市場調查報告書
商品編碼
1298845
機器人諮詢市場:2023-2028年全球行業趨勢、佔有率、規模、成長、機會和預測Robo Advisory Market: Global Industry Trends, Share, Size, Growth, Opportunity and Forecast 2023-2028 |
全球機器人諮詢市場規模在2022年達到73億美元。展望未來,IMARC Group預計到2028年,市場規模將達到356億美元,在2023-2028年期間表現出28.4%的成長率(CAGR)。
機器人諮詢是指一類數位平台,為財富管理機構提供算法驅動和自動化的財務建議。它有助於實現投資組合管理軟體的自動化,執行複雜的任務,客製化線上投資,並以最小的人為干涉管理資金。這反過來又有助於鎖定新客戶,加強工作流程,並調整客製化的線上投資,以實現長期的財務目標或短期的投資策略。目前,機器人諮詢在商業上有不同的服務類型,如基於直接計劃、基於目標和綜合健康諮詢。
機器人諮詢在各種工業垂直行業、零售業和高淨值個人(HNIs)中的廣泛採用,以執行算法計算來分析數據並提供全面的資訊,是推動市場成長的主要原因。這進一步得到了消費者對機器人諮詢比傳統投資更傾向的支持,因為它有幾個有利的特性,如低成本的投資組合,稅收損失收穫,安全投資,基於即時統計的判斷,這反過來又有助於消除信貸風險。與此相呼應,對複雜事件處理自動化的需求不斷增加,導致了重大的技術進步,如人工智慧(AI)和機器學習(ML)解決方案的大規模整合,這有助於最大限度地減少人為干涉造成的錯誤。這反過來又成為另一個主要的成長誘導因素。此外,廣泛利用機器人諮詢來執行線上調查,以預測投資者的偏好、風險和目標,並獲得有關客戶財務狀況、風險規避程度和期望的投資回報的資訊,進一步促進了市場成長。除此之外,智慧手機、筆記型電腦和平板電腦在千禧一代中日益普及,用於獲取資訊和交流,進一步為全球市場創造了積極的前景。
The global robo advisory market size reached US$ 7.3 Billion in 2022. Looking forward, IMARC Group expects the market to reach US$ 35.6 Billion by 2028, exhibiting a growth rate (CAGR) of 28.4% during 2023-2028.
Robo advisory refers to a class of digital platforms that provide algorithm-driven and automated financial advice to wealth management organizations. It aids in automating portfolio administration software, performing complicated tasks, customizing online investments, and managing funds with minimal human intervention. This, in turn, assists in targeting new clients, enhancing workflow, and adjusting custom online investments to achieve long-term financial goals or short-term investment strategies. At present, robo advisory is commercially available in varying service types, such as direct plan-based, goal-based, and comprehensive health advisory.
The widespread adoption of Robo Advisory across various industrial verticals, retail and high net worth individuals (HNIs) for performing algorithmic calculations to analyze data and deliver comprehensive information is majority driving the market toward growth. This is further supported by the shifting inclination of consumers toward robo advisory over traditional investments on account of its several beneficial properties, such as low-cost portfolio, tax-loss harvesting, secure investments, judgement based on real-time statistics, which, in turn, assists in eliminating the credit risks. In line with this, the increasing need for automating complex event processing has led to significant technological advancements, such as the large-scale integration of artificial intelligence (AI) and machine learning (ML) solutions, which is aiding in minimizing the errors caused by human interventions. This, in turn, is acting as another major growth-inducing factor. Additionally, the extensive utilization of robo advisory for executing online surveys to predict investor preferences, risks and goals, and acquire information regarding the financial status of the client, degree of risk-aversion, and desired return on investments is further contributing to the market growth. Apart from this, the rising popularity of smartphones, laptops, and tablets amongst millennials for accessing information and communicating is further creating a positive outlook for the market across the globe.
IMARC Group provides an analysis of the key trends in each sub-segment of the global robo advisory market report, along with forecasts at the global, regional and country level from 2023-2028. Our report has categorized the market based on business model, service type, provider and end user.
Pure Robo Advisors
Hybrid Robo Advisors
Direct Plan-Based/Goal-Based
Comprehensive Wealth Advisory
Fintech Robo Advisors
Banks
Traditional Wealth Managers
Others
Retail Investor
High Net Worth Individuals (HNIs)
North America
United States
Canada
Asia-Pacific
China
Japan
India
South Korea
Australia
Indonesia
Others
Europe
Germany
France
United Kingdom
Italy
Spain
Russia
Others
Latin America
Brazil
Mexico
Others
Middle East and Africa
The competitive landscape of the industry has also been examined along with the profiles of the key players being Betterment, Ellevest, Fincite Gmbh, Ginmon Vermogensverwaltung GmbH, SigFig Wealth Management LLC, SoFi Technologies Inc., The Charles Schwab Corporation, The Vanguard Group Inc., Wealthfront Corporation and Wealthify Limited (Aviva plc).
Key Questions Answered in This Report
1. What was the size of the global robo advisory market in 2022?
2. What is the expected growth rate of the global robo advisory market during 2023-2028?
3. What are the key factors driving the global robo advisory market?
4. What has been the impact of COVID-19 on the global robo advisory market?
5. What is the breakup of the global robo advisory market based on the business model?
6. What is the breakup of the global robo advisory market based on the service type?
7. What is the breakup of the global robo advisory market based on the provider?
8. What is the breakup of the global robo advisory market based on the end user?
9. What are the key regions in the global robo advisory market?
10. Who are the key players/companies in the global robo advisory market?