市場調査レポート

商品コード

1555054

WealthTech (ウェルステック) ソリューション市場の評価：コンポーネント・展開モード・企業・エンドユーザー・地域別の機会および予測 (2017-2031年)

WealthTech Solutions Market Assessment, By Component, By Deployment Mode, By Enterprise, By End-user, By Region, Opportunities and Forecast, 2017-2031F

出版日: 2024年09月13日
発行: Market Xcel - Markets and Data
ページ情報: 英文 241 Pages
納期: 3～5営業日

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概要
図表
目次

概要

サンプル依頼リストに入れる

世界のWealthTech (ウェルステック) ソリューションの市場規模は、2023年の51億1,000万米ドルから、予測期間中はCAGR 16.23％で推移し、2031年には170億2,000万米ドルの規模に成長すると予測されています。

Fintech (フィンテック) 分野の台頭が市場成長を牽引

Fintech企業は、オンラインやモバイルチャネルへのシフトを通じて金融サービスの提供を根本的に変え、重要なプロセスをデジタル化することで、より迅速で、より便利で、より低コストのソリューションを提供するようになっています。世界経済の回復により、銀行、保険会社、資産運用会社、消費者は、高速で安全なインターネットやモバイル技術の幅広い採用を通じて、Fintechへの信頼をさらに強固なものにしました。このため、銀行や保険会社は、利益を高め、若い顧客を引きつけるために、Fintechソリューションを購入するようになっています。ベンチャーキャピタルやプライベートエクイティからの資金調達の増加は、Fintech企業の急激な成長をさらに後押ししています。これらの企業のほとんどは、金融機関が世界なアクセスと革新的なソリューションを提供できるようにする超成長戦略に注力しており、コスト削減や収益向上のための修正を通じて投資管理を改善しています。

予測分析技術への需要の高まりが市場の成長を後押し

予測分析とは、現在および過去の動向の分析に基づいて将来の結果や業績を予測し、そのような事象が再び発生する可能性があるかどうかを知るために、統計的手法やモデリング手法を使用することです。この点で、予測分析はWealthTechの顧客の現在の財務状況や、管理を必要とする可能性のある潜在的なニーズに対する洞察を提供し、それによってアドバイザーが顧客の要求をよりよく理解し、対処するのを助けます。この技術は、顧客の行動に関する重要な洞察を与え、サービスや商品の改善に役立つため、WealthTech企業にとって不可欠です。

当レポートでは、世界のWealthTech (ウェルステック) ソリューションの市場を調査し、市場の定義と概要、市場規模の推移・予測、各種区分・地域別の詳細分析、産業構造、市場成長への影響因子の分析、ケーススタディ、競合情勢、主要企業のプロファイルなどをまとめています。

List of Tables

Table 1. Pricing Analysis of Products from Key Players
Table 2. Competition Matrix of Top 5 Market Leaders
Table 3. Mergers & Acquisitions/ Joint Ventures (If Applicable)
Table 4. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

Figure 1. Global WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 2. Global WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 3. Global WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 4. Global WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 5. Global WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 6. Global WealthTech Solutions Market Share (%), By Region, 2017-2031F
Figure 7. North America WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 8. North America WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 9. North America WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 10. North America WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 11. North America WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 12. North America WealthTech Solutions Market Share (%), By Country, 2017-2031F
Figure 13. United States WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 14. United States WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 15. United States WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 16. United States WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 17. United States WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 18. Canada WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 19. Canada WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 20. Canada WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 21. Canada WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 22. Canada WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 23. Mexico WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 24. Mexico WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 25. Mexico WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 26. Mexico WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 27. Mexico WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 28. Europe WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 29. Europe WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 30. Europe WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 31. Europe WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 32. Europe WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 33. Europe WealthTech Solutions Market Share (%), By Country, 2017-2031F
Figure 34. Germany WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 35. Germany WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 36. Germany WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 37. Germany WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 38. Germany WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 39. France WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 40. France WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 41. France WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 42. France WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 43. France WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 44. Italy WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 45. Italy WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 46. Italy WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 47. Italy WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 48. Italy WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 49. United Kingdom WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 50. United Kingdom WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 51. United Kingdom WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 52. United Kingdom WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 53. United Kingdom WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 54. Russia WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 55. Russia WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 56. Russia WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 57. Russia WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 58. Russia WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 59. Netherlands WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 60. Netherlands WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 61. Netherlands WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 62. Netherlands WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 63. Netherlands WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 64. Spain WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 65. Spain WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 66. Spain WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 67. Spain WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 68. Spain WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 69. Turkey WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 70. Turkey WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 71. Turkey WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 72. Turkey WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 73. Turkey WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 74. Poland WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 75. Poland WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 76. Poland WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 77. Poland WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 78. Poland WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 79. South America WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 80. South America WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 81. South America WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 82. South America WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 83. South America WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 84. South America WealthTech Solutions Market Share (%), By Country, 2017-2031F
Figure 85. Brazil WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 86. Brazil WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 87. Brazil WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 88. Brazil WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 89. Brazil WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 90. Argentina WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 91. Argentina WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 92. Argentina WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 93. Argentina WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 94. Argentina WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 95. Asia-Pacific WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 96. Asia-Pacific WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 97. Asia-Pacific WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 98. Asia-Pacific WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 99. Asia-Pacific WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 100. Asia-Pacific WealthTech Solutions Market Share (%), By Country, 2017-2031F
Figure 101. India WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 102. India WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 103. India WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 104. India WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 105. India WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 106. China WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 107. China WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 108. China WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 109. China WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 110. China WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 111. Japan WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 112. Japan WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 113. Japan WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 114. Japan WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 115. Japan WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 116. Australia WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 117. Australia WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 118. Australia WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 119. Australia WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 120. Australia WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 121. Vietnam WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 122. Vietnam WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 123. Vietnam WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 124. Vietnam WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 125. Vietnam WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 126. South Korea WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 127. South Korea WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 128. South Korea WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 129. South Korea WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 130. South Korea WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 131. Indonesia WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 132. Indonesia WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 133. Indonesia WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 134. Indonesia WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 135. Indonesia WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 136. Philippines WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 137. Philippines WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 138. Philippines WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 139. Philippines WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 140. Philippines WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 141. Middle East & Africa WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 142. Middle East & Africa WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 143. Middle East & Africa WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 144. Middle East & Africa WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 145. Middle East & Africa WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 146. Middle East & Africa WealthTech Solutions Market Share (%), By Country, 2017-2031F
Figure 147. Saudi Arabia WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 148. Saudi Arabia WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 149. Saudi Arabia WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 150. Saudi Arabia WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 151. Saudi Arabia WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 152. UAE WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 153. UAE WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 154. UAE WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 155. UAE WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 156. UAE WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 157. South Africa WealthTech Solutions Market, By Value, In USD Billion, 2017-2031F
Figure 158. South Africa WealthTech Solutions Market Share (%), By Component, 2017-2031F
Figure 159. South Africa WealthTech Solutions Market Share (%), By Deployment Mode, 2017-2031F
Figure 160. South Africa WealthTech Solutions Market Share (%), By Enterprise, 2017-2031F
Figure 161. South Africa WealthTech Solutions Market Share (%), By End-user, 2017-2031F
Figure 162. By Component Map-Market Size (USD Billion) & Growth Rate (%), 2023
Figure 163. By Deployment Mode Map-Market Size (USD Billion) & Growth Rate (%), 2023
Figure 164. By Enterprise Map-Market Size (USD Billion) & Growth Rate (%), 2023
Figure 165. By End-user Map-Market Size (USD Billion) & Growth Rate (%), 2023
Figure 166. By Region Map-Market Size (USD Billion) & Growth Rate (%), 2023

Product Code: MX11891

Global WealthTech solutions market is projected to witness a CAGR of 16.23% during the forecast period 2024-2031, growing from USD 5.11 billion in 2023 to USD 17.02 billion in 2031. Several influential factors are combined to drive robust growth in the WealthTech solutions market. Thus, with a new drive toward customizable, on-demand value propositions, interest in digital financial services continues to gain an edge, encouraged by advancing technology and a shift to more user-friendly platforms, further supported by better customer service or innovation at all costs. Another big push is the blockchain technologies for transformative solutions that attract investments. Parallelly, sustainable investing is gaining positive momentum, with investors looking to reshape the way they assess their portfolios with ethical and environmental considerations. Other drivers include low-cost investments that are accessible to the broad mass of the population and democratizing ways through which people can manage wealth. It is underpinned by the changing dynamics of financial regulations and government policies that set the landscape. Moreover, high demand for state-of-the-art technologies, including artificial intelligence, machine learning, and big data, lead to developments and efficiencies in the sector.

WealthTech refers to the use of technology investments that enable the improvement and optimization of wealth management and financial services. It can be comprehended by quoting innovations such as robo-advisors, digital investment platforms, and advanced analytics, which will improve efficiency, access, and personalization in the management of investments and financial planning. In August 2024, InvestorAi, an AI equity investment platform, raised USD 10 million in its Series A funding round from Ashish Kacholia, founder of Lucky Investment Managers, and associates. The funds will be used for the development of new AI-based products and scaling up its sales and operations in India in light of the enormous market opportunity.

Rise of Fintech Sector Drives Market Growth

Fintech players fundamentally changed the delivery of financial services through a shift to online and mobile channels, which digitized vital processes to provide quicker, more convenient, and less costly solutions. The recovery of the global economy further entrenches trust by banks, insurance companies, asset managers, and consumers in fintechs through the broad adoption of high-speed and secure internet and mobile technologies. This has prompted banks and insurers to buy fintech solutions to drive margins higher and attract younger customers. The increase in venture capital and private equity funding has further supported exponential growth in FinTech companies, most of these companies are focused on hyper-growth strategies that enable financial institutions to provide global access and innovative solutions, improving investment management through cost reduction and revenue-boosting modifications. In June 2024, at Money 20/20 Europe, Papara, which is the current market leader in Turkish fintech, announced its partnership with DriveWealth, a leading financial technology platform offering brokerage-as-a-service. The partnership will give Papara's 20 million users the power to invest in real-time in the United States stock markets on NASDAQ and NYSE, starting this October.

Growing Demand for Predictive Analytics Technology Boosts Market Growth

Predictive analytics involves the use of statistical and modeling techniques in projecting future outcomes and performance based on analysis of present and past trends to know if such events are likely to occur again. In this respect, predictive analytics provides insight into the current financial situations of clients at WealthTech and potential needs that may require management, thereby helping advisors to understand better and address the requirements of their clients. This technology is essential to WealthTech companies as it can give them critical insights into client behavior and help improve services and products. In 2023, InvestCloud announced the next evolution of InvestCloud White, InvestCloud White FMB+. InvestCloud is the global leader in digital transformation for the financial industry, with over USD 6000 billion in assets. The new product offering brings under one roof integrated front, middle, and back-office InvestCloud solutions plus simple multi-channel wealth management services to provide comprehensive tools to advisors and other wealth managers. If predictive analytics gets integrated, then it would have an additional revenue push for the solution providers within the WealthTech realm and create significant growth opportunities in the WealthTech market.

Solution Segment to Dominate WealthTech Solutions Market Share

The solution segment dominated the market share in 2023 and is expected to grow further. The WealthTech solution is increasing with the high adoption of automation solutions across industries. Many small consulting companies and significant banks understand new generation client demands such as tech-enabled financial solutions, automatic rebalancing, and portfolio building, they focus on changing the sector by finding inefficiencies throughout the financial services value chain. In May 2024, Wealthfront announced the first-of-its-kind Automated Bond Ladder, which is going to revolutionize how investors achieve maximum interest on their extra cash with the United States treasuries. This new offering in its suite of products is an investment that provides liquidity, low risk, and a steady yield, that is much more tax-efficient compared to a savings account or current deposits. The vendors of software solutions are dedicated toward wealth managers, proposing private banking departments, and asset and wealth managers with the cloud-based solutions to raise customer satisfaction, simplifying and digitizing the entire value chain, enrich reporting, and re-build margins.

North America Dominates WealthTech Solutions Market Share

North America dominates the WealthTech market as it holds key financial centers and countries, such as the United States and Canada, possessing a well-established technological scenario. This would rapidly alter the strategies for wealth managers to merge technological advancement into their wealth management solutions. It can be attributed to the fact that the development of new and innovative business operating models, together with hostile efforts by new competitors, has boosted the wealth management business in North America to capture a share of the world's biggest market for investment securities. In 2024, Corient Private Wealth, the United States-based wealth management firm designed for high and ultra-high-net-worth clients, has chosen Addepar as its premier platform for consolidating client portfolio data and performance reporting. With over USD 1601 billion under management from the client's portfolios, Addepar is about to be Corient's only solution for portfolio data aggregation and performance reporting. Moreover, banks and other private companies expect wealth management advisors to create enormous demand for updated financial advice that would meet their specified needs.

Future Market Scenario (2024 - 2031F)

Millennials and Generation Z are rapidly becoming significant consumers of financial products and services. Their needs are currently inclined towards innovative digital solution offerings, and the WealthTech firms will scale up to address them very soon.

Investment companies and property management firms across the world are heavily into cryptocurrencies such as blockchain.

WealthTech solutions educate users on financial planning, financial investment, retirement planning, and other canvassed areas through user-friendly interfaces and educative content.

Key Players Landscape and Outlook

The landscape of WealthTech solutions has been very crowded, as it has been a market for many emerging new players. WealthTech solution innovators are in the form of in-house or outsourced technology that comprises the market size. It helps companies related to wealth management with their activities. WealthTech companies are focusing on a transformation of the industry by identifying inefficiencies along with the value chain. Key companies are attempting to deploy benefits that include effective portfolio management, increased assets' liquidity, an improved customer experience, a clear view into costs, better advice, easier transaction technologies, and opening the market for alternative investments with private equity and hedge funds.

In February 2024, Aixigo and Raise Partner announced their partnership. The two will work together on integrating Raise Partner's Smart Risk into Aixigo. BLOXX will extend capability into investment advisory, portfolio monitoring, and analysis. The partnership thus becomes of strategic importance to Aixigo for further development of its platform and the growing requirements from the financial industry.

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

4.1. Product and Market Intelligence
4.2. Mode of Brand Awareness
4.3. Factors Considered in Purchase Decisions
- 4.3.1. Functionality
- 4.3.2. Cost Structure
- 4.3.3. Security and Compliance
- 4.3.4. Integration Capabilities
4.4. Customer Support
4.5. Consideration of Privacy and Regulations

5. Global WealthTech Solutions Market Outlook, 2017-2031F

5.1. Market Size Analysis & Forecast
- 5.1.1. By Value
5.2. Market Share Analysis & Forecast
- 5.2.1. By Component
  - 5.2.1.1. Solution
  - 5.2.1.2. Service
- 5.2.2. By Deployment Mode
  - 5.2.2.1. On-Premises
  - 5.2.2.2. Cloud
- 5.2.3. By Enterprise
  - 5.2.3.1. Large Enterprises
  - 5.2.3.2. Small and Medium Enterprises
- 5.2.4. By End-user
  - 5.2.4.1. Banking
  - 5.2.4.2. Investment Firms
  - 5.2.4.3. Wealth Management Firms
  - 5.2.4.4. Others
- 5.2.5. By Region
  - 5.2.5.1. North America
  - 5.2.5.2. Europe
  - 5.2.5.3. Asia-Pacific
  - 5.2.5.4. South America
  - 5.2.5.5. Middle East and Africa
- 5.2.6. By Company Market Share Analysis (Top 5 Companies and Others - By Value, 2023)
5.3. Market Map Analysis, 2023
- 5.3.1. By Component
- 5.3.2. By Deployment Mode
- 5.3.3. By Enterprise
- 5.3.4. By End-user
- 5.3.5. By Region

6. North America WealthTech Solutions Market Outlook, 2017-2031F*

6.1. Market Size Analysis & Forecast
- 6.1.1. By Value
6.2. Market Share Analysis & Forecast
- 6.2.1. By Component
  - 6.2.1.1. Solution
  - 6.2.1.2. Services
- 6.2.2. By Deployment Mode
  - 6.2.2.1. On-premises
  - 6.2.2.2. Cloud
- 6.2.3. By Enterprise
  - 6.2.3.1. Large Enterprises
  - 6.2.3.2. Small and Medium Enterprises
- 6.2.4. By End-user
  - 6.2.4.1. Banking
  - 6.2.4.2. Investment Firms
  - 6.2.4.3. Wealth Management Firms
  - 6.2.4.4. Others
- 6.2.5. By Country Share
  - 6.2.5.1. United States
  - 6.2.5.2. Canada
  - 6.2.5.3. Mexico
6.3. Country Market Assessment
- 6.3.1. United States WealthTech Solutions Market Outlook, 2017-2031F*
  - 6.3.1.1. Market Size Analysis & Forecast
    - 6.3.1.1.1. By Value
  - 6.3.1.2. Market Share Analysis & Forecast
    - 6.3.1.2.1. By Component
      - 6.3.1.2.1.1. Solution
      - 6.3.1.2.1.2. Services
    - 6.3.1.2.2. By Deployment Mode
      - 6.3.1.2.2.1. On-premises
      - 6.3.1.2.2.2. Cloud
    - 6.3.1.2.3. By Enterprise
      - 6.3.1.2.3.1. Large Enterprises
      - 6.3.1.2.3.2. Small and Medium Enterprises
    - 6.3.1.2.4. By End-user
      - 6.3.1.2.4.1. Banking
      - 6.3.1.2.4.2. Investment Firms
      - 6.3.1.2.4.3. Wealth Management Firms
      - 6.3.1.2.4.4. Others
- 6.3.2. Canada
- 6.3.3. Mexico

All segments will be provided for all regions and countries covered

7. Europe WealthTech Solutions Market Outlook, 2017-2031F

7.1. Germany
7.2. France
7.3. Italy
7.4. United Kingdom
7.5. Russia
7.6. Netherlands
7.7. Spain
7.8. Turkey
7.9. Poland

8. Asia-Pacific WealthTech Solutions Market Outlook, 2017-2031F

8.1. India
8.2. China
8.3. Japan
8.4. Australia
8.5. Vietnam
8.6. South Korea
8.7. Indonesia
8.8. Philippines

9. South America WealthTech Solutions Market Outlook, 2017-2031F

9.1. Brazil
9.2. Argentina

10. Middle East and Africa WealthTech Solutions Market Outlook, 2017-2031F

10.1. Saudi Arabia
10.2. UAE
10.3. South Africa

11. Demand Supply Analysis

12. Value Chain Analysis

13. Porter's Five Forces Analysis

14. PESTLE Analysis

15. Cost Structure Analysis

16. Market Dynamics

16.1. Market Drivers
16.2. Market Challenges

17. Market Trends and Developments

18. Case Studies

19. Competitive Landscape

19.1. Competition Matrix of Top 5 Market Leaders
19.2. SWOT Analysis for Top 5 Players
19.3. Key Players Landscape for Top 10 Market Players
- 19.3.1. DriveWealth LLC
  - 19.3.1.1. Company Details
  - 19.3.1.2. Key Management Personnel
  - 19.3.1.3. Products and Services
  - 19.3.1.4. Financials (As Reported)
  - 19.3.1.5. Key Market Focus and Geographical Presence
  - 19.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
- 19.3.2. Wealthfront Inc.
- 19.3.3. InvestCloud Inc.
- 19.3.4. InvestSuite NV
- 19.3.5. BlackRock Inc.
- 19.3.6. Equirus Wealth Private Limited
- 19.3.7. Aixigo AG
- 19.3.8. Additiv AG,
- 19.3.9. Addepar Inc.
- 19.3.10. FinMason Inc.

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

WealthTech (ウェルステック) ソリューション市場の評価：コンポーネント・展開モード・企業・エンドユーザー・地域別の機会および予測 (2017-2031年)

WealthTech Solutions Market Assessment, By Component, By Deployment Mode, By Enterprise, By End-user, By Region, Opportunities and Forecast, 2017-2031F

目次

第1章 プロジェクトの範囲と定義

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 顧客の声

第5章 世界のWealthTech (ウェルステック) ソリューション市場の展望

第6章 北米のWealthTech (ウェルステック) ソリューション市場の展望

第7章 欧州のWealthTech (ウェルステック) ソリューション市場の展望

第8章 アジア太平洋のWealthTech (ウェルステック) ソリューション市場の展望

第9章 南米のWealthTech (ウェルステック) ソリューション市場の展望

第10章 中東・アフリカのWealthTech (ウェルステック) ソリューション市場の展望

第11章 需給分析

第12章 バリューチェーン分析

第13章 ポーターのファイブフォース分析

第14章 PESTLE分析

第15章 コスト構造分析

第16章 市場力学

第17章 市場の動向・展開

第18章 ケーススタディ

第19章 競合情勢

第20章 戦略的提言

第21章 当社について・免責事項

List of Tables

List of Figures

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

5. Global WealthTech Solutions Market Outlook, 2017-2031F

6. North America WealthTech Solutions Market Outlook, 2017-2031F*

7. Europe WealthTech Solutions Market Outlook, 2017-2031F

8. Asia-Pacific WealthTech Solutions Market Outlook, 2017-2031F

9. South America WealthTech Solutions Market Outlook, 2017-2031F

10. Middle East and Africa WealthTech Solutions Market Outlook, 2017-2031F

11. Demand Supply Analysis

12. Value Chain Analysis

13. Porter's Five Forces Analysis

14. PESTLE Analysis

15. Cost Structure Analysis

16. Market Dynamics

17. Market Trends and Developments

18. Case Studies

19. Competitive Landscape

20. Strategic Recommendations

21. About Us and Disclaimer

第1章プロジェクトの範囲と定義

第2章調査手法

第3章エグゼクティブサマリー

第4章顧客の声

第5章世界のWealthTech (ウェルステック) ソリューション市場の展望

第6章北米のWealthTech (ウェルステック) ソリューション市場の展望

第7章欧州のWealthTech (ウェルステック) ソリューション市場の展望

第8章アジア太平洋のWealthTech (ウェルステック) ソリューション市場の展望

第9章南米のWealthTech (ウェルステック) ソリューション市場の展望

第10章中東・アフリカのWealthTech (ウェルステック) ソリューション市場の展望

第11章需給分析

第12章バリューチェーン分析

第13章ポーターのファイブフォース分析

第15章コスト構造分析

第16章市場力学

第17章市場の動向・展開

第18章ケーススタディ

第19章競合情勢

第20章戦略的提言

第21章当社について・免責事項