2015-2027 Global Robo-advisory software Industry Market Research Report, Segment by Player, Type, Application, Marketing Channel, and Region

April 2020 | 109 pages | ID: 274597E31A7AEN
Maia Research

Abstracts

The worldwide market for Robo-advisory software is estimated to grow at a CAGR of roughly X.X% in the next 8 years, and will reach X.X million US$ in 2027, from X.X million US$ in 2020.

The report covers market size status and forecast, value chain analysis, market segmentation of Top countries in Major Regions, such as North America, Europe, Asia-Pacific, Latin America and Middle East & Africa, by type, application and marketing channel. In addition, the report focuses on the driving factors, restraints, opportunities and PEST analysis of major regions.

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

Major Types Covered
Free
Charge

Major Applications Covered
Financial
Retail
Education
Others

Top Countries Data Covered in This Report
United States
Canada
Germany
UK
France
Italy
Spain
Russia
Netherlands
Turkey
Switzerland
Sweden
Poland
Belgium
China
Japan
South Korea
Australia
India
Taiwan
Indonesia
Thailand
Philippines
Malaysia
Brazil
Mexico
Argentina
Columbia
Chile
Saudi Arabia
UAE
Egypt
Nigeria
South Africa

Years considered for this report:
Historical Years: 2015-2019
Base Year: 2019
Estimated Year: 2020
Forecast Period: 2020-2027

Contents

1 INTRODUCTION

1.1 Objective of the Study
1.2 Definition of the Market
1.3 Market Scope
  1.3.1 Market Segment by Type, Application and Marketing Channel
  1.3.2 Major Regions Covered (North America, Europe, Asia Pacific, Mid East & Africa)
1.4 Years Considered for the Study (2015-2027)
1.5 Currency Considered (U.S. Dollar)
1.6 Stakeholders

2 KEY FINDINGS OF THE STUDY

3 MARKET DYNAMICS

3.1 Driving Factors for this Market
3.2 Factors Challenging the Market
3.3 Opportunities of the Global Robo-advisory software Market (Regions, Growing/Emerging Downstream Market Analysis)
3.4 Technological and Market Developments in the Robo-advisory software Market
3.5 Industry News by Region
3.6 Regulatory Scenario by Region/Country
3.7 Market Investment Scenario Strategic Recommendations Analysis

4 VALUE CHAIN OF THE ROBO-ADVISORY SOFTWARE MARKET

4.1 Value Chain Status
4.2 Upstream Raw Material Analysis
4.3 Midstream Major Company Analysis (by Manufacturing Base, by Product Type)
4.4 Distributors/Traders
4.5 Downstream Major Customer Analysis (by Region)

5 GLOBAL ROBO-ADVISORY SOFTWARE MARKET-SEGMENTATION BY TYPE

5.1 Free
5.2 Charge

6 GLOBAL ROBO-ADVISORY SOFTWARE MARKET-SEGMENTATION BY APPLICATION

6.1 Financial
6.2 Retail
6.3 Education
6.4 Others

7 GLOBAL ROBO-ADVISORY SOFTWARE MARKET-SEGMENTATION BY MARKETING CHANNEL

7.1 Traditional Marketing Channel (Offline)
7.2 Online Channel

8 COMPETITIVE INTELLIGENCE – COMPANY PROFILES

8.1 SoFi Wealth
  8.1.1 SoFi Wealth Profile
  8.1.2 SoFi Wealth Sales, Growth Rate and Global Market Share from 2015-2020
  8.1.3 SoFi Wealth Product/Solution Launches and Enhancements Analysis
  8.1.4 SoFi Wealth Business Overview/Recent Development/Acquisitions
8.2 Schwab Intelligent Portfolios
  8.2.1 Schwab Intelligent Portfolios Profile
  8.2.2 Schwab Intelligent Portfolios Sales, Growth Rate and Global Market Share from 2015-2020
  8.2.3 Schwab Intelligent Portfolios Product/Solution Launches and Enhancements Analysis
  8.2.4 Schwab Intelligent Portfolios Business Overview/Recent Development/Acquisitions
8.3 Vanguard Personal Advisor
  8.3.1 Vanguard Personal Advisor Profile
  8.3.2 Vanguard Personal Advisor Sales, Growth Rate and Global Market Share from 2015-2020
  8.3.3 Vanguard Personal Advisor Product/Solution Launches and Enhancements Analysis
  8.3.4 Vanguard Personal Advisor Business Overview/Recent Development/Acquisitions
8.4 Personal Capital
  8.4.1 Personal Capital Profile
  8.4.2 Personal Capital Sales, Growth Rate and Global Market Share from 2015-2020
  8.4.3 Personal Capital Product/Solution Launches and Enhancements Analysis
  8.4.4 Personal Capital Business Overview/Recent Development/Acquisitions
8.5 Wealthsimple
  8.5.1 Wealthsimple Profile
  8.5.2 Wealthsimple Sales, Growth Rate and Global Market Share from 2015-2020
  8.5.3 Wealthsimple Product/Solution Launches and Enhancements Analysis
  8.5.4 Wealthsimple Business Overview/Recent Development/Acquisitions
8.6 FutureAdvisor
  8.6.1 FutureAdvisor Profile
  8.6.2 FutureAdvisor Sales, Growth Rate and Global Market Share from 2015-2020
  8.6.3 FutureAdvisor Product/Solution Launches and Enhancements Analysis
  8.6.4 FutureAdvisor Business Overview/Recent Development/Acquisitions
8.7 Wealthfront
  8.7.1 Wealthfront Profile
  8.7.2 Wealthfront Sales, Growth Rate and Global Market Share from 2015-2020
  8.7.3 Wealthfront Product/Solution Launches and Enhancements Analysis
  8.7.4 Wealthfront Business Overview/Recent Development/Acquisitions
8.8 Betterment
  8.8.1 Betterment Profile
  8.8.2 Betterment Sales, Growth Rate and Global Market Share from 2015-2020
  8.8.3 Betterment Product/Solution Launches and Enhancements Analysis
  8.8.4 Betterment Business Overview/Recent Development/Acquisitions
8.9 SigFig Wealth Management
  8.9.1 SigFig Wealth Management Profile
  8.9.2 SigFig Wealth Management Sales, Growth Rate and Global Market Share from 2015-2020
  8.9.3 SigFig Wealth Management Product/Solution Launches and Enhancements Analysis
  8.9.4 SigFig Wealth Management Business Overview/Recent Development/Acquisitions
8.10 Ellevest
  8.10.1 Ellevest Profile
  8.10.2 Ellevest Sales, Growth Rate and Global Market Share from 2015-2020
  8.10.3 Ellevest Product/Solution Launches and Enhancements Analysis
  8.10.4 Ellevest Business Overview/Recent Development/Acquisitions
8.11 WiseBanyan
  8.11.1 WiseBanyan Profile
  8.11.2 WiseBanyan Sales, Growth Rate and Global Market Share from 2015-2020
  8.11.3 WiseBanyan Product/Solution Launches and Enhancements Analysis
  8.11.4 WiseBanyan Business Overview/Recent Development/Acquisitions

9 GLOBAL ROBO-ADVISORY SOFTWARE MARKET-SEGMENTATION BY GEOGRAPHY

10 NORTH AMERICA

10.1 North America Robo-advisory software Production, Ex-factory Price, Revenue, Gross Margin (%) and Gross Analysis from 2015-2020
10.2 North America Robo-advisory software Consumption, Terminal Price, Consumption Value and Channel Margin Analysis from 2015-2020
10.3 North America Robo-advisory software Production Analysis from 2015-2020
10.4 North America Robo-advisory software Consumption Analysis from 2015-2020
10.5 North America Robo-advisory software Import and Export from 2015-2020
10.6 North America Robo-advisory software Value, Production and Market Share by Type (2015-2020)
10.7 North America Robo-advisory software Consumption, Value and Market Share by Application (2015-2020)
10.8 North America Robo-advisory software by Country (United States, Canada)
  10.8.1 North America Robo-advisory software Sales by Country (2015-2020)
  10.8.2 North America Robo-advisory software Consumption Value by Country (2015-2020)
10.9 North America Robo-advisory software Market PEST Analysis

11 EUROPE

11.1 Europe Robo-advisory software Production, Ex-factory Price, Revenue, Gross Margin (%) and Gross Analysis from 2015-2020
11.2 Europe Robo-advisory software Consumption, Terminal Price, Consumption Value and Channel Margin Analysis from 2015-2020
11.3 Europe Robo-advisory software Production Analysis from 2015-2020
11.4 Europe Robo-advisory software Consumption Analysis from 2015-2020
11.5 Europe Robo-advisory software Import and Export from 2015-2020
11.6 Europe Robo-advisory software Value, Production and Market Share by Type (2015-2020)
11.7 Europe Robo-advisory software Consumption, Value and Market Share by Application (2015-2020)
11.8 Europe Robo-advisory software by Country (Germany, UK, France, Italy, Spain, Russia, Netherlands, Turkey, Switzerland, Sweden, Poland, Belgium)
  11.8.1 Europe Robo-advisory software Sales by Country (2015-2020)
  11.8.2 Europe Robo-advisory software Consumption Value by Country (2015-2020)
11.9 Europe Robo-advisory software Market PEST Analysis

12 ASIA-PACIFIC

12.1 Asia-Pacific Robo-advisory software Production, Ex-factory Price, Revenue, Gross Margin (%) and Gross Analysis from 2015-2020
12.2 Asia-Pacific Robo-advisory software Consumption, Terminal Price, Consumption Value and Channel Margin Analysis from 2015-2020
12.3 Asia-Pacific Robo-advisory software Production Analysis from 2015-2020
12.4 Asia-Pacific Robo-advisory software Consumption Analysis from 2015-2020
12.5 Asia-Pacific Robo-advisory software Import and Export from 2015-2020
12.6 Asia-Pacific Robo-advisory software Value, Production and Market Share by Type (2015-2020)
12.7 Asia-Pacific Robo-advisory software Consumption, Value and Market Share by Application (2015-2020)
12.8 Asia-Pacific Robo-advisory software by Country (China, Japan, South Korea, Australia, India, Taiwan, Indonesia, Thailand, Philippines, Malaysia)
  12.8.1 Asia-Pacific Robo-advisory software Sales by Country (2015-2020)
  12.8.2 Asia-Pacific Robo-advisory software Consumption Value by Country (2015-2020)
12.9 Asia-Pacific Robo-advisory software Market PEST Analysis

13 LATIN AMERICA

13.1 Latin America Robo-advisory software Production, Ex-factory Price, Revenue, Gross Margin (%) and Gross Analysis from 2015-2020
13.2 Latin America Robo-advisory software Consumption, Terminal Price, Consumption Value and Channel Margin Analysis from 2015-2020
13.3 Latin America Robo-advisory software Production Analysis from 2015-2020
13.4 Latin America Robo-advisory software Consumption Analysis from 2015-2020
13.5 Latin America Robo-advisory software Import and Export from 2015-2020
13.6 Latin America Robo-advisory software Value, Production and Market Share by Type (2015-2020)
13.7 Latin America Robo-advisory software Consumption, Value and Market Share by Application (2015-2020)
13.8 Latin America Robo-advisory software by Country (Brazil, Mexico, Argentina, Columbia, Chile)
  13.8.1 Latin America Robo-advisory software Sales by Country (2015-2020)
  13.8.2 Latin America Robo-advisory software Consumption Value by Country (2015-2020)
13.9 Latin America Robo-advisory software Market PEST Analysis

14 MIDDLE EAST & AFRICA

14.1 Middle East & Africa Robo-advisory software Production, Ex-factory Price, Revenue, Gross Margin (%) and Gross Analysis from 2015-2020
14.2 Middle East & Africa Robo-advisory software Consumption, Terminal Price, Consumption Value and Channel Margin Analysis from 2015-2020
14.3 Middle East & Africa Robo-advisory software Production Analysis from 2015-2020
14.4 Middle East & Africa Robo-advisory software Consumption Analysis from 2015-2020
14.5 Middle East & Africa Robo-advisory software Import and Export from 2015-2020
14.6 Middle East & Africa Robo-advisory software Value, Production and Market Share by Type (2015-2020)
14.7 Middle East & Africa Robo-advisory software Consumption, Value and Market Share by Application (2015-2020)
14.8 Middle East & Africa Robo-advisory software by Country (Saudi Arabia, UAE, Egypt, Nigeria, South Africa)
  14.8.1 Middle East & Africa Robo-advisory software Sales by Country (2015-2020)
  14.8.2 Middle East & Africa Robo-advisory software Consumption Value by Country (2015-2020)
14.9 Middle East & Africa Robo-advisory software Market PEST Analysis

15 FUTURE FORECAST OF THE GLOBAL ROBO-ADVISORY SOFTWARE MARKET FROM 2020-2027

15.1 Future Forecast of the Global Robo-advisory software Market from 2020-2027 Segment by Region
15.2 Global Robo-advisory software Production and Growth Rate Forecast by Type (2020-2027)
15.3 Global Robo-advisory software Consumption and Growth Rate Forecast by Application (2020-2027)

16 APPENDIX

16.1 Methodology
16.2 Research Data Source

List Of Tables

LIST OF TABLES AND FIGURES

Global Robo-advisory software Market Value ($) and Growth Rate of Robo-advisory software from 2015-2027
Global Robo-advisory software Production and Growth Rate Segment by Product Type from 2015-2027
Global Robo-advisory software Consumption and Growth Rate Segment by Application from 2015-2027
Figure Robo-advisory software Picture
Table Product Specifications of Robo-advisory software
Table Driving Factors for this Market
Table Industry News of Robo-advisory software Market
Figure Value Chain Status of Robo-advisory software
Table Midstream Major Company Analysis (by Manufacturing Base, by Product Type)
Table Distributors/Traders
Table Downstream Major Customer Analysis (by Region, by Preference)
Table Global Robo-advisory software Production and Growth Rate Segment by Product Type from 2015-2020
Table Global Robo-advisory software Value ($) and Growth Rate Segment by Product Type from 2015-2020
Figure Free of Robo-advisory software
Figure Charge of Robo-advisory software
Table Global Robo-advisory software Consumption and Growth Rate Segment by Application from 2015-2020
Table Global Robo-advisory software Value ($) and Growth Rate Segment by Application from 2015-2020
Figure Financial of Robo-advisory software
Figure Retail of Robo-advisory software
Figure Education of Robo-advisory software
Figure Others of Robo-advisory software
Table Global Robo-advisory software Consumption and Growth Rate Segment by Marketing Channel from 2015-2020
Table Global Robo-advisory software Value ($) and Growth Rate Segment by Marketing Channel from 2015-2020
Figure Traditional Marketing Channel (Offline) of Robo-advisory software
Figure Online Channel of Robo-advisory software
Table SoFi Wealth Profile (Company Name, Plants Distribution, Sales Region)
Figure SoFi Wealth Sales and Growth Rate from 2015-2020
Figure SoFi Wealth Revenue ($) and Global Market Share from 2015-2020
Table SoFi Wealth Robo-advisory software Sales, Price, Revenue, Gross Margin (2015-2020)
Table Schwab Intelligent Portfolios Profile (Company Name, Plants Distribution, Sales Region)
Figure Schwab Intelligent Portfolios Sales and Growth Rate from 2015-2020
Figure Schwab Intelligent Portfolios Revenue ($) and Global Market Share from 2015-2020
Table Schwab Intelligent Portfolios Robo-advisory software Sales, Price, Revenue, Gross Margin (2015-2020)
Table Vanguard Personal Advisor Profile (Company Name, Plants Distribution, Sales Region)
Figure Vanguard Personal Advisor Sales and Growth Rate from 2015-2020
Figure Vanguard Personal Advisor Revenue ($) and Global Market Share from 2015-2020
Table Vanguard Personal Advisor Robo-advisory software Sales, Price, Revenue, Gross Margin (2015-2020)
Table Personal Capital Profile (Company Name, Plants Distribution, Sales Region)
Figure Personal Capital Sales and Growth Rate from 2015-2020
Figure Personal Capital Revenue ($) and Global Market Share from 2015-2020
Table Personal Capital Robo-advisory software Sales, Price, Revenue, Gross Margin (2015-2020)
Table Wealthsimple Profile (Company Name, Plants Distribution, Sales Region)
Figure Wealthsimple Sales and Growth Rate from 2015-2020
Figure Wealthsimple Revenue ($) and Global Market Share from 2015-2020
Table Wealthsimple Robo-advisory software Sales, Price, Revenue, Gross Margin (2015-2020)
Table FutureAdvisor Profile (Company Name, Plants Distribution, Sales Region)
Figure FutureAdvisor Sales and Growth Rate from 2015-2020
Figure FutureAdvisor Revenue ($) and Global Market Share from 2015-2020
Table FutureAdvisor Robo-advisory software Sales, Price, Revenue, Gross Margin (2015-2020)
Table Wealthfront Profile (Company Name, Plants Distribution, Sales Region)
Figure Wealthfront Sales and Growth Rate from 2015-2020
Figure Wealthfront Revenue ($) and Global Market Share from 2015-2020
Table Wealthfront Robo-advisory software Sales, Price, Revenue, Gross Margin (2015-2020)
Table Betterment Profile (Company Name, Plants Distribution, Sales Region)
Figure Betterment Sales and Growth Rate from 2015-2020
Figure Betterment Revenue ($) and Global Market Share from 2015-2020
Table Betterment Robo-advisory software Sales, Price, Revenue, Gross Margin (2015-2020)
Table SigFig Wealth Management Profile (Company Name, Plants Distribution, Sales Region)
Figure SigFig Wealth Management Sales and Growth Rate from 2015-2020
Figure SigFig Wealth Management Revenue ($) and Global Market Share from 2015-2020
Table SigFig Wealth Management Robo-advisory software Sales, Price, Revenue, Gross Margin (2015-2020)
Table Ellevest Profile (Company Name, Plants Distribution, Sales Region)
Figure Ellevest Sales and Growth Rate from 2015-2020
Figure Ellevest Revenue ($) and Global Market Share from 2015-2020
Table Ellevest Robo-advisory software Sales, Price, Revenue, Gross Margin (2015-2020)
Table WiseBanyan Profile (Company Name, Plants Distribution, Sales Region)
Figure WiseBanyan Sales and Growth Rate from 2015-2020
Figure WiseBanyan Revenue ($) and Global Market Share from 2015-2020
Table WiseBanyan Robo-advisory software Sales, Price, Revenue, Gross Margin (2015-2020)
Table Global Robo-advisory software Production Value ($) by Region from 2015-2020
Table Global Robo-advisory software Production Value Share by Region from 2015-2020
Table Global Robo-advisory software Production by Region from 2015-2020
Table Global Robo-advisory software Consumption Value ($) by Region from 2015-2020
Table Global Robo-advisory software Consumption by Region from 2015-2020
Table North America Robo-advisory software Production, Ex-factory Price Revenue ($), Gross Margin (%) and Gross ($) Analysis from 2015-2020
Table North America Robo-advisory software Consumption, Terminal Price, Consumption Value ($) and Channel Margin Analysis from 2015-2020
Table North America Robo-advisory software Import and Export from 2015-2020
Table North America Robo-advisory software Value ($) by Type (2015-2020)
Table North America Robo-advisory software Production by Type (2015-2020)
Table North America Robo-advisory software Consumption by Application (2015-2020)
Table North America Robo-advisory software Consumption by Country (2015-2020)
Table North America Robo-advisory software Consumption Value ($) by Country (2015-2020)
Figure North America Robo-advisory software Market PEST Analysis
Table Europe Robo-advisory software Production, Ex-factory Price Revenue ($), Gross Margin (%) and Gross ($) Analysis from 2015-2020
Table Europe Robo-advisory software Consumption, Terminal Price, Consumption Value ($) and Channel Margin Analysis from 2015-2020
Table Europe Robo-advisory software Import and Export from 2015-2020
Table Europe Robo-advisory software Value ($) by Type (2015-2020)
Table Europe Robo-advisory software Production by Type (2015-2020)
Table Europe Robo-advisory software Consumption by Application (2015-2020)
Table Europe Robo-advisory software Consumption by Country (2015-2020)
Table Europe Robo-advisory software Consumption Value ($) by Country (2015-2020)
Figure Europe Robo-advisory software Market PEST Analysis
Table Asia-Pacific Robo-advisory software Production, Ex-factory Price Revenue ($), Gross Margin (%) and Gross ($) Analysis from 2015-2020
Table Asia-Pacific Robo-advisory software Consumption, Terminal Price, Consumption Value ($) and Channel Margin Analysis from 2015-2020
Table Asia-Pacific Robo-advisory software Import and Export from 2015-2020
Table Asia-Pacific Robo-advisory software Value ($) by Type (2015-2020)
Table Asia-Pacific Robo-advisory software Production by Type (2015-2020)
Table Asia-Pacific Robo-advisory software Consumption by Application (2015-2020)
Table Asia-Pacific Robo-advisory software Consumption by Country (2015-2020)
Table Asia-Pacific Robo-advisory software Consumption Value ($) by Country (2015-2020)
Figure Asia-Pacific Robo-advisory software Market PEST Analysis
Table Latin America Robo-advisory software Production, Ex-factory Price Revenue ($), Gross Margin (%) and Gross ($) Analysis from 2015-2020
Table Latin America Robo-advisory software Consumption, Terminal Price, Consumption Value ($) and Channel Margin Analysis from 2015-2020
Table Latin America Robo-advisory software Import and Export from 2015-2020
Table Latin America Robo-advisory software Value ($) by Type (2015-2020)
Table Latin America Robo-advisory software Production by Type (2015-2020)
Table Latin America Robo-advisory software Consumption by Application (2015-2020)
Table Latin America Robo-advisory software Consumption by Country (2015-2020)
Table Latin America Robo-advisory software Consumption Value ($) by Country (2015-2020)
Figure Latin America Robo-advisory software Market PEST Analysis
Table Middle East & Africa Robo-advisory software Production, Ex-factory Price Revenue ($), Gross Margin (%) and Gross ($) Analysis from 2015-2020
Table Middle East & Africa Robo-advisory software Consumption, Terminal Price, Consumption Value ($) and Channel Margin Analysis from 2015-2020
Table Middle East & Africa Robo-advisory software Import and Export from 2015-2020
Table Middle East & Africa Robo-advisory software Value ($) by Type (2015-2020)
Table Middle East & Africa Robo-advisory software Production by Type (2015-2020)
Table Middle East & Africa Robo-advisory software Consumption by Application (2015-2020)
Table Middle East & Africa Robo-advisory software Consumption by Country (2015-2020)
Table Middle East & Africa Robo-advisory software Consumption Value ($) by Country (2015-2020)
Figure Middle East & Africa Robo-advisory software Market PEST Analysis
Table Global Robo-advisory software Value ($) and Growth Rate Forecast by Region (2020-2027)
Table Global Robo-advisory software Production and Growth Rate Forecast by Region (2020-2027)
Table Global Robo-advisory software Consumption and Growth Rate Forecast by Region (2020-2027)
Table Global Robo-advisory software Production and Growth Rate Forecast by Type (2020-2027)
Table Global Robo-advisory software Consumption and Growth Rate Forecast by Application (2020-2027)