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세계의 로보 어드바이저리 시장 보고서(2025년)
Robo Advisory Global Market Report 2025
상품코드 : 1807768
리서치사 : The Business Research Company
발행일 : On Demand Report
페이지 정보 : 영문 250 Pages
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한글목차

로보 어드바이저리 시장 규모는 향후 수년간 비약적인 성장이 예상됩니다. 2029년에는 CAGR 50.3%로 4,709억 1,000만 달러로 성장할 것으로 예상됩니다. 예측 기간 성장은 규제 환경, 기존 서비스와의 통합, 세계 경제 동향, 사이버 보안 대책 등에 기인한다고 생각됩니다. 예측 기간 주요 동향으로는 커스터마이징 및 개인화, 기술 진보, 하이브리드 모델, AI와 머신러닝 진보, 지속 가능한 투자와 ESG 투자, 암호 및 대체 투자, 파트너십 및 협업 등이 있습니다.

향후 5년간 성장률 50.3%라고 하는 예측은 전회 예측으로부터 0.1% 소폭 감소를 반영하고 있습니다. 이 감소는 주로 미국과 다른 국가 간 관세 영향 때문입니다. 무역 규제는 영국과 싱가포르에서 수입하는 포트폴리오 최적화 알고리즘과 위험 평가 도구의 가격을 상승시켜 투자 수익 감소와 핀테크 서비스 수수료의 상승을 초래함으로써 미국 웰스 매니지먼트에 영향을 줄 수 있습니다. 또한 상호 관세와 무역 긴장 증가와 제한으로 인한 세계 경제와 무역에 대한 악영향으로 인해 그 영향이 더 광범위하게 늘어날 것으로 보입니다.

금융 서비스의 디지털화 확대는 로보 어드바이저 시장의 성장에 매우 중요한 역할을 합니다. 금융업계에서는 인공지능(AI), 클라우드 컴퓨팅, 블록체인, 핀테크 등의 디지털 기술이 자동화 기술을 통해 자금에 대한 액세스를 간소화하고, 금융 부문을 강화하고, 궁극적으로 고객 경험을 향상시키고 있습니다. 호주 은행 협회가 2023년 6월에 발표한 보고서에 따르면, 호주는 압도적으로 디지털 뱅킹으로 전환하고 있으며, 98.9%는 디지털 뱅킹으로 전환하고 있습니다. 이와 같이 금융서비스에서 디지털 기술의 통합이 진행되고 있는 것이 시장 성장의 원동력이 되고 있습니다.

목차

제1장 주요 요약

제2장 시장 특징

제3장 시장 동향과 전략

제4장 시장 : 금리, 인플레이션, 지정학, 무역전쟁과 관세, 그리고 코로나 및 회복이 시장에 미치는 영향을 포함한 거시경제 시나리오

제5장 세계의 성장 분석과 전략 분석 프레임워크

제6장 시장 세분화

제7장 지역별/국가별 분석

제8장 아시아태평양 시장

제9장 중국 시장

제10장 인도 시장

제11장 일본 시장

제12장 호주 시장

제13장 인도네시아 시장

제14장 한국 시장

제15장 서유럽 시장

제16장 영국 시장

제17장 독일 시장

제18장 프랑스 시장

제19장 이탈리아 시장

제20장 스페인 시장

제21장 동유럽 시장

제22장 러시아 시장

제23장 북미 시장

제24장 미국 시장

제25장 캐나다 시장

제26장 남미 시장

제27장 브라질 시장

제28장 중동 시장

제29장 아프리카 시장

제30장 경쟁 구도와 기업 프로파일

제31장 기타 주요 기업 및 혁신 기업

제32장 세계 시장 경쟁 벤치마킹과 대시보드

제33장 주요 인수합병(M&A)

제34장 최근 시장 동향

제35장 시장의 잠재력이 높은 국가, 부문, 전략

제36장 부록

SHW
영문 목차

영문목차

A robo-advisor is a form of automated financial advisor that offers algorithm-driven wealth management services with minimal human intervention. These services are delivered online, providing financial advice through a digital platform. Robo-advisors utilize automated, algorithm-driven financial planning to deliver digital investment management services, collecting client information through online questionnaires regarding their financial situation, risk tolerance, and future goals. Subsequently, they use this data to provide advice and automatically manage client assets.

The main business models in robo-advisory include pure robo-advisors and hybrid robo-advisors. A pure robo-advisor is a digital financial service that utilizes automated technology for providing financial solutions. In contrast, a hybrid robo-advisor combines human financial advisors with robo-advisors, offering access to financial guidance or planning. Providers of robo-advisory services include fintech robo-advisors, banks, traditional wealth managers, and other entities. The types of services provided encompass direct plan-based/goal-based advisory and comprehensive wealth advisory. Robo-advisory services find applications in various sectors, including healthcare, retail, education, and other end-user industries.

Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.

The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are taking a toll on the professional services sector, especially within legal, consulting, architectural, and engineering fields. Increased duties on imported technology, software, office hardware, and digital infrastructure have pushed up operational costs for firms that rely on global systems and resources. Cross-border consulting engagements are experiencing delays and higher expenses due to elevated travel costs and limited access to international data and tools. Moreover, industries heavily impacted by tariffs such as manufacturing, construction, and logistics are reducing their reliance on outsourced services, dampening demand for professional support. In response, service providers are reassessing pricing models, strengthening ties with domestic vendors, and accelerating the adoption of AI and automation to maintain profitability and client satisfaction in an increasingly volatile environment.

The robo advisory research report is one of a series of new reports from The Business Research Company that provides robo advisory market statistics, including robo advisory industry global market size, robo advisory market regional shares, competitors with robo advisory market shares, detailed robo advisory market segments, robo advisory market trends and robo advisory market opportunities, and any further data you may need to thrive in the robo advisory industry. This robo advisory research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenarios of the industry.

The robo advisory market size has grown exponentially in recent years. It will grow from $61.75 billion in 2024 to $92.23 billion in 2025 at a compound annual growth rate (CAGR) of 49.4%. The growth in the historic period can be attributed to cost efficiency, democratization of finance, market awareness and acceptance.

The robo advisory market size is expected to see exponential growth in the next few years. It will grow to $470.91 billion in 2029 at a compound annual growth rate (CAGR) of 50.3%. The growth in the forecast period can be attributed to regulatory environment, integration with traditional services, global economic trends, cybersecurity measures. Major trends in the forecast period include customization and personalization, technological advancements, hybrid models, ai and machine learning advances, sustainable and esg investing, crypto and alternative investments, partnerships and collaborations.

The forecast of 50.3% growth over the next five years reflects a slight reduction of 0.1% from the previous projection. This reduction is primarily due to the impact of tariffs between the US and other countries. Trade restrictions may impact U.S. wealth management by driving up prices for portfolio optimization algorithms and risk assessment tools imported from the UK and Singapore, resulting in reduced investment returns and higher fintech service fees. The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.

The expansion of digitalization in financial services is playing a pivotal role in the growth of the robo-advisory market. Within the financial industry, digital technologies like artificial intelligence (AI), cloud computing, blockchain, and fintech are streamlining access to funds and enhancing the finance sector through automated techniques, ultimately improving the customer experience. A report from the Australian Banking Association in June 2023 highlighted that Australians have overwhelmingly shifted to digital banking, with 98. 9% of interactions occurring digitally. Thus, the increasing integration of digital technologies in financial services is a driving force behind the market's growth.

The anticipated growth of the robo-advisory market is further fueled by the widespread penetration of smartphones. These portable electronic devices, connecting to cellular networks and the internet, play a crucial role in delivering and utilizing robo-advisory services. The increased availability, customer satisfaction, security, and personalization in financial planning and investing are notable benefits. According to the International Telecommunication Union's November 2022 data, 73% of individuals aged 10 and above had access to smartphones, surpassing the overall population percentage accessing the Internet by 7%. Therefore, the growing penetration of smartphones is a key driver for the robo-advisory market.

Technological advancements are significantly shaping the robo-advisory market. Progress in areas such as advanced analytics, artificial intelligence, and natural language processing is expected to enhance the effectiveness of robo-advisory services. An example is the collaboration between flatexDEGIRO AG, a Germany-based online broker, and Whitebox, a US-based autonomous robo-adviser for retail investors. The partnership aims to provide a fully digital investment solution for FlatexDEGIRO customers, reinforcing the value proposition and extending impact across the value chain.

Major players in the robo-advisory market are strategically pursuing partnerships to better serve their existing consumers. A notable example is M&G plc's collaboration with Moneyfarm, resulting in the introduction of &me, a new platform-as-a-service offering in the UK, powered by M&G Wealth and implemented within a swift nine-month timeframe. In January 2022, M&G plc, a prominent UK-based investment management company, announced a partnership with Moneyfarm, a UK-based wealth management platform, to unveil &me-a novel digital investing solution under the umbrella of M&G Wealth. &me, an investing app, is designed to enhance individuals' confidence in their investment decisions, providing the convenience of a digital-first investment experience while acknowledging that real people may occasionally seek assistance. The software assists users in defining their investment preferences, risk tolerance, and financial objectives. Subsequently, &me matches clients with one of its six portfolios tailored to their needs, allowing customers to choose the account type-whether shares and stocks, ISA, JISA, pension, or a general investment account. The app also enables users to monitor the status of their assets in real-time.

In August 2022, Goldman Sachs, a US-based investment banking company, acquired NextCapital Group. This acquisition aims to expedite Goldman Sachs' services in the defined contribution retirement market through personalized managed accounts and digital advice solutions. NextCapital Group, a US-based robo-advisor company, specializes in providing financial plans for clients.

Major companies operating in the robo advisory market include Betterment LLC, Charles Schwab & Co. Inc., Wealthfront Corporation, Personal Capital Corporation, Bambu Labs Inc., Blooom Inc., Ellevest Inc., FutureAdvisor Inc., Nutmeg Saving and Investment Limited, SigFig Wealth Management LLC, The Vanguard Group Inc., Social Finance Inc., Hedgeable Inc., WiseBanyan Inc., AssetBuilder Inc., Ally Financial Inc., Axos Invest Inc., Scalable Capital Limited, Moneyfarm Ltd., Acorns Grow Incorporated, United Income LLC, T. Rowe Price Associates Inc., Rebellion Research, Ginmon Vermogensverwaltung GmbH, Invesco Ltd., WisdomTree Investments Inc., Northern Trust Corporation, First Trust Advisors LP, VanEck Associates Corporation, ProShares Advisors LLC, Global X Management Company LLC, Direxion Investments

North America will be the largest region in the robo advisory market in 2024. Asia-Pacific is expected to be the fastest growing region in the forecast period. The regions covered in the robo advisory market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa

The countries covered in the robo advisory market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Italy, Canada, Spain.

The robo-advisor market includes revenues earned by entities by providing robo-advisory services (e. g., fund-based robo advisory, equity-based robo advisory, comprehensive wealth advisory). The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

Robo Advisory Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.

This report focuses on robo advisory market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.

Reasons to Purchase

Where is the largest and fastest growing market for robo advisory ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The robo advisory market global report from the Business Research Company answers all these questions and many more.

The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.

The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.

Scope

Table of Contents

1. Executive Summary

2. Robo Advisory Market Characteristics

3. Robo Advisory Market Trends And Strategies

4. Robo Advisory Market - Macro Economic Scenario Including The Impact Of Interest Rates, Inflation, Geopolitics, Trade Wars and Tariffs, And Covid And Recovery On The Market

5. Global Robo Advisory Growth Analysis And Strategic Analysis Framework

6. Robo Advisory Market Segmentation

7. Robo Advisory Market Regional And Country Analysis

8. Asia-Pacific Robo Advisory Market

9. China Robo Advisory Market

10. India Robo Advisory Market

11. Japan Robo Advisory Market

12. Australia Robo Advisory Market

13. Indonesia Robo Advisory Market

14. South Korea Robo Advisory Market

15. Western Europe Robo Advisory Market

16. UK Robo Advisory Market

17. Germany Robo Advisory Market

18. France Robo Advisory Market

19. Italy Robo Advisory Market

20. Spain Robo Advisory Market

21. Eastern Europe Robo Advisory Market

22. Russia Robo Advisory Market

23. North America Robo Advisory Market

24. USA Robo Advisory Market

25. Canada Robo Advisory Market

26. South America Robo Advisory Market

27. Brazil Robo Advisory Market

28. Middle East Robo Advisory Market

29. Africa Robo Advisory Market

30. Robo Advisory Market Competitive Landscape And Company Profiles

31. Robo Advisory Market Other Major And Innovative Companies

32. Global Robo Advisory Market Competitive Benchmarking And Dashboard

33. Key Mergers And Acquisitions In The Robo Advisory Market

34. Recent Developments In The Robo Advisory Market

35. Robo Advisory Market High Potential Countries, Segments and Strategies

36. Appendix

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