市場調査レポート

商品コード

1603452

ロボアドバイザリーの市場規模、シェア、成長分析、タイプ別、プロバイダー別、サービスタイプ別、エンドユーザー別、地域別 - 産業予測、2024年～2031年

Robo Advisory Market Size, Share, Growth Analysis, By Type (Pure Robo Advisors, Hybrid Robo Advisors), By Provider (Fintech Robo Advisors, Banks), By Service Type, By End User, By Region - Industry Forecast 2024-2031

出版日: 2024年11月24日
発行: SkyQuest
ページ情報: 英文 157 Pages
納期: 3～5営業日

価格

PDF & Excel (Single User License)

USD 5,300 779,047円

レポートPDF・Excelを1 名様のみがご利用頂けるライセンスです。PDF・Excell内のテキスト等のコピーは可能です。PDF・Excelの印刷は可能ですが、印刷したもののご利用はPDF・Excelのご利用範囲に準拠します

PDF & Excel (Multiple User License)

USD 6,200 911,338円

レポートPDF・Excel2-5名様までがご利用頂けるライセンスです。PDF・Excel内のテキスト等のコピーは可能です。PDF・Excelの印刷は可能ですが、印刷したもののご利用はPDF・Excelのご利用範囲に準拠します。

PDF & Excel (Enterprise License)

USD 7,100 1,043,629円

レポートPDF・Excelを同一企業に所属の全世界の方にご使用頂けるライセンスです。PDF・Excel内のテキスト等のコピーは可能です。PDF・Excelの印刷は可能ですが、印刷したもののご利用はPDF・Excelのご利用範囲に準拠します。

価格表記: USDを日本円(税抜)に換算

本日の銀行送金レート: 1USD=146.99円

全表示
概要
目次

概要

サンプル依頼リストに入れる

ロボアドバイザリーの世界市場規模は、2022年に52億2,000万米ドルと評価され、2023年の67億7,000万米ドルから2031年には542億1,000万米ドルに成長し、予測期間（2024-2031年）のCAGRは29.7％で成長する見通しです。

金融セクターでは、投資相談においてテクノロジーを駆使したデータの統合が進み、ロボ・アドバイザーの需要が急増するなど、大きな変革が起きています。従来の投資商品からロボ・アドバイザー・サービスへのシフトは、こうしたアドバイザーが様々な投資プラットフォームで利用可能になることで促進されており、これが主要な成長要因となっています。ロボ・アドバイザーは、アルゴリズム計算を活用してデータを分析し、包括的な洞察を提供することで、リテール・バンキングや資産運用など多様な業界で支持を集めています。これらのサービスは、タックス・ロス・ハーベスティング、費用対効果の高いポートフォリオ管理、意思決定の強化、安全な投資、信用リスクの軽減能力といった特筆すべき利点を提供し、市場拡大に拍車をかけています。さらに、人工知能（AI）と機械学習（ML）の進歩がロボ・アドバイザーに革命をもたらし、人為的ミスを最小限に抑えながら財務上の意思決定を簡素化し、財務上の成果を高める完全自動のAI主導型プラットフォームへの道を開いています。こうした進歩にもかかわらず、ロボ・アドバイザーの柔軟性には限界があり、対面でのやり取りができないことが、市場成長の課題となっている可能性があります。しかし、手頃な価格の投資アドバイスに対する需要の高まりは、市場拡大の新たな機会をもたらします。さらに、ビッグデータと高度な分析の採用が進むことで、ロボ・アドバイザーの利用がさらに促進され、将来の投資戦略において極めて重要な要素になると予想されます。全体として、デジタル投資ソリューションへの移行は、金融業界にとって重要な転換点となり、投資家にとって効率性とアクセシビリティの向上が期待されます。

北米
- 米国
- カナダ
欧州
- 英国
- ドイツ
- スペイン
- フランス
- イタリア
- その他欧州地域
アジア太平洋
- 中国
- インド
- 日本
- 韓国
- その他アジア太平洋地域
ラテンアメリカ
- ブラジル
- その他ラテンアメリカ地域
中東およびアフリカ
- GCC諸国
- 南アフリカ
- その他中東・アフリカ

競合情報

上位5社の比較
主要企業の市場ポジショニング（2023年）
主な市場企業が採用した戦略
市場の最近の動向
企業の市場シェア分析（2023年）
主要企業の企業プロファイル
- 会社概要
- 製品ポートフォリオ分析
- セグメント別シェア分析
- 収益の前年比比較（2021-2023）

主要企業プロファイル

Betterment LLC（U.S.）
Wealthfront Corporation（U.S.）
Charles Schwab & Co., Inc.（U.S.）
Vanguard Group, Inc.（U.S.）
BlackRock（FutureAdvisor）（U.S.）
Fidelity Investments（Fidelity Go）（U.S.）
Acorns Grow Incorporated（U.S.）
SoFi（Social Finance, Inc.）（U.S.）
SigFig Wealth Management（U.S.）
M1 Finance（U.S.）
StashAway（Singapore）
Scalable Capital GmbH（Germany）
Personal Capital（U.S.）
Nutmeg（U.K.）
Raisin Invest（Germany）
Ellevest（U.S.）
Zerodha（India）
Kristal.AI（Singapore）
Quantifeed（Hong Kong）
Wealthsimple（Canada）

結論と推奨事項

Product Code: SQMIG45E2136

Global Robo Advisory Market size was valued at USD 5.22 billion in 2022 and is poised to grow from USD 6.77 billion in 2023 to USD 54.21 billion by 2031, growing at a CAGR of 29.7% during the forecast period (2024-2031).

The financial sector is witnessing a significant transformation with the increased integration of technology-enabled data in investment consultations, driving a surge in demand for robo-advisers. The shift from traditional investment products to robo-advisory services, facilitated by the availability of these advisors on various investment platforms, is a key growth factor. Robo-advisers are gaining traction across diverse industries, including retail banking and asset management, by utilizing algorithmic calculations to analyze data and deliver comprehensive insights. These services offer notable advantages, such as tax-loss harvesting, cost-effective portfolio management, enhanced decision-making, secure investments, and the ability to mitigate credit risks, fueling market expansion. Furthermore, advancements in artificial intelligence (AI) and machine learning (ML) are revolutionizing robo-advisers, paving the way for fully automated AI-driven platforms that simplify financial decision-making while minimizing human errors and enhancing financial outcomes. Despite these advancements, the limited flexibility of robo-advisers and the lack of in-person interactions may pose challenges to market growth. However, the growing demand for affordable investment advice presents fresh opportunities for market expansion. Additionally, the increasing adoption of big data and sophisticated analytics is expected to further bolster the use of robo-advisers, making them a pivotal component in the future of investment strategy. Overall, the transition to digital investment solutions marks a crucial inflection point for the financial industry, promising enhanced efficiency and accessibility for investors.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Robo Advisory market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Robo Advisory Market Segmental Analysis

Global Robo Advisory Market is segmented by Type, Provider, Service Type, End User and region. Based on Type, the market is segmented into Pure Robo Advisors, Hybrid Robo Advisors. Based on Provider, the market is segmented into Fintech Robo Advisors, Banks, Traditional Wealth Managers, Others Based on Service Type, the market is segmented into Direct Plan-based/Goal-based, Comprehensive Wealth Advisory. Based on end user, the market is segmented into Retail Investor, High Net Worth Individuals. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & and Africa.

Driver of the Global Robo Advisory Market

One of the primary drivers of the global robo-advisory market is its accessibility to a diverse group of investors. These platforms are designed with user-friendly interfaces that simplify the investment process. Additionally, they typically impose lower minimum investment thresholds, allowing individuals with limited financial resources to engage in investing activities. This inclusiveness makes it possible for a broader audience to enter the market, ultimately contributing to the growth and popularity of robo-advisory services. As a result, more people can take advantage of investment opportunities, enhancing financial literacy and promoting a culture of saving and investing among various demographics.

Restraints in the Global Robo Advisory Market

One of the key restraints in the Global Robo Advisory market is the limited human interaction offered by these platforms. Although many investors find the convenience of automated services appealing, others seek the personal touch that comes from engaging with a financial advisor. This desire for human connection is particularly significant for those who need to discuss intricate financial matters or address emotional concerns tied to their investments. As a result, the inability of robo-advisory services to provide personalized support and understanding may deter some potential users, restricting the market's growth and adoption among various investor segments.

Market Trends of the Global Robo Advisory Market

As of October 2023, the global robo-advisory market is witnessing robust growth, fueled by heightened investor awareness of digital financial solutions and significant technological advancements in AI and machine learning. This trend is indicative of a broader shift towards personalized and automated investment strategies, making wealth management more accessible to diverse investor segments, including millennials and retirees. Notably, traditional financial institutions are increasingly integrating robo-advisory services into their offerings, enhancing competition and driving innovation. As regulatory frameworks adapt to accommodate digital advisory models, the market is poised for further expansion, with a growing emphasis on customization and cost-effectiveness in investment management.

Introduction

Objectives of the Study
Scope of the Report
Definitions

Research Methodology

Information Procurement
Secondary & Primary Data Methods
Market Size Estimation
Market Assumptions & Limitations

Executive Summary

Global Market Outlook
Supply & Demand Trend Analysis
Segmental Opportunity Analysis

Market Dynamics & Outlook

Market Overview
Market Size
Market Dynamics
- Driver & Opportunities
- Restraints & Challenges
Porters Analysis & Impact
- Competitive rivalry
- Threat of substitute
- Bargaining power of buyers
- Threat of new entrants
- Bargaining power of suppliers

Key Market Insights

Key Success Factors
Degree of Competition
Top Investment Pockets
Market Ecosystem
Technological Advancement
Regulatory Landscape
Value Chain Analysis
Case Study Analysis
Customer & Buying Criteria Analysis
PESTEL Analysis
Macro-Economic Indicators
Market Attractiveness Index
Pricing Analysis

Global Robo Advisory Market Size by Type & CAGR (2024-2031)

Market Overview
Pure Robo Advisors
Hybrid Robo Advisors

Global Robo Advisory Market Size by Provider & CAGR (2024-2031)

Market Overview
Fintech Robo Advisors, Banks
Traditional Wealth Managers
Others

Global Robo Advisory Market Size by Service Type & CAGR (2024-2031)

Market Overview
Direct Plan-based/Goal-based
Comprehensive Wealth Advisory

Global Robo Advisory Market Size by End User & CAGR (2024-2031)

Market Overview
Retail Investor
High Net Worth Individuals

Global Robo Advisory Market Size & CAGR (2024-2031)

North America, (Type, Provider, Service Type, End User)
- US
- Canada
Europe, (Type, Provider, Service Type, End User)
- UK
- Germany
- Spain
- France
- Italy
- Rest of Europe
Asia-Pacific, (Type, Provider, Service Type, End User)
- China
- India
- Japan
- South Korea
- Rest of Asia Pacific
Latin America, (Type, Provider, Service Type, End User)
- Brazil
- Rest of Latin America
Middle East & Africa, (Type, Provider, Service Type, End User)
- GCC Countries
- South Africa
- Rest of Middle East & Africa

Competitive Intelligence

Top 5 Player Comparison
Market Positioning of Key Players, 2023
Strategies Adopted by Key Market Players
Recent Developments in the Market
Company Market Share Analysis, 2023
Company Profiles of All Key Players
- Company Details
- Product Portfolio Analysis
- Company's Segmental Share Analysis
- Revenue Y-O-Y Comparison (2021-2023)

Key Company Profiles

Betterment LLC (U.S.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Wealthfront Corporation (U.S.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Charles Schwab & Co., Inc. (U.S.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Vanguard Group, Inc. (U.S.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
BlackRock (FutureAdvisor) (U.S.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Fidelity Investments (Fidelity Go) (U.S.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Acorns Grow Incorporated (U.S.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
SoFi (Social Finance, Inc.) (U.S.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
SigFig Wealth Management (U.S.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
M1 Finance (U.S.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
StashAway (Singapore)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Scalable Capital GmbH (Germany)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Personal Capital (U.S.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Nutmeg (U.K.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Raisin Invest (Germany)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Ellevest (U.S.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Zerodha (India)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Kristal.AI (Singapore)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Quantifeed (Hong Kong)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Wealthsimple (Canada)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments

ロボアドバイザリーの市場規模、シェア、成長分析、タイプ別、プロバイダー別、サービスタイプ別、エンドユーザー別、地域別 - 産業予測、2024年～2031年

Robo Advisory Market Size, Share, Growth Analysis, By Type (Pure Robo Advisors, Hybrid Robo Advisors), By Provider (Fintech Robo Advisors, Banks), By Service Type, By End User, By Region - Industry Forecast 2024-2031

目次

イントロダクション

調査手法

エグゼクティブサマリー

市場力学と見通し

主な市場の考察

ロボアドバイザリーの市場規模：タイプ別& CAGR（2024-2031）

ロボアドバイザリーの市場規模：プロバイダー別& CAGR（2024-2031）

ロボアドバイザリーの市場規模：サービスタイプ別& CAGR（2024-2031）

ロボアドバイザリーの市場規模：エンドユーザー別& CAGR（2024-2031）

ロボアドバイザリーの市場規模& CAGR（2024-2031）