ロボアドバイザリー市場レポート：2030年までの動向、予測、競合分析

ロボアドバイザリーの動向と予測

世界のロボアドバイザリー市場は、2024年から2030年までのCAGRが23.4%で、2030年までに推定246億米ドルに達すると予想されます。この市場の主な促進要因は、金融サービス業界におけるデジタル技術の利用拡大、従来の投資サービスよりもロボアドバイザーを好む消費者の増加、投資業務への人工知能の導入などです。世界のロボアドバイザリー市場の将来は、個人投資家と富裕層市場に機会があり、有望視されています。

セグメント別ロボアドバイザリー

本調査では、世界のロボアドバイザリーのタイプ別、プロバイダー別、サービスタイプ別、最終用途別、地域別の予測を掲載しています。

ロボアドバイザリー市場の洞察

Lucintelでは、ハイブリッド型ロボアドバイザーは、ロボットアルゴリズムの効率性と信頼性に、パーソナルファイナンシャルカウンセラーの人的要素をミックスしたものであるため、予測期間中、より大きなセグメントであり続けると予測しています。

同市場では、プライベートエクイティマネジャーによるHNWIの投資保護に対する需要が高まっているため、富裕層が引き続き大きなセグメントとなります。

アジア太平洋は、投資や貯蓄のために自動化された金融支援を利用することの利点に対する顧客の知識が高まっているため、予測期間中に最も高い成長が見込まれます。

よくある質問

Q1.市場規模は：

A1.世界のロボアドバイザリー市場は、2030年までに推定246億米ドルに達すると予想されています。

Q2.市場の成長予測は：

A2.世界のロボアドバイザリー市場は、2024年から2030年までのCAGRが23.4%で成長する見込みです。

Q3.市場の成長に影響を与える主な促進要因は：

A3.この市場の主な促進要因は、金融サービス業界におけるデジタル技術の利用の拡大、従来の投資サービスよりもロボアドバイザーを好む消費者の増加、投資業務への人工知能の導入です。

Q4.市場の主要セグメントは：

A4.世界のロボアドバイザリー市場の将来は、個人投資家市場と富裕層市場に機会があり、有望です。

Q5.市場の主要企業は：

A5.主なロボアドバイザリー企業は以下の通りです：

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

Q6.今後、最大となる市場セグメントは：

A6.Lucintelの予測では、ハイブリッド型ロボアドバイザーは、ロボットアルゴリズムの効率性と信頼性に、パーソナルファイナンシャルカウンセラーの人間的要素をミックスしたものであるため、予測期間中、より大きなセグメントであり続けると思われます。

Q7.市場において、今後5年間に最大になると予想される地域は：

A7.APACは、投資や貯蓄のために自動化された金融支援を利用することの利点に対する顧客の知識が高まっているため、予測期間中に最も高い成長が見込まれます。

Q8.レポートのカスタマイズは可能か：

A8.はい、Lucintelは追加費用なしで10％のカスタマイズを提供します。

目次

第1章 エグゼクティブサマリー

第2章 世界のロボアドバイザリー市場：市場力学

• イントロダクション、背景、分類
• サプライチェーン
• 業界の促進要因と課題

第3章 2018年から2030年までの市場動向と予測分析

• マクロ経済動向（2018～2023年）と予測（2024～2030年）
• 世界のロボアドバイザリー市場の動向（2018～2023年）と予測（2024～2030年）
• 世界のロボアドバイザリー市場（タイプ別）
  • 専用ロボアドバイザー
  • ハイブリッドロボアドバイザー
• プロバイダー別世界ロボアドバイザリー市場
  • フィンテック用ロボアドバイザー
  • 銀行
  • 伝統的な資産運用会社
  • その他
• サービスタイプ別世界ロボアドバイザリー市場
  • 直接計画ベース/目標ベース
  • 総合的な資産アドバイス
• 最終用途別世界ロボアドバイザリー市場
  • 個人投資家
  • 富裕層

第4章 2018年から2030年までの地域別市場動向と予測分析

• 地域別ロボアドバイザリー市場
• 北米のロボアドバイザリー市場
• 欧州のロボアドバイザリー市場
• アジア太平洋ロボアドバイザリー市場
• その他地域ロボアドバイザリー市場

第5章 競合分析

• 製品ポートフォリオ分析
• 業務統合
• ポーターのファイブフォース分析

第6章 成長機会と戦略分析

• 成長機会分析
  • 世界のロボアドバイザリー市場における成長機会（タイプ別）
  • プロバイダー別の世界ロボアドバイザリー市場の成長機会
  • サービスタイプ別の世界ロボアドバイザリー市場の成長機会
  • 最終用途別世界ロボアドバイザリー市場の成長機会
  • 地域別の世界のロボアドバイザリー市場の成長機会
• 世界のロボアドバイザリー市場の新たな動向
• 戦略分析
  • 新製品開発
  • 世界のロボアドバイザリー市場のキャパシティ拡大
  • 世界のロボアドバイザリー市場における合併、買収、合弁事業
  • 認証とライセンシング

第7章 主要企業の企業プロファイル

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

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