市場調查報告書
商品編碼
1441401
全球財富科技解決方案市場規模研究與預測,按服務(系統整合、諮詢服務、支援和維護)、最終用戶(銀行、投資公司、財富管理公司等)和區域分析,2023-2030 年Global WealthTech Solutions Market Size study & Forecast, by Services (System Integration, Consulting Services, Support & Maintenance), by End User (Banks, Investment Firms, Wealth Management Firms, Others) and Regional Analysis, 2023-2030 |
2022 年全球財富科技解決方案市場價值約為 46.3 億美元,預計在 2023-2030 年預測期內將以超過 17% 的健康成長率成長。財富科技解決方案是指利用科技在財富管理和財務諮詢行業提供創新的解決方案和服務。 WealthTech 解決方案利用金融科技的進步來增強和自動化財富管理、投資和財務規劃的各個方面。由於財富管理需求的增加和投資組合管理工具數量的增加等因素,財富科技解決方案市場正在擴大。因此,在 2023-2030 年預測期內,國際市場對財富科技解決方案的需求將逐漸增加。
WealthTech 解決方案擴展了其功能,包括全面的財務規劃工具。這使得用戶可以在一個平台上評估他們的整個財務狀況,包括預算、目標設定和退休規劃。根據 Statista 的數據,到 2024 年底,財富管理市場的管理資產 (AUM) 預計將達到 130.60 兆美元。此外,財務諮詢預計將成為市場的主導領域,數量將達到2024 年底將達到126.70 兆美元。推動財富科技解決方案市場的另一個重要因素是投資組合管理工具數量的增加。專案組合管理工具的激增帶來了與整合和互通性相關的挑戰。諮詢公司可能面臨將多種工具整合到其工作流程中的任務,而無縫相容性對於高效運作至關重要。此外,根據 Statista 的數據,到 2023 年,Envestnet 成為全球顧問公司廣泛採用的主要線上投資組合管理工具,市佔率約為 5.77%,緊隨其後的是 Schwab Intelligence Portfolios,佔據第二大市場佔有率, SEI 在業界廣泛採用方面排名第三。此外,金融資料分析的出現以及人工智慧、機器學習和巨量資料在數位金融服務中的不斷融合,預計將在預測期內為市場創造利潤豐厚的成長機會。然而,與財富科技解決方案相關的高成本和缺乏意識將阻礙 2023-2030 年預測期內的整體市場成長。
全球財富科技解決方案市場研究涵蓋的關鍵區域包括亞太地區、北美、歐洲、拉丁美洲以及中東和非洲。由於該地區新的創新業務營運模式的發展不斷增加,北美在 2022 年佔據了市場主導地位。創新的商業模式通常強調敏捷性和靈活性。 WealthTech 解決方案更有效地適應不斷變化的市場動態和用戶需求,並快速融入更新和新功能。該地區的主導表現預計將推動對財富科技解決方案的整體需求。此外,由於該地區擴大採用數位化等因素,預計亞太地區在預測期內將成長最快。數位化促進了高級資料分析的使用,使 WealthTech 平台能夠分析大量資料,以提供可行的見解和個人化的投資建議。
研究的目的是確定近年來不同細分市場和國家的市場規模,並預測未來幾年的價值。該報告旨在涵蓋參與研究的國家內該行業的定性和定量方面。
該報告還提供了有關促進因素和挑戰等關鍵方面的詳細資訊,這些因素將決定市場的未來成長。此外,它還涵蓋了利害關係人投資的微觀市場的潛在機會,以及對主要參與者的競爭格局和產品供應的詳細分析。
Global WealthTech Solutions Market is valued at approximately USD 4.63 billion in 2022 and is anticipated to grow with a healthy growth rate of more than 17% during the forecast period 2023-2030. WealthTech Solutions refers to the use of technology to provide innovative solutions and services in the wealth management and financial advisory industry. WealthTech solutions leverage advancements in financial technology to enhance and automate various aspects of wealth management, investment, and financial planning. The WealthTech Solutions Market is expanding because of factors such as increasing demand for wealth management and the rising number of portfolio management tools. As a result, the demand for WealthTech Solutions has progressively increased in the international market during the forecast period 2023-2030.
WealthTech solutions expand their capabilities to include comprehensive financial planning tools. This allows users to assess their entire financial landscape, including budgeting, goal setting, and retirement planning, within a single platform. According to Statista, The Wealth Management Market is anticipated to witness Assets under Management (AUM) reaching an estimated value of USD 130.60 trillion by the year-end of 2024. Furthermore, financial advisory is anticipated to be the market's leading segment with a volume of USD 126.70 trillion by the year end of 2024. Another important factor that drives the WealthTech Solutions Market is the increasing number of portfolio management tools. The proliferation of portfolio management tools leads to challenges related to integration and interoperability. Advisory firms could face the task of integrating multiple tools into their workflows, and seamless compatibility becomes crucial for efficient operations. In addition, as per Statista, in 2023, Envestnet emerged as the predominant online portfolio management tool widely adopted by advisory firms globally at a substantial market share of approximately 5.77%, followed by, Schwab Intelligent Portfolios securing the second-largest market share, with SEI claiming the third position in terms of widespread adoption within the industry. Moreover, the emergence of financial data analytics and the rising integration of artificial intelligence, machine learning, and Big Data in digital financial services are anticipated to create lucrative growth opportunities for the market over the forecast period. However, the high cost associated with WealthTech Solutions and the lack of awareness is going to impede overall market growth throughout the forecast period of 2023-2030.
The key regions considered for the Global WealthTech Solutions Market study includes Asia Pacific, North America, Europe, Latin America, and Middle East & Africa. North America dominated the market in 2022 owing to the increased with development of new & innovative business operating models in the region. Innovative business models often emphasize agility and flexibility. WealthTech solutions adapt to changing market dynamics and user needs more efficiently, incorporating updates and new features quickly. The region's dominant performance is anticipated to propel the overall demand for WealthTech Solutions. Furthermore, Asia Pacific is expected to grow fastest over the forecast period, owing to factors such as the growing adoption of digitization in the region. Digitization facilitates the use of advanced data analytics, allowing WealthTech platforms to analyze vast amounts of data to provide actionable insights and personalized investment recommendations.
The objective of the study is to define market sizes of different segments & countries in recent years and to forecast the values to the coming years. The report is designed to incorporate both qualitative and quantitative aspects of the industry within countries involved in the study.
The report also caters detailed information about the crucial aspects such as driving factors & challenges which will define the future growth of the market. Additionally, it also incorporates potential opportunities in micro markets for stakeholders to invest along with the detailed analysis of competitive landscape and product offerings of key players. The detailed segments and sub-segment of the market are explained below:
List of tables and figures and dummy in nature, final lists may vary in the final deliverable
List of tables and figures and dummy in nature, final lists may vary in the final deliverable