+353-1-416-8900REST OF WORLD
+44-20-3973-8888REST OF WORLD
1-917-300-0470EAST COAST U.S
1-800-526-8630U.S. (TOLL FREE)

Wealthtech Solutions Market 2024-2028

  • PDF Icon

    Report

  • 185 Pages
  • August 2024
  • Region: Global
  • TechNavio
  • ID: 6030904
1h Free Analyst Time
1h Free Analyst Time

Speak directly to the analyst to clarify any post sales queries you may have.

The wealthtech solutions market is forecasted to grow by USD 6.08 billion during 2023-2028, accelerating at a CAGR of 14.11% during the forecast period. The report on the wealthtech solutions market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.

The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment. The market is driven by growing popularity of blockchain, rising number of hnis globally, and incorporation of ai and machine learning in wealthtech.

The wealthtech solutions market is segmented as below:

By Deployment

  • On-premise
  • Cloud-based

By Component

  • Solution
  • Services

By Geographical Landscape

  • North America
  • Europe
  • APAC
  • Middle East and Africa
  • South America
This study identifies the rising influence of digitalization as one of the prime reasons driving the wealthtech solutions market growth during the next few years. Also, increasing number of mergers and acquisitions and changing consumer preferences will lead to sizable demand in the market.

The report on the wealthtech solutions market covers the following areas:

  • Wealthtech solutions market sizing
  • Wealthtech solutions market forecast
  • Wealthtech solutions market industry analysis
A robust vendor analysis within the report is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading wealthtech solutions market vendors that include Acorn Wealth Management Group Ltd, Addepar, Inc, aixigo AG, ARC Group Ltd, BlackRock Inc., Bravura Solutions Ltd., Broadridge Financial Solutions Inc., Creant Technologies Pvt Ltd., Empower Annuity Insurance Co. of America, Etops, Fidelity National Information Services Inc., FNZ Group Technologies Ltd., InvestSuite, Mirador LLC, Synechron Technologies Pvt Ltd, Tata Consultancy Services Ltd., Valuefy Technologies Private Limited, Virtusa Corp., Wealthfront Corp., and WealthTechs Inc. Also, the wealthtech solutions market analysis report includes information on upcoming trends and challenges that will influence market growth. This is to help companies strategize and leverage all forthcoming growth opportunities.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market and vendor landscape in addition to an analysis of the key vendors.

The report presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters such as profit, pricing, competition, and promotions. It presents various market facets by identifying the key industry influencers. The data presented is comprehensive, reliable, and a result of extensive research - both primary and secondary. The market research reports provide a complete competitive landscape and an in-depth vendor selection methodology and analysis using qualitative and quantitative research to forecast the accurate market growth.

Table of Contents

1 Executive Summary
1.1 Market overview
Executive Summary - Chart on Market Overview
Executive Summary - Data Table on Market Overview
Executive Summary - Chart on Global Market Characteristics
Executive Summary - Chart on Market By Geographical Landscape
Executive Summary - Chart on Market Segmentation by Deployment
Executive Summary - Chart on Market Segmentation by Component
Executive Summary - Chart on Incremental Growth
Executive Summary - Data Table on Incremental Growth
Executive Summary - Chart on Company Market Positioning
2 Market Analysis
2.1 Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
2.2 Criticality of inputs and Factors of differentiation
Overview on criticality of inputs and factors of differentiation
2.3 Factors of disruption
Overview on factors of disruption
2.4 Impact of drivers and challenges
Impact of drivers and challenges in 2023 and 2028
3 Market Landscape
3.1 Market ecosystem
Parent Market
Data Table on - Parent Market
3.2 Market characteristics
Market characteristics analysis
3.3 Value chain analysis
Value Chain Analysis
4 Market Sizing
4.1 Market definition
Offerings of companies included in the market definition
4.2 Market segment analysis
Market segments
4.3 Market size 2023
4.4 Market outlook: Forecast for 2023-2028
Chart on Global - Market size and forecast 2023-2028 ($ million)
Data Table on Global - Market size and forecast 2023-2028 ($ million)
Chart on Global Market: Year-over-year growth 2023-2028 (%)
Data Table on Global Market: Year-over-year growth 2023-2028 (%)
5 Historic Market Size
5.1 Global WealthTech Solutions Market 2018 - 2022
Historic Market Size - Data Table on Global WealthTech Solutions Market 2018 - 2022 ($ million)
5.2 Deployment segment analysis 2018 - 2022
Historic Market Size - Deployment Segment 2018 - 2022 ($ million)
5.3 Component segment analysis 2018 - 2022
Historic Market Size - Component Segment 2018 - 2022 ($ million)
5.4 Geography segment analysis 2018 - 2022
Historic Market Size - Geography Segment 2018 - 2022 ($ million)
5.5 Country segment analysis 2018 - 2022
Historic Market Size - Country Segment 2018 - 2022 ($ million)
6 Additional Value/Volume Data
6.1 Global wealthTech solutions market by country 2023 - 2028 ($ million)
Market Size (value) - Data Table on Global wealthTech solutions market by Country 2023 - 2028 ($ million)
7 Five Forces Analysis
7.1 Five forces summary
Five forces analysis - Comparison between 2023 and 2028
7.2 Bargaining power of buyers
Bargaining power of buyers - Impact of key factors 2023 and 2028
7.3 Bargaining power of suppliers
Bargaining power of suppliers - Impact of key factors in 2023 and 2028
7.4 Threat of new entrants
Threat of new entrants - Impact of key factors in 2023 and 2028
7.5 Threat of substitutes
Threat of substitutes - Impact of key factors in 2023 and 2028
7.6 Threat of rivalry
Threat of rivalry - Impact of key factors in 2023 and 2028
7.7 Market condition
Chart on Market condition - Five forces 2023 and 2028
8 Market Segmentation by Deployment
8.1 Market segments
Chart on Deployment - Market share 2023-2028 (%)
Data Table on Deployment - Market share 2023-2028 (%)
8.2 Comparison by Deployment
Chart on Comparison by Deployment
Data Table on Comparison by Deployment
8.3 On-premise - Market size and forecast 2023-2028
Chart on On-premise - Market size and forecast 2023-2028 ($ million)
Data Table on On-premise - Market size and forecast 2023-2028 ($ million)
Chart on On-premise - Year-over-year growth 2023-2028 (%)
Data Table on On-premise - Year-over-year growth 2023-2028 (%)
8.4 Cloud-based - Market size and forecast 2023-2028
Chart on Cloud-based - Market size and forecast 2023-2028 ($ million)
Data Table on Cloud-based - Market size and forecast 2023-2028 ($ million)
Chart on Cloud-based - Year-over-year growth 2023-2028 (%)
Data Table on Cloud-based - Year-over-year growth 2023-2028 (%)
8.5 Market opportunity by Deployment
Market opportunity by Deployment ($ million)
Data Table on Market opportunity by Deployment ($ million)
9 Market Segmentation by Component
9.1 Market segments
Chart on Component - Market share 2023-2028 (%)
Data Table on Component - Market share 2023-2028 (%)
9.2 Comparison by Component
Chart on Comparison by Component
Data Table on Comparison by Component
9.3 Solution - Market size and forecast 2023-2028
Chart on Solution - Market size and forecast 2023-2028 ($ million)
Data Table on Solution - Market size and forecast 2023-2028 ($ million)
Chart on Solution - Year-over-year growth 2023-2028 (%)
Data Table on Solution - Year-over-year growth 2023-2028 (%)
9.4 Services - Market size and forecast 2023-2028
Chart on Services - Market size and forecast 2023-2028 ($ million)
Data Table on Services - Market size and forecast 2023-2028 ($ million)
Chart on Services - Year-over-year growth 2023-2028 (%)
Data Table on Services - Year-over-year growth 2023-2028 (%)
9.5 Market opportunity by Component
Market opportunity by Component ($ million)
Data Table on Market opportunity by Component ($ million)
10 Customer Landscape
10.1 Customer landscape overview
Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
11 Geographic Landscape
11.1 Geographic segmentation
Chart on Market share By Geographical Landscape 2023-2028 (%)
Data Table on Market share By Geographical Landscape 2023-2028 (%)
11.2 Geographic comparison
Chart on Geographic comparison
Data Table on Geographic comparison
11.3 North America - Market size and forecast 2023-2028
Chart on North America - Market size and forecast 2023-2028 ($ million)
Data Table on North America - Market size and forecast 2023-2028 ($ million)
Chart on North America - Year-over-year growth 2023-2028 (%)
Data Table on North America - Year-over-year growth 2023-2028 (%)
11.4 Europe - Market size and forecast 2023-2028
Chart on Europe - Market size and forecast 2023-2028 ($ million)
Data Table on Europe - Market size and forecast 2023-2028 ($ million)
Chart on Europe - Year-over-year growth 2023-2028 (%)
Data Table on Europe - Year-over-year growth 2023-2028 (%)
11.5 APAC - Market size and forecast 2023-2028
Chart on APAC - Market size and forecast 2023-2028 ($ million)
Data Table on APAC - Market size and forecast 2023-2028 ($ million)
Chart on APAC - Year-over-year growth 2023-2028 (%)
Data Table on APAC - Year-over-year growth 2023-2028 (%)
11.6 Middle East and Africa - Market size and forecast 2023-2028
Chart on Middle East and Africa - Market size and forecast 2023-2028 ($ million)
Data Table on Middle East and Africa - Market size and forecast 2023-2028 ($ million)
Chart on Middle East and Africa - Year-over-year growth 2023-2028 (%)
Data Table on Middle East and Africa - Year-over-year growth 2023-2028 (%)
11.7 South America - Market size and forecast 2023-2028
Chart on South America - Market size and forecast 2023-2028 ($ million)
Data Table on South America - Market size and forecast 2023-2028 ($ million)
Chart on South America - Year-over-year growth 2023-2028 (%)
Data Table on South America - Year-over-year growth 2023-2028 (%)
11.8 US - Market size and forecast 2023-2028
Chart on US - Market size and forecast 2023-2028 ($ million)
Data Table on US - Market size and forecast 2023-2028 ($ million)
Chart on US - Year-over-year growth 2023-2028 (%)
Data Table on US - Year-over-year growth 2023-2028 (%)
11.9 UK - Market size and forecast 2023-2028
Chart on UK - Market size and forecast 2023-2028 ($ million)
Data Table on UK - Market size and forecast 2023-2028 ($ million)
Chart on UK - Year-over-year growth 2023-2028 (%)
Data Table on UK - Year-over-year growth 2023-2028 (%)
11.10 Germany - Market size and forecast 2023-2028
Chart on Germany - Market size and forecast 2023-2028 ($ million)
Data Table on Germany - Market size and forecast 2023-2028 ($ million)
Chart on Germany - Year-over-year growth 2023-2028 (%)
Data Table on Germany - Year-over-year growth 2023-2028 (%)
11.11 France - Market size and forecast 2023-2028
Chart on France - Market size and forecast 2023-2028 ($ million)
Data Table on France - Market size and forecast 2023-2028 ($ million)
Chart on France - Year-over-year growth 2023-2028 (%)
Data Table on France - Year-over-year growth 2023-2028 (%)
11.12 Japan - Market size and forecast 2023-2028
Chart on Japan - Market size and forecast 2023-2028 ($ million)
Data Table on Japan - Market size and forecast 2023-2028 ($ million)
Chart on Japan - Year-over-year growth 2023-2028 (%)
Data Table on Japan - Year-over-year growth 2023-2028 (%)
11.13 China - Market size and forecast 2023-2028
Chart on China - Market size and forecast 2023-2028 ($ million)
Data Table on China - Market size and forecast 2023-2028 ($ million)
Chart on China - Year-over-year growth 2023-2028 (%)
Data Table on China - Year-over-year growth 2023-2028 (%)
11.14 Market opportunity By Geographical Landscape
Market opportunity By Geographical Landscape ($ million)
Data Tables on Market opportunity By Geographical Landscape ($ million)
12 Drivers, Challenges, and Opportunity/Restraints
12.1 Market drivers
12.2 Market challenges
12.3 Impact of drivers and challenges
Impact of drivers and challenges in 2023 and 2028
12.4 Market opportunities/restraints
13 Competitive Landscape
13.1 Overview
13.2 Competitive Landscape
Overview on criticality of inputs and factors of differentiation
13.3 Landscape disruption
Overview on factors of disruption
13.4 Industry risks
Impact of key risks on business
14 Competitive Analysis
14.1 Companies profiled
Companies covered
14.2 Company ranking index
Company ranking index
14.3 Market positioning of companies
Matrix on companies position and classification
14.4 Addepar, Inc
Addepar, Inc - Overview
Addepar, Inc - Product / Service
Addepar, Inc - Key offerings
SWOT
14.5 aixigo AG
aixigo AG - Overview
aixigo AG - Product / Service
aixigo AG - Key offerings
SWOT
14.6 ARC Group Ltd
ARC Group Ltd - Overview
ARC Group Ltd - Product / Service
ARC Group Ltd - Key offerings
SWOT
14.7 BlackRock Inc.
BlackRock Inc. - Overview
BlackRock Inc. - Product / Service
BlackRock Inc. - Key news
BlackRock Inc. - Key offerings
SWOT
14.8 Broadridge Financial Solutions Inc.
Broadridge Financial Solutions Inc. - Overview
Broadridge Financial Solutions Inc. - Business segments
Broadridge Financial Solutions Inc. - Key offerings
Broadridge Financial Solutions Inc. - Segment focus
SWOT
14.9 Empower Annuity Insurance Co. of America
Empower Annuity Insurance Co. of America - Overview
Empower Annuity Insurance Co. of America - Product / Service
Empower Annuity Insurance Co. of America - Key offerings
SWOT
14.10 Etops
Etops - Overview
Etops - Product / Service
Etops - Key offerings
SWOT
14.11 FNZ Group Technologies Ltd.
FNZ Group Technologies Ltd. - Overview
FNZ Group Technologies Ltd. - Product / Service
FNZ Group Technologies Ltd. - Key offerings
SWOT
14.12 InvestSuite
InvestSuite - Overview
InvestSuite - Product / Service
InvestSuite - Key offerings
SWOT
14.13 Mirador LLC
Mirador LLC - Overview
Mirador LLC - Product / Service
Mirador LLC - Key offerings
SWOT
14.14 Synechron Technologies Pvt Ltd
Synechron Technologies Pvt Ltd - Overview
Synechron Technologies Pvt Ltd - Product / Service
Synechron Technologies Pvt Ltd - Key offerings
SWOT
14.15 Tata Consultancy Services Ltd.
Tata Consultancy Services Ltd. - Overview
Tata Consultancy Services Ltd. - Business segments
Tata Consultancy Services Ltd. - Key news
Tata Consultancy Services Ltd. - Key offerings
Tata Consultancy Services Ltd. - Segment focus
SWOT
14.16 Valuefy Technologies Private Limited
Valuefy Technologies Private Limited - Overview
Valuefy Technologies Private Limited - Product / Service
Valuefy Technologies Private Limited - Key offerings
SWOT
14.17 Wealthfront Corp.
Wealthfront Corp. - Overview
Wealthfront Corp. - Product / Service
Wealthfront Corp. - Key offerings
SWOT
14.18 WealthTechs Inc
WealthTechs Inc - Overview
WealthTechs Inc - Product / Service
WealthTechs Inc - Key offerings
SWOT
15 Appendix
15.1 Scope of the report
15.2 Inclusions and exclusions checklist
Inclusions checklist
Exclusions checklist
15.3 Currency conversion rates for US$
Currency conversion rates for US$
15.4 Research methodology
Research methodology
15.5 Data procurement
Information sources
15.6 Data validation
Data validation
15.7 Validation techniques employed for market sizing
Validation techniques employed for market sizing
15.8 Data synthesis
Data synthesis
15.9 360 degree market analysis
360 degree market analysis
15.10 List of abbreviations
List of abbreviations
List of Exhibits
Exhibits 1: Executive Summary - Chart on Market Overview
Exhibits 2: Executive Summary - Data Table on Market Overview
Exhibits 3: Executive Summary - Chart on Global Market Characteristics
Exhibits 4: Executive Summary - Chart on Market By Geographical Landscape
Exhibits 5: Executive Summary - Chart on Market Segmentation by Deployment
Exhibits 6: Executive Summary - Chart on Market Segmentation by Component
Exhibits 7: Executive Summary - Chart on Incremental Growth
Exhibits 8: Executive Summary - Data Table on Incremental Growth
Exhibits 9: Executive Summary - Chart on Company Market Positioning
Exhibits 10: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
Exhibits 11: Overview on criticality of inputs and factors of differentiation
Exhibits 12: Overview on factors of disruption
Exhibits 13: Impact of drivers and challenges in 2023 and 2028
Exhibits 14: Parent Market
Exhibits 15: Data Table on - Parent Market
Exhibits 16: Market characteristics analysis
Exhibits 17: Value Chain Analysis
Exhibits 18: Offerings of companies included in the market definition
Exhibits 19: Market segments
Exhibits 20: Chart on Global - Market size and forecast 2023-2028 ($ million)
Exhibits 21: Data Table on Global - Market size and forecast 2023-2028 ($ million)
Exhibits 22: Chart on Global Market: Year-over-year growth 2023-2028 (%)
Exhibits 23: Data Table on Global Market: Year-over-year growth 2023-2028 (%)
Exhibits 24: Historic Market Size - Data Table on Global WealthTech Solutions Market 2018 - 2022 ($ million)
Exhibits 25: Historic Market Size - Deployment Segment 2018 - 2022 ($ million)
Exhibits 26: Historic Market Size - Component Segment 2018 - 2022 ($ million)
Exhibits 27: Historic Market Size - Geography Segment 2018 - 2022 ($ million)
Exhibits 28: Historic Market Size - Country Segment 2018 - 2022 ($ million)
Exhibits 29: Market Size (value) - Data Table on Global wealthTech solutions market by Country 2023 - 2028 ($ million)
Exhibits 30: Five forces analysis - Comparison between 2023 and 2028
Exhibits 31: Bargaining power of buyers - Impact of key factors 2023 and 2028
Exhibits 32: Bargaining power of suppliers - Impact of key factors in 2023 and 2028
Exhibits 33: Threat of new entrants - Impact of key factors in 2023 and 2028
Exhibits 34: Threat of substitutes - Impact of key factors in 2023 and 2028
Exhibits 35: Threat of rivalry - Impact of key factors in 2023 and 2028
Exhibits 36: Chart on Market condition - Five forces 2023 and 2028
Exhibits 37: Chart on Deployment - Market share 2023-2028 (%)
Exhibits 38: Data Table on Deployment - Market share 2023-2028 (%)
Exhibits 39: Chart on Comparison by Deployment
Exhibits 40: Data Table on Comparison by Deployment
Exhibits 41: Chart on On-premise - Market size and forecast 2023-2028 ($ million)
Exhibits 42: Data Table on On-premise - Market size and forecast 2023-2028 ($ million)
Exhibits 43: Chart on On-premise - Year-over-year growth 2023-2028 (%)
Exhibits 44: Data Table on On-premise - Year-over-year growth 2023-2028 (%)
Exhibits 45: Chart on Cloud-based - Market size and forecast 2023-2028 ($ million)
Exhibits 46: Data Table on Cloud-based - Market size and forecast 2023-2028 ($ million)
Exhibits 47: Chart on Cloud-based - Year-over-year growth 2023-2028 (%)
Exhibits 48: Data Table on Cloud-based - Year-over-year growth 2023-2028 (%)
Exhibits 49: Market opportunity by Deployment ($ million)
Exhibits 50: Data Table on Market opportunity by Deployment ($ million)
Exhibits 51: Chart on Component - Market share 2023-2028 (%)
Exhibits 52: Data Table on Component - Market share 2023-2028 (%)
Exhibits 53: Chart on Comparison by Component
Exhibits 54: Data Table on Comparison by Component
Exhibits 55: Chart on Solution - Market size and forecast 2023-2028 ($ million)
Exhibits 56: Data Table on Solution - Market size and forecast 2023-2028 ($ million)
Exhibits 57: Chart on Solution - Year-over-year growth 2023-2028 (%)
Exhibits 58: Data Table on Solution - Year-over-year growth 2023-2028 (%)
Exhibits 59: Chart on Services - Market size and forecast 2023-2028 ($ million)
Exhibits 60: Data Table on Services - Market size and forecast 2023-2028 ($ million)
Exhibits 61: Chart on Services - Year-over-year growth 2023-2028 (%)
Exhibits 62: Data Table on Services - Year-over-year growth 2023-2028 (%)
Exhibits 63: Market opportunity by Component ($ million)
Exhibits 64: Data Table on Market opportunity by Component ($ million)
Exhibits 65: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
Exhibits 66: Chart on Market share By Geographical Landscape 2023-2028 (%)
Exhibits 67: Data Table on Market share By Geographical Landscape 2023-2028 (%)
Exhibits 68: Chart on Geographic comparison
Exhibits 69: Data Table on Geographic comparison
Exhibits 70: Chart on North America - Market size and forecast 2023-2028 ($ million)
Exhibits 71: Data Table on North America - Market size and forecast 2023-2028 ($ million)
Exhibits 72: Chart on North America - Year-over-year growth 2023-2028 (%)
Exhibits 73: Data Table on North America - Year-over-year growth 2023-2028 (%)
Exhibits 74: Chart on Europe - Market size and forecast 2023-2028 ($ million)
Exhibits 75: Data Table on Europe - Market size and forecast 2023-2028 ($ million)
Exhibits 76: Chart on Europe - Year-over-year growth 2023-2028 (%)
Exhibits 77: Data Table on Europe - Year-over-year growth 2023-2028 (%)
Exhibits 78: Chart on APAC - Market size and forecast 2023-2028 ($ million)
Exhibits 79: Data Table on APAC - Market size and forecast 2023-2028 ($ million)
Exhibits 80: Chart on APAC - Year-over-year growth 2023-2028 (%)
Exhibits 81: Data Table on APAC - Year-over-year growth 2023-2028 (%)
Exhibits 82: Chart on Middle East and Africa - Market size and forecast 2023-2028 ($ million)
Exhibits 83: Data Table on Middle East and Africa - Market size and forecast 2023-2028 ($ million)
Exhibits 84: Chart on Middle East and Africa - Year-over-year growth 2023-2028 (%)
Exhibits 85: Data Table on Middle East and Africa - Year-over-year growth 2023-2028 (%)
Exhibits 86: Chart on South America - Market size and forecast 2023-2028 ($ million)
Exhibits 87: Data Table on South America - Market size and forecast 2023-2028 ($ million)
Exhibits 88: Chart on South America - Year-over-year growth 2023-2028 (%)
Exhibits 89: Data Table on South America - Year-over-year growth 2023-2028 (%)
Exhibits 90: Chart on US - Market size and forecast 2023-2028 ($ million)
Exhibits 91: Data Table on US - Market size and forecast 2023-2028 ($ million)
Exhibits 92: Chart on US - Year-over-year growth 2023-2028 (%)
Exhibits 93: Data Table on US - Year-over-year growth 2023-2028 (%)
Exhibits 94: Chart on UK - Market size and forecast 2023-2028 ($ million)
Exhibits 95: Data Table on UK - Market size and forecast 2023-2028 ($ million)
Exhibits 96: Chart on UK - Year-over-year growth 2023-2028 (%)
Exhibits 97: Data Table on UK - Year-over-year growth 2023-2028 (%)
Exhibits 98: Chart on Germany - Market size and forecast 2023-2028 ($ million)
Exhibits 99: Data Table on Germany - Market size and forecast 2023-2028 ($ million)
Exhibits 100: Chart on Germany - Year-over-year growth 2023-2028 (%)
Exhibits 101: Data Table on Germany - Year-over-year growth 2023-2028 (%)
Exhibits 102: Chart on France - Market size and forecast 2023-2028 ($ million)
Exhibits 103: Data Table on France - Market size and forecast 2023-2028 ($ million)
Exhibits 104: Chart on France - Year-over-year growth 2023-2028 (%)
Exhibits 105: Data Table on France - Year-over-year growth 2023-2028 (%)
Exhibits 106: Chart on Japan - Market size and forecast 2023-2028 ($ million)
Exhibits 107: Data Table on Japan - Market size and forecast 2023-2028 ($ million)
Exhibits 108: Chart on Japan - Year-over-year growth 2023-2028 (%)
Exhibits 109: Data Table on Japan - Year-over-year growth 2023-2028 (%)
Exhibits 110: Chart on China - Market size and forecast 2023-2028 ($ million)
Exhibits 111: Data Table on China - Market size and forecast 2023-2028 ($ million)
Exhibits 112: Chart on China - Year-over-year growth 2023-2028 (%)
Exhibits 113: Data Table on China - Year-over-year growth 2023-2028 (%)
Exhibits 114: Market opportunity By Geographical Landscape ($ million)
Exhibits 115: Data Tables on Market opportunity By Geographical Landscape ($ million)
Exhibits 116: Impact of drivers and challenges in 2023 and 2028
Exhibits 117: Overview on criticality of inputs and factors of differentiation
Exhibits 118: Overview on factors of disruption
Exhibits 119: Impact of key risks on business
Exhibits 120: Companies covered
Exhibits 121: Company ranking index
Exhibits 122: Matrix on companies position and classification
Exhibits 123: Addepar, Inc - Overview
Exhibits 124: Addepar, Inc - Product / Service
Exhibits 125: Addepar, Inc - Key offerings
Exhibits 126: SWOT
Exhibits 127: aixigo AG - Overview
Exhibits 128: aixigo AG - Product / Service
Exhibits 129: aixigo AG - Key offerings
Exhibits 130: SWOT
Exhibits 131: ARC Group Ltd - Overview
Exhibits 132: ARC Group Ltd - Product / Service
Exhibits 133: ARC Group Ltd - Key offerings
Exhibits 134: SWOT
Exhibits 135: BlackRock Inc. - Overview
Exhibits 136: BlackRock Inc. - Product / Service
Exhibits 137: BlackRock Inc. - Key news
Exhibits 138: BlackRock Inc. - Key offerings
Exhibits 139: SWOT
Exhibits 140: Broadridge Financial Solutions Inc. - Overview
Exhibits 141: Broadridge Financial Solutions Inc. - Business segments
Exhibits 142: Broadridge Financial Solutions Inc. - Key offerings
Exhibits 143: Broadridge Financial Solutions Inc. - Segment focus
Exhibits 144: SWOT
Exhibits 145: Empower Annuity Insurance Co. of America - Overview
Exhibits 146: Empower Annuity Insurance Co. of America - Product / Service
Exhibits 147: Empower Annuity Insurance Co. of America - Key offerings
Exhibits 148: SWOT
Exhibits 149: Etops - Overview
Exhibits 150: Etops - Product / Service
Exhibits 151: Etops - Key offerings
Exhibits 152: SWOT
Exhibits 153: FNZ Group Technologies Ltd. - Overview
Exhibits 154: FNZ Group Technologies Ltd. - Product / Service
Exhibits 155: FNZ Group Technologies Ltd. - Key offerings
Exhibits 156: SWOT
Exhibits 157: InvestSuite - Overview
Exhibits 158: InvestSuite - Product / Service
Exhibits 159: InvestSuite - Key offerings
Exhibits 160: SWOT
Exhibits 161: Mirador LLC - Overview
Exhibits 162: Mirador LLC - Product / Service
Exhibits 163: Mirador LLC - Key offerings
Exhibits 164: SWOT
Exhibits 165: Synechron Technologies Pvt Ltd - Overview
Exhibits 166: Synechron Technologies Pvt Ltd - Product / Service
Exhibits 167: Synechron Technologies Pvt Ltd - Key offerings
Exhibits 168: SWOT
Exhibits 169: Tata Consultancy Services Ltd. - Overview
Exhibits 170: Tata Consultancy Services Ltd. - Business segments
Exhibits 171: Tata Consultancy Services Ltd. - Key news
Exhibits 172: Tata Consultancy Services Ltd. - Key offerings
Exhibits 173: Tata Consultancy Services Ltd. - Segment focus
Exhibits 174: SWOT
Exhibits 175: Valuefy Technologies Private Limited - Overview
Exhibits 176: Valuefy Technologies Private Limited - Product / Service
Exhibits 177: Valuefy Technologies Private Limited - Key offerings
Exhibits 178: SWOT
Exhibits 179: Wealthfront Corp. - Overview
Exhibits 180: Wealthfront Corp. - Product / Service
Exhibits 181: Wealthfront Corp. - Key offerings
Exhibits 182: SWOT
Exhibits 183: WealthTechs Inc - Overview
Exhibits 184: WealthTechs Inc - Product / Service
Exhibits 185: WealthTechs Inc - Key offerings
Exhibits 186: SWOT
Exhibits 187: Inclusions checklist
Exhibits 188: Exclusions checklist
Exhibits 189: Currency conversion rates for US$
Exhibits 190: Research methodology
Exhibits 191: Information sources
Exhibits 192: Data validation
Exhibits 193: Validation techniques employed for market sizing
Exhibits 194: Data synthesis
Exhibits 195: 360 degree market analysis
Exhibits 196: List of abbreviations

Executive Summary

The following companies are recognized as the key players in the global wealthtech solutions market: Acorn Wealth Management Group Ltd, Addepar, Inc, aixigo AG, ARC Group Ltd, BlackRock Inc., Bravura Solutions Ltd., Broadridge Financial Solutions Inc., Creant Technologies Pvt Ltd., Empower Annuity Insurance Co. of America, Etops, Fidelity National Information Services Inc., FNZ Group Technologies Ltd., InvestSuite, Mirador LLC, Synechron Technologies Pvt Ltd, Tata Consultancy Services Ltd., Valuefy Technologies Private Limited, Virtusa Corp., Wealthfront Corp., and WealthTechs Inc.

Commenting on the report, an analyst from the research team said: "The latest trend gaining momentum in the market is rising influence of digitalization."

According to the report, one of the major drivers for this market is the growing popularity of blockchain.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market and vendor landscape in addition to a SWOT analysis of the key vendors.

Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • Acorn Wealth Management Group Ltd
  • Addepar Inc
  • aixigo AG
  • ARC Group Ltd
  • BlackRock Inc.
  • Bravura Solutions Ltd.
  • Broadridge Financial Solutions Inc.
  • Creant Technologies Pvt Ltd.
  • Empower Annuity Insurance Co. of America
  • Etops
  • Fidelity National Information Services Inc.
  • FNZ Group Technologies Ltd.
  • InvestSuite
  • Mirador LLC
  • Synechron Technologies Pvt Ltd
  • Tata Consultancy Services Ltd.
  • Valuefy Technologies Private Limited
  • Virtusa Corp.
  • Wealthfront Corp.
  • WealthTechs Inc