한글목차

로보 어드바이저리 서비스 시장은 2023-2028년간 1조 3,063억 7,000만 달러 확대되고, 예측 기간 중 연평균 복합 성장률(CAGR)은 9.16%를 나타낼 것으로 예측됩니다.

로보 어드바이저리 서비스 시장에 대한 전체적인 분석, 시장 규모와 예측, 동향, 성장 촉진요인, 과제, 약 25개 벤더를 대상으로 한 벤더 분석 등의 정보를 게재했습니다.

현재의 시장 시나리오, 최신 동향과 촉진요인, 시장 환경 전체에 관한 최신 분석을 제공합니다. 로보 어드바이저리 서비스에서의 AI와 ML 채택 확대, 로보 어드바이저리 서비스와 자산관리 플랫폼의 통합 확대, 패시브 투자 수요 증가에 의해 시장 성장이 촉진되고 있습니다.

본 조사에서는 향후 몇 년간 로보 어드바이저리 서비스 시장 성장을 가속하는 주요인 중 하나로서 하이브리드형 로보 어드바이저리 모델 채택 확대를 들고 있습니다. 로보 어드바이저리 서비스에서의 자연언어처리 등장, 지속가능하고 책임 있는 투자에 대한 주목 증가 또한 시장의 큰 수요로 연결될 것입니다.

목차

제1장 주요 요약

• 시장 개요

제2장 시장 구도

• 시장 생태계

제3장 시장 규모

• 시장의 정의
• 시장 부문 분석
• 시장 규모(2023년)
• 시장 전망(2023-2028년)

제4장 시장 규모 실적

• 세계의 로보 어드바이저리 서비스 시장(2018-2022년)
• 최종사용자별 부문 분석(2018-2022년)
• 서비스 유형별 부문 분석(2018-2022년)
• 지역별 부문 분석(2018-2022년)
• 국가별 부문 분석(2018-2022년)

제5장 Five Forces 분석

• Five Forces 요약
• 바이어의 교섭력
• 공급 기업의 교섭력
• 신규 진출업체의 위협
• 대체품의 위협
• 경쟁 위협
• 시장 현황

제6장 시장 세분화 : 최종사용자별

• 시장 부문
• 비교 : 최종사용자별
• 부유층 : 시장 규모와 예측(2023-2028년)
• 개인투자가 : 시장 규모와 예측(2023-2028년)
• 시장 기회 : 최종사용자별

제7장 시장 세분화 : 서비스 유형별

• 시장 부문
• 비교 : 서비스 유형별
• 포트폴리오 관리 : 시장 규모와 예측(2023-2028년)
• 세금 최적화 : 시장 규모와 예측(2023-2028년)
• 퇴직후 계획 : 시장 규모와 예측(2023-2028년)
• 기타 : 시장 규모와 예측(2023-2028년)
• 시장 기회 : 서비스 유형별

제8장 고객 상황

• 고객 상황 개요

제9장 지역별 상황

• 지역별 세분화
• 지역별 비교
• 북미 : 시장 규모와 예측(2023-2028년)
• 유럽 : 시장 규모와 예측(2023-2028년)
• 아시아태평양 : 시장 규모와 예측(2023-2028년)
• 남미 : 시장 규모와 예측(2023-2028년)
• 중동 및 아프리카 : 시장 규모와 예측(2023-2028년)
• 미국 : 시장 규모와 예측(2023-2028년)
• 영국 : 시장 규모와 예측(2023-2028년)
• 독일 : 시장 규모와 예측(2023-2028년)
• 일본 : 시장 규모와 예측(2023-2028년)
• 인도 : 시장 규모와 예측(2023-2028년)
• 시장 기회 : 지역 상황별

제10장 성장 촉진요인, 과제 및 동향

• 시장 성장 촉진요인
• 시장이 해결해야 할 과제
• 성장 촉진요인과 과제의 영향
• 시장 동향

제11장 벤더 구도

• 개요
• 벤더 구도
• 혼란 상황
• 업계 리스크

제12장 벤더 분석

• 대상 벤더
• 벤더의 시장 포지셔닝
• ACORNS ADVISERS LLC
• Betterment LLC
• Fincite GmbH
• FMR LLC
• Ginmon Vermogensverwaltung GmbH
• M1 Holdings Inc.
• MFM Investment Ltd.
• Robinhood Financial LLC
• Scalable Capital GmbH
• SigFig Wealth Management LLC
• SoFi Technologies Inc.
• The Charles Schwab Corp.
• The Vanguard Group Inc.
• Wealthfront Corp.
• Wealthify Ltd.

제13장 부록

영문목차

The robo advisory services market is forecasted to grow by USD 1306.37 bn during 2023-2028, accelerating at a CAGR of 9.16% during the forecast period. The report on the robo advisory services market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.

The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment. The market is driven by the growing adoption of AI and ML in robo advisory services, the growing integration of robo advisory services with wealth management platforms, and the rising demand for passive investing.

Technavio's robo advisory services market is segmented as below:

By End-user

• High net worth individuals
• Retail investors

By Service Type

• Portfolio management
• Tax optimization
• Retirement planning
• Others

By Geographical Landscape

• North America
• Europe
• APAC
• South America
• Middle East and Africa

This study identifies the growing adoption of hybrid robo advisory models as one of the prime reasons driving the robo advisory services market growth during the next few years. Also, emergence of natural language processing in robo advisory services and growing focus on sustainable and responsible investing will lead to sizable demand in the market.

The report on the robo advisory services market covers the following areas:

• Robo advisory services market sizing
• Robo advisory services market forecast
• Robo advisory services market industry analysis

The robust vendor analysis is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading robo advisory services market vendors that include ACORNS ADVISERS LLC, Axos Financial Inc., Betterment LLC, Fincite GmbH, FMR LLC, Ginmon Vermogensverwaltung GmbH, JPMorgan Chase and Co., M1 Holdings Inc., MFM Investment Ltd., Robinhood Financial LLC, Scalable Capital GmbH, SigFig Wealth Management LLC, SoFi Technologies Inc., Stash Financial Inc., The Charles Schwab Corp., The Vanguard Group Inc., Wealthfront Corp., Wealthify Ltd., Bank of America Corp., and BlackRock Inc.. Also, the robo advisory services market analysis report includes information on upcoming trends and challenges that will influence market growth. This is to help companies strategize and leverage all forthcoming growth opportunities.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market and vendor landscape in addition to an analysis of the key vendors.

The publisher presents a detailed picture of the market by way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters such as profit, pricing, competition, and promotions. It presents various market facets by identifying the key industry influencers. The data presented is comprehensive, reliable, and a result of extensive research - both primary and secondary. The market research reports provide a complete competitive landscape and an in-depth vendor selection methodology and analysis using qualitative and quantitative research to forecast accurate market growth.

Table of Contents

1 Executive Summary

• 1.1 Market overview
• Exhibit 01: Executive Summary - Chart on Market Overview
• Exhibit 02: Executive Summary - Data Table on Market Overview
• Exhibit 03: Executive Summary - Chart on Global Market Characteristics
• Exhibit 04: Executive Summary - Chart on Market By Geographical Landscape
• Exhibit 05: Executive Summary - Chart on Market Segmentation by End-user
• Exhibit 06: Executive Summary - Chart on Market Segmentation by Service Type
• Exhibit 07: Executive Summary - Chart on Incremental Growth
• Exhibit 08: Executive Summary - Data Table on Incremental Growth
• Exhibit 09: Executive Summary - Chart on Vendor Market Positioning

2 Market Landscape

• 2.1 Market ecosystem
• Exhibit 10: Parent market
• Exhibit 11: Market Characteristics

3 Market Sizing

• 3.1 Market definition
• Exhibit 12: Offerings of vendors included in the market definition
• 3.2 Market segment analysis
• Exhibit 13: Market segments
• 3.3 Market size 2023
• 3.4 Market outlook: Forecast for 2023-2028
• Exhibit 14: Chart on Global - Market size and forecast 2023-2028 ($ billion)
• Exhibit 15: Data Table on Global - Market size and forecast 2023-2028 ($ billion)
• Exhibit 16: Chart on Global Market: Year-over-year growth 2023-2028 (%)
• Exhibit 17: Data Table on Global Market: Year-over-year growth 2023-2028 (%)

4 Historic Market Size

• 4.1 Global robo advisory services market 2018 - 2022
• Exhibit 18: Historic Market Size - Data Table on global robo advisory services market 2018 - 2022 ($ billion)
• 4.2 End-user Segment Analysis 2018 - 2022
• Exhibit 19: Historic Market Size - End-user Segment 2018 - 2022 ($ billion)
• 4.3 Service type Segment Analysis 2018 - 2022
• Exhibit 20: Historic Market Size - Service type Segment 2018 - 2022 ($ billion)
• 4.4 Geography Segment Analysis 2018 - 2022
• Exhibit 21: Historic Market Size - Geography Segment 2018 - 2022 ($ billion)
• 4.5 Country Segment Analysis 2018 - 2022
• Exhibit 22: Historic Market Size - Country Segment 2018 - 2022 ($ billion)

5 Five Forces Analysis

• 5.1 Five forces summary
• Exhibit 23: Five forces analysis - Comparison between 2023 and 2028
• 5.2 Bargaining power of buyers
• Exhibit 24: Chart on Bargaining power of buyers - Impact of key factors 2023 and 2028
• 5.3 Bargaining power of suppliers
• Exhibit 25: Bargaining power of suppliers - Impact of key factors in 2023 and 2028
• 5.4 Threat of new entrants
• Exhibit 26: Threat of new entrants - Impact of key factors in 2023 and 2028
• 5.5 Threat of substitutes
• Exhibit 27: Threat of substitutes - Impact of key factors in 2023 and 2028
• 5.6 Threat of rivalry
• Exhibit 28: Threat of rivalry - Impact of key factors in 2023 and 2028
• 5.7 Market condition
• Exhibit 29: Chart on Market condition - Five forces 2023 and 2028

6 Market Segmentation by End-user

• 6.1 Market segments
• Exhibit 30: Chart on End-user - Market share 2023-2028 (%)
• Exhibit 31: Data Table on End-user - Market share 2023-2028 (%)
• 6.2 Comparison by End-user
• Exhibit 32: Chart on Comparison by End-user
• Exhibit 33: Data Table on Comparison by End-user
• 6.3 High net worth individuals - Market size and forecast 2023-2028
• Exhibit 34: Chart on High net worth individuals - Market size and forecast 2023-2028 ($ billion)
• Exhibit 35: Data Table on High net worth individuals - Market size and forecast 2023-2028 ($ billion)
• Exhibit 36: Chart on High net worth individuals - Year-over-year growth 2023-2028 (%)
• Exhibit 37: Data Table on High net worth individuals - Year-over-year growth 2023-2028 (%)
• 6.4 Retail investors - Market size and forecast 2023-2028
• Exhibit 38: Chart on Retail investors - Market size and forecast 2023-2028 ($ billion)
• Exhibit 39: Data Table on Retail investors - Market size and forecast 2023-2028 ($ billion)
• Exhibit 40: Chart on Retail investors - Year-over-year growth 2023-2028 (%)
• Exhibit 41: Data Table on Retail investors - Year-over-year growth 2023-2028 (%)
• 6.5 Market opportunity by End-user
• Exhibit 42: Market opportunity by End-user ($ billion)
• Exhibit 43: Data Table on Market opportunity by End-user ($ billion)

7 Market Segmentation by Service Type

• 7.1 Market segments
• Exhibit 44: Chart on Service Type - Market share 2023-2028 (%)
• Exhibit 45: Data Table on Service Type - Market share 2023-2028 (%)
• 7.2 Comparison by Service Type
• Exhibit 46: Chart on Comparison by Service Type
• Exhibit 47: Data Table on Comparison by Service Type
• 7.3 Portfolio management - Market size and forecast 2023-2028
• Exhibit 48: Chart on Portfolio management - Market size and forecast 2023-2028 ($ billion)
• Exhibit 49: Data Table on Portfolio management - Market size and forecast 2023-2028 ($ billion)
• Exhibit 50: Chart on Portfolio management - Year-over-year growth 2023-2028 (%)
• Exhibit 51: Data Table on Portfolio management - Year-over-year growth 2023-2028 (%)
• 7.4 Tax optimization - Market size and forecast 2023-2028
• Exhibit 52: Chart on Tax optimization - Market size and forecast 2023-2028 ($ billion)
• Exhibit 53: Data Table on Tax optimization - Market size and forecast 2023-2028 ($ billion)
• Exhibit 54: Chart on Tax optimization - Year-over-year growth 2023-2028 (%)
• Exhibit 55: Data Table on Tax optimization - Year-over-year growth 2023-2028 (%)
• 7.5 Retirement planning - Market size and forecast 2023-2028
• Exhibit 56: Chart on Retirement planning - Market size and forecast 2023-2028 ($ billion)
• Exhibit 57: Data Table on Retirement planning - Market size and forecast 2023-2028 ($ billion)
• Exhibit 58: Chart on Retirement planning - Year-over-year growth 2023-2028 (%)
• Exhibit 59: Data Table on Retirement planning - Year-over-year growth 2023-2028 (%)
• 7.6 Others - Market size and forecast 2023-2028
• Exhibit 60: Chart on Others - Market size and forecast 2023-2028 ($ billion)
• Exhibit 61: Data Table on Others - Market size and forecast 2023-2028 ($ billion)
• Exhibit 62: Chart on Others - Year-over-year growth 2023-2028 (%)
• Exhibit 63: Data Table on Others - Year-over-year growth 2023-2028 (%)
• 7.7 Market opportunity by Service Type
• Exhibit 64: Market opportunity by Service Type ($ billion)
• Exhibit 65: Data Table on Market opportunity by Service Type ($ billion)

8 Customer Landscape

• 8.1 Customer landscape overview
• Exhibit 66: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria

9 Geographic Landscape

• 9.1 Geographic segmentation
• Exhibit 67: Chart on Market share By Geographical Landscape 2023-2028 (%)
• Exhibit 68: Data Table on Market share By Geographical Landscape 2023-2028 (%)
• 9.2 Geographic comparison
• Exhibit 69: Chart on Geographic comparison
• Exhibit 70: Data Table on Geographic comparison
• 9.3 North America - Market size and forecast 2023-2028
• Exhibit 71: Chart on North America - Market size and forecast 2023-2028 ($ billion)
• Exhibit 72: Data Table on North America - Market size and forecast 2023-2028 ($ billion)
• Exhibit 73: Chart on North America - Year-over-year growth 2023-2028 (%)
• Exhibit 74: Data Table on North America - Year-over-year growth 2023-2028 (%)
• 9.4 Europe - Market size and forecast 2023-2028
• Exhibit 75: Chart on Europe - Market size and forecast 2023-2028 ($ billion)
• Exhibit 76: Data Table on Europe - Market size and forecast 2023-2028 ($ billion)
• Exhibit 77: Chart on Europe - Year-over-year growth 2023-2028 (%)
• Exhibit 78: Data Table on Europe - Year-over-year growth 2023-2028 (%)
• 9.5 APAC - Market size and forecast 2023-2028
• Exhibit 79: Chart on APAC - Market size and forecast 2023-2028 ($ billion)
• Exhibit 80: Data Table on APAC - Market size and forecast 2023-2028 ($ billion)
• Exhibit 81: Chart on APAC - Year-over-year growth 2023-2028 (%)
• Exhibit 82: Data Table on APAC - Year-over-year growth 2023-2028 (%)
• 9.6 South America - Market size and forecast 2023-2028
• Exhibit 83: Chart on South America - Market size and forecast 2023-2028 ($ billion)
• Exhibit 84: Data Table on South America - Market size and forecast 2023-2028 ($ billion)
• Exhibit 85: Chart on South America - Year-over-year growth 2023-2028 (%)
• Exhibit 86: Data Table on South America - Year-over-year growth 2023-2028 (%)
• 9.7 Middle East and Africa - Market size and forecast 2023-2028
• Exhibit 87: Chart on Middle East and Africa - Market size and forecast 2023-2028 ($ billion)
• Exhibit 88: Data Table on Middle East and Africa - Market size and forecast 2023-2028 ($ billion)
• Exhibit 89: Chart on Middle East and Africa - Year-over-year growth 2023-2028 (%)
• Exhibit 90: Data Table on Middle East and Africa - Year-over-year growth 2023-2028 (%)
• 9.8 US - Market size and forecast 2023-2028
• Exhibit 91: Chart on US - Market size and forecast 2023-2028 ($ billion)
• Exhibit 92: Data Table on US - Market size and forecast 2023-2028 ($ billion)
• Exhibit 93: Chart on US - Year-over-year growth 2023-2028 (%)
• Exhibit 94: Data Table on US - Year-over-year growth 2023-2028 (%)
• 9.9 UK - Market size and forecast 2023-2028
• Exhibit 95: Chart on UK - Market size and forecast 2023-2028 ($ billion)
• Exhibit 96: Data Table on UK - Market size and forecast 2023-2028 ($ billion)
• Exhibit 97: Chart on UK - Year-over-year growth 2023-2028 (%)
• Exhibit 98: Data Table on UK - Year-over-year growth 2023-2028 (%)
• 9.10 Germany - Market size and forecast 2023-2028
• Exhibit 99: Chart on Germany - Market size and forecast 2023-2028 ($ billion)
• Exhibit 100: Data Table on Germany - Market size and forecast 2023-2028 ($ billion)
• Exhibit 101: Chart on Germany - Year-over-year growth 2023-2028 (%)
• Exhibit 102: Data Table on Germany - Year-over-year growth 2023-2028 (%)
• 9.11 Japan - Market size and forecast 2023-2028
• Exhibit 103: Chart on Japan - Market size and forecast 2023-2028 ($ billion)
• Exhibit 104: Data Table on Japan - Market size and forecast 2023-2028 ($ billion)
• Exhibit 105: Chart on Japan - Year-over-year growth 2023-2028 (%)
• Exhibit 106: Data Table on Japan - Year-over-year growth 2023-2028 (%)
• 9.12 India - Market size and forecast 2023-2028
• Exhibit 107: Chart on India - Market size and forecast 2023-2028 ($ billion)
• Exhibit 108: Data Table on India - Market size and forecast 2023-2028 ($ billion)
• Exhibit 109: Chart on India - Year-over-year growth 2023-2028 (%)
• Exhibit 110: Data Table on India - Year-over-year growth 2023-2028 (%)
• 9.13 Market opportunity By Geographical Landscape
• Exhibit 111: Market opportunity By Geographical Landscape ($ billion)
• Exhibit 112: Data Tables on Market opportunity By Geographical Landscape ($ billion)

10 Drivers, Challenges, and Trends

• 10.1 Market drivers
• 10.2 Market challenges
• 10.3 Impact of drivers and challenges
• Exhibit 113: Impact of drivers and challenges in 2023 and 2028
• 10.4 Market trends

11 Vendor Landscape

• 11.1 Overview
• 11.2 Vendor landscape
• Exhibit 114: Overview on Criticality of inputs and Factors of differentiation
• 11.3 Landscape disruption
• Exhibit 115: Overview on factors of disruption
• 11.4 Industry risks
• Exhibit 116: Impact of key risks on business

12 Vendor Analysis

• 12.1 Vendors covered
• Exhibit 117: Vendors covered
• 12.2 Market positioning of vendors
• Exhibit 118: Matrix on vendor position and classification
• 12.3 ACORNS ADVISERS LLC
• Exhibit 119: ACORNS ADVISERS LLC - Overview
• Exhibit 120: ACORNS ADVISERS LLC - Product / Service
• Exhibit 121: ACORNS ADVISERS LLC - Key offerings
• 12.4 Betterment LLC
• Exhibit 122: Betterment LLC - Overview
• Exhibit 123: Betterment LLC - Product / Service
• Exhibit 124: Betterment LLC - Key offerings
• 12.5 Fincite GmbH
• Exhibit 125: Fincite GmbH - Overview
• Exhibit 126: Fincite GmbH - Product / Service
• Exhibit 127: Fincite GmbH - Key offerings
• 12.6 FMR LLC
• Exhibit 128: FMR LLC - Overview
• Exhibit 129: FMR LLC - Product / Service
• Exhibit 130: FMR LLC - Key offerings
• 12.7 Ginmon Vermogensverwaltung GmbH
• Exhibit 131: Ginmon Vermogensverwaltung GmbH - Overview
• Exhibit 132: Ginmon Vermogensverwaltung GmbH - Product / Service
• Exhibit 133: Ginmon Vermogensverwaltung GmbH - Key offerings
• 12.8 M1 Holdings Inc.
• Exhibit 134: M1 Holdings Inc. - Overview
• Exhibit 135: M1 Holdings Inc. - Product / Service
• Exhibit 136: M1 Holdings Inc. - Key offerings
• 12.9 MFM Investment Ltd.
• Exhibit 137: MFM Investment Ltd. - Overview
• Exhibit 138: MFM Investment Ltd. - Product / Service
• Exhibit 139: MFM Investment Ltd. - Key offerings
• 12.10 Robinhood Financial LLC
• Exhibit 140: Robinhood Financial LLC - Overview
• Exhibit 141: Robinhood Financial LLC - Product / Service
• Exhibit 142: Robinhood Financial LLC - Key offerings
• 12.11 Scalable Capital GmbH
• Exhibit 143: Scalable Capital GmbH - Overview
• Exhibit 144: Scalable Capital GmbH - Product / Service
• Exhibit 145: Scalable Capital GmbH - Key offerings
• 12.12 SigFig Wealth Management LLC
• Exhibit 146: SigFig Wealth Management LLC - Overview
• Exhibit 147: SigFig Wealth Management LLC - Product / Service
• Exhibit 148: SigFig Wealth Management LLC - Key offerings
• 12.13 SoFi Technologies Inc.
• Exhibit 149: SoFi Technologies Inc. - Overview
• Exhibit 150: SoFi Technologies Inc. - Product / Service
• Exhibit 151: SoFi Technologies Inc. - Key offerings
• 12.14 The Charles Schwab Corp.
• Exhibit 152: The Charles Schwab Corp. - Overview
• Exhibit 153: The Charles Schwab Corp. - Business segments
• Exhibit 154: The Charles Schwab Corp. - Key offerings
• Exhibit 155: The Charles Schwab Corp. - Segment focus
• 12.15 The Vanguard Group Inc.
• Exhibit 156: The Vanguard Group Inc. - Overview
• Exhibit 157: The Vanguard Group Inc. - Product / Service
• Exhibit 158: The Vanguard Group Inc. - Key offerings
• 12.16 Wealthfront Corp.
• Exhibit 159: Wealthfront Corp. - Overview
• Exhibit 160: Wealthfront Corp. - Product / Service
• Exhibit 161: Wealthfront Corp. - Key offerings
• 12.17 Wealthify Ltd.
• Exhibit 162: Wealthify Ltd. - Overview
• Exhibit 163: Wealthify Ltd. - Product / Service
• Exhibit 164: Wealthify Ltd. - Key offerings

13 Appendix

• 13.1 Scope of the report
• 13.2 Inclusions and exclusions checklist
• Exhibit 165: Inclusions checklist
• Exhibit 166: Exclusions checklist
• 13.3 Currency conversion rates for US$
• Exhibit 167: Currency conversion rates for US$
• 13.4 Research methodology
• Exhibit 168: Research methodology
• Exhibit 169: Validation techniques employed for market sizing
• Exhibit 170: Information sources
• 13.5 List of abbreviations
• Exhibit 171: List of abbreviations