Covid-19 Impact on Global Robo-advisor Market Size, Status and Forecast 2020-2026

June 2020 | 95 pages | ID: C964056BBA10EN
QYResearch

Abstracts

This report focuses on the global Robo-advisor status, future forecast, growth opportunity, key market and key players. The study objectives are to present the Robo-advisor development in North America, Europe, China, Japan, Southeast Asia, India and Central & South America.
The key players covered in this study

• Betterment
• FutureAdvisor
• Personal Capital
• Vanguard Personal Advisor
• Wealthfront
• WiseBanyan
• SigFig Wealth Management
• Schwab Intelligent Portfolios
• SoFi Wealth
• Wealthsimple
• Ellevest

Market segment by Type, the product can be split into

• Free
• Charge

Market segment by Application, split into

• Healthcare
• Retail
• Education
• Others

Market segment by Regions/Countries, this report covers

• North America
• Europe
• China
• Japan
• Southeast Asia
• India
• Central & South America

The study objectives of this report are:

• To analyze global Robo-advisor status, future forecast, growth opportunity, key market and key players.
• To present the Robo-advisor development in North America, Europe, China, Japan, Southeast Asia, India and Central & South America.
• To strategically profile the key players and comprehensively analyze their development plan and strategies.
• To define, describe and forecast the market by type, market and key regions.

In this study, the years considered to estimate the market size of Robo-advisor are as follows:

• History Year: 2015-2019
• Base Year: 2019
• Estimated Year: 2020
• Forecast Year 2020 to 2026

For the data information by region, company, type and application, 2019 is considered as the base year. Whenever data information was unavailable for the base year, the prior year has been considered.

Contents

1 REPORT OVERVIEW

1.1 Study Scope
1.2 Key Market Segments
1.3 Players Covered: Ranking by Robo-advisor Revenue
1.4 Market Analysis by Type
  1.4.1 Global Robo-advisor Market Size Growth Rate by Type: 2020 VS 2026
  1.4.2 Free
  1.4.3 Charge
1.5 Market by Application
  1.5.1 Global Robo-advisor Market Share by Application: 2020 VS 2026
  1.5.2 Healthcare
  1.5.3 Retail
  1.5.4 Education
  1.5.5 Others
1.6 Coronavirus Disease 2019 (Covid-19): Robo-advisor Industry Impact
  1.6.1 How the Covid-19 is Affecting the Robo-advisor Industry
    1.6.1.1 Robo-advisor Business Impact Assessment - Covid-19
    1.6.1.2 Supply Chain Challenges
    1.6.1.3 COVID-19’s Impact On Crude Oil and Refined Products
  1.6.2 Market Trends and Robo-advisor Potential Opportunities in the COVID-19 Landscape
  1.6.3 Measures / Proposal against Covid-19
    1.6.3.1 Government Measures to Combat Covid-19 Impact
    1.6.3.2 Proposal for Robo-advisor Players to Combat Covid-19 Impact
1.7 Study Objectives
1.8 Years Considered

2 GLOBAL GROWTH TRENDS BY REGIONS

2.1 Robo-advisor Market Perspective (2015-2026)
2.2 Robo-advisor Growth Trends by Regions
  2.2.1 Robo-advisor Market Size by Regions: 2015 VS 2020 VS 2026
  2.2.2 Robo-advisor Historic Market Share by Regions (2015-2020)
  2.2.3 Robo-advisor Forecasted Market Size by Regions (2021-2026)
2.3 Industry Trends and Growth Strategy
  2.3.1 Market Top Trends
  2.3.2 Market Drivers
  2.3.3 Market Challenges
  2.3.4 Porter’s Five Forces Analysis
  2.3.5 Robo-advisor Market Growth Strategy
  2.3.6 Primary Interviews with Key Robo-advisor Players (Opinion Leaders)

3 COMPETITION LANDSCAPE BY KEY PLAYERS

3.1 Global Top Robo-advisor Players by Market Size
  3.1.1 Global Top Robo-advisor Players by Revenue (2015-2020)
  3.1.2 Global Robo-advisor Revenue Market Share by Players (2015-2020)
  3.1.3 Global Robo-advisor Market Share by Company Type (Tier 1, Tier 2 and Tier 3)
3.2 Global Robo-advisor Market Concentration Ratio
  3.2.1 Global Robo-advisor Market Concentration Ratio (CR5 and HHI)
  3.2.2 Global Top 10 and Top 5 Companies by Robo-advisor Revenue in 2019
3.3 Robo-advisor Key Players Head office and Area Served
3.4 Key Players Robo-advisor Product Solution and Service
3.5 Date of Enter into Robo-advisor Market
3.6 Mergers & Acquisitions, Expansion Plans

4 BREAKDOWN DATA BY TYPE (2015-2026)

4.1 Global Robo-advisor Historic Market Size by Type (2015-2020)
4.2 Global Robo-advisor Forecasted Market Size by Type (2021-2026)

5 ROBO-ADVISOR BREAKDOWN DATA BY APPLICATION (2015-2026)

5.1 Global Robo-advisor Market Size by Application (2015-2020)
5.2 Global Robo-advisor Forecasted Market Size by Application (2021-2026)

6 NORTH AMERICA

6.1 North America Robo-advisor Market Size (2015-2020)
6.2 Robo-advisor Key Players in North America (2019-2020)
6.3 North America Robo-advisor Market Size by Type (2015-2020)
6.4 North America Robo-advisor Market Size by Application (2015-2020)

7 EUROPE

7.1 Europe Robo-advisor Market Size (2015-2020)
7.2 Robo-advisor Key Players in Europe (2019-2020)
7.3 Europe Robo-advisor Market Size by Type (2015-2020)
7.4 Europe Robo-advisor Market Size by Application (2015-2020)

8 CHINA

8.1 China Robo-advisor Market Size (2015-2020)
8.2 Robo-advisor Key Players in China (2019-2020)
8.3 China Robo-advisor Market Size by Type (2015-2020)
8.4 China Robo-advisor Market Size by Application (2015-2020)

9 JAPAN

9.1 Japan Robo-advisor Market Size (2015-2020)
9.2 Robo-advisor Key Players in Japan (2019-2020)
9.3 Japan Robo-advisor Market Size by Type (2015-2020)
9.4 Japan Robo-advisor Market Size by Application (2015-2020)

10 SOUTHEAST ASIA

10.1 Southeast Asia Robo-advisor Market Size (2015-2020)
10.2 Robo-advisor Key Players in Southeast Asia (2019-2020)
10.3 Southeast Asia Robo-advisor Market Size by Type (2015-2020)
10.4 Southeast Asia Robo-advisor Market Size by Application (2015-2020)

11 INDIA

11.1 India Robo-advisor Market Size (2015-2020)
11.2 Robo-advisor Key Players in India (2019-2020)
11.3 India Robo-advisor Market Size by Type (2015-2020)
11.4 India Robo-advisor Market Size by Application (2015-2020)

12 CENTRAL & SOUTH AMERICA

12.1 Central & South America Robo-advisor Market Size (2015-2020)
12.2 Robo-advisor Key Players in Central & South America (2019-2020)
12.3 Central & South America Robo-advisor Market Size by Type (2015-2020)
12.4 Central & South America Robo-advisor Market Size by Application (2015-2020)

13 KEY PLAYERS PROFILES

13.1 Betterment
  13.1.1 Betterment Company Details
  13.1.2 Betterment Business Overview and Its Total Revenue
  13.1.3 Betterment Robo-advisor Introduction
  13.1.4 Betterment Revenue in Robo-advisor Business (2015-2020))
  13.1.5 Betterment Recent Development
13.2 FutureAdvisor
  13.2.1 FutureAdvisor Company Details
  13.2.2 FutureAdvisor Business Overview and Its Total Revenue
  13.2.3 FutureAdvisor Robo-advisor Introduction
  13.2.4 FutureAdvisor Revenue in Robo-advisor Business (2015-2020)
  13.2.5 FutureAdvisor Recent Development
13.3 Personal Capital
  13.3.1 Personal Capital Company Details
  13.3.2 Personal Capital Business Overview and Its Total Revenue
  13.3.3 Personal Capital Robo-advisor Introduction
  13.3.4 Personal Capital Revenue in Robo-advisor Business (2015-2020)
  13.3.5 Personal Capital Recent Development
13.4 Vanguard Personal Advisor
  13.4.1 Vanguard Personal Advisor Company Details
  13.4.2 Vanguard Personal Advisor Business Overview and Its Total Revenue
  13.4.3 Vanguard Personal Advisor Robo-advisor Introduction
  13.4.4 Vanguard Personal Advisor Revenue in Robo-advisor Business (2015-2020)
  13.4.5 Vanguard Personal Advisor Recent Development
13.5 Wealthfront
  13.5.1 Wealthfront Company Details
  13.5.2 Wealthfront Business Overview and Its Total Revenue
  13.5.3 Wealthfront Robo-advisor Introduction
  13.5.4 Wealthfront Revenue in Robo-advisor Business (2015-2020)
  13.5.5 Wealthfront Recent Development
13.6 WiseBanyan
  13.6.1 WiseBanyan Company Details
  13.6.2 WiseBanyan Business Overview and Its Total Revenue
  13.6.3 WiseBanyan Robo-advisor Introduction
  13.6.4 WiseBanyan Revenue in Robo-advisor Business (2015-2020)
  13.6.5 WiseBanyan Recent Development
13.7 SigFig Wealth Management
  13.7.1 SigFig Wealth Management Company Details
  13.7.2 SigFig Wealth Management Business Overview and Its Total Revenue
  13.7.3 SigFig Wealth Management Robo-advisor Introduction
  13.7.4 SigFig Wealth Management Revenue in Robo-advisor Business (2015-2020)
  13.7.5 SigFig Wealth Management Recent Development
13.8 Schwab Intelligent Portfolios
  13.8.1 Schwab Intelligent Portfolios Company Details
  13.8.2 Schwab Intelligent Portfolios Business Overview and Its Total Revenue
  13.8.3 Schwab Intelligent Portfolios Robo-advisor Introduction
  13.8.4 Schwab Intelligent Portfolios Revenue in Robo-advisor Business (2015-2020)
  13.8.5 Schwab Intelligent Portfolios Recent Development
13.9 SoFi Wealth
  13.9.1 SoFi Wealth Company Details
  13.9.2 SoFi Wealth Business Overview and Its Total Revenue
  13.9.3 SoFi Wealth Robo-advisor Introduction
  13.9.4 SoFi Wealth Revenue in Robo-advisor Business (2015-2020)
  13.9.5 SoFi Wealth Recent Development
13.10 Wealthsimple
  13.10.1 Wealthsimple Company Details
  13.10.2 Wealthsimple Business Overview and Its Total Revenue
  13.10.3 Wealthsimple Robo-advisor Introduction
  13.10.4 Wealthsimple Revenue in Robo-advisor Business (2015-2020)
  13.10.5 Wealthsimple Recent Development
13.11 Ellevest
  10.11.1 Ellevest Company Details
  10.11.2 Ellevest Business Overview and Its Total Revenue
  10.11.3 Ellevest Robo-advisor Introduction
  10.11.4 Ellevest Revenue in Robo-advisor Business (2015-2020)
  10.11.5 Ellevest Recent Development

14 ANALYST'S VIEWPOINTS/CONCLUSIONS

15 APPENDIX

15.1 Research Methodology
  15.1.1 Methodology/Research Approach
  15.1.2 Data Source
15.2 Disclaimer
15.3 Author Details

List Of Tables

LIST OF TABLES

Table 1. Robo-advisor Key Market Segments
Table 2. Key Players Covered: Ranking by Robo-advisor Revenue
Table 3. Ranking of Global Top Robo-advisor Manufacturers by Revenue (US$ Million) in 2019
Table 4. Global Robo-advisor Market Size Growth Rate by Type (US$ Million): 2020 VS 2026
Table 5. Key Players of Free
Table 6. Key Players of Charge
Table 7. COVID-19 Impact Global Market: (Four Robo-advisor Market Size Forecast Scenarios)
Table 8. Opportunities and Trends for Robo-advisor Players in the COVID-19 Landscape
Table 9. Present Opportunities in China & Elsewhere Due to the Coronavirus Crisis
Table 10. Key Regions/Countries Measures against Covid-19 Impact
Table 11. Proposal for Robo-advisor Players to Combat Covid-19 Impact
Table 12. Global Robo-advisor Market Size Growth by Application (US$ Million): 2020 VS 2026
Table 13. Global Robo-advisor Market Size by Regions (US$ Million): 2020 VS 2026
Table 14. Global Robo-advisor Market Size by Regions (2015-2020) (US$ Million)
Table 15. Global Robo-advisor Market Share by Regions (2015-2020)
Table 16. Global Robo-advisor Forecasted Market Size by Regions (2021-2026) (US$ Million)
Table 17. Global Robo-advisor Market Share by Regions (2021-2026)
Table 18. Market Top Trends
Table 19. Key Drivers: Impact Analysis
Table 20. Key Challenges
Table 21. Robo-advisor Market Growth Strategy
Table 22. Main Points Interviewed from Key Robo-advisor Players
Table 23. Global Robo-advisor Revenue by Players (2015-2020) (Million US$)
Table 24. Global Robo-advisor Market Share by Players (2015-2020)
Table 25. Global Top Robo-advisor Players by Company Type (Tier 1, Tier 2 and Tier 3) (based on the Revenue in Robo-advisor as of 2019)
Table 26. Global Robo-advisor by Players Market Concentration Ratio (CR5 and HHI)
Table 27. Key Players Headquarters and Area Served
Table 28. Key Players Robo-advisor Product Solution and Service
Table 29. Date of Enter into Robo-advisor Market
Table 30. Mergers & Acquisitions, Expansion Plans
Table 31. Global Robo-advisor Market Size by Type (2015-2020) (Million US$)
Table 32. Global Robo-advisor Market Size Share by Type (2015-2020)
Table 33. Global Robo-advisor Revenue Market Share by Type (2021-2026)
Table 34. Global Robo-advisor Market Size Share by Application (2015-2020)
Table 35. Global Robo-advisor Market Size by Application (2015-2020) (Million US$)
Table 36. Global Robo-advisor Market Size Share by Application (2021-2026)
Table 37. North America Key Players Robo-advisor Revenue (2019-2020) (Million US$)
Table 38. North America Key Players Robo-advisor Market Share (2019-2020)
Table 39. North America Robo-advisor Market Size by Type (2015-2020) (Million US$)
Table 40. North America Robo-advisor Market Share by Type (2015-2020)
Table 41. North America Robo-advisor Market Size by Application (2015-2020) (Million US$)
Table 42. North America Robo-advisor Market Share by Application (2015-2020)
Table 43. Europe Key Players Robo-advisor Revenue (2019-2020) (Million US$)
Table 44. Europe Key Players Robo-advisor Market Share (2019-2020)
Table 45. Europe Robo-advisor Market Size by Type (2015-2020) (Million US$)
Table 46. Europe Robo-advisor Market Share by Type (2015-2020)
Table 47. Europe Robo-advisor Market Size by Application (2015-2020) (Million US$)
Table 48. Europe Robo-advisor Market Share by Application (2015-2020)
Table 49. China Key Players Robo-advisor Revenue (2019-2020) (Million US$)
Table 50. China Key Players Robo-advisor Market Share (2019-2020)
Table 51. China Robo-advisor Market Size by Type (2015-2020) (Million US$)
Table 52. China Robo-advisor Market Share by Type (2015-2020)
Table 53. China Robo-advisor Market Size by Application (2015-2020) (Million US$)
Table 54. China Robo-advisor Market Share by Application (2015-2020)
Table 55. Japan Key Players Robo-advisor Revenue (2019-2020) (Million US$)
Table 56. Japan Key Players Robo-advisor Market Share (2019-2020)
Table 57. Japan Robo-advisor Market Size by Type (2015-2020) (Million US$)
Table 58. Japan Robo-advisor Market Share by Type (2015-2020)
Table 59. Japan Robo-advisor Market Size by Application (2015-2020) (Million US$)
Table 60. Japan Robo-advisor Market Share by Application (2015-2020)
Table 61. Southeast Asia Key Players Robo-advisor Revenue (2019-2020) (Million US$)
Table 62. Southeast Asia Key Players Robo-advisor Market Share (2019-2020)
Table 63. Southeast Asia Robo-advisor Market Size by Type (2015-2020) (Million US$)
Table 64. Southeast Asia Robo-advisor Market Share by Type (2015-2020)
Table 65. Southeast Asia Robo-advisor Market Size by Application (2015-2020) (Million US$)
Table 66. Southeast Asia Robo-advisor Market Share by Application (2015-2020)
Table 67. India Key Players Robo-advisor Revenue (2019-2020) (Million US$)
Table 68. India Key Players Robo-advisor Market Share (2019-2020)
Table 69. India Robo-advisor Market Size by Type (2015-2020) (Million US$)
Table 70. India Robo-advisor Market Share by Type (2015-2020)
Table 71. India Robo-advisor Market Size by Application (2015-2020) (Million US$)
Table 72. India Robo-advisor Market Share by Application (2015-2020)
Table 73. Central & South America Key Players Robo-advisor Revenue (2019-2020) (Million US$)
Table 74. Central & South America Key Players Robo-advisor Market Share (2019-2020)
Table 75. Central & South America Robo-advisor Market Size by Type (2015-2020) (Million US$)
Table 76. Central & South America Robo-advisor Market Share by Type (2015-2020)
Table 77. Central & South America Robo-advisor Market Size by Application (2015-2020) (Million US$)
Table 78. Central & South America Robo-advisor Market Share by Application (2015-2020)
Table 79. Betterment Company Details
Table 80. Betterment Business Overview
Table 81. Betterment Product
Table 82. Betterment Revenue in Robo-advisor Business (2015-2020) (Million US$)
Table 83. Betterment Recent Development
Table 84. FutureAdvisor Company Details
Table 85. FutureAdvisor Business Overview
Table 86. FutureAdvisor Product
Table 87. FutureAdvisor Revenue in Robo-advisor Business (2015-2020) (Million US$)
Table 88. FutureAdvisor Recent Development
Table 89. Personal Capital Company Details
Table 90. Personal Capital Business Overview
Table 91. Personal Capital Product
Table 92. Personal Capital Revenue in Robo-advisor Business (2015-2020) (Million US$)
Table 93. Personal Capital Recent Development
Table 94. Vanguard Personal Advisor Company Details
Table 95. Vanguard Personal Advisor Business Overview
Table 96. Vanguard Personal Advisor Product
Table 97. Vanguard Personal Advisor Revenue in Robo-advisor Business (2015-2020) (Million US$)
Table 98. Vanguard Personal Advisor Recent Development
Table 99. Wealthfront Company Details
Table 100. Wealthfront Business Overview
Table 101. Wealthfront Product
Table 102. Wealthfront Revenue in Robo-advisor Business (2015-2020) (Million US$)
Table 103. Wealthfront Recent Development
Table 104. WiseBanyan Company Details
Table 105. WiseBanyan Business Overview
Table 106. WiseBanyan Product
Table 107. WiseBanyan Revenue in Robo-advisor Business (2015-2020) (Million US$)
Table 108. WiseBanyan Recent Development
Table 109. SigFig Wealth Management Company Details
Table 110. SigFig Wealth Management Business Overview
Table 111. SigFig Wealth Management Product
Table 112. SigFig Wealth Management Revenue in Robo-advisor Business (2015-2020) (Million US$)
Table 113. SigFig Wealth Management Recent Development
Table 114. Schwab Intelligent Portfolios Business Overview
Table 115. Schwab Intelligent Portfolios Product
Table 116. Schwab Intelligent Portfolios Company Details
Table 117. Schwab Intelligent Portfolios Revenue in Robo-advisor Business (2015-2020) (Million US$)
Table 118. Schwab Intelligent Portfolios Recent Development
Table 119. SoFi Wealth Company Details
Table 120. SoFi Wealth Business Overview
Table 121. SoFi Wealth Product
Table 122. SoFi Wealth Revenue in Robo-advisor Business (2015-2020) (Million US$)
Table 123. SoFi Wealth Recent Development
Table 124. Wealthsimple Company Details
Table 125. Wealthsimple Business Overview
Table 126. Wealthsimple Product
Table 127. Wealthsimple Revenue in Robo-advisor Business (2015-2020) (Million US$)
Table 128. Wealthsimple Recent Development
Table 129. Ellevest Company Details
Table 130. Ellevest Business Overview
Table 131. Ellevest Product
Table 132. Ellevest Revenue in Robo-advisor Business (2015-2020) (Million US$)
Table 133. Ellevest Recent Development
Table 134. Research Programs/Design for This Report
Table 135. Key Data Information from Secondary Sources
Table 136. Key Data Information from Primary Sources

List Of Figures

LIST OF FIGURES

Figure 1. Global Robo-advisor Market Share by Type: 2020 VS 2026
Figure 2. Free Features
Figure 3. Charge Features
Figure 4. Global Robo-advisor Market Share by Application: 2020 VS 2026
Figure 5. Healthcare Case Studies
Figure 6. Retail Case Studies
Figure 7. Education Case Studies
Figure 8. Others Case Studies
Figure 9. Robo-advisor Report Years Considered
Figure 10. Global Robo-advisor Market Size YoY Growth 2015-2026 (US$ Million)
Figure 11. Global Robo-advisor Market Share by Regions: 2020 VS 2026
Figure 12. Global Robo-advisor Market Share by Regions (2021-2026)
Figure 13. Porter's Five Forces Analysis
Figure 14. Global Robo-advisor Market Share by Players in 2019
Figure 15. Global Top Robo-advisor Players by Company Type (Tier 1, Tier 2 and Tier 3) (based on the Revenue in Robo-advisor as of 2019
Figure 16. The Top 10 and 5 Players Market Share by Robo-advisor Revenue in 2019
Figure 17. North America Robo-advisor Market Size YoY Growth (2015-2020) (Million US$)
Figure 18. Europe Robo-advisor Market Size YoY Growth (2015-2020) (Million US$)
Figure 19. China Robo-advisor Market Size YoY Growth (2015-2020) (Million US$)
Figure 20. Japan Robo-advisor Market Size YoY Growth (2015-2020) (Million US$)
Figure 21. Southeast Asia Robo-advisor Market Size YoY Growth (2015-2020) (Million US$)
Figure 22. India Robo-advisor Market Size YoY Growth (2015-2020) (Million US$)
Figure 23. Central & South America Robo-advisor Market Size YoY Growth (2015-2020) (Million US$)
Figure 24. Betterment Total Revenue (US$ Million): 2019 Compared with 2018
Figure 25. Betterment Revenue Growth Rate in Robo-advisor Business (2015-2020)
Figure 26. FutureAdvisor Total Revenue (US$ Million): 2019 Compared with 2018
Figure 27. FutureAdvisor Revenue Growth Rate in Robo-advisor Business (2015-2020)
Figure 28. Personal Capital Total Revenue (US$ Million): 2019 Compared with 2018
Figure 29. Personal Capital Revenue Growth Rate in Robo-advisor Business (2015-2020)
Figure 30. Vanguard Personal Advisor Total Revenue (US$ Million): 2019 Compared with 2018
Figure 31. Vanguard Personal Advisor Revenue Growth Rate in Robo-advisor Business (2015-2020)
Figure 32. Wealthfront Total Revenue (US$ Million): 2019 Compared with 2018
Figure 33. Wealthfront Revenue Growth Rate in Robo-advisor Business (2015-2020)
Figure 34. WiseBanyan Total Revenue (US$ Million): 2019 Compared with 2018
Figure 35. WiseBanyan Revenue Growth Rate in Robo-advisor Business (2015-2020)
Figure 36. SigFig Wealth Management Total Revenue (US$ Million): 2019 Compared with 2018
Figure 37. SigFig Wealth Management Revenue Growth Rate in Robo-advisor Business (2015-2020)
Figure 38. Schwab Intelligent Portfolios Total Revenue (US$ Million): 2019 Compared with 2018
Figure 39. Schwab Intelligent Portfolios Revenue Growth Rate in Robo-advisor Business (2015-2020)
Figure 40. SoFi Wealth Total Revenue (US$ Million): 2019 Compared with 2018
Figure 41. SoFi Wealth Revenue Growth Rate in Robo-advisor Business (2015-2020)
Figure 42. Wealthsimple Total Revenue (US$ Million): 2019 Compared with 2018
Figure 43. Wealthsimple Revenue Growth Rate in Robo-advisor Business (2015-2020)
Figure 44. Ellevest Total Revenue (US$ Million): 2019 Compared with 2018
Figure 45. Ellevest Revenue Growth Rate in Robo-advisor Business (2015-2020)
Figure 46. Bottom-up and Top-down Approaches for This Report
Figure 47. Data Triangulation
Figure 48. Key Executives Interviewed