, Hybrid Robo Advisor), By Provider (Fintech Robo Advisor, Bank), By Service Type, By End-use, By Region, And Segment Forecasts, 2024 - 2030

Table of Contents

Chapter 1. Methodology and Scope
                    1.1. Market Segmentation and Scope
                    1.2. Market Definitions
                    1.3. Research Methodology
                        1.3.1. Information Procurement
                        1.3.2. Information or Data Analysis
                        1.3.3. Market Formulation & Data Visualization
                        1.3.4. Data Validation & Publishing
                    1.4. Research Scope and Assumptions
                        1.4.1. List of Data Sources
Chapter 2. Executive Summary
                    2.1. Market Outlook
                    2.2. Segment Outlook
                    2.3. Competitive Insights
Chapter 3. Market Variables, Trends, and Scope
                    3.1. Market Introduction/Lineage Outlook
                    3.2. Industry Value Chain Analysis
                    3.3. Market Dynamics
                        3.3.1. Market Drivers Analysis
                            3.3.1.1. Increasing digitization of financial services
                            3.3.1.2. Shift in preference from traditional investment services to robo advisors
                        3.3.2. Market Challenge Analysis
                            3.3.2.1. Security risks and data privacy concerns
                        3.3.3. Market Opportunity Analysis
                            3.3.3.1. Technological advancements in robo advisory industry
                    3.4. Robo Advisory Market Analysis Tools
                        3.4.1. Porter’s Analysis
                            3.4.1.1. Bargaining power of the suppliers
                            3.4.1.2. Bargaining power of the buyers
                            3.4.1.3. Threats of substitution
                            3.4.1.4. Threats from new entrants
                            3.4.1.5. Competitive rivalry
                        3.4.2. PESTEL Analysis
                            3.4.2.1. Political landscape
                            3.4.2.2. Economic and Social landscape
                            3.4.2.3. Technological landscape
                            3.4.2.4. Environmental landscape
                            3.4.2.5. Legal landscape
Chapter 4. Robo Advisory Market: Type Estimates & Trend Analysis
                    4.1. Segment Dashboard
                    4.2. Robo Advisory Market: Type Movement Analysis, USD Million, 2023 & 2030
                    4.3. Pure Robo Advisors
                        4.3.1. Pure Robo Advisors Market Revenue Estimates and Forecasts, 2017 - 2030 (USD Million)
                    4.4. Hybrid Robo Advisors
                        4.4.1. Hybrid Robo Advisors Market Revenue Estimates and Forecasts, 2017 - 2030 (USD Million)
Chapter 5. Robo Advisory Market: Provider Estimates & Trend Analysis
                    5.1. Segment Dashboard
                    5.2. Robo Advisory Market: Provider Movement Analysis, USD Million, 2023 & 2030
                    5.3. Fintech Robo Advisors
                        5.3.1. Fintech Robo Advisors Market Revenue Estimates and Forecasts, 2017 - 2030 (USD Million)
                    5.4. Banks
                        5.4.1. Banks Market Revenue Estimates and Forecasts, 2017 - 2030 (USD Million)
                    5.5. Traditional Wealth Managers
                        5.5.1. Traditional Wealth Managers Market Revenue Estimates and Forecasts, 2017 - 2030 (USD Million)
                    5.6. Others
                        5.6.1. Others Market Revenue Estimates and Forecasts, 2017 - 2030 (USD Million)
Chapter 6. Robo Advisory Market: Service Type Estimates & Trend Analysis
                    6.1. Segment Dashboard
                    6.2. Robo Advisory Market: Service Type Movement Analysis, USD Million, 2023 & 2030
                    6.3. Direct Plan-based/Goal-based
                        6.3.1. Direct Plan-based/Goal-based Market Revenue Estimates and Forecasts, 2017 - 2030 (USD Million)
                    6.4. Comprehensive Wealth Advisory
                        6.4.1. Comprehensive Wealth Advisory Market Revenue Estimates and Forecasts, 2017 - 2030 (USD Million)
Chapter 7. Robo Advisory Market: End-use Estimates & Trend Analysis
                    7.1. Segment Dashboard
                    7.2. Robo Advisory Market: End-use Movement Analysis, USD Million, 2023 & 2030
                    7.3. Retail Investor
                        7.3.1. Retail Investor Market Revenue Estimates and Forecasts, 2017 - 2030 (USD Million)
                    7.4. High Net Worth Individuals
                        7.4.1. High Net Worth Individuals Market Revenue Estimates and Forecasts, 2017 - 2030 (USD Million)
Chapter 8. Robo Advisory Market: Regional Estimates & Trend Analysis
                    8.1. Robo Advisory Market Share, By Region, 2023 & 2030, USD Million
                    8.2. North America
                        8.2.1. North America Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.2.2. U.S.
                            8.2.2.1. U.S. Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.2.3. Canada
                            8.2.3.1. Canada Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                    8.3. Europe
                        8.3.1. Europe Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.3.2. U.K.
                            8.3.2.1. U.K. Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.3.3. Germany
                            8.3.3.1. Germany Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.3.4. France
                            8.3.4.1. France Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                    8.4. Asia Pacific
                        8.4.1. Asia Pacific Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.4.2. China
                            8.4.2.1. China Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.4.3. India
                            8.4.3.1. India Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.4.4. Japan
                            8.4.4.1. Japan Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.4.5. South Korea
                            8.4.5.1. South Korea Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.4.6. Australia
                            8.4.6.1. Australia Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                    8.5. Latin America
                        8.5.1. Latin America Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.5.2. Brazil
                            8.5.2.1. Brazil Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.5.3. Mexico
                            8.5.3.1. Mexico Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                    8.6. Middle East & Africa
                        8.6.1. Middle East & Africa Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.6.2. Kingdom Of Saudi Arabia (KSA)
                            8.6.2.1. Kingdom Of Saudi Arabia (KSA) Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.6.3. UAE
                            8.6.3.1. UAE Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
                        8.6.4. South Arica
                            8.6.4.1. South Africa Robo Advisory Market Estimates & Forecasts, 2017 - 2030 (USD Million)
Chapter 9. Competitive Landscape
                    9.1. Recent Developments & Impact Analysis by Key Market Participants
                    9.2. Company Categorization
                    9.3. Company Market Positioning
                    9.4. Company Market Share Analysis
                    9.5. Company Heat Map Analysis
                    9.6. Strategy Mapping
                        9.6.1. Expansion
                        9.6.2. Mergers & Acquisition
                        9.6.3. Partnerships & Collaborations
                        9.6.4. New Product Launches
                        9.6.5. Research And Development
                    9.7. Company Profiles
                        9.7.1. Betterment LLC
                            9.7.1.1. Participant’s Overview
                            9.7.1.2. Financial Performance
                            9.7.1.3. Product Benchmarking
                            9.7.1.4. Recent Developments
                        9.7.2. Fincite Gmbh
                            9.7.2.1. Participant’s Overview
                            9.7.2.2. Financial Performance
                            9.7.2.3. Product Benchmarking
                            9.7.2.4. Recent Developments
                        9.7.3. Wealthfront Corporation
                            9.7.3.1. Participant’s Overview
                            9.7.3.2. Financial Performance
                            9.7.3.3. Product Benchmarking
                            9.7.3.4. Recent Developments
                        9.7.4. The Vanguard Group, Inc.
                            9.7.4.1. Participant’s Overview
                            9.7.4.2. Financial Performance
                            9.7.4.3. Product Benchmarking
                            9.7.4.4. Recent Developments
                        9.7.5. The Charles Schwab Corporation
                            9.7.5.1. Participant’s Overview
                            9.7.5.2. Financial Performance
                            9.7.5.3. Product Benchmarking
                            9.7.5.4. Recent Developments
                        9.7.6. Ellevest, Inc.
                            9.7.6.1. Participant’s Overview
                            9.7.6.2. Financial Performance
                            9.7.6.3. Product Benchmarking
                            9.7.6.4. Recent Developments
                        9.7.7. Ginmon Vermögensverwaltung GmbH
                            9.7.7.1. Participant’s Overview
                            9.7.7.2. Financial Performance
                            9.7.7.3. Product Benchmarking
                            9.7.7.4. Recent Developments
                        9.7.8. Wealthify Limited
                            9.7.8.1. Participant’s Overview
                            9.7.8.2. Financial Performance
                            9.7.8.3. Product Benchmarking
                            9.7.8.4. Recent Developments
                        9.7.9. SoFi Technologies, Inc.
                            9.7.9.1. Participant’s Overview
                            9.7.9.2. Financial Performance
                            9.7.9.3. Product Benchmarking
                            9.7.9.4. Recent Developments
                        9.7.10. SigFig Wealth Management, LLC
                            9.7.10.1. Participant’s Overview
                            9.7.10.2. Financial Performance
                            9.7.10.3. Product Benchmarking
                            9.7.10.4. Recent Developments

List of Tables

Table 1 Robo advisory market (USD Million) 2017 - 2030
Table 2 Global market estimates and forecasts, by region, 2017 - 2030 (USD Million)
Table 3 Global market estimates and forecasts, by type, 2017 - 2030 (USD Million)
Table 4 Global market estimates and forecasts, by provider 2017 - 2030 (USD Million)
Table 5 Global market estimates and forecasts, by service type 2017 - 2030 (USD Million)
Table 6 Global market estimates and forecasts, by end-use 2017 - 2030 (USD Million)
Table 7 Pure robo advisors robo advisory market, by region, 2017 - 2030 (USD Million)
Table 8 Hybrid robo advisors robo advisory market, by region, 2017 - 2030 (USD Million)
Table 9 Fintech robo advisors robo advisory market, by region, 2017 - 2030 (USD Million)
Table 10 Banks robo advisory market, by region, 2017 - 2030 (USD Million)
Table 11 Traditional wealth managers robo advisory market, by region, 2017 - 2030 (USD Million)
Table 12 Others robo advisory market, by region, 2017 - 2030 (USD Million)
Table 13 Direct plan-based/goal-based robo advisory market, by region, 2017 - 2030 (USD Million)
Table 14 Comprehensive wealth advisory robo advisory market, by region, 2017 - 2030 (USD Million)
Table 15 Retail investor robo advisory market, by region, 2017 - 2030 (USD Million)
Table 16 High net worth individuals robo advisory market, by region, 2017 - 2030 (USD Million)
Table 17 North America robo advisory market, by type, 2017 - 2030 (USD Million)
Table 18 North America robo advisory market, by provider, 2017 - 2030 (USD Million)
Table 19 North America robo advisory market, by service type, 2017 - 2030 (USD Million)
Table 20 North America robo advisory market, by end-use, 2017 - 2030 (USD Million)
Table 21 U.S. robo advisory market, by type, 2017 - 2030 (USD Million)
Table 22 U.S. robo advisory market, by provider, 2017 - 2030 (USD Million)
Table 23 U.S. robo advisory market, by service type, 2017 - 2030 (USD Million)
Table 24 U.S. robo advisory market, by end-use, 2017 - 2030 (USD Million)
Table 25 Canada robo advisory market, by type, 2017 - 2030 (USD Million)
Table 26 Canada robo advisory market, by provider, 2017 - 2030 (USD Million)
Table 27 Canada robo advisory market, by service type, 2017 - 2030 (USD Million)
Table 28 Canada robo advisory market, by end-use, 2017 - 2030 (USD Million)
Table 29 Europe robo advisory market, by type, 2017 - 2030 (USD Million)
Table 30 Europe robo advisory market, by provider, 2017 - 2030 (USD Million)
Table 31 Europe robo advisory market, by service type, 2017 - 2030 (USD Million)
Table 32 Europe robo advisory market, by end-use, 2017 - 2030 (USD Million)
Table 33 U.K. robo advisory market, by type, 2017 - 2030 (USD Million)
Table 34 U.K. robo advisory market, by provider, 2017 - 2030 (USD Million)
Table 35 U.K. robo advisory market, by service type, 2017 - 2030 (USD Million)
Table 36 U.K. robo advisory market, by end-use, 2017 - 2030 (USD Million)
Table 37 Germany robo advisory market, by type, 2017 - 2030 (USD Million)
Table 38 Germany robo advisory market, by provider, 2017 - 2030 (USD Million)
Table 39 Germany robo advisory market, by service type, 2017 - 2030 (USD Million)
Table 40 Germany robo advisory market, by end-use, 2017 - 2030 (USD Million)
Table 41 France robo advisory market, by type, 2017 - 2030 (USD Million)
Table 42 France robo advisory market, by provider, 2017 - 2030 (USD Million)
Table 43 France robo advisory market, by service type, 2017 - 2030 (USD Million)
Table 44 France robo advisory market, by end-use, 2017 - 2030 (USD Million)
Table 45 Asia Pacific robo advisory market, by type, 2017 - 2030 (USD Million)
Table 46 Asia Pacific robo advisory market, by provider, 2017 - 2030 (USD Million)
Table 47 Asia Pacific robo advisory market, by service type, 2017 - 2030 (USD Million)
Table 48 Asia Pacific robo advisory market, by end-use, 2017 - 2030 (USD Million)
Table 49 China robo advisory market, by type, 2017 - 2030 (USD Million)
Table 50 China robo advisory market, by provider, 2017 - 2030 (USD Million)
Table 51 China robo advisory market, by service type, 2017 - 2030 (USD Million)
Table 52 China robo advisory market, by end-use, 2017 - 2030 (USD Million)
Table 53 Japan robo advisory market, by type, 2017 - 2030 (USD Million)
Table 54 Japan robo advisory market, by provider, 2017 - 2030 (USD Million)
Table 55 Japan robo advisory market, by service type, 2017 - 2030 (USD Million)
Table 56 Japan robo advisory market, by end-use, 2017 - 2030 (USD Million)
Table 57 India robo advisory market,by type, 2017 - 2030 (USD Million)
Table 58 India robo advisory market,by provider, 2017 - 2030 (USD Million)
Table 59 India robo advisory market,by service type, 2017 - 2030 (USD Million)
Table 60 India robo advisory market,by end-use, 2017 - 2030 (USD Million)
Table 61 South Korea robo advisory market,by type, 2017 - 2030 (USD Million)
Table 62 South Korea robo advisory market,by provider, 2017 - 2030 (USD Million)
Table 63 South Korea robo advisory market,by service type, 2017 - 2030 (USD Million)
Table 64 South Korea robo advisory market,by end-use, 2017 - 2030 (USD Million)
Table 65 Australia robo advisory market,by type, 2017 - 2030 (USD Million)
Table 66 Australia robo advisory market,by provider, 2017 - 2030 (USD Million)
Table 67 Australia robo advisory market,by service type, 2017 - 2030 (USD Million)
Table 68 Australia robo advisory market,by end-use, 2017 - 2030 (USD Million)
Table 69 Latin America robo advisory market,by type, 2017 - 2030 (USD Million)
Table 70 Latin America robo advisory market,by provider, 2017 - 2030 (USD Million)
Table 71 Latin America robo advisory market,by service type, 2017 - 2030 (USD Million)
Table 72 Latin America robo advisory market,by end-use, 2017 - 2030 (USD Million)
Table 73 Brazil robo advisory market,by type, 2017 - 2030 (USD Million)
Table 74 Brazil robo advisory market,by provider, 2017 - 2030 (USD Million)
Table 75 Brazil robo advisory market,by service type, 2017 - 2030 (USD Million)
Table 76 Brazil robo advisory market,by end-use, 2017 - 2030 (USD Million)
Table 77 Mexico robo advisory market,by type, 2017 - 2030 (USD Million)
Table 78 Mexico robo advisory market,by provider, 2017 - 2030 (USD Million)
Table 79 Mexico robo advisory market,by service type, 2017 - 2030 (USD Million)
Table 80 Mexico robo advisory market,by end-use, 2017 - 2030 (USD Million)
Table 81 Middle East & Africa robo advisory market,by type, 2017 - 2030 (USD Million)
Table 82 Middle East & Africa robo advisory market,by provider, 2017 - 2030 (USD Million)
Table 83 Middle East & Africa robo advisory market,by service type, 2017 - 2030 (USD Million)
Table 84 Middle East & Africa robo advisory market,by end-use, 2017 - 2030 (USD Million)
Table 85 Kingdom of Saudi Arabia (KSA) robo advisory market,by type, 2017 - 2030 (USD Million)
Table 86 Kingdom of Saudi Arabia (KSA) robo advisory market,by provider, 2017 - 2030 (USD Million)
Table 87 Kingdom of Saudi Arabia (KSA) robo advisory market,by service type, 2017 - 2030 (USD Million)
Table 88 Kingdom of Saudi Arabia (KSA) robo advisory market,by end-use, 2017 - 2030 (USD Million)
Table 89 UAE robo advisory market,by type, 2017 - 2030 (USD Million)
Table 90 UAE robo advisory market,by provider, 2017 - 2030 (USD Million)
Table 91 UAE robo advisory market,by service type, 2017 - 2030 (USD Million)
Table 92 UAE robo advisory market,by end-use, 2017 - 2030 (USD Million)
Table 93 South Africa robo advisory market,by type, 2017 - 2030 (USD Million)
Table 94 South Africa robo advisory market,by provider, 2017 - 2030 (USD Million)
Table 95 South Africa robo advisory market,by service type, 2017 - 2030 (USD Million)
Table 96 South Africa robo advisory market,by end-use, 2017 - 2030 (USD Million)
Table 97 Company Market Share, 2023
Table 98 Company Heat Map Analysis
Table 99 Key companies undergoing expansion
Table 100 Key companies undergoing collaborations
Table 101 Key companies undergoing new product launch
Table 102 Key companies undergoing mergers & acquisitions
Table 103 Key companies undergoung other strategies

List of Figures

Fig. 1 Robo Advisory market segmentation
Fig. 2 Information procurement
Fig. 3 Data analysis models
Fig. 4 Market formulation and valudation
Fig. 5 Data validating & publishing
Fig. 6 Market snapshot
Fig. 7 Segment snapshot
Fig. 8 Competitive landscape snapshot
Fig. 9 Parent Market Value, 2023 (USD Million)
Fig. 10 Robo advisory market - Industry value chain analysis
Fig. 11 Robo advisory market dynamics
Fig. 12 Robo advisory market: Porter’s analysis
Fig. 13 Robo advisory market: PESTEL analysis
Fig. 14 Robo advisory market, by type: key takeaways
Fig. 15 Robo advisory market, by type: market share, 2023 & 2030
Fig. 16 Robo advisory market estimates & forecasts, by pure robo advisors, 2017 - 2030 (USD Million)
Fig. 17 Robo advisory market estimates & forecasts, by hybrid robo advisors, 2017 - 2030 (USD Million)
Fig. 18 Robo advisory market, by provider: key takeaways
Fig. 19 Robo advisory market, by provider: market share, 2023 & 2030
Fig. 20 Robo advisory market estimates & forecasts, by fintech robo advisors, 2017 - 2030 (USD Million)
Fig. 21 Robo advisory market estimates & forecasts, by banks, 2017 - 2030 (USD Million)
Fig. 22 Robo advisory market estimates & forecasts, by traditional wealth managers, 2017 - 2030 (USD Million)
Fig. 23 Robo Advisory market estimates & forecasts, by others, 2017 - 2030 (USD Million)
Fig. 24 Robo advisory market, by service type: key takeaways
Fig. 25 Robo advisory market, by service type: market share, 2023 & 2030
Fig. 26 Robo advisory market estimates & forecasts, by direct plan-based/goal-based, 2017 - 2030 (USD Million)
Fig. 27 Robo advisory market estimates & forecasts, by comprehensive wealth advisory, 2017 - 2030 (USD Million)
Fig. 28 Robo advisory market, by end-use: key takeaways
Fig. 29 Robo advisory market, by end-use: market share, 2023 & 2030
Fig. 30 Robo advisory market estimates & forecasts, by retail investor, 2017 - 2030 (USD Million)
Fig. 31 Robo advisory market estimates & forecasts, by high net worth individuals, 2017 - 2030 (USD Million)
Fig. 32 Robo Advisory market revenue, by region, 2023 & 2030 (USD Million)
Fig. 33 Regional marketplace: key takeways
Fig. 34 Regional marketplace: key takeways
Fig. 35 North America robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 36 U.S. robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 37 Canada robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 38 Europe robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 39 U.K. robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 40 Germany robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 41 France robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 42 Asia Pacific robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 43 China robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 44 India robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 45 Japan robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 46 South Korea robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 47 Australia robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 48 Latin America robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 49 Brazil robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 50 Mexico robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 51 Middle East & Africa robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 52 Kingdom of Saudi Arabia (KSA) robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 53 UAE robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 54 South Africa robo advisory market estimates & forecasts, 2017 - 2030 (USD Million)
Fig. 55 Key company categorization
Fig. 56 Company market positioning
Fig. 57 Company market share analysis, 2023
Fig. 58 Strategic framework