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Global Robo-advisory Market Size, Industry Analysis By Segmentations, Top Key Players, Trends, Future Development & Forecast 2024-2035

  • PUBLISHED ON
  • 9/22/2022
  • NO OF PAGES
  • 251
  • CATEGORY
  • Banking & Finance
The Robo-advisory market report is a perfect foundation for people looking out for a comprehensive study and analysis of the Robo-advisory market. On the basis of historic growth analysis and current scenario of Robo-advisory market place, the report intends to offer actionable insights and outlook on global / regional market growth projections. Authenticated data presented in report is based on findings of extensive primary and secondary research. Insights drawn from data serve as excellent tool that facilitate deeper understanding of multiple aspects of global Robo-advisory market. These further helps users with their developmental strategy.

This report examines all the key factors influencing growth of global Robo-advisory market, including demand-supply scenario, pricing structure, profit margins, production and value chain / ecosystem analysis. Regional assessment of global Robo-advisory market unlocks a plethora of untapped opportunities in regional and domestic market places. Detailed company profiling enables users to evaluate company shares analysis, emerging product lines, scope of NPD in new markets, pricing strategies, innovation possibilities and much more.

Global Robo-advisory Market: Major Players
Fidelity
Ally
SoFi Invest
Betterment LLC
Voya Financial
M1 Finance
Axos Invest, Inc.
Ally
SigFig Wealth Management, LLC
Nutmeg Saving and Investment Limited
Ellevest
TD Ameritrade
Charles Schwab Intelligent Portfolios
Wealthfront Corporation

Global Robo-advisory Market: By Types
Robo-advisors
Hybrid Robo -advisors

Global Robo-advisory Market: By Applications
Tax-Loss Harvesting
Retirement Planning
Investment Advisors
Wealth Management
Business to Business Robo Advisors
Personal Financial Advisors



Global Robo-advisory Market: Regional Analysis
All the regional segmentation has been studied based on recent and future trends, and the market is forecasted throughout the prediction period. The countries covered in the regional analysis of the Global Robo-advisory market report are U.S., Canada, and Mexico in North America, Germany, France, U.K., Russia, Italy, Spain, Turkey, Netherlands, Switzerland, Belgium, and Rest of Europe in Europe, Singapore, Malaysia, Australia, Thailand, Indonesia, Philippines, China, Japan, India, South Korea, Rest of Asia-Pacific (APAC) in the Asia-Pacific (APAC), Saudi Arabia, U.A.E, South Africa, Egypt, Israel, Rest of Middle East and Africa (MEA) as a part of Middle East and Africa (MEA), and Argentina, Brazil, and Rest of South America as part of South America.

Global Robo-advisory Market: Market Size Estimation
Both the top-down and bottom-up approaches were used to estimate and validate the size of the market and to estimate the size of various other dependent sub-markets of various marketspaces. The key players in the markets are identified through secondary research, and their market contributions in different applications across regions and globally were determined through primary and secondary research. This entire process included the study of the annual and financial reports of the top market players and extensive interviews for key insights with industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares, splits, and breakdowns were determined using secondary sources and verified through primary sources. All the possible parameters that affect the market covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analysed to arrive at the final quantitative and qualitative data. This data has been consolidated, and detailed inputs and analysis from Analytics Market Research added before being presented in this report.

Frequently Asked Questions
• What is the market size and growth projections?
• What is the market size and growth projection for each of the market segments and sub-segments across Countries & Regions?
• What are the top performing segments, and countries / regions of each of the markets?
• What is the market size and growth rate across key countries / regions?
• How big is the global & regional market in terms of revenue and volume?
• How far market will grow in forecast period in terms of revenue and volume?
• What factors will influence demand and supply trends across each markets during the forecast period?
• What are the technology trends shaping various markets?
• Which country / region has more opportunities?
• What is the COVID-19 impact on the market and how long will it take to recover?
• Who are the key competitors of market Players?
• What are the market share (%) of Key Players?
• What are the Merger & Acquisition, New Product Launch, Recent Development within each of the Markets?
• What are PEST analysis, Ecosystem Analysis, Porter's Five Forecast Analysis, Ansoff Matrix, and SWOT Analysis among other analyses for diverse markets?
Base Year: 2023
Historic Year: 2016-2022
Forecast: 2024-2035


1 Robo-advisory Market Definition and Overview
1.1 Objectives of the Study
1.2 Overview of Robo-advisory
1.3 Robo-advisory Market Scope and Market Size Estimation
1.4 Market Segmentation
1.4.1 Types of Robo-advisory
1.4.2 Applications of Robo-advisory
1.5 Market Exchange Rate

2 Research Method and Logic
2.1 Methodology
2.2 Research Data Source

3 Market Competition Analysis
3.1 Fidelity Market Performance Analysis
3.1.1 Fidelity Basic Information
3.1.2 Product and Service Analysis
3.1.3 Strategies for Company to Deal with the Impact of COVID-19
3.1.4 Fidelity Sales, Value, Price, Gross Margin 2016-2021
3.2 Ally Market Performance Analysis
3.2.1 Ally Basic Information
3.2.2 Product and Service Analysis
3.2.3 Strategies for Company to Deal with the Impact of COVID-19
3.2.4 Ally Sales, Value, Price, Gross Margin 2016-2021
3.3 SoFi Invest Market Performance Analysis
3.3.1 SoFi Invest Basic Information
3.3.2 Product and Service Analysis
3.3.3 Strategies for Company to Deal with the Impact of COVID-19
3.3.4 SoFi Invest Sales, Value, Price, Gross Margin 2016-2021
3.4 Betterment LLC Market Performance Analysis
3.4.1 Betterment LLC Basic Information
3.4.2 Product and Service Analysis
3.4.3 Strategies for Company to Deal with the Impact of COVID-19
3.4.4 Betterment LLC Sales, Value, Price, Gross Margin 2016-2021
3.5 Voya Financial Market Performance Analysis
3.5.1 Voya Financial Basic Information
3.5.2 Product and Service Analysis
3.5.3 Strategies for Company to Deal with the Impact of COVID-19
3.5.4 Voya Financial Sales, Value, Price, Gross Margin 2016-2021
3.6 M1 Finance Market Performance Analysis
3.6.1 M1 Finance Basic Information
3.6.2 Product and Service Analysis
3.6.3 Strategies for Company to Deal with the Impact of COVID-19
3.6.4 M1 Finance Sales, Value, Price, Gross Margin 2016-2021
3.7 Axos Invest, Inc. Market Performance Analysis
3.7.1 Axos Invest, Inc. Basic Information
3.7.2 Product and Service Analysis
3.7.3 Strategies for Company to Deal with the Impact of COVID-19
3.7.4 Axos Invest, Inc. Sales, Value, Price, Gross Margin 2016-2021
3.8 Ally Market Performance Analysis
3.8.1 Ally Basic Information
3.8.2 Product and Service Analysis
3.8.3 Strategies for Company to Deal with the Impact of COVID-19
3.8.4 Ally Sales, Value, Price, Gross Margin 2016-2021
3.9 SigFig Wealth Management, LLC Market Performance Analysis
3.9.1 SigFig Wealth Management, LLC Basic Information
3.9.2 Product and Service Analysis
3.9.3 Strategies for Company to Deal with the Impact of COVID-19
3.9.4 SigFig Wealth Management, LLC Sales, Value, Price, Gross Margin 2016-2021
3.10 Nutmeg Saving and Investment Limited Market Performance Analysis
3.10.1 Nutmeg Saving and Investment Limited Basic Information
3.10.2 Product and Service Analysis
3.10.3 Strategies for Company to Deal with the Impact of COVID-19
3.10.4 Nutmeg Saving and Investment Limited Sales, Value, Price, Gross Margin 2016-2021
3.11 Ellevest Market Performance Analysis
3.11.1 Ellevest Basic Information
3.11.2 Product and Service Analysis
3.11.3 Strategies for Company to Deal with the Impact of COVID-19
3.11.4 Ellevest Sales, Value, Price, Gross Margin 2016-2021
3.12 TD Ameritrade Market Performance Analysis
3.12.1 TD Ameritrade Basic Information
3.12.2 Product and Service Analysis
3.12.3 Strategies for Company to Deal with the Impact of COVID-19
3.12.4 TD Ameritrade Sales, Value, Price, Gross Margin 2016-2021
3.13 Charles Schwab Intelligent Portfolios Market Performance Analysis
3.13.1 Charles Schwab Intelligent Portfolios Basic Information
3.13.2 Product and Service Analysis
3.13.3 Strategies for Company to Deal with the Impact of COVID-19
3.13.4 Charles Schwab Intelligent Portfolios Sales, Value, Price, Gross Margin 2016-2021
3.14 Wealthfront Corporation Market Performance Analysis
3.14.1 Wealthfront Corporation Basic Information
3.14.2 Product and Service Analysis
3.14.3 Strategies for Company to Deal with the Impact of COVID-19
3.14.4 Wealthfront Corporation Sales, Value, Price, Gross Margin 2016-2021

4 Market Segment by Type, Historical Data and Market Forecasts
4.1 Global Robo-advisory Production and Value by Type
4.1.1 Global Robo-advisory Production by Type 2016-2021
4.1.2 Global Robo-advisory Market Value by Type 2016-2021
4.2 Global Robo-advisory Market Production, Value and Growth Rate by Type 2016-2021
4.2.1 Robo-advisors Market Production, Value and Growth Rate
4.2.2 Hybrid Robo -advisors Market Production, Value and Growth Rate
4.3 Global Robo-advisory Production and Value Forecast by Type
4.3.1 Global Robo-advisory Production Forecast by Type 2021-2026
4.3.2 Global Robo-advisory Market Value Forecast by Type 2021-2026
4.4 Global Robo-advisory Market Production, Value and Growth Rate by Type Forecast 2021-2026
4.4.1 Robo-advisors Market Production, Value and Growth Rate Forecast
4.4.2 Hybrid Robo -advisors Market Production, Value and Growth Rate Forecast

5 Market Segment by Application, Historical Data and Market Forecasts
5.1 Global Robo-advisory Consumption and Value by Application
5.1.1 Global Robo-advisory Consumption by Application 2016-2021
5.1.2 Global Robo-advisory Market Value by Application 2016-2021
5.2 Global Robo-advisory Market Consumption, Value and Growth Rate by Application 2016-2021
5.2.1 Tax-Loss Harvesting Market Consumption, Value and Growth Rate
5.2.2 Retirement Planning Market Consumption, Value and Growth Rate
5.2.3 Investment Advisors Market Consumption, Value and Growth Rate
5.2.4 Wealth Management Market Consumption, Value and Growth Rate
5.2.5 Business to Business Robo Advisors Market Consumption, Value and Growth Rate
5.2.6 Personal Financial Advisors Market Consumption, Value and Growth Rate
5.3 Global Robo-advisory Consumption and Value Forecast by Application
5.3.1 Global Robo-advisory Consumption Forecast by Application 2021-2026
5.3.2 Global Robo-advisory Market Value Forecast by Application 2021-2026
5.4 Global Robo-advisory Market Consumption, Value and Growth Rate by Application Forecast 2021-2026
5.4.1 Tax-Loss Harvesting Market Consumption, Value and Growth Rate Forecast
5.4.2 Retirement Planning Market Consumption, Value and Growth Rate Forecast
5.4.3 Investment Advisors Market Consumption, Value and Growth Rate Forecast
5.4.4 Wealth Management Market Consumption, Value and Growth Rate Forecast
5.4.5 Business to Business Robo Advisors Market Consumption, Value and Growth Rate Forecast
5.4.6 Personal Financial Advisors Market Consumption, Value and Growth Rate Forecast

6 Global Robo-advisory by Region, Historical Data and Market Forecasts
6.1 Global Robo-advisory Sales by Region 2016-2021
6.2 Global Robo-advisory Market Value by Region 2016-2021
6.3 Global Robo-advisory Market Sales, Value and Growth Rate by Region 2016-2021
6.3.1 North America
6.3.2 Europe
6.3.3 Asia Pacific
6.3.4 South America
6.3.5 Middle East and Africa
6.4 Global Robo-advisory Sales Forecast by Region 2021-2026
6.5 Global Robo-advisory Market Value Forecast by Region 2021-2026
6.6 Global Robo-advisory Market Sales, Value and Growth Rate Forecast by Region 2021-2026
6.6.1 North America
6.6.2 Europe
6.6.3 Asia Pacific
6.6.4 South America
6.6.5 Middle East and Africa

7 United State Market Size Analysis 2016-2026
7.1 United State Robo-advisory Value and Market Growth 2016-2021
7.2 United State Robo-advisory Sales and Market Growth 2016-2021
7.3 United State Robo-advisory Market Value Forecast 2021-2026

8 Canada Market Size Analysis 2016-2026
8.1 Canada Robo-advisory Value and Market Growth 2016-2021
8.2 Canada Robo-advisory Sales and Market Growth 2016-2021
8.3 Canada Robo-advisory Market Value Forecast 2021-2026

9 Germany Market Size Analysis 2016-2026
9.1 Germany Robo-advisory Value and Market Growth 2016-2021
9.2 Germany Robo-advisory Sales and Market Growth 2016-2021
9.3 Germany Robo-advisory Market Value Forecast 2021-2026

10 UK Market Size Analysis 2016-2026
10.1 UK Robo-advisory Value and Market Growth 2016-2021
10.2 UK Robo-advisory Sales and Market Growth 2016-2021
10.3 UK Robo-advisory Market Value Forecast 2021-2026

11 France Market Size Analysis 2016-2026
11.1 France Robo-advisory Value and Market Growth 2016-2021
11.2 France Robo-advisory Sales and Market Growth 2016-2021
11.3 France Robo-advisory Market Value Forecast 2021-2026

12 Italy Market Size Analysis 2016-2026
12.1 Italy Robo-advisory Value and Market Growth 2016-2021
12.2 Italy Robo-advisory Sales and Market Growth 2016-2021
12.3 Italy Robo-advisory Market Value Forecast 2021-2026

13 Spain Market Size Analysis 2016-2026
13.1 Spain Robo-advisory Value and Market Growth 2016-2021
13.2 Spain Robo-advisory Sales and Market Growth 2016-2021
13.3 Spain Robo-advisory Market Value Forecast 2021-2026

14 Russia Market Size Analysis 2016-2026
14.1 Russia Robo-advisory Value and Market Growth 2016-2021
14.2 Russia Robo-advisory Sales and Market Growth 2016-2021
14.3 Russia Robo-advisory Market Value Forecast 2021-2026

15 China Market Size Analysis 2016-2026
15.1 China Robo-advisory Value and Market Growth 2016-2021
15.2 China Robo-advisory Sales and Market Growth 2016-2021
15.3 China Robo-advisory Market Value Forecast 2021-2026

16 Japan Market Size Analysis 2016-2026
16.1 Japan Robo-advisory Value and Market Growth 2016-2021
16.2 Japan Robo-advisory Sales and Market Growth 2016-2021
16.3 Japan Robo-advisory Market Value Forecast 2021-2026

17 South Korea Market Size Analysis 2016-2026
17.1 South Korea Robo-advisory Value and Market Growth 2016-2021
17.2 South Korea Robo-advisory Sales and Market Growth 2016-2021
17.3 South Korea Robo-advisory Market Value Forecast 2021-2026

18 Australia Market Size Analysis 2016-2026
18.1 Australia Robo-advisory Value and Market Growth 2016-2021
18.2 Australia Robo-advisory Sales and Market Growth 2016-2021
18.3 Australia Robo-advisory Market Value Forecast 2021-2026

19 Thailand Market Size Analysis 2016-2026
19.1 Thailand Robo-advisory Value and Market Growth 2016-2021
19.2 Thailand Robo-advisory Sales and Market Growth 2016-2021
19.3 Thailand Robo-advisory Market Value Forecast 2021-2026

20 Brazil Market Size Analysis 2016-2026
20.1 Brazil Robo-advisory Value and Market Growth 2016-2021
20.2 Brazil Robo-advisory Sales and Market Growth 2016-2021
20.3 Brazil Robo-advisory Market Value Forecast 2021-2026

21 Argentina Market Size Analysis 2016-2026
21.1 Argentina Robo-advisory Value and Market Growth 2016-2021
21.2 Argentina Robo-advisory Sales and Market Growth 2016-2021
21.3 Argentina Robo-advisory Market Value Forecast 2021-2026

22 Chile Market Size Analysis 2016-2026
22.1 Chile Robo-advisory Value and Market Growth 2016-2021
22.2 Chile Robo-advisory Sales and Market Growth 2016-2021
22.3 Chile Robo-advisory Market Value Forecast 2021-2026

23 South Africa Market Size Analysis 2016-2026
23.1 South Africa Robo-advisory Value and Market Growth 2016-2021
23.2 South Africa Robo-advisory Sales and Market Growth 2016-2021
23.3 South Africa Robo-advisory Market Value Forecast 2021-2026

24 Egypt Market Size Analysis 2016-2026
24.1 Egypt Robo-advisory Value and Market Growth 2016-2021
24.2 Egypt Robo-advisory Sales and Market Growth 2016-2021
24.3 Egypt Robo-advisory Market Value Forecast 2021-2026

25 UAE Market Size Analysis 2016-2026
25.1 UAE Robo-advisory Value and Market Growth 2016-2021
25.2 UAE Robo-advisory Sales and Market Growth 2016-2021
25.3 UAE Robo-advisory Market Value Forecast 2021-2026

26 Saudi Arabia Market Size Analysis 2016-2026
26.1 Saudi Arabia Robo-advisory Value and Market Growth 2016-2021
26.2 Saudi Arabia Robo-advisory Sales and Market Growth 2016-2021
26.3 Saudi Arabia Robo-advisory Market Value Forecast 2021-2026

27 Market Dynamic Analysis and Development Suggestions
27.1 Market Drivers
27.2 Market Development Constraints
27.3 PEST Analysis
27.3.1 Political Factors
27.3.2 Economic Factors
27.3.3 Social Factors
27.3.4 Technological Factors
27.4 Industry Trends Under COVID-19
27.4.1 Risk Assessment on COVID-19
27.4.2 Assessment of the Overall Impact of COVID-19 on the Industry
27.4.3 Pre COVID-19 and Post COVID-19 Market Scenario
27.5 Market Entry Strategy Analysis
27.5.1 Market Definition
27.5.2 Client
27.5.3 Distribution Model
27.5.4 Product Messaging and Positioning
27.5.5 Price
27.6 Advice on Entering the Market

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Case Study- Automotive Sector

One of the key manufacturers of automotive had plans to invest in electric utility vehicles. The electric cars and associated markets being a of evolving nature, the automotive client approached Straits Research for a detailed insight on the market forecasts. The client specifically asked for competitive analysis, regulatory framework, regional prospects studied under the influence of drivers, challenges, opportunities, and pricing in terms of revenue and sales (million units).

Solution

The overall study was executed in three stages, intending to help the client meet its objective of precisely understanding the entire market before deciding on an investment. At first, secondary research was conducted considering political, economic, social, and technological parameters to get a gist of the various aspects of the market. This stage of the study concluded with the derivation of drivers, opportunities, and challenges. It also laid substantial emphasis on understanding and collecting data not only on a global scale but also on the regional and country levels. Data Extraction through Primary Research

The second stage involved primary research in which several market players and automotive parts suppliers were contacted to study their viewpoint concerning the development of their market and production capacity, clientele, and product line. This stage concluded in a brief understanding of the competitive ecosystem and also glanced through the strategies and pricing of the companies profiled.

Market Estimates and Forecast

In the final stage of the study, market forecasts for the electric utility were derived using multiple market engineering approaches. This data helped the client to get an overview of the market and accelerate the process of investment.

Case Study- ICT Sector

Business process outsourcing, being one of the lucrative markets from both supply- and demand- side, has appealed to various companies. One of the prominent corporations based out of Japan approached us with their requirements regarding the scope of the procurement outsourcing market for around 50 countries. Additionally, the client also sought key players operating in the market and their revenue breakdown in terms of region and application.


Business Solution

An exhaustive market study was conducted based on primary and secondary research that involved factors such as labor costs in various countries, skilled and technical labors, manufacturing scenario, and their respective contributions in the global GDP. A comparative study of the market was conducted from both supply- and demand side, with the supply-side comprising of notable companies, such as GEP, Accenture, and others, that provide these services. On the other hand, large manufacturing companies from them demand-side were considered that opt for these services.


Conclusion

The report aided the client in understanding the market trends, including country-level business scenarios, consumer behavior, and trends in 50 countries. The report also provided financial insights of crucial players and detailed market estimations and forecasts till 2028.

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