市場調查報告書
商品編碼
1135089
機器人諮詢全球市場規模研究,按供應商,按服務類型,按最終用戶,按地區預測 2022-2028Global Robo advisory Market Size study, by Type by Provider, by Service Type, by End User and Regional Forecasts 2022-2028 |
2021 年全球智能投顧市場價值約為 78 億美元,預計在 2022-2028 年的預測期內將以超過 31.80% 的健康增長率增長。
Robo-advisory 通過算法計算檢查數據,並提供符合投資者目標的深入資產配置策略。智能投顧部門一直在投資擴張,並顯著增加了對經濟增長的貢獻。 Robo-advisory以其獨特的優勢在市場上處於有利地位,例如避稅、低成本的投資組合、改進的決策、無風險和安全的投資,並有助於降低信用風險。成長的背後機器人諮詢系統還根據實時數據和當前經濟狀況做出決策,消除潛在的信用風險並促進消費者採用。根據《企業願景》雜誌的數據,第一季度機器人諮詢註冊量激增,比 2020 年增長近 3.1%。例如,Vanguard 報告資產增加了 14%,客戶增加了 35%,Pension Bee 報告了機器人諮詢增加了 14%。該行業也有許多技術進步,例如人工智能(AI)和機器學習(ML)的引入,這使得機器人諮詢更加高效。此外,新興國家的主要潛力以及政府不斷增加的支持和舉措可以在預測期內推動市場。然而,機器人諮詢提供的有限靈活性和缺乏人類專業知識將抑制整個 2022-2028 年預測期內的市場增長。
Robo-Advisory 全球市場研究考慮的主要地區包括亞太地區、北美、歐洲、拉丁美洲和世界其他地區。北美在 2021 年的收入方面佔據主導地位,知名企業追求消除人為乾預的願景,從而最大限度地減少錯誤並執行快速計算。由於人們越來越意識到選擇自動財務援助以進行投資和儲蓄的好處等因素,預計亞太地區將在預測期內顯著增長。多家公司也在不斷增加投資,以通過人工智能 (AI) 促進機器人諮詢的使用,這是增長最快的細分市場之一。
本報告中包括的主要市場參與者是:
本研究的目的是確定近年來各個細分市場和國家/地區的市場規模,並預測未來 8 年的價值。本報告旨在捕捉所研究的每個地區和國家的行業的定性和定量方面。此外,它還提供了有關關鍵方面的詳細信息,例如定義市場未來增長的驅動因素和挑戰。此外,報告還應深入分析主要參與者的競爭格局和產品供應,以及微觀市場中可供利益相關者投資的機會。市場的詳細細分和子細分如下所述。
按類型
純機器人諮詢
混合機器人諮詢
按提供者
金融科技機器人顧問
銀行
傳統財富管理器
雜項
按服務類型
直接計劃類型/目標類型
綜合財富諮詢
按最終用戶
個人投資者
高淨值人士
按地區
北美
美國
加拿大
歐洲
英國
德國
法國
西班牙
意大利
其他歐洲
亞太地區
中國
印度
日本
澳大利亞
韓國
其他亞太地區
拉丁美洲
巴西
墨西哥
世界其他地方
此外,本研究中考慮的年份如下。
實際年份 - 2018 年、2019 年、2020 年
基準年-2021
預測週期-2022-2028
本報告的目標受眾,全球智能投顧市場
主要諮詢公司和諮詢公司
大公司、中型公司、中小企業
風險投資
增值經銷商 (VAR)
第三方知識提供者
投資銀行家
投資者
Global Robo advisory Market is valued at approximately USD 7.8 billion in 2021 and is anticipated to grow with a healthy growth rate of more than 31.80% over the forecast period 2022-2028. Robo advisors examine data using algorithmic calculations and then present a thorough asset allocation strategy that is in line with the investor's objectives. The Robo advisor sector has consistently invested in its expansion and has significantly increased its contribution to economic growth. Some of the driving factors due to which there is significant market growth are, it provides particular advantages provided by Robo advisors including tax loss harvesting, low-cost portfolios, improved decision-making, risk-free and secure investments, and assistance in reducing credit risks. Additionally, Robo advising systems base their conclusions on real-time data and the current condition of the economy, removing any possibility of credit risk and enabling consumer adoption. According to corporate vision magazine, there has been a huge surge in the first quarter for Robo advisory sign-ups which accounted for around a 3.1% increase over 2020. Vanguard, for instance, reported a 14% gain in assets and a 35% increase in customer counts, whilst Pension Bee saw a 14% increase in Robo advisory. There also have been many technological advancements in this industry, such as introduction of Artificial Intelligence (AI) and Machine Learning (ML) which are making Robo advisory more efficient. Moreover, the primary potential of emerging economies and increasing government support and initiatives can propel the market in the forecasted period. However, the limited flexibility offered by Robo advisors and lack of human expertise stifle the market growth throughout the forecast period of 2022-2028.
The key regions considered for the Global Robo advisory Market study includes Asia Pacific, North America, Europe, Latin America, and the Rest of the World. North America dominated the space in terms of revenue in 2021, owing to the presence of prominent players who seeks the vision of eliminating human intervention thereby minimizing errors and performing quick calculations. The Asia Pacific is expected to grow significantly during the forecast period, owing to factors such as increasing awareness about the benefits of opting for automated financial assistance for investments and savings. Also, the growing investments by several firms to promote the use of Robo advisory through Artificial Intelligence (AI) which is one of the largest growing market segments.
Major market players included in this report are:
Betterment
Fincite GmbH
Wealthfront Inc.
The Vanguard Group, Inc.
Charles Schwab & Co., Inc.
Ellevest
Ginmon Vermogensverwaltung GmbH
Wealthify Limited
Social Finance, Inc.
SigFig Wealth Management
The objective of the study is to define the market sizes of different segments & countries in recent years and to forecast the values for the coming eight years. The report is designed to incorporate both qualitative and quantitative aspects of the industry within each of the regions and countries involved in the study. Furthermore, the report also caters the detailed information about the crucial aspects such as driving factors & challenges which will define the future growth of the market. Additionally, the report shall also incorporate available opportunities in micro markets for stakeholders to invest along with a detailed analysis of the competitive landscape and product offerings of key players. The detailed segments and sub-segment of the market are explained below:
By Type:
Pure Robo Advisors
Hybrid Robo Advisors
By Provider:
Fintech Robo Advisors
Banks
Traditional Wealth Managers
Others
By Service Type:
Direct Plan-based/Goal-based
Comprehensive Wealth Advisory
By End User:
Retail Investor
High Net Worth Individuals
By Region:
North America
U.S.
Canada
Europe
UK
Germany
France
Spain
Italy
ROE
Asia Pacific
China
India
Japan
Australia
South Korea
RoAPAC
Latin America
Brazil
Mexico
Rest of the World
Furthermore, the years considered for the study are as follows:
Historical year - 2018, 2019, 2020
Base year - 2021
Forecast period: - 2022 to 2028
Target Audience of the Global Robo advisory Market in Market Study:
Key Consulting Companies & Advisors
Large, medium-sized, and small enterprises
Venture capitalists
Value-Added Resellers (VARs)
Third-party knowledge providers
Investment bankers
Investors
List of figures