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Global Personal Financial Services Market Research Report 2024(Status and Outlook)

July 2024 | 93 pages | ID: G6B1709E6CDEEN
Bosson Research

US$ 3,200.00

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Report Overview

This report provides a deep insight into the global Personal Financial Services market covering all its essential aspects. This ranges from a macro overview of the market to micro details of the market size, competitive landscape, development trend, niche market, key market drivers and challenges, SWOT analysis, value chain analysis, etc.

The analysis helps the reader to shape the competition within the industries and strategies for the competitive environment to enhance the potential profit. Furthermore, it provides a simple framework for evaluating and accessing the position of the business organization. The report structure also focuses on the competitive landscape of the Global Personal Financial Services Market, this report introduces in detail the market share, market performance, product situation, operation situation, etc. of the main players, which helps the readers in the industry to identify the main competitors and deeply understand the competition pattern of the market.

In a word, this report is a must-read for industry players, investors, researchers, consultants, business strategists, and all those who have any kind of stake or are planning to foray into the Personal Financial Services market in any manner.

Global Personal Financial Services Market: Market Segmentation Analysis

The research report includes specific segments by region (country), manufacturers, Type, and Application. Market segmentation creates subsets of a market based on product type, end-user or application, Geographic, and other factors. By understanding the market segments, the decision-maker can leverage this targeting in the product, sales, and marketing strategies. Market segments can power your product development cycles by informing how you create product offerings for different segments.

Key Company

Mint

OfficeTime

LearnVest

Quicken

YNAB

WalletHub

Market Segmentation (by Type)

Cloud-Based

On-Premise

Market Segmentation (by Application)

Spending Analysis

Expense Tracking

Money Management

Budgeting

Other

Geographic Segmentation
  • North America (USA, Canada, Mexico)
  • Europe (Germany, UK, France, Russia, Italy, Rest of Europe)
  • Asia-Pacific (China, Japan, South Korea, India, Southeast Asia, Rest of Asia-Pacific)
  • South America (Brazil, Argentina, Columbia, Rest of South America)
  • The Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria, South Africa, Rest of MEA)
Key Benefits of This Market Research:
  • Industry drivers, restraints, and opportunities covered in the study
  • Neutral perspective on the market performance
  • Recent industry trends and developments
  • Competitive landscape & strategies of key players
  • Potential & niche segments and regions exhibiting promising growth covered
  • Historical, current, and projected market size, in terms of value
  • In-depth analysis of the Personal Financial Services Market
  • Overview of the regional outlook of the Personal Financial Services Market:
Key Reasons to Buy this Report:
  • Access to date statistics compiled by our researchers. These provide you with historical and forecast data, which is analyzed to tell you why your market is set to change
  • This enables you to anticipate market changes to remain ahead of your competitors
  • You will be able to copy data from the Excel spreadsheet straight into your marketing plans, business presentations, or other strategic documents
  • The concise analysis, clear graph, and table format will enable you to pinpoint the information you require quickly
  • Provision of market value (USD Billion) data for each segment and sub-segment
  • Indicates the region and segment that is expected to witness the fastest growth as well as to dominate the market
  • Analysis by geography highlighting the consumption of the product/service in the region as well as indicating the factors that are affecting the market within each region
  • Competitive landscape which incorporates the market ranking of the major players, along with new service/product launches, partnerships, business expansions, and acquisitions in the past five years of companies profiled
  • Extensive company profiles comprising of company overview, company insights, product benchmarking, and SWOT analysis for the major market players
  • The current as well as the future market outlook of the industry concerning recent developments which involve growth opportunities and drivers as well as challenges and restraints of both emerging as well as developed regions
  • Includes in-depth analysis of the market from various perspectives through Porter’s five forces analysis
  • Provides insight into the market through Value Chain
  • Market dynamics scenario, along with growth opportunities of the market in the years to come
  • 6-month post-sales analyst support
Customization of the Report

In case of any queries or customization requirements, please connect with our sales team, who will ensure that your requirements are met.

Chapter Outline

Chapter 1 mainly introduces the statistical scope of the report, market division standards, and market research methods.

Chapter 2 is an executive summary of different market segments (by region, product type, application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the Personal Financial Services Market and its likely evolution in the short to mid-term, and long term.

Chapter 3 makes a detailed analysis of the market's competitive landscape of the market and provides the market share, capacity, output, price, latest development plan, merger, and acquisition information of the main manufacturers in the market.

Chapter 4 is the analysis of the whole market industrial chain, including the upstream and downstream of the industry, as well as Porter's five forces analysis.

Chapter 5 introduces the latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry.

Chapter 6 provides the analysis of various market segments according to product types, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.

Chapter 7 provides the analysis of various market segments according to application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.

Chapter 8 provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.

Chapter 9 introduces the basic situation of the main companies in the market in detail, including product sales revenue, sales volume, price, gross profit margin, market share, product introduction, recent development, etc.

Chapter 10 provides a quantitative analysis of the market size and development potential of each region in the next five years.

Chapter 11 provides a quantitative analysis of the market size and development potential of each market segment (product type and application) in the next five years.

Chapter 12 is the main points and conclusions of the report.
1 RESEARCH METHODOLOGY AND STATISTICAL SCOPE

1.1 Market Definition and Statistical Scope of Personal Financial Services
1.2 Key Market Segments
  1.2.1 Personal Financial Services Segment by Type
  1.2.2 Personal Financial Services Segment by Application
1.3 Methodology & Sources of Information
  1.3.1 Research Methodology
  1.3.2 Research Process
  1.3.3 Market Breakdown and Data Triangulation
  1.3.4 Base Year
  1.3.5 Report Assumptions & Caveats

2 PERSONAL FINANCIAL SERVICES MARKET OVERVIEW

2.1 Global Market Overview
2.2 Market Segment Executive Summary
2.3 Global Market Size by Region

3 PERSONAL FINANCIAL SERVICES MARKET COMPETITIVE LANDSCAPE

3.1 Global Personal Financial Services Revenue Market Share by Company (2019-2024)
3.2 Personal Financial Services Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Company Personal Financial Services Market Size Sites, Area Served, Product Type
3.4 Personal Financial Services Market Competitive Situation and Trends
  3.4.1 Personal Financial Services Market Concentration Rate
  3.4.2 Global 5 and 10 Largest Personal Financial Services Players Market Share by Revenue
  3.4.3 Mergers & Acquisitions, Expansion

4 PERSONAL FINANCIAL SERVICES VALUE CHAIN ANALYSIS

4.1 Personal Financial Services Value Chain Analysis
4.2 Midstream Market Analysis
4.3 Downstream Customer Analysis

5 THE DEVELOPMENT AND DYNAMICS OF PERSONAL FINANCIAL SERVICES MARKET

5.1 Key Development Trends
5.2 Driving Factors
5.3 Market Challenges
5.4 Market Restraints
5.5 Industry News
  5.5.1 Mergers & Acquisitions
  5.5.2 Expansions
  5.5.3 Collaboration/Supply Contracts
5.6 Industry Policies

6 PERSONAL FINANCIAL SERVICES MARKET SEGMENTATION BY TYPE

6.1 Evaluation Matrix of Segment Market Development Potential (Type)
6.2 Global Personal Financial Services Market Size Market Share by Type (2019-2024)
6.3 Global Personal Financial Services Market Size Growth Rate by Type (2019-2024)

7 PERSONAL FINANCIAL SERVICES MARKET SEGMENTATION BY APPLICATION

7.1 Evaluation Matrix of Segment Market Development Potential (Application)
7.2 Global Personal Financial Services Market Size (M USD) by Application (2019-2024)
7.3 Global Personal Financial Services Market Size Growth Rate by Application (2019-2024)

8 PERSONAL FINANCIAL SERVICES MARKET SEGMENTATION BY REGION

8.1 Global Personal Financial Services Market Size by Region
  8.1.1 Global Personal Financial Services Market Size by Region
  8.1.2 Global Personal Financial Services Market Size Market Share by Region
8.2 North America
  8.2.1 North America Personal Financial Services Market Size by Country
  8.2.2 U.S.
  8.2.3 Canada
  8.2.4 Mexico
8.3 Europe
  8.3.1 Europe Personal Financial Services Market Size by Country
  8.3.2 Germany
  8.3.3 France
  8.3.4 U.K.
  8.3.5 Italy
  8.3.6 Russia
8.4 Asia Pacific
  8.4.1 Asia Pacific Personal Financial Services Market Size by Region
  8.4.2 China
  8.4.3 Japan
  8.4.4 South Korea
  8.4.5 India
  8.4.6 Southeast Asia
8.5 South America
  8.5.1 South America Personal Financial Services Market Size by Country
  8.5.2 Brazil
  8.5.3 Argentina
  8.5.4 Columbia
8.6 Middle East and Africa
  8.6.1 Middle East and Africa Personal Financial Services Market Size by Region
  8.6.2 Saudi Arabia
  8.6.3 UAE
  8.6.4 Egypt
  8.6.5 Nigeria
  8.6.6 South Africa

9 KEY COMPANIES PROFILE

9.1 Mint
  9.1.1 Mint Personal Financial Services Basic Information
  9.1.2 Mint Personal Financial Services Product Overview
  9.1.3 Mint Personal Financial Services Product Market Performance
  9.1.4 Mint Personal Financial Services SWOT Analysis
  9.1.5 Mint Business Overview
  9.1.6 Mint Recent Developments
9.2 OfficeTime
  9.2.1 OfficeTime Personal Financial Services Basic Information
  9.2.2 OfficeTime Personal Financial Services Product Overview
  9.2.3 OfficeTime Personal Financial Services Product Market Performance
  9.2.4 Mint Personal Financial Services SWOT Analysis
  9.2.5 OfficeTime Business Overview
  9.2.6 OfficeTime Recent Developments
9.3 LearnVest
  9.3.1 LearnVest Personal Financial Services Basic Information
  9.3.2 LearnVest Personal Financial Services Product Overview
  9.3.3 LearnVest Personal Financial Services Product Market Performance
  9.3.4 Mint Personal Financial Services SWOT Analysis
  9.3.5 LearnVest Business Overview
  9.3.6 LearnVest Recent Developments
9.4 Quicken
  9.4.1 Quicken Personal Financial Services Basic Information
  9.4.2 Quicken Personal Financial Services Product Overview
  9.4.3 Quicken Personal Financial Services Product Market Performance
  9.4.4 Quicken Business Overview
  9.4.5 Quicken Recent Developments
9.5 YNAB
  9.5.1 YNAB Personal Financial Services Basic Information
  9.5.2 YNAB Personal Financial Services Product Overview
  9.5.3 YNAB Personal Financial Services Product Market Performance
  9.5.4 YNAB Business Overview
  9.5.5 YNAB Recent Developments
9.6 WalletHub
  9.6.1 WalletHub Personal Financial Services Basic Information
  9.6.2 WalletHub Personal Financial Services Product Overview
  9.6.3 WalletHub Personal Financial Services Product Market Performance
  9.6.4 WalletHub Business Overview
  9.6.5 WalletHub Recent Developments

10 PERSONAL FINANCIAL SERVICES REGIONAL MARKET FORECAST

10.1 Global Personal Financial Services Market Size Forecast
10.2 Global Personal Financial Services Market Forecast by Region
  10.2.1 North America Market Size Forecast by Country
  10.2.2 Europe Personal Financial Services Market Size Forecast by Country
  10.2.3 Asia Pacific Personal Financial Services Market Size Forecast by Region
  10.2.4 South America Personal Financial Services Market Size Forecast by Country
  10.2.5 Middle East and Africa Forecasted Consumption of Personal Financial Services by Country

11 FORECAST MARKET BY TYPE AND BY APPLICATION (2025-2030)

11.1 Global Personal Financial Services Market Forecast by Type (2025-2030)
11.2 Global Personal Financial Services Market Forecast by Application (2025-2030)

12 CONCLUSION AND KEY FINDINGS

LIST OF TABLES

Table 1. Introduction of the Type
Table 2. Introduction of the Application
Table 3. Market Size (M USD) Segment Executive Summary
Table 4. Personal Financial Services Market Size Comparison by Region (M USD)
Table 5. Global Personal Financial Services Revenue (M USD) by Company (2019-2024)
Table 6. Global Personal Financial Services Revenue Share by Company (2019-2024)
Table 7. Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Personal Financial Services as of 2022)
Table 8. Company Personal Financial Services Market Size Sites and Area Served
Table 9. Company Personal Financial Services Product Type
Table 10. Global Personal Financial Services Company Market Concentration Ratio (CR5 and HHI)
Table 11. Mergers & Acquisitions, Expansion Plans
Table 12. Value Chain Map of Personal Financial Services
Table 13. Midstream Market Analysis
Table 14. Downstream Customer Analysis
Table 15. Key Development Trends
Table 16. Driving Factors
Table 17. Personal Financial Services Market Challenges
Table 18. Global Personal Financial Services Market Size by Type (M USD)
Table 19. Global Personal Financial Services Market Size (M USD) by Type (2019-2024)
Table 20. Global Personal Financial Services Market Size Share by Type (2019-2024)
Table 21. Global Personal Financial Services Market Size Growth Rate by Type (2019-2024)
Table 22. Global Personal Financial Services Market Size by Application
Table 23. Global Personal Financial Services Market Size by Application (2019-2024) & (M USD)
Table 24. Global Personal Financial Services Market Share by Application (2019-2024)
Table 25. Global Personal Financial Services Market Size Growth Rate by Application (2019-2024)
Table 26. Global Personal Financial Services Market Size by Region (2019-2024) & (M USD)
Table 27. Global Personal Financial Services Market Size Market Share by Region (2019-2024)
Table 28. North America Personal Financial Services Market Size by Country (2019-2024) & (M USD)
Table 29. Europe Personal Financial Services Market Size by Country (2019-2024) & (M USD)
Table 30. Asia Pacific Personal Financial Services Market Size by Region (2019-2024) & (M USD)
Table 31. South America Personal Financial Services Market Size by Country (2019-2024) & (M USD)
Table 32. Middle East and Africa Personal Financial Services Market Size by Region (2019-2024) & (M USD)
Table 33. Mint Personal Financial Services Basic Information
Table 34. Mint Personal Financial Services Product Overview
Table 35. Mint Personal Financial Services Revenue (M USD) and Gross Margin (2019-2024)
Table 36. Mint Personal Financial Services SWOT Analysis
Table 37. Mint Business Overview
Table 38. Mint Recent Developments
Table 39. OfficeTime Personal Financial Services Basic Information
Table 40. OfficeTime Personal Financial Services Product Overview
Table 41. OfficeTime Personal Financial Services Revenue (M USD) and Gross Margin (2019-2024)
Table 42. Mint Personal Financial Services SWOT Analysis
Table 43. OfficeTime Business Overview
Table 44. OfficeTime Recent Developments
Table 45. LearnVest Personal Financial Services Basic Information
Table 46. LearnVest Personal Financial Services Product Overview
Table 47. LearnVest Personal Financial Services Revenue (M USD) and Gross Margin (2019-2024)
Table 48. Mint Personal Financial Services SWOT Analysis
Table 49. LearnVest Business Overview
Table 50. LearnVest Recent Developments
Table 51. Quicken Personal Financial Services Basic Information
Table 52. Quicken Personal Financial Services Product Overview
Table 53. Quicken Personal Financial Services Revenue (M USD) and Gross Margin (2019-2024)
Table 54. Quicken Business Overview
Table 55. Quicken Recent Developments
Table 56. YNAB Personal Financial Services Basic Information
Table 57. YNAB Personal Financial Services Product Overview
Table 58. YNAB Personal Financial Services Revenue (M USD) and Gross Margin (2019-2024)
Table 59. YNAB Business Overview
Table 60. YNAB Recent Developments
Table 61. WalletHub Personal Financial Services Basic Information
Table 62. WalletHub Personal Financial Services Product Overview
Table 63. WalletHub Personal Financial Services Revenue (M USD) and Gross Margin (2019-2024)
Table 64. WalletHub Business Overview
Table 65. WalletHub Recent Developments
Table 66. Global Personal Financial Services Market Size Forecast by Region (2025-2030) & (M USD)
Table 67. North America Personal Financial Services Market Size Forecast by Country (2025-2030) & (M USD)
Table 68. Europe Personal Financial Services Market Size Forecast by Country (2025-2030) & (M USD)
Table 69. Asia Pacific Personal Financial Services Market Size Forecast by Region (2025-2030) & (M USD)
Table 70. South America Personal Financial Services Market Size Forecast by Country (2025-2030) & (M USD)
Table 71. Middle East and Africa Personal Financial Services Market Size Forecast by Country (2025-2030) & (M USD)
Table 72. Global Personal Financial Services Market Size Forecast by Type (2025-2030) & (M USD)
Table 73. Global Personal Financial Services Market Size Forecast by Application (2025-2030) & (M USD)

LIST OF FIGURES

Figure 1. Industrial Chain of Personal Financial Services
Figure 2. Data Triangulation
Figure 3. Key Caveats
Figure 4. Global Personal Financial Services Market Size (M USD), 2019-2030
Figure 5. Global Personal Financial Services Market Size (M USD) (2019-2030)
Figure 6. Evaluation Matrix of Segment Market Development Potential (Type)
Figure 7. Evaluation Matrix of Segment Market Development Potential (Application)
Figure 8. Evaluation Matrix of Regional Market Development Potential
Figure 9. Personal Financial Services Market Size by Country (M USD)
Figure 10. Global Personal Financial Services Revenue Share by Company in 2023
Figure 11. Personal Financial Services Market Share by Company Type (Tier 1, Tier 2 and Tier 3): 2023
Figure 12. The Global 5 and 10 Largest Players: Market Share by Personal Financial Services Revenue in 2023
Figure 13. Evaluation Matrix of Segment Market Development Potential (Type)
Figure 14. Global Personal Financial Services Market Share by Type
Figure 15. Market Size Share of Personal Financial Services by Type (2019-2024)
Figure 16. Market Size Market Share of Personal Financial Services by Type in 2022
Figure 17. Global Personal Financial Services Market Size Growth Rate by Type (2019-2024)
Figure 18. Evaluation Matrix of Segment Market Development Potential (Application)
Figure 19. Global Personal Financial Services Market Share by Application
Figure 20. Global Personal Financial Services Market Share by Application (2019-2024)
Figure 21. Global Personal Financial Services Market Share by Application in 2022
Figure 22. Global Personal Financial Services Market Size Growth Rate by Application (2019-2024)
Figure 23. Global Personal Financial Services Market Size Market Share by Region (2019-2024)
Figure 24. North America Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 25. North America Personal Financial Services Market Size Market Share by Country in 2023
Figure 26. U.S. Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 27. Canada Personal Financial Services Market Size (M USD) and Growth Rate (2019-2024)
Figure 28. Mexico Personal Financial Services Market Size (Units) and Growth Rate (2019-2024)
Figure 29. Europe Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 30. Europe Personal Financial Services Market Size Market Share by Country in 2023
Figure 31. Germany Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 32. France Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 33. U.K. Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 34. Italy Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 35. Russia Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 36. Asia Pacific Personal Financial Services Market Size and Growth Rate (M USD)
Figure 37. Asia Pacific Personal Financial Services Market Size Market Share by Region in 2023
Figure 38. China Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 39. Japan Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 40. South Korea Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 41. India Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 42. Southeast Asia Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 43. South America Personal Financial Services Market Size and Growth Rate (M USD)
Figure 44. South America Personal Financial Services Market Size Market Share by Country in 2023
Figure 45. Brazil Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 46. Argentina Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 47. Columbia Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 48. Middle East and Africa Personal Financial Services Market Size and Growth Rate (M USD)
Figure 49. Middle East and Africa Personal Financial Services Market Size Market Share by Region in 2023
Figure 50. Saudi Arabia Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 51. UAE Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 52. Egypt Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 53. Nigeria Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 54. South Africa Personal Financial Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 55. Global Personal Financial Services Market Size Forecast by Value (2019-2030) & (M USD)
Figure 56. Global Personal Financial Services Market Share Forecast by Type (2025-2030)
Figure 57. Global Personal Financial Services Market Share Forecast by Application (2025-2030)


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