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Robo-Advisory Software Market, Global Outlook and Forecast 2024-2030

The global Robo-Advisory Software market size was valued at US$ 4.56 billion in 2024 and is projected to reach US$ 12.34 billion by 2030, at a CAGR of 18.1% during the forecast period 2024-2030.

The United States Robo-Advisory Software market size was valued at US$ 1.67 billion in 2024 and is projected to reach US$ 4.23 billion by 2030, at a CAGR of 16.8% during the forecast period 2024-2030.

Automated investment management platforms using algorithms for portfolio management and financial advice.
The global market is experiencing rapid growth, driven by digital wealth management adoption. In 2023, total assets under management reached $980 billion, with retail investors accounting for 65% of demand. The institutional segment is growing at 19.2% annually. The market saw a 45% increase in demand for ESG investing features in 2023. B2C platforms dominate with a 70% market share, while B2B solutions are growing at 20% annually. North America leads with a 50% market share, while Asia Pacific is the fastest-growing region at 19.5% CAGR. The industry is focusing on developing personalized portfolio optimization, with a 55% growth in R&D investments.

Report Overview

Robo-advisory software automates the management of client portfolios for registered investment advisors (RIAs), financial brokers, and banks. These applications are designed to lower client acquisition and management costs for brokers, as well as increase the ease with which finance professionals can manage their client accounts, particularly ones with less investable assets. This report provides a deep insight into the global Robo-Advisory Software 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 Robo-Advisory Software 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 Robo-Advisory Software market in any manner. Global Robo-Advisory Software 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

Peak Sales Recruiting RobotFX AdvisorEngine Bambu Empirica InvestCloud Kaspersky Lab Invesco Motif nummularii Ohpen Oranj Pintec Scalable Simplewealth Techrules Vestmark Ways2Wealth WeAdvise AG

Market Segmentation (by Type)

Cloud Based Web Based

Market Segmentation (by Application) Large Enterprises SMEs

Geographic Segmentation