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로보 어드바이저리 트렌드와 전망

세계 로보 어드바이저리 시장은 2024년부터 2030년까지 23.4%의 연평균 복합 성장률(CAGR)로 2030년까지 약 246억 달러에 달할 것으로 예상됩니다. 이 시장의 주요 촉진요인은 금융 서비스 산업에서 디지털 기술의 사용 확대, 기존 투자 서비스보다 로보어드바이저를 선호하는 소비자 증가, 투자 업무에 인공지능 도입 등입니다. 세계 로보 어드바이저리 시장의 미래는 개인 투자자와 고액자산가 시장에 기회가 있어 유망한 것으로 평가되고 있습니다.

부문별 로보 어드바이저리

이 보고서는 전 세계 로보 어드바이저리 유형별, 공급자별, 서비스 유형별, 최종 용도별, 지역별 예측을 담고 있습니다.

로보 어드바이저리 시장 인사이트

Lucintel은 하이브리드형 로보어드바이저는 로봇 알고리즘의 효율성과 신뢰성에 개인 재무상담사의 인적 요소를 혼합한 것으로, 예측 기간 동안 더 큰 부문을 차지할 것으로 예상하고 있습니다.

고액자산가들은 사모펀드 매니저들의 HNWI 투자 보호에 대한 수요가 증가함에 따라 이 시장의 큰 비중을 차지할 것으로 보입니다.

아시아태평양은 투자 및 저축을 위해 자동화된 금융 지원을 이용하는 이점에 대한 고객의 지식이 증가함에 따라 예측 기간 동안 가장 높은 성장을 보일 것으로 예상됩니다.

자주 묻는 질문

Q1. 시장 규모 :

A1. 세계 로보 어드바이저리 시장은 2030년까지 약 246억 달러에 달할 것으로 예상됩니다.

Q2. 시장 성장 예측은 다음과 같습니다.

A2. 세계 로보 어드바이저리 시장은 2024년부터 2030년까지 23.4%의 연평균 복합 성장률(CAGR)로 성장할 것으로 예상됩니다.

Q3. 시장 성장에 영향을 미치는 주요 촉진요인은 다음과 같습니다.

A3.이 시장의 주요 촉진요인은 금융 서비스 산업에서 디지털 기술 사용 확대, 기존 투자 서비스보다 로보어드바이저를 선호하는 소비자 증가, 투자 업무에 인공지능 도입입니다.

Q4. 시장의 주요 부문은 다음과 같습니다.

A4. 세계 로보 어드바이저리 시장의 미래는 개인투자자 시장과 고액자산가 시장에서 기회가 있고 유망합니다.

Q5. 시장 주요 기업은 다음과 같습니다.

A5. 주요 로보 어드바이저리 기업은 다음과 같습니다.

• Betterment
• Fincite
• Wealthfront
• Vanguard Group
• The Charles Schwab
• Ellevest
• Ginmon Vermogensverwaltung
• Wealthify
• SoFi Technologies
• SigFig Wealth Management

Q6. 향후 가장 큰 시장 부문은 다음과 같습니다.

A6. Lucintel의 예측에 따르면, 하이브리드형 로보어드바이저는 로봇 알고리즘의 효율성과 신뢰성에 개인 재무상담사의 인간적인 요소를 혼합한 것으로, 예측 기간 동안 더 큰 부문을 차지할 것으로 예상됩니다.

Q7. 시장에서 향후 5년간 가장 큰 시장이 될 것으로 예상되는 지역은 어디입니까?

A7.APAC은 투자 및 저축을 위한 자동화된 금융 지원의 이점에 대한 고객의 지식이 증가함에 따라 예측 기간 동안 가장 높은 성장을 보일 것으로 예상됩니다.

Q8. 보고서 사용자 정의가 가능합니까?

A8. 네. Lucintel은 추가 비용없이 10%의 사용자 정의를 제공합니다.

목차

제1장 주요 요약

제2장 세계의 로보 어드바이저리 시장 : 시장 역학

• 서론, 배경, 분류
• 공급망
• 업계 촉진요인과 과제

제3장 시장 동향과 예측 분석(2018-2030년)

• 거시경제 동향(2018-2023년)과 예측(2024-2030년)
• 세계의 로보 어드바이저리 시장 동향(2018-2023년)과 예측(2024-2030년)
• 세계의 로보 어드바이저리 시장(유형별)
  • 전용 로보 어드바이저
  • 하이브리드 로보 어드바이저
• 프로바이더별 세계 로보 어드바이저리 시장
  • 핀테크용 로보 어드바이저
  • 은행
  • 전통적 자산운용 회사
  • 기타
• 서비스 유형별 세계 로보 어드바이저리 시장
  • 직접 계획 기반/목표 기반
  • 종합적인 자산 어드바이스
• 최종 용도별 세계 로보 어드바이저리 시장
  • 개인투자가
  • 부유층

제4장 지역별 시장 동향과 예측 분석(2018-2023년)

• 지역별 로보 어드바이저리 시장
• 북미의 로보 어드바이저리 시장
• 유럽의 로보 어드바이저리 시장
• 아시아태평양의 로보 어드바이저리 시장
• 기타 지역의 로보 어드바이저리 시장

제5장 경쟁 분석

• 제품 포트폴리오 분석
• 업무 통합
• Porter의 Five Forces 분석

제6장 성장 기회와 전략 분석

• 성장 기회 분석
  • 세계의 로보 어드바이저리 시장 성장 기회(유형별)
  • 프로바이더별 세계 로보 어드바이저리 시장 성장 기회
  • 서비스 유형별 세계 로보 어드바이저리 시장 성장 기회
  • 최종 용도별 세계 로보 어드바이저리 시장 성장 기회
  • 지역별 세계의 로보 어드바이저리 시장 성장 기회
• 세계 로보 어드바이저리 시장의 새로운 동향
• 전략 분석
  • 신제품 개발
  • 세계의 로보 어드바이저리 시장 캐파시티 확대
  • 세계의 로보 어드바이저리 시장에서의 인수합병(M&A) 및 합작투자(JV)
  • 인증과 라이선싱

제7장 주요 기업 개요

• Betterment
• Fincite
• Wealthfront
• The Vanguard Group
• The Charles Schwab
• Ellevest
• Ginmon Vermogensverwaltung
• Wealthify
• SoFi Technologies
• SigFig Wealth Management

영문목차

Robo Advisory Trends and Forecast

The future of the global robo advisory market looks promising with opportunities in the retail investor and high net worth individual markets. The global robo advisory market is expected to reach an estimated $24.6 billion by 2030 with a CAGR of 23.4% from 2024 to 2030. The major drivers for this market are growing use of digital technologies within the financial services industry, increasing consumers preference for robo advisers rather than traditional investing services, and incorporation of artificial intelligence into investing operations.

A more than 150-page report is developed to help in your business decisions. Sample figures with some insights are shown below.

Robo Advisory by Segment

The study includes a forecast for the global robo advisory by type, provider, service type, end use, and region.

Robo Advisory Market by Type [Shipment Analysis by Value from 2018 to 2030]:

• Pure Robo Advisors
• Hybrid Robo Advisors

Robo Advisory Market by Provider [Shipment Analysis by Value from 2018 to 2030]:

• Fintech Robo Advisors
• Banks
• Traditional Wealth Managers
• Others

Robo Advisory Market by Service Type [Shipment Analysis by Value from 2018 to 2030]:

• Direct Plan-Based/Goal-Based
• Comprehensive Wealth Advisory

Robo Advisory Market by End Use [Shipment Analysis by Value from 2018 to 2030]:

• Retail Investor
• High Net Worth Individuals

Robo Advisory Market by Region [Shipment Analysis by Value from 2018 to 2030]:

• North America
• Europe
• Asia Pacific
• The Rest of the World

List of Robo Advisory Companies

Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. With these strategies robo advisory companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the robo advisory companies profiled in this report include-

• Betterment
• Fincite
• Wealthfront
• The Vanguard Group
• The Charles Schwab
• Ellevest
• Ginmon Vermogensverwaltung
• Wealthify
• SoFi Technologies
• SigFig Wealth Management

Robo Advisory Market Insights

Lucintel forecasts that hybrid robo advisor will remain larger segment over the forecast period because they mix the efficiency and reliability of robotic algorithms with the human element of a personal financial counselor.

Within this market, high net worth individual will remain larger segment due to increasing demand for HNWIs by private equity managers to safeguard their investments.

APAC is expected to witness the highest growth over the forecast period due to the customers' growing knowledge of the benefits of using automated financial assistance for investments and savings.

Features of the Global Robo Advisory Market

Market Size Estimates: Robo advisory market size estimation in terms of value ($B).

Trend and Forecast Analysis: Market trends (2018 to 2023) and forecast (2024 to 2030) by various segments and regions.

Segmentation Analysis: Robo advisory market size by type, provider, service type, end use, and region in terms of value ($B).

Regional Analysis: Robo advisory market breakdown by North America, Europe, Asia Pacific, and Rest of the World.

Growth Opportunities: Analysis of growth opportunities in different type, provider, service type, end use, and regions for the robo advisory market.

Strategic Analysis: This includes M&A, new product development, and competitive landscape of the robo advisory market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

FAQ

Q1. What is the robo advisory market size?

Answer: The global robo advisory market is expected to reach an estimated $24.6 billion by 2030.

Q2. What is the growth forecast for robo advisory market?

Answer: The global robo advisory market is expected to grow with a CAGR of 23.4% from 2024 to 2030.

Q3. What are the major drivers influencing the growth of the robo advisory market?

Answer: The major drivers for this market are growing use of digital technologies within the financial services industry, increasing consumers preference for robo advisers rather than traditional investing services, and incorporation of artificial intelligence into investing operations.

Q4. What are the major segments for robo advisory market?

Answer: The future of the global robo advisory market looks promising with opportunities in the retail investor and high net worth individual markets.

Q5. Who are the key robo advisory market companies?

Answer: Some of the key robo advisory companies are as follows:

• Betterment
• Fincite
• Wealthfront
• The Vanguard Group
• The Charles Schwab
• Ellevest
• Ginmon Vermogensverwaltung
• Wealthify
• SoFi Technologies
• SigFig Wealth Management

Q6. Which robo advisory market segment will be the largest in future?

Answer: Lucintel forecasts that hybrid robo advisor will remain larger segment over the forecast period because they mix the efficiency and reliability of robotic algorithms with the human element of a personal financial counselor.

Q7. In robo advisory market, which region is expected to be the largest in next 5 years?

Answer: APAC is expected to witness the highest growth over the forecast period due to the customers' growing knowledge of the benefits of using automated financial assistance for investments and savings.

Q.8 Do we receive customization in this report?

Answer: Yes, Lucintel provides 10% customization without any additional cost.

This report answers following 11 key questions:

• Q.1. What are some of the most promising, high-growth opportunities for the robo advisory market by type (pure robo advisors and hybrid robo advisors), provider (fintech robo advisors, banks, traditional wealth managers, and others), service type (direct plan-based/goal-based and comprehensive wealth advisory), end use (retail investor and high net worth individuals), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
• Q.2. Which segments will grow at a faster pace and why?
• Q.3. Which region will grow at a faster pace and why?
• Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
• Q.5. What are the business risks and competitive threats in this market?
• Q.6. What are the emerging trends in this market and the reasons behind them?
• Q.7. What are some of the changing demands of customers in the market?
• Q.8. What are the new developments in the market? Which companies are leading these developments?
• Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
• Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
• Q.11. What M&A activity has occurred in the last 5 years and what has its impact been on the industry?

Table of Contents

1. Executive Summary

2. Global Robo Advisory Market : Market Dynamics

• 2.1: Introduction, Background, and Classifications
• 2.2: Supply Chain
• 2.3: Industry Drivers and Challenges

3. Market Trends and Forecast Analysis from 2018 to 2030

• 3.1. Macroeconomic Trends (2018-2023) and Forecast (2024-2030)
• 3.2. Global Robo Advisory Market Trends (2018-2023) and Forecast (2024-2030)
• 3.3: Global Robo Advisory Market by Type
  • 3.3.1: Pure Robo Advisors
  • 3.3.2: Hybrid Robo Advisors
• 3.4: Global Robo Advisory Market by Provider
  • 3.4.1: Fintech Robo Advisors
  • 3.4.2: Banks
  • 3.4.3: Traditional Wealth Managers
  • 3.4.4: Others
• 3.5: Global Robo Advisory Market by Service Type
  • 3.5.1: Direct Plan-based/Goal-based
  • 3.5.2: Comprehensive Wealth Advisory
• 3.6: Global Robo Advisory Market by End Use
  • 3.6.1: Retail Investor
  • 3.6.2: High Net Worth Individuals

4. Market Trends and Forecast Analysis by Region from 2018 to 2030

• 4.1: Global Robo Advisory Market by Region
• 4.2: North American Robo Advisory Market
  • 4.2.1: North American Robo Advisory Market by Type: Pure Robo Advisors and Hybrid Robo Advisors
  • 4.2.2: North American Robo Advisory Market by End Use: Retail Investor and High Net Worth Individuals
• 4.3: European Robo Advisory Market
  • 4.3.1: European Robo Advisory Market by Type: Pure Robo Advisors and Hybrid Robo Advisors
  • 4.3.2: European Robo Advisory Market by End Use: Retail Investor and High Net Worth Individuals
• 4.4: APAC Robo Advisory Market
  • 4.4.1: APAC Robo Advisory Market by Type: Pure Robo Advisors and Hybrid Robo Advisors
  • 4.4.2: APAC Robo Advisory Market by End Use: Retail Investor and High Net Worth Individuals
• 4.5: ROW Robo Advisory Market
  • 4.5.1: ROW Robo Advisory Market by Type: Pure Robo Advisors and Hybrid Robo Advisors
  • 4.5.2: ROW Robo Advisory Market by End Use: Retail Investor and High Net Worth Individuals

5. Competitor Analysis

• 5.1: Product Portfolio Analysis
• 5.2: Operational Integration
• 5.3: Porter's Five Forces Analysis

6. Growth Opportunities and Strategic Analysis

• 6.1: Growth Opportunity Analysis
  • 6.1.1: Growth Opportunities for the Global Robo Advisory Market by Type
  • 6.1.2: Growth Opportunities for the Global Robo Advisory Market by Provider
  • 6.1.3: Growth Opportunities for the Global Robo Advisory Market by Service Type
  • 6.1.4: Growth Opportunities for the Global Robo Advisory Market by End Use
  • 6.1.5: Growth Opportunities for the Global Robo Advisory Market by Region
• 6.2: Emerging Trends in the Global Robo Advisory Market
• 6.3: Strategic Analysis
  • 6.3.1: New Product Development
  • 6.3.2: Capacity Expansion of the Global Robo Advisory Market
  • 6.3.3: Mergers, Acquisitions, and Joint Ventures in the Global Robo Advisory Market
  • 6.3.4: Certification and Licensing

7. Company Profiles of Leading Players

• 7.1: Betterment
• 7.2: Fincite
• 7.3: Wealthfront
• 7.4: The Vanguard Group
• 7.5: The Charles Schwab
• 7.6: Ellevest
• 7.7: Ginmon Vermogensverwaltung
• 7.8: Wealthify
• 7.9: SoFi Technologies
• 7.10: SigFig Wealth Management