Global Personal Financial Services Market Growth (Status and Outlook) 2023-2029

February 2023 | 85 pages | ID: G31A88E193CDEN
LP Information

Abstracts

The report requires updating with new data and is sent in 48 hours after order is placed.

LPI (LP Information)' newest research report, the “Personal Financial Services Industry Forecast” looks at past sales and reviews total world Personal Financial Services sales in 2022, providing a comprehensive analysis by region and market sector of projected Personal Financial Services sales for 2023 through 2029. With Personal Financial Services sales broken down by region, market sector and sub-sector, this report provides a detailed analysis in US$ millions of the world Personal Financial Services industry.

This Insight Report provides a comprehensive analysis of the global Personal Financial Services landscape and highlights key trends related to product segmentation, company formation, revenue, and market share, latest development, and M&A activity. This report also analyzes the strategies of leading global companies with a focus on Personal Financial Services portfolios and capabilities, market entry strategies, market positions, and geographic footprints, to better understand these firms’ unique position in an accelerating global Personal Financial Services market.

This Insight Report evaluates the key market trends, drivers, and affecting factors shaping the global outlook for Personal Financial Services and breaks down the forecast by type, by application, geography, and market size to highlight emerging pockets of opportunity. With a transparent methodology based on hundreds of bottom-up qualitative and quantitative market inputs, this study forecast offers a highly nuanced view of the current state and future trajectory in the global Personal Financial Services.

The global Personal Financial Services market size is projected to grow from US$ million in 2022 to US$ million in 2029; it is expected to grow at a CAGR of % from 2023 to 2029.

United States market for Personal Financial Services is estimated to increase from US$ million in 2022 to US$ million by 2029, at a CAGR of % from 2023 through 2029.

China market for Personal Financial Services is estimated to increase from US$ million in 2022 to US$ million by 2029, at a CAGR of % from 2023 through 2029.

Europe market for Personal Financial Services is estimated to increase from US$ million in 2022 to US$ million by 2029, at a CAGR of % from 2023 through 2029.

Global key Personal Financial Services players cover Mint, OfficeTime, LearnVest, Quicken, YNAB and WalletHub, etc. In terms of revenue, the global two largest companies occupied for a share nearly % in 2022.

This report presents a comprehensive overview, market shares, and growth opportunities of Personal Financial Services market by product type, application, key players and key regions and countries.

Market Segmentation:

Segmentation by type

• Cloud-Based
• On-Premise

Segmentation by application

• Spending Analysis
• Expense Tracking
• Money Management
• Budgeting
• Other

This report also splits the market by region:

• Americas
• United States
• Canada
• Mexico
• Brazil
• APAC
• China
• Japan
• Korea
• Southeast Asia
• India
• Australia
• Europe
• Germany
• France
• UK
• Italy
• Russia
• Middle East & Africa
• Egypt
• South Africa
• Israel
• Turkey
• GCC Countries

The below companies that are profiled have been selected based on inputs gathered from primary experts and analyzing the company's coverage, product portfolio, its market penetration.

• Mint
• OfficeTime
• LearnVest
• Quicken
• YNAB
• WalletHub

Contents

1 SCOPE OF THE REPORT

1.1 Market Introduction
1.2 Years Considered
1.3 Research Objectives
1.4 Market Research Methodology
1.5 Research Process and Data Source
1.6 Economic Indicators
1.7 Currency Considered
1.8 Market Estimation Caveats

2 EXECUTIVE SUMMARY

2.1 World Market Overview
  2.1.1 Global Personal Financial Services Market Size 2018-2029
  2.1.2 Personal Financial Services Market Size CAGR by Region 2018 VS 2022 VS 2029
2.2 Personal Financial Services Segment by Type
  2.2.1 Cloud-Based
  2.2.2 On-Premise
2.3 Personal Financial Services Market Size by Type
  2.3.1 Personal Financial Services Market Size CAGR by Type (2018 VS 2022 VS 2029)
  2.3.2 Global Personal Financial Services Market Size Market Share by Type (2018-2023)
2.4 Personal Financial Services Segment by Application
  2.4.1 Spending Analysis
  2.4.2 Expense Tracking
  2.4.3 Money Management
  2.4.4 Budgeting
  2.4.5 Other
2.5 Personal Financial Services Market Size by Application
  2.5.1 Personal Financial Services Market Size CAGR by Application (2018 VS 2022 VS 2029)
  2.5.2 Global Personal Financial Services Market Size Market Share by Application (2018-2023)

3 PERSONAL FINANCIAL SERVICES MARKET SIZE BY PLAYER

3.1 Personal Financial Services Market Size Market Share by Players
  3.1.1 Global Personal Financial Services Revenue by Players (2018-2023)
  3.1.2 Global Personal Financial Services Revenue Market Share by Players (2018-2023)
3.2 Global Personal Financial Services Key Players Head office and Products Offered
3.3 Market Concentration Rate Analysis
  3.3.1 Competition Landscape Analysis
  3.3.2 Concentration Ratio (CR3, CR5 and CR10) & (2021-2023)
3.4 New Products and Potential Entrants
3.5 Mergers & Acquisitions, Expansion

4 PERSONAL FINANCIAL SERVICES BY REGIONS

4.1 Personal Financial Services Market Size by Regions (2018-2023)
4.2 Americas Personal Financial Services Market Size Growth (2018-2023)
4.3 APAC Personal Financial Services Market Size Growth (2018-2023)
4.4 Europe Personal Financial Services Market Size Growth (2018-2023)
4.5 Middle East & Africa Personal Financial Services Market Size Growth (2018-2023)

5 AMERICAS

5.1 Americas Personal Financial Services Market Size by Country (2018-2023)
5.2 Americas Personal Financial Services Market Size by Type (2018-2023)
5.3 Americas Personal Financial Services Market Size by Application (2018-2023)
5.4 United States
5.5 Canada
5.6 Mexico
5.7 Brazil

6 APAC

6.1 APAC Personal Financial Services Market Size by Region (2018-2023)
6.2 APAC Personal Financial Services Market Size by Type (2018-2023)
6.3 APAC Personal Financial Services Market Size by Application (2018-2023)
6.4 China
6.5 Japan
6.6 Korea
6.7 Southeast Asia
6.8 India
6.9 Australia

7 EUROPE

7.1 Europe Personal Financial Services by Country (2018-2023)
7.2 Europe Personal Financial Services Market Size by Type (2018-2023)
7.3 Europe Personal Financial Services Market Size by Application (2018-2023)
7.4 Germany
7.5 France
7.6 UK
7.7 Italy
7.8 Russia

8 MIDDLE EAST & AFRICA

8.1 Middle East & Africa Personal Financial Services by Region (2018-2023)
8.2 Middle East & Africa Personal Financial Services Market Size by Type (2018-2023)
8.3 Middle East & Africa Personal Financial Services Market Size by Application (2018-2023)
8.4 Egypt
8.5 South Africa
8.6 Israel
8.7 Turkey
8.8 GCC Countries

9 MARKET DRIVERS, CHALLENGES AND TRENDS

9.1 Market Drivers & Growth Opportunities
9.2 Market Challenges & Risks
9.3 Industry Trends

10 GLOBAL PERSONAL FINANCIAL SERVICES MARKET FORECAST

10.1 Global Personal Financial Services Forecast by Regions (2024-2029)
  10.1.1 Global Personal Financial Services Forecast by Regions (2024-2029)
  10.1.2 Americas Personal Financial Services Forecast
  10.1.3 APAC Personal Financial Services Forecast
  10.1.4 Europe Personal Financial Services Forecast
  10.1.5 Middle East & Africa Personal Financial Services Forecast
10.2 Americas Personal Financial Services Forecast by Country (2024-2029)
  10.2.1 United States Personal Financial Services Market Forecast
  10.2.2 Canada Personal Financial Services Market Forecast
  10.2.3 Mexico Personal Financial Services Market Forecast
  10.2.4 Brazil Personal Financial Services Market Forecast
10.3 APAC Personal Financial Services Forecast by Region (2024-2029)
  10.3.1 China Personal Financial Services Market Forecast
  10.3.2 Japan Personal Financial Services Market Forecast
  10.3.3 Korea Personal Financial Services Market Forecast
  10.3.4 Southeast Asia Personal Financial Services Market Forecast
  10.3.5 India Personal Financial Services Market Forecast
  10.3.6 Australia Personal Financial Services Market Forecast
10.4 Europe Personal Financial Services Forecast by Country (2024-2029)
  10.4.1 Germany Personal Financial Services Market Forecast
  10.4.2 France Personal Financial Services Market Forecast
  10.4.3 UK Personal Financial Services Market Forecast
  10.4.4 Italy Personal Financial Services Market Forecast
  10.4.5 Russia Personal Financial Services Market Forecast
10.5 Middle East & Africa Personal Financial Services Forecast by Region (2024-2029)
  10.5.1 Egypt Personal Financial Services Market Forecast
  10.5.2 South Africa Personal Financial Services Market Forecast
  10.5.3 Israel Personal Financial Services Market Forecast
  10.5.4 Turkey Personal Financial Services Market Forecast
  10.5.5 GCC Countries Personal Financial Services Market Forecast
10.6 Global Personal Financial Services Forecast by Type (2024-2029)
10.7 Global Personal Financial Services Forecast by Application (2024-2029)

11 KEY PLAYERS ANALYSIS

11.1 Mint
  11.1.1 Mint Company Information
  11.1.2 Mint Personal Financial Services Product Offered
  11.1.3 Mint Personal Financial Services Revenue, Gross Margin and Market Share (2018-2023)
  11.1.4 Mint Main Business Overview
  11.1.5 Mint Latest Developments
11.2 OfficeTime
  11.2.1 OfficeTime Company Information
  11.2.2 OfficeTime Personal Financial Services Product Offered
  11.2.3 OfficeTime Personal Financial Services Revenue, Gross Margin and Market Share (2018-2023)
  11.2.4 OfficeTime Main Business Overview
  11.2.5 OfficeTime Latest Developments
11.3 LearnVest
  11.3.1 LearnVest Company Information
  11.3.2 LearnVest Personal Financial Services Product Offered
  11.3.3 LearnVest Personal Financial Services Revenue, Gross Margin and Market Share (2018-2023)
  11.3.4 LearnVest Main Business Overview
  11.3.5 LearnVest Latest Developments
11.4 Quicken
  11.4.1 Quicken Company Information
  11.4.2 Quicken Personal Financial Services Product Offered
  11.4.3 Quicken Personal Financial Services Revenue, Gross Margin and Market Share (2018-2023)
  11.4.4 Quicken Main Business Overview
  11.4.5 Quicken Latest Developments
11.5 YNAB
  11.5.1 YNAB Company Information
  11.5.2 YNAB Personal Financial Services Product Offered
  11.5.3 YNAB Personal Financial Services Revenue, Gross Margin and Market Share (2018-2023)
  11.5.4 YNAB Main Business Overview
  11.5.5 YNAB Latest Developments
11.6 WalletHub
  11.6.1 WalletHub Company Information
  11.6.2 WalletHub Personal Financial Services Product Offered
  11.6.3 WalletHub Personal Financial Services Revenue, Gross Margin and Market Share (2018-2023)
  11.6.4 WalletHub Main Business Overview
  11.6.5 WalletHub Latest Developments

12 RESEARCH FINDINGS AND CONCLUSION

List Of Tables

LIST OF TABLES

Table 1. Personal Financial Services Market Size CAGR by Region (2018 VS 2022 VS 2029) & ($ Millions)
Table 2. Major Players of Cloud-Based
Table 3. Major Players of On-Premise
Table 4. Personal Financial Services Market Size CAGR by Type (2018 VS 2022 VS 2029) & ($ Millions)
Table 5. Global Personal Financial Services Market Size by Type (2018-2023) & ($ Millions)
Table 6. Global Personal Financial Services Market Size Market Share by Type (2018-2023)
Table 7. Personal Financial Services Market Size CAGR by Application (2018 VS 2022 VS 2029) & ($ Millions)
Table 8. Global Personal Financial Services Market Size by Application (2018-2023) & ($ Millions)
Table 9. Global Personal Financial Services Market Size Market Share by Application (2018-2023)
Table 10. Global Personal Financial Services Revenue by Players (2018-2023) & ($ Millions)
Table 11. Global Personal Financial Services Revenue Market Share by Player (2018-2023)
Table 12. Personal Financial Services Key Players Head office and Products Offered
Table 13. Personal Financial Services Concentration Ratio (CR3, CR5 and CR10) & (2021-2023)
Table 14. New Products and Potential Entrants
Table 15. Mergers & Acquisitions, Expansion
Table 16. Global Personal Financial Services Market Size by Regions 2018-2023 & ($ Millions)
Table 17. Global Personal Financial Services Market Size Market Share by Regions (2018-2023)
Table 18. Global Personal Financial Services Revenue by Country/Region (2018-2023) & ($ millions)
Table 19. Global Personal Financial Services Revenue Market Share by Country/Region (2018-2023)
Table 20. Americas Personal Financial Services Market Size by Country (2018-2023) & ($ Millions)
Table 21. Americas Personal Financial Services Market Size Market Share by Country (2018-2023)
Table 22. Americas Personal Financial Services Market Size by Type (2018-2023) & ($ Millions)
Table 23. Americas Personal Financial Services Market Size Market Share by Type (2018-2023)
Table 24. Americas Personal Financial Services Market Size by Application (2018-2023) & ($ Millions)
Table 25. Americas Personal Financial Services Market Size Market Share by Application (2018-2023)
Table 26. APAC Personal Financial Services Market Size by Region (2018-2023) & ($ Millions)
Table 27. APAC Personal Financial Services Market Size Market Share by Region (2018-2023)
Table 28. APAC Personal Financial Services Market Size by Type (2018-2023) & ($ Millions)
Table 29. APAC Personal Financial Services Market Size Market Share by Type (2018-2023)
Table 30. APAC Personal Financial Services Market Size by Application (2018-2023) & ($ Millions)
Table 31. APAC Personal Financial Services Market Size Market Share by Application (2018-2023)
Table 32. Europe Personal Financial Services Market Size by Country (2018-2023) & ($ Millions)
Table 33. Europe Personal Financial Services Market Size Market Share by Country (2018-2023)
Table 34. Europe Personal Financial Services Market Size by Type (2018-2023) & ($ Millions)
Table 35. Europe Personal Financial Services Market Size Market Share by Type (2018-2023)
Table 36. Europe Personal Financial Services Market Size by Application (2018-2023) & ($ Millions)
Table 37. Europe Personal Financial Services Market Size Market Share by Application (2018-2023)
Table 38. Middle East & Africa Personal Financial Services Market Size by Region (2018-2023) & ($ Millions)
Table 39. Middle East & Africa Personal Financial Services Market Size Market Share by Region (2018-2023)
Table 40. Middle East & Africa Personal Financial Services Market Size by Type (2018-2023) & ($ Millions)
Table 41. Middle East & Africa Personal Financial Services Market Size Market Share by Type (2018-2023)
Table 42. Middle East & Africa Personal Financial Services Market Size by Application (2018-2023) & ($ Millions)
Table 43. Middle East & Africa Personal Financial Services Market Size Market Share by Application (2018-2023)
Table 44. Key Market Drivers & Growth Opportunities of Personal Financial Services
Table 45. Key Market Challenges & Risks of Personal Financial Services
Table 46. Key Industry Trends of Personal Financial Services
Table 47. Global Personal Financial Services Market Size Forecast by Regions (2024-2029) & ($ Millions)
Table 48. Global Personal Financial Services Market Size Market Share Forecast by Regions (2024-2029)
Table 49. Global Personal Financial Services Market Size Forecast by Type (2024-2029) & ($ Millions)
Table 50. Global Personal Financial Services Market Size Forecast by Application (2024-2029) & ($ Millions)
Table 51. Mint Details, Company Type, Personal Financial Services Area Served and Its Competitors
Table 52. Mint Personal Financial Services Product Offered
Table 53. Mint Personal Financial Services Revenue ($ million), Gross Margin and Market Share (2018-2023)
Table 54. Mint Main Business
Table 55. Mint Latest Developments
Table 56. OfficeTime Details, Company Type, Personal Financial Services Area Served and Its Competitors
Table 57. OfficeTime Personal Financial Services Product Offered
Table 58. OfficeTime Main Business
Table 59. OfficeTime Personal Financial Services Revenue ($ million), Gross Margin and Market Share (2018-2023)
Table 60. OfficeTime Latest Developments
Table 61. LearnVest Details, Company Type, Personal Financial Services Area Served and Its Competitors
Table 62. LearnVest Personal Financial Services Product Offered
Table 63. LearnVest Main Business
Table 64. LearnVest Personal Financial Services Revenue ($ million), Gross Margin and Market Share (2018-2023)
Table 65. LearnVest Latest Developments
Table 66. Quicken Details, Company Type, Personal Financial Services Area Served and Its Competitors
Table 67. Quicken Personal Financial Services Product Offered
Table 68. Quicken Main Business
Table 69. Quicken Personal Financial Services Revenue ($ million), Gross Margin and Market Share (2018-2023)
Table 70. Quicken Latest Developments
Table 71. YNAB Details, Company Type, Personal Financial Services Area Served and Its Competitors
Table 72. YNAB Personal Financial Services Product Offered
Table 73. YNAB Main Business
Table 74. YNAB Personal Financial Services Revenue ($ million), Gross Margin and Market Share (2018-2023)
Table 75. YNAB Latest Developments
Table 76. WalletHub Details, Company Type, Personal Financial Services Area Served and Its Competitors
Table 77. WalletHub Personal Financial Services Product Offered
Table 78. WalletHub Main Business
Table 79. WalletHub Personal Financial Services Revenue ($ million), Gross Margin and Market Share (2018-2023)
Table 80. WalletHub Latest Developments

List Of Figures

LIST OF FIGURES

Figure 1. Personal Financial Services Report Years Considered
Figure 2. Research Objectives
Figure 3. Research Methodology
Figure 4. Research Process and Data Source
Figure 5. Global Personal Financial Services Market Size Growth Rate 2018-2029 ($ Millions)
Figure 6. Personal Financial Services Sales by Geographic Region (2018, 2022 & 2029) & ($ millions)
Figure 7. Personal Financial Services Sales Market Share by Country/Region (2022)
Figure 8. Personal Financial Services Sales Market Share by Country/Region (2018, 2022 & 2029)
Figure 9. Global Personal Financial Services Market Size Market Share by Type in 2022
Figure 10. Personal Financial Services in Spending Analysis
Figure 11. Global Personal Financial Services Market: Spending Analysis (2018-2023) & ($ Millions)
Figure 12. Personal Financial Services in Expense Tracking
Figure 13. Global Personal Financial Services Market: Expense Tracking (2018-2023) & ($ Millions)
Figure 14. Personal Financial Services in Money Management
Figure 15. Global Personal Financial Services Market: Money Management (2018-2023) & ($ Millions)
Figure 16. Personal Financial Services in Budgeting
Figure 17. Global Personal Financial Services Market: Budgeting (2018-2023) & ($ Millions)
Figure 18. Personal Financial Services in Other
Figure 19. Global Personal Financial Services Market: Other (2018-2023) & ($ Millions)
Figure 20. Global Personal Financial Services Market Size Market Share by Application in 2022
Figure 21. Global Personal Financial Services Revenue Market Share by Player in 2022
Figure 22. Global Personal Financial Services Market Size Market Share by Regions (2018-2023)
Figure 23. Americas Personal Financial Services Market Size 2018-2023 ($ Millions)
Figure 24. APAC Personal Financial Services Market Size 2018-2023 ($ Millions)
Figure 25. Europe Personal Financial Services Market Size 2018-2023 ($ Millions)
Figure 26. Middle East & Africa Personal Financial Services Market Size 2018-2023 ($ Millions)
Figure 27. Americas Personal Financial Services Value Market Share by Country in 2022
Figure 28. United States Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 29. Canada Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 30. Mexico Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 31. Brazil Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 32. APAC Personal Financial Services Market Size Market Share by Region in 2022
Figure 33. APAC Personal Financial Services Market Size Market Share by Type in 2022
Figure 34. APAC Personal Financial Services Market Size Market Share by Application in 2022
Figure 35. China Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 36. Japan Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 37. Korea Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 38. Southeast Asia Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 39. India Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 40. Australia Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 41. Europe Personal Financial Services Market Size Market Share by Country in 2022
Figure 42. Europe Personal Financial Services Market Size Market Share by Type (2018-2023)
Figure 43. Europe Personal Financial Services Market Size Market Share by Application (2018-2023)
Figure 44. Germany Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 45. France Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 46. UK Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 47. Italy Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 48. Russia Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 49. Middle East & Africa Personal Financial Services Market Size Market Share by Region (2018-2023)
Figure 50. Middle East & Africa Personal Financial Services Market Size Market Share by Type (2018-2023)
Figure 51. Middle East & Africa Personal Financial Services Market Size Market Share by Application (2018-2023)
Figure 52. Egypt Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 53. South Africa Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 54. Israel Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 55. Turkey Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 56. GCC Country Personal Financial Services Market Size Growth 2018-2023 ($ Millions)
Figure 57. Americas Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 58. APAC Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 59. Europe Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 60. Middle East & Africa Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 61. United States Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 62. Canada Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 63. Mexico Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 64. Brazil Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 65. China Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 66. Japan Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 67. Korea Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 68. Southeast Asia Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 69. India Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 70. Australia Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 71. Germany Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 72. France Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 73. UK Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 74. Italy Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 75. Russia Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 76. Spain Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 77. Egypt Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 78. South Africa Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 79. Israel Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 80. Turkey Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 81. GCC Countries Personal Financial Services Market Size 2024-2029 ($ Millions)
Figure 82. Global Personal Financial Services Market Size Market Share Forecast by Type (2024-2029)
Figure 83. Global Personal Financial Services Market Size Market Share Forecast by Application (2024-2029)