The global Personal Financial Management Tool market was valued at US$ 2179.2 million in 2022 and is projected to reach US$ 4864.1 million by 2029, at a CAGR of 12.2% during the forecast period. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.
Personal finance software and apps can help you master the basics, become more efficient at managing your money, and even help you discover ways to meet your long-term financial goals.
This report aims to provide a comprehensive presentation of the global market for Personal Financial Management Tool, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Personal Financial Management Tool. This report contains market size and forecasts of Personal Financial Management Tool in global, including the following market information:
Global Personal Financial Management Tool Market Revenue, 2018-2023, 2024-2032, ($ millions)
Global top five companies in 2022 (%)
Top 5 which are Mint, Mvelopes BankTree Software, Personal Capital, Quicken and TurboTax are took up about 20% of the global market.
We surveyed the Personal Financial Management Tool companies, and industry experts on this industry, involving the revenue, demand, product type, recent developments and plans, industry trends, drivers, challenges, obstacles, and potential risks.
Total Market by Segment:
Global Personal Financial Management Tool Market, by Type, 2018-2023, 2024-2032 ($ millions)
Global Personal Financial Management Tool Market Segment Percentages, by Type, 2022 (%)
- General Personal Financial Management Tool
- Professional Personal Financial Management Tool
Global Personal Financial Management Tool Market, by Application, 2018-2023, 2024-2032 ($ millions)
Global Personal Financial Management Tool Market Segment Percentages, by Application, 2022 (%)
- Account Information Management
- Credit Card Management
- Investment Analysing
- Others
Global Personal Financial Management Tool Market, By Region and Country, 2018-2023, 2024-2032 ($ Millions)
Global Personal Financial Management Tool Market Segment Percentages, By Region and Country, 2022 (%)
- North America
- US
- Canada
- Mexico
- Europe
- Germany
- France
- U.K.
- Italy
- Russia
- Nordic Countries
- Benelux
- Rest of Europe
- Asia
- China
- Japan
- South Korea
- Southeast Asia
- India
- Rest of Asia
- South America
- Brazil
- Argentina
- Rest of South America
- Middle East & Africa
- Turkey
- Israel
- Saudi Arabia
- UAE
- Rest of Middle East & Africa
Competitor Analysis
The report also provides analysis of leading market participants including:
- Key companies Personal Financial Management Tool revenues in global market, 2018-2023 (estimated), ($ millions)
- Key companies Personal Financial Management Tool revenues share in global market, 2022 (%)
Further, the report presents profiles of competitors in the market, key players include:
- BridgeTrack
- FinanceWorks
- Intuit
- Geezeo
- Mint
- MoneyDesktop
- SapientNitro
- Strands Finance
- Wells Fargo
- Yodlee
Outline of Major Chapters:
Chapter 1: Introduces the definition of Personal Financial Management Tool, market overview.
Chapter 2: Global Personal Financial Management Tool market size in revenue.
Chapter 3: Detailed analysis of Personal Financial Management Tool company competitive landscape, revenue and market share, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 5: Provides the analysis of various market segments by 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 6: Sales of Personal Financial Management Tool in regional level and country level. It 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 of each country in the world.
Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 8: The main points and conclusions of the report.
TABLE OF CONTENTS
1 Introduction to Research & Analysis Reports
1.1 Personal Financial Management Tool Market Definition
1.2 Market Segments
1.2.1 Market by Type
1.2.2 Market by Application
1.3 Global Personal Financial Management Tool Market Overview
1.4 Features & Benefits of This Report
1.5 Methodology & Sources of Information
1.5.1 Research Methodology
1.5.2 Research Process
1.5.3 Base Year
1.5.4 Report Assumptions & Caveats
2 Global Personal Financial Management Tool Overall Market Size
2.1 Global Personal Financial Management Tool Market Size: 2022 VS 2030
2.2 Global Personal Financial Management Tool Market Size, Prospects & Forecasts: 2018-2030
2.3 Key Market Trends, Opportunity, Drivers and Restraints
2.3.1 Market Opportunities & Trends
2.3.2 Market Drivers
2.3.3 Market Restraints
3 Company Landscape
3.1 Top Personal Financial Management Tool Players in Global Market
3.2 Top Global Personal Financial Management Tool Companies Ranked by Revenue
3.3 Global Personal Financial Management Tool Revenue by Companies
3.4 Top 3 and Top 5 Personal Financial Management Tool Companies in Global Market, by Revenue in 2022
3.5 Global Companies Personal Financial Management Tool Product Type
3.6 Tier 1, Tier 2 and Tier 3 Personal Financial Management Tool Players in Global Market
3.6.1 List of Global Tier 1 Personal Financial Management Tool Companies
3.6.2 List of Global Tier 2 and Tier 3 Personal Financial Management Tool Companies
4 Market Sights by Product
4.1 Overview
4.1.1 By Type - Global Personal Financial Management Tool Market Size Markets, 2022 & 2030
4.1.2 General Personal Financial Management Tool
4.1.3 Professional Personal Financial Management Tool
4.2 By Type - Global Personal Financial Management Tool Revenue & Forecasts
4.2.1 By Type - Global Personal Financial Management Tool Revenue, 2018-2023
4.2.2 By Type - Global Personal Financial Management Tool Revenue, 2024-2030
4.2.3 By Type - Global Personal Financial Management Tool Revenue Market Share, 2018-2030
5 Sights by Application
5.1 Overview
5.1.1 By Application - Global Personal Financial Management Tool Market Size, 2022 & 2030
5.1.2 Account Information Management
5.1.3 Credit Card Management
5.1.4 Investment Analysing
5.1.5 Others
5.2 By Application - Global Personal Financial Management Tool Revenue & Forecasts
5.2.1 By Application - Global Personal Financial Management Tool Revenue, 2018-2023
5.2.2 By Application - Global Personal Financial Management Tool Revenue, 2024-2030
5.2.3 By Application - Global Personal Financial Management Tool Revenue Market Share, 2018-2030
6 Sights by Region
6.1 By Region - Global Personal Financial Management Tool Market Size, 2022 & 2030
6.2 By Region - Global Personal Financial Management Tool Revenue & Forecasts
6.2.1 By Region - Global Personal Financial Management Tool Revenue, 2018-2023
6.2.2 By Region - Global Personal Financial Management Tool Revenue, 2024-2030
6.2.3 By Region - Global Personal Financial Management Tool Revenue Market Share, 2018-2030
6.3 North America
6.3.1 By Country - North America Personal Financial Management Tool Revenue, 2018-2030
6.3.2 US Personal Financial Management Tool Market Size, 2018-2030
6.3.3 Canada Personal Financial Management Tool Market Size, 2018-2030
6.3.4 Mexico Personal Financial Management Tool Market Size, 2018-2030
6.4 Europe
6.4.1 By Country - Europe Personal Financial Management Tool Revenue, 2018-2030
6.4.2 Germany Personal Financial Management Tool Market Size, 2018-2030
6.4.3 France Personal Financial Management Tool Market Size, 2018-2030
6.4.4 U.K. Personal Financial Management Tool Market Size, 2018-2030
6.4.5 Italy Personal Financial Management Tool Market Size, 2018-2030
6.4.6 Russia Personal Financial Management Tool Market Size, 2018-2030
6.4.7 Nordic Countries Personal Financial Management Tool Market Size, 2018-2030
6.4.8 Benelux Personal Financial Management Tool Market Size, 2018-2030
6.5 Asia
6.5.1 By Region - Asia Personal Financial Management Tool Revenue, 2018-2030
6.5.2 China Personal Financial Management Tool Market Size, 2018-2030
6.5.3 Japan Personal Financial Management Tool Market Size, 2018-2030
6.5.4 South Korea Personal Financial Management Tool Market Size, 2018-2030
6.5.5 Southeast Asia Personal Financial Management Tool Market Size, 2018-2030
6.5.6 India Personal Financial Management Tool Market Size, 2018-2030
6.6 South America
6.6.1 By Country - South America Personal Financial Management Tool Revenue, 2018-2030
6.6.2 Brazil Personal Financial Management Tool Market Size, 2018-2030
6.6.3 Argentina Personal Financial Management Tool Market Size, 2018-2030
6.7 Middle East & Africa
6.7.1 By Country - Middle East & Africa Personal Financial Management Tool Revenue, 2018-2030
6.7.2 Turkey Personal Financial Management Tool Market Size, 2018-2030
6.7.3 Israel Personal Financial Management Tool Market Size, 2018-2030
6.7.4 Saudi Arabia Personal Financial Management Tool Market Size, 2018-2030
6.7.5 UAE Personal Financial Management Tool Market Size, 2018-2030
7 Personal Financial Management Tool Companies Profiles
7.1 BridgeTrack
7.1.1 BridgeTrack Company Summary
7.1.2 BridgeTrack Business Overview
7.1.3 BridgeTrack Personal Financial Management Tool Major Product Offerings
7.1.4 BridgeTrack Personal Financial Management Tool Revenue in Global Market (2018-2023)
7.1.5 BridgeTrack Key News & Latest Developments
7.2 FinanceWorks
7.2.1 FinanceWorks Company Summary
7.2.2 FinanceWorks Business Overview
7.2.3 FinanceWorks Personal Financial Management Tool Major Product Offerings
7.2.4 FinanceWorks Personal Financial Management Tool Revenue in Global Market (2018-2023)
7.2.5 FinanceWorks Key News & Latest Developments
7.3 Intuit
7.3.1 Intuit Company Summary
7.3.2 Intuit Business Overview
7.3.3 Intuit Personal Financial Management Tool Major Product Offerings
7.3.4 Intuit Personal Financial Management Tool Revenue in Global Market (2018-2023)
7.3.5 Intuit Key News & Latest Developments
7.4 Geezeo
7.4.1 Geezeo Company Summary
7.4.2 Geezeo Business Overview
7.4.3 Geezeo Personal Financial Management Tool Major Product Offerings
7.4.4 Geezeo Personal Financial Management Tool Revenue in Global Market (2018-2023)
7.4.5 Geezeo Key News & Latest Developments
7.5 Mint
7.5.1 Mint Company Summary
7.5.2 Mint Business Overview
7.5.3 Mint Personal Financial Management Tool Major Product Offerings
7.5.4 Mint Personal Financial Management Tool Revenue in Global Market (2018-2023)
7.5.5 Mint Key News & Latest Developments
7.6 MoneyDesktop
7.6.1 MoneyDesktop Company Summary
7.6.2 MoneyDesktop Business Overview
7.6.3 MoneyDesktop Personal Financial Management Tool Major Product Offerings
7.6.4 MoneyDesktop Personal Financial Management Tool Revenue in Global Market (2018-2023)
7.6.5 MoneyDesktop Key News & Latest Developments
7.7 SapientNitro
7.7.1 SapientNitro Company Summary
7.7.2 SapientNitro Business Overview
7.7.3 SapientNitro Personal Financial Management Tool Major Product Offerings
7.7.4 SapientNitro Personal Financial Management Tool Revenue in Global Market (2018-2023)
7.7.5 SapientNitro Key News & Latest Developments
7.8 Strands Finance
7.8.1 Strands Finance Company Summary
7.8.2 Strands Finance Business Overview
7.8.3 Strands Finance Personal Financial Management Tool Major Product Offerings
7.8.4 Strands Finance Personal Financial Management Tool Revenue in Global Market (2018-2023)
7.8.5 Strands Finance Key News & Latest Developments
7.9 Wells Fargo
7.9.1 Wells Fargo Company Summary
7.9.2 Wells Fargo Business Overview
7.9.3 Wells Fargo Personal Financial Management Tool Major Product Offerings
7.9.4 Wells Fargo Personal Financial Management Tool Revenue in Global Market (2018-2023)
7.9.5 Wells Fargo Key News & Latest Developments
7.10 Yodlee
7.10.1 Yodlee Company Summary
7.10.2 Yodlee Business Overview
7.10.3 Yodlee Personal Financial Management Tool Major Product Offerings
7.10.4 Yodlee Personal Financial Management Tool Revenue in Global Market (2018-2023)
7.10.5 Yodlee Key News & Latest Developments
8 Conclusion
9 Appendix
9.1 Note
9.2 Examples of Clients
9.3 Disclaimer
LIST OF TABLES & FIGURES
List of Tables
Table 1. Personal Financial Management Tool Market Opportunities & Trends in Global Market
Table 2. Personal Financial Management Tool Market Drivers in Global Market
Table 3. Personal Financial Management Tool Market Restraints in Global Market
Table 4. Key Players of Personal Financial Management Tool in Global Market
Table 5. Top Personal Financial Management Tool Players in Global Market, Ranking by Revenue (2022)
Table 6. Global Personal Financial Management Tool Revenue by Companies, (US$, Mn), 2018-2023
Table 7. Global Personal Financial Management Tool Revenue Share by Companies, 2018-2023
Table 8. Global Companies Personal Financial Management Tool Product Type
Table 9. List of Global Tier 1 Personal Financial Management Tool Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Personal Financial Management Tool Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 11. By Type ? Global Personal Financial Management Tool Revenue, (US$, Mn), 2022 & 2030
Table 12. By Type - Personal Financial Management Tool Revenue in Global (US$, Mn), 2018-2023
Table 13. By Type - Personal Financial Management Tool Revenue in Global (US$, Mn), 2024-2030
Table 14. By Application ? Global Personal Financial Management Tool Revenue, (US$, Mn), 2022 & 2030
Table 15. By Application - Personal Financial Management Tool Revenue in Global (US$, Mn), 2018-2023
Table 16. By Application - Personal Financial Management Tool Revenue in Global (US$, Mn), 2024-2030
Table 17. By Region ? Global Personal Financial Management Tool Revenue, (US$, Mn), 2022 & 2030
Table 18. By Region - Global Personal Financial Management Tool Revenue (US$, Mn), 2018-2023
Table 19. By Region - Global Personal Financial Management Tool Revenue (US$, Mn), 2024-2030
Table 20. By Country - North America Personal Financial Management Tool Revenue, (US$, Mn), 2018-2023
Table 21. By Country - North America Personal Financial Management Tool Revenue, (US$, Mn), 2024-2030
Table 22. By Country - Europe Personal Financial Management Tool Revenue, (US$, Mn), 2018-2023
Table 23. By Country - Europe Personal Financial Management Tool Revenue, (US$, Mn), 2024-2030
Table 24. By Region - Asia Personal Financial Management Tool Revenue, (US$, Mn), 2018-2023
Table 25. By Region - Asia Personal Financial Management Tool Revenue, (US$, Mn), 2024-2030
Table 26. By Country - South America Personal Financial Management Tool Revenue, (US$, Mn), 2018-2023
Table 27. By Country - South America Personal Financial Management Tool Revenue, (US$, Mn), 2024-2030
Table 28. By Country - Middle East & Africa Personal Financial Management Tool Revenue, (US$, Mn), 2018-2023
Table 29. By Country - Middle East & Africa Personal Financial Management Tool Revenue, (US$, Mn), 2024-2030
Table 30. BridgeTrack Company Summary
Table 31. BridgeTrack Personal Financial Management Tool Product Offerings
Table 32. BridgeTrack Personal Financial Management Tool Revenue (US$, Mn) & (2018-2023)
Table 33. BridgeTrack Key News & Latest Developments
Table 34. FinanceWorks Company Summary
Table 35. FinanceWorks Personal Financial Management Tool Product Offerings
Table 36. FinanceWorks Personal Financial Management Tool Revenue (US$, Mn) & (2018-2023)
Table 37. FinanceWorks Key News & Latest Developments
Table 38. Intuit Company Summary
Table 39. Intuit Personal Financial Management Tool Product Offerings
Table 40. Intuit Personal Financial Management Tool Revenue (US$, Mn) & (2018-2023)
Table 41. Intuit Key News & Latest Developments
Table 42. Geezeo Company Summary
Table 43. Geezeo Personal Financial Management Tool Product Offerings
Table 44. Geezeo Personal Financial Management Tool Revenue (US$, Mn) & (2018-2023)
Table 45. Geezeo Key News & Latest Developments
Table 46. Mint Company Summary
Table 47. Mint Personal Financial Management Tool Product Offerings
Table 48. Mint Personal Financial Management Tool Revenue (US$, Mn) & (2018-2023)
Table 49. Mint Key News & Latest Developments
Table 50. MoneyDesktop Company Summary
Table 51. MoneyDesktop Personal Financial Management Tool Product Offerings
Table 52. MoneyDesktop Personal Financial Management Tool Revenue (US$, Mn) & (2018-2023)
Table 53. MoneyDesktop Key News & Latest Developments
Table 54. SapientNitro Company Summary
Table 55. SapientNitro Personal Financial Management Tool Product Offerings
Table 56. SapientNitro Personal Financial Management Tool Revenue (US$, Mn) & (2018-2023)
Table 57. SapientNitro Key News & Latest Developments
Table 58. Strands Finance Company Summary
Table 59. Strands Finance Personal Financial Management Tool Product Offerings
Table 60. Strands Finance Personal Financial Management Tool Revenue (US$, Mn) & (2018-2023)
Table 61. Strands Finance Key News & Latest Developments
Table 62. Wells Fargo Company Summary
Table 63. Wells Fargo Personal Financial Management Tool Product Offerings
Table 64. Wells Fargo Personal Financial Management Tool Revenue (US$, Mn) & (2018-2023)
Table 65. Wells Fargo Key News & Latest Developments
Table 66. Yodlee Company Summary
Table 67. Yodlee Personal Financial Management Tool Product Offerings
Table 68. Yodlee Personal Financial Management Tool Revenue (US$, Mn) & (2018-2023)
Table 69. Yodlee Key News & Latest Developments
List of Figures
Figure 1. Personal Financial Management Tool Segment by Type in 2022
Figure 2. Personal Financial Management Tool Segment by Application in 2022
Figure 3. Global Personal Financial Management Tool Market Overview: 2022
Figure 4. Key Caveats
Figure 5. Global Personal Financial Management Tool Market Size: 2022 VS 2030 (US$, Mn)
Figure 6. Global Personal Financial Management Tool Revenue, 2018-2030 (US$, Mn)
Figure 7. The Top 3 and 5 Players Market Share by Personal Financial Management Tool Revenue in 2022
Figure 8. By Type - Global Personal Financial Management Tool Revenue Market Share, 2018-2030
Figure 9. By Application - Global Personal Financial Management Tool Revenue Market Share, 2018-2030
Figure 10. By Type - Global Personal Financial Management Tool Revenue, (US$, Mn), 2022 & 2030
Figure 11. By Type - Global Personal Financial Management Tool Revenue Market Share, 2018-2030
Figure 12. By Application - Global Personal Financial Management Tool Revenue, (US$, Mn), 2022 & 2030
Figure 13. By Application - Global Personal Financial Management Tool Revenue Market Share, 2018-2030
Figure 14. By Region - Global Personal Financial Management Tool Revenue Market Share, 2018-2030
Figure 15. By Country - North America Personal Financial Management Tool Revenue Market Share, 2018-2030
Figure 16. US Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 17. Canada Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 18. Mexico Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 19. By Country - Europe Personal Financial Management Tool Revenue Market Share, 2018-2030
Figure 20. Germany Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 21. France Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 22. U.K. Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 23. Italy Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 24. Russia Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 25. Nordic Countries Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 26. Benelux Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 27. By Region - Asia Personal Financial Management Tool Revenue Market Share, 2018-2030
Figure 28. China Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 29. Japan Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 30. South Korea Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 31. Southeast Asia Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 32. India Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 33. By Country - South America Personal Financial Management Tool Revenue Market Share, 2018-2030
Figure 34. Brazil Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 35. Argentina Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 36. By Country - Middle East & Africa Personal Financial Management Tool Revenue Market Share, 2018-2030
Figure 37. Turkey Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 38. Israel Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 39. Saudi Arabia Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 40. UAE Personal Financial Management Tool Revenue, (US$, Mn), 2018-2030
Figure 41. BridgeTrack Personal Financial Management Tool Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 42. FinanceWorks Personal Financial Management Tool Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 43. Intuit Personal Financial Management Tool Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 44. Geezeo Personal Financial Management Tool Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 45. Mint Personal Financial Management Tool Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 46. MoneyDesktop Personal Financial Management Tool Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 47. SapientNitro Personal Financial Management Tool Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 48. Strands Finance Personal Financial Management Tool Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 49. Wells Fargo Personal Financial Management Tool Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 50. Yodlee Personal Financial Management Tool Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
