Global Robo Advice Market Professional Survey by Types, Applications, and Players, with Regional Growth Rate Analysis and Development Situation, from 2023 to 2028

SKU ID : 24316982

No. of pages : 114

Publishing Date : 07 April 2025

According to the latest research, the global Robo Advice market size was valued at USD XX million in 2022 and is expected to expand at a CAGR of XX% during the forecast period, reaching USD XX million by 2028.

Robo-advisory is basically an automated, algorithm based portfolio management service offered by wealth management companies. It significantly decreases management cost involved in providing all the financial advice through manpower, thus assisting wealth management companies to provide this as a minimal cost service for their customers. Robo advisory is an automated portfolio management software, which allows the customers to consistently adjust and customize the online investment in order to meet their long-term financial goals and short-term investment strategy.

This report elaborates on the market size, market characteristics, and market growth of the Robo Advice industry between the year 2018 to 2028, and breaks down according to the product type, downstream application, and consumption area of Robo Advice. The report also introduces players in the industry from the perspective of the value chain and looks into the leading companies.

Key Points this Global Robo Advice Market Report Include:
Market Size Estimates: Robo Advice market size estimation in terms of revenue and sales from 2018-2028
Market Dynamic and Trends: Robo Advice market drivers, restraints, opportunities, and challenges
Macro-economy and Regional Conflict: Influence of global inflation and Russia & Ukraine War on the Robo Advice market
Segment Market Analysis: Robo Advice market revenue and sales by type and by application from 2018-2028
Regional Market Analysis: Robo Advice market situations and prospects in major and top regions and countries
Robo Advice Market

Competitive Landscape

and Major Players: Analysis of 10-15 leading market players, sales, price, revenue, gross, gross margin, product/service profile and recent development/updates, etc.
Robo Advice Industry Chain: Robo Advice market raw materials & suppliers, manufacturing process, distributors by region, downstream customers
Robo Advice Industry News, Policies by regions
Robo Advice Industry Porters Five Forces Analysis

Key players in the global Robo Advice market are covered in Chapter 2:
Ellevest
FutureAdvisor
WealthSimple
Vanguard
Nutmeg
TD Ameritrade
SigFig
Hedgeable, Inc.
Personal Capital
Betterment LLC.

In Chapter 6 and Chapter 9, on the basis of types, the Robo Advice market from 2018 to 2028 is primarily split into:
Pure Robo-Advisors
Hybrid Robo-Advisors

In Chapter 7 and Chapter 10, on the basis of applications, the Robo Advice market from 2018 to 2028 covers:
Healthcare
Retail
Education
Others

Geographically, the detailed analysis of consumption, revenue, market share and growth rate of the following regions from 2018 to 2028 are covered in Chapter 8 and Chapter 11:
United States
Europe
China
Japan
India
Southeast Asia
Latin America
Middle East and Africa
Others

In summary, this report relies on sources from both primary and secondary, combines comprehensive quantitative analysis with detailed qualitative analysis, and pictures the market from a macro overview to micro granular segment aspects. Whatever your role in this industry value chain is, you should benefit from this report with no doubt.

Chapter Outline
This report consists of 12 chapters. Below is a brief guideline to help you quickly grasp the main contents of each chapter:

Chapter 1 first introduces the product overview, market scope, product classification, application, and regional division, and then summarizes the global Robo Advice market size in terms of revenue, sales volume, and average price.

Chapter 2 analyzes the main companies in the Robo Advice industry, including their main businesses, products/services, sales, prices, revenue, gross profit margin, and the latest developments/updates.

Chapter 3 is an analysis of the competitive environment of Robo Advice market participants. This mainly includes the revenue, sales, market share, and average price of the top players, along with the market concentration ratio in 2022 and the players' M&A and expansion in recent years.

Chapter 4 is an analysis of the Robo Advice industrial chain, including raw material analysis, manufacturing cost structure, distributors, and major downstream buyers.

Chapter 5 focuses on Robo Advice market dynamics and marketing strategy analysis, which include opportunities, challenges, industry development trends under inflation, industry news and policies analyzed by region, Porter's Five Forces analysis, as well as direct and indirect marketing, and the development trends of marketing channels.

Chapters 6-8 have segmented the Robo Advice market by type, application, and region, with a focus on sales and value from 2018 to 2023 from both vertical and horizontal perspectives.

Chapters 9-11 provide detailed Robo Advice market forecast data for 2023-2028, broken down by type and application, region, and major countries to help understand future growth trends.

Chapter 12 concludes with an explanation of the data sources and research methods. Verify and analyze through preliminary research to obtain final quantitative and qualitative data.

Years considered for this report:


Historical Years:

2018-2022

Base Year:

2022

Estimated Year:

2023

Forecast Period:

2023-2028

Frequently Asked Questions



This market study covers the global and regional market with an in-depth analysis of the overall growth prospects...
  • By product type
  • By End User/Applications
  • By Technology
  • By Region
The report provides a detailed evaluation of the market by highlighting information on different aspects including drivers, restraints...
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