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WealthTech Solutions Market By Component, By Deployment Mode, By Enterprise Size, By End User: Global Opportunity Analysis and Industry Forecast, 2022-2031

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    Report

  • 215 Pages
  • September 2023
  • Region: Global
  • Allied Market Research
  • ID: 5725364
UP TO OFF until Nov 15th 2024
WealthTech solutions assist clients in achieving their financial objectives such as stock modeling, cash flows, complicated tax planning, strategic estate planning, and legacy planning. These solutions offer various benefits such as improved portfolio management, asset liquidity, cost transparency, and increase in customer service. In addition, WealthTech solutions provide various advantages such as more efficient portfolio management, improved liquidity of assets, cost transparency, and enhanced customer service.

Rise in adoption of automation solutions across industries fuels growth of the WealthTech solution market. In addition, surge in demand for financial analytics services and growing use of technologies in WealthTech management is driving the growth of the market. Therefore, these are some of the factors propel growth of the WealthTech solution market. However, the market growth is hampered by high cost of WealthTech solutions and the emerged privacy and security concerns due to the extensive flow of customer data. On the contrary, rise in demand for predictive analytics technology fuels growth of the WealthTech solution market.

The WealthTech solution market is segmented on the basis of component, deployment mode, enterprise size, end user, and region. By component, it is segmented into solution ad service. By deployment mode, it is bifurcated into on-premise and cloud. By enterprise size, it is segregated into large enterprises and small & medium-sized enterprises. On the basis of end user, it is segmented into banks, wealth management firms, and others. By region, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

The report analyzes the profiles of key players operating in the WealthTech solution market such as 3rd eyes Anaytics, Aixigo AG, BlackRock, Inc., BME inntech, InvestCloud, Inc., InvestSuite, Synechron, Valuefy, Wealthfront Corporation., and WealthTechs Inc. These players have adopted various strategies to increase their market penetration and strengthen their position in the WealthTech solution market.

Key Benefits For Stakeholders

  • This report provides a quantitative analysis of the market segments, current trends, estimations, and dynamics of the wealthtech solutions market analysis from 2021 to 2031 to identify the prevailing wealthtech solutions market opportunities.
  • The market research is offered along with information related to key drivers, restraints, and opportunities.
  • Porter's five forces analysis highlights the potency of buyers and suppliers to enable stakeholders make profit-oriented business decisions and strengthen their supplier-buyer network.
  • In-depth analysis of the wealthtech solutions market segmentation assists to determine the prevailing market opportunities.
  • Major countries in each region are mapped according to their revenue contribution to the global market.
  • Market player positioning facilitates benchmarking and provides a clear understanding of the present position of the market players.
  • The report includes the analysis of the regional as well as global wealthtech solutions market trends, key players, market segments, application areas, and market growth strategies.

Additional benefits you will get with this purchase are:

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  • 15% Free Customization* (in case the scope or segment of the report does not match your requirements, 15% is equivalent to 3 working days of free work, applicable once)
  • Free data Pack on the Five and Enterprise User License. (Excel version of the report)
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  • Free Industry updates and white papers.

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  • Investment Opportunities
  • Market share analysis of players by products/segments
  • Regulatory Guidelines
  • Additional company profiles with specific to client's interest
  • Additional country or region analysis- market size and forecast
  • Expanded list for Company Profiles
  • Market share analysis of players at global/region/country level
  • SWOT Analysis

Key Market Segments

By Component

  • Solution
  • Service

By Deployment Mode

  • On-Premise
  • Cloud

By Enterprise Size

  • Large Enterprises
  • Small and Medium-sized Enterprises

By End User

  • Banks
  • Wealth Management Firms
  • Others

By Region

  • North America
  • U.S.
  • Canada
  • Europe
  • UK
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Europe
  • Asia-Pacific
  • China
  • Japan
  • India
  • Australia
  • South Korea
  • Rest of Asia-Pacific
  • LAMEA
  • Latin America
  • Middle East
  • Africa
  • Key Market Players
  • InvestSuite
  • Aixigo AG
  • BlackRock, Inc.
  • Wealthfront Corporation.
  • BME inntech
  • InvestCloud, Inc.
  • Valuefy
  • 3rd-eyes analytics
  • WealthTechs Inc.
  • Synechron

 

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Table of Contents

CHAPTER 1: INTRODUCTION
1.1. Report description
1.2. Key market segments
1.3. Key benefits to the stakeholders
1.4. Research methodology
CHAPTER 2: EXECUTIVE SUMMARY
2.1. CXO Perspective
CHAPTER 3: MARKET OVERVIEW
3.1. Market definition and scope
3.2. Key findings
3.3. Porter’s five forces analysis
3.4. Market dynamics
CHAPTER 4: WEALTHTECH SOLUTIONS MARKET, BY COMPONENT
4.1. Overview
4.2. Solution
4.3. Service
CHAPTER 5: WEALTHTECH SOLUTIONS MARKET, BY DEPLOYMENT MODE
5.1. Overview
5.2. On-Premise
5.3. Cloud
CHAPTER 6: WEALTHTECH SOLUTIONS MARKET, BY ENTERPRISE SIZE
6.1. Overview
6.2. Large Enterprises
6.3. Small and Medium-sized Enterprises
CHAPTER 7: WEALTHTECH SOLUTIONS MARKET, BY END USER
7.1. Overview
7.2. Banks
7.3. Wealth Management Firms
7.4. Others
CHAPTER 8: WEALTHTECH SOLUTIONS MARKET, BY REGION
8.1. Overview
8.2. North America
8.3. Europe
8.4. Asia-Pacific
8.5. LAMEA
CHAPTER 9: COMPETITIVE LANDSCAPE
9.1. Introduction
9.2. Top winning strategies
9.3. Product mapping of top 10 player
9.4. Competitive dashboard
9.5. Competitive heatmap
9.6. Top player positioning, 2021
CHAPTER 10: COMPANY PROFILES
10.1. 3rd-eyes analytics
10.2. Aixigo AG
10.3. BlackRock, Inc.
10.4. BME inntech
10.5. InvestCloud, Inc.
10.6. InvestSuite
10.7. Synechron
10.8. Valuefy
10.9. Wealthfront Corporation.
10.10. WealthTechs Inc.
List of Tables
Table 01. Global Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 02. Wealthtech Solutions Market for Solution, by Region, 2021-2031 ($ Million)
Table 03. Wealthtech Solutions Market for Service, by Region, 2021-2031 ($ Million)
Table 04. Global Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 05. Wealthtech Solutions Market for On-Premise, by Region, 2021-2031 ($ Million)
Table 06. Wealthtech Solutions Market for Cloud, by Region, 2021-2031 ($ Million)
Table 07. Global Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 08. Wealthtech Solutions Market for Large Enterprises, by Region, 2021-2031 ($ Million)
Table 09. Wealthtech Solutions Market for Small and Medium-Sized Enterprises, by Region, 2021-2031 ($ Million)
Table 10. Global Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 11. Wealthtech Solutions Market for Banks, by Region, 2021-2031 ($ Million)
Table 12. Wealthtech Solutions Market for Wealth Management Firms, by Region, 2021-2031 ($ Million)
Table 13. Wealthtech Solutions Market for Others, by Region, 2021-2031 ($ Million)
Table 14. Wealthtech Solutions Market, by Region, 2021-2031 ($ Million)
Table 15. North America Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 16. North America Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 17. North America Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 18. North America Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 19. North America Wealthtech Solutions Market, by Country, 2021-2031 ($ Million)
Table 20. U.S. Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 21. U.S. Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 22. U.S. Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 23. U.S. Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 24. Canada Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 25. Canada Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 26. Canada Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 27. Canada Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 28. Europe Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 29. Europe Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 30. Europe Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 31. Europe Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 32. Europe Wealthtech Solutions Market, by Country, 2021-2031 ($ Million)
Table 33. UK Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 34. UK Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 35. UK Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 36. UK Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 37. Germany Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 38. Germany Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 39. Germany Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 40. Germany Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 41. France Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 42. France Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 43. France Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 44. France Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 45. Italy Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 46. Italy Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 47. Italy Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 48. Italy Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 49. Spain Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 50. Spain Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 51. Spain Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 52. Spain Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 53. Rest of Europe Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 54. Rest of Europe Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 55. Rest of Europe Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 56. Rest of Europe Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 57. Asia-Pacific Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 58. Asia-Pacific Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 59. Asia-Pacific Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 60. Asia-Pacific Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 61. Asia-Pacific Wealthtech Solutions Market, by Country, 2021-2031 ($ Million)
Table 62. China Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 63. China Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 64. China Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 65. China Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 66. Japan Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 67. Japan Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 68. Japan Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 69. Japan Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 70. India Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 71. India Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 72. India Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 73. India Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 74. Australia Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 75. Australia Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 76. Australia Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 77. Australia Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 78. South Korea Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 79. South Korea Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 80. South Korea Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 81. South Korea Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 82. Rest of Asia-Pacific Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 83. Rest of Asia-Pacific Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 84. Rest of Asia-Pacific Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 85. Rest of Asia-Pacific Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 86. LAMEA Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 87. LAMEA Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 88. LAMEA Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 89. LAMEA Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 90. LAMEA Wealthtech Solutions Market, by Country, 2021-2031 ($ Million)
Table 91. Latin America Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 92. Latin America Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 93. Latin America Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 94. Latin America Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 95. Middle East Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 96. Middle East Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 97. Middle East Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 98. Middle East Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 99. Africa Wealthtech Solutions Market, by Component, 2021-2031 ($ Million)
Table 100. Africa Wealthtech Solutions Market, by Deployment Mode, 2021-2031 ($ Million)
Table 101. Africa Wealthtech Solutions Market, by Enterprise Size, 2021-2031 ($ Million)
Table 102. Africa Wealthtech Solutions Market, by End-user, 2021-2031 ($ Million)
Table 103. 3Rd-Eyes Analytics: Key Executives
Table 104. 3Rd-Eyes Analytics: Company Snapshot
Table 105. 3Rd-Eyes Analytics: Product Segments
Table 106. 3Rd-Eyes Analytics: Product Portfolio
Table 107. 3Rd-Eyes Analytics: Key Stratergies
Table 108. Aixigo Ag: Key Executives
Table 109. Aixigo Ag: Company Snapshot
Table 110. Aixigo Ag: Service Segments
Table 111. Aixigo Ag: Product Portfolio
Table 112. Aixigo Ag: Key Stratergies
Table 113. Blackrock, Inc.: Key Executives
Table 114. Blackrock, Inc.: Company Snapshot
Table 115. Blackrock, Inc.: Service Segments
Table 116. Blackrock, Inc.: Product Portfolio
Table 117. Blackrock, Inc.: Key Stratergies
Table 118. Bme Inntech: Key Executives
Table 119. Bme Inntech: Company Snapshot
Table 120. Bme Inntech: Service Segments
Table 121. Bme Inntech: Product Portfolio
Table 122. Investcloud, Inc.: Key Executives
Table 123. Investcloud, Inc.: Company Snapshot
Table 124. Investcloud, Inc.: Service Segments
Table 125. Investcloud, Inc.: Product Portfolio
Table 126. Investsuite: Key Executives
Table 127. Investsuite: Company Snapshot
Table 128. Investsuite: Service Segments
Table 129. Investsuite: Product Portfolio
Table 130. Investsuite: Key Stratergies
Table 131. Synechron: Key Executives
Table 132. Synechron: Company Snapshot
Table 133. Synechron: Service Segments
Table 134. Synechron: Product Portfolio
Table 135. Synechron: Key Stratergies
Table 136. Valuefy: Key Executives
Table 137. Valuefy: Company Snapshot
Table 138. Valuefy: Service Segments
Table 139. Valuefy: Product Portfolio
Table 140. Wealthfront Corporation.: Key Executives
Table 141. Wealthfront Corporation.: Company Snapshot
Table 142. Wealthfront Corporation.: Service Segments
Table 143. Wealthfront Corporation.: Product Portfolio
Table 144. Wealthtechs Inc.: Key Executives
Table 145. Wealthtechs Inc.: Company Snapshot
Table 146. Wealthtechs Inc.: Service Segments
Table 147. Wealthtechs Inc.: Product Portfolio
List of Figures
Figure 01. Wealthtech Solutions Market, 2021-2031
Figure 02. Segmentation of Wealthtech Solutions Market, 2021-2031
Figure 03. Top Impacting Factors in Wealthtech Solutions Market (2021 to 2031)
Figure 04. Top Investment Pockets in Wealthtech Solutions Market (2022-2031)
Figure 05. Low Bargaining Power of Suppliers
Figure 06. Low Threat of New Entrants
Figure 07. Low Threat of Substitutes
Figure 08. Low Intensity of Rivalry
Figure 09. Low Bargaining Power of Buyers
Figure 10. Global Wealthtech Solutions Market: Drivers, Restraints and Opportunities
Figure 11. Wealthtech Solutions Market, by Component, 2021 and 2031 (%)
Figure 12. Comparative Share Analysis of Wealthtech Solutions Market for Solution, by Country 2021 and 2031 (%)
Figure 13. Comparative Share Analysis of Wealthtech Solutions Market for Service, by Country 2021 and 2031 (%)
Figure 14. Wealthtech Solutions Market, by Deployment Mode, 2021 and 2031 (%)
Figure 15. Comparative Share Analysis of Wealthtech Solutions Market for On-Premise, by Country 2021 and 2031 (%)
Figure 16. Comparative Share Analysis of Wealthtech Solutions Market for Cloud, by Country 2021 and 2031 (%)
Figure 17. Wealthtech Solutions Market, by Enterprise Size, 2021 and 2031 (%)
Figure 18. Comparative Share Analysis of Wealthtech Solutions Market for Large Enterprises, by Country 2021 and 2031 (%)
Figure 19. Comparative Share Analysis of Wealthtech Solutions Market for Small and Medium-Sized Enterprises, by Country 2021 and 2031 (%)
Figure 20. Wealthtech Solutions Market, by End-user, 2021 and 2031 (%)
Figure 21. Comparative Share Analysis of Wealthtech Solutions Market for Banks, by Country 2021 and 2031 (%)
Figure 22. Comparative Share Analysis of Wealthtech Solutions Market for Wealth Management Firms, by Country 2021 and 2031 (%)
Figure 23. Comparative Share Analysis of Wealthtech Solutions Market for Others, by Country 2021 and 2031 (%)
Figure 24. Wealthtech Solutions Market by Region, 2021 and 2031 (%)
Figure 25. U.S. Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 26. Canada Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 27. UK Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 28. Germany Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 29. France Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 30. Italy Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 31. Spain Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 32. Rest of Europe Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 33. China Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 34. Japan Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 35. India Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 36. Australia Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 37. South Korea Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 38. Rest of Asia-Pacific Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 39. Latin America Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 40. Middle East Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 41. Africa Wealthtech Solutions Market, 2021-2031 ($ Million)
Figure 42. Top Winning Strategies, by Year (2019-2022)
Figure 43. Top Winning Strategies, by Development (2019-2022)
Figure 44. Top Winning Strategies, by Company (2019-2022)
Figure 45. Product Mapping of Top 10 Players
Figure 46. Competitive Dashboard
Figure 47. Competitive Heatmap: Wealthtech Solutions Market
Figure 48. Top Player Positioning, 2021

Executive Summary

According to the report, the wealthtech solutions market was valued at $4.8 billion in 2021, and is estimated to reach $18.6 billion by 2031, growing at a CAGR of 14.8% from 2022 to 2031.

The WealthTech solution market is likely to experience a significant growth rate of 14.8% from 2022-2031 owing to increasing market demand from banking sector

WealthTech, also known as digital wealth management, refers to the use of technology to enhance and automate the process of managing wealth. This includes a range of services, such as investment management, financial planning, and portfolio management, as well as services that help to improve the overall customer experience, such as robo-advisory, financial education, and goal-based planning. WealthTech companies utilize technology such as big data, artificial intelligence, and machine learning to improve the efficiency and accuracy of their services and to provide customers with more personalized and tailored solutions. Moreover, the main goal of WealthTech is to democratize access to wealth management services and make them more accessible to a wider range of customers, regardless of their level of wealth or financial knowledge. They also aim to provide a more efficient, transparent and cost-effective service than traditional wealth management services. Furthermore, wealthTech companies can include startups and fintechs, as well as traditional financial institutions that are looking to adopt new technologies to improve their wealth management services. This can include online investment platforms, robo-advisors, and digital wealth management platforms, which provide customers with a range of tools and services to help them manage their wealth more effectively.

Key factors driving the growth of the WealthTech solution market include factors such as the growing use of smartphones and internet connectivity has led to an increase in the adoption of digital platforms for financial services, including WealthTech solutions. In addition, investors are increasingly looking for low-cost and convenient solutions for managing their wealth, which has led to a growing demand for WealthTech solutions. Furthermore, as more customers become aware of the benefits of technology-enabled wealth management, such as improved efficiency and personalization, the demand for WealthTech solutions is likely to increase. Moreover, government regulations are supporting the growth of the WealthTech market by encouraging the adoption of digital platforms and technology-enabled solutions. In addition, advancements in technology such as big data, artificial intelligence, and machine learning are enabling WealthTech companies to improve the efficiency and accuracy of their services, which is driving the growth of the market. However, some customers may be hesitant to use WealthTech solutions due to a lack of trust and understanding of the technology, which can make it difficult for companies to encourage widespread adoption of their services. Furthermore, limited availability of high-speed internet in certain regions can be a restraint for the WealthTech solution market. In addition, lack of proper regulatory oversight can be a restraint for the WealthTech solution market, as it may discourage investors from using these platforms. Moreover, limited availability of high-speed internet in certain regions can be a restraint for the WealthTech solution market.

The market also offers growth opportunities to the key players in the market with the use of AI and machine learning can help to improve the efficiency and accuracy of WealthTech solutions, providing opportunities for growth in this market. Furthermore, the development of new services such as virtual financial counseling or goal-based planning can provide additional opportunities for growth in the WealthTech solution market. In addition, the growing demand for environmentally, socially, and governance (ESG) investing can provide opportunities for WealthTech companies that offer socially responsible investment options. Moreover, WealthTech companies can explore partnerships and collaborations with traditional financial institutions to expand their reach and credibility. Thus, these factors are expected to offer lucrative growth opportunities for the WealthTech solution market in the upcoming years.

The WealthTech solution market is segmented on the basis of component, deployment mode, enterprise size, and end user. By component, it is segmented into solution ad service. By deployment mode, it is bifurcated into on-premise and cloud. Based on enterprise size, it is segregated into large enterprises and small & medium-sized enterprises. On the basis of end user, it is segmented into banks, wealth management firms and others. By region, it is analysed across North America, Europe, Asia-Pacific, and LAMEA.

The report analyzes the profiles of key players operating in the WealthTech solution market such as 3rd eyes Anaytics, Aixigo AG, BlackRock, Inc., BME inntech, InvestCloud, Inc., InvestSuite, Synechron, Valuefy, Wealthfront Corporation. And WealthTechs Inc. These players have adopted various strategies to increase their market penetration and strengthen their position in the WealthTech solution market.

Key Market Insights

By component, the solution segment led the WealthTech solution market in terms of revenue in 2021.

By deployment mode, the on-premise segment accounted for the highest WealthTech solution market share in 2021.

By enterprise size, the large enterprise segment accounted for the highest WealthTech solution market share in 2021.

By end user, the wealth management firms segment accounted for the highest WealthTech solution market share in 2021.

By region, North America generated the highest revenue in 2021.

Companies Mentioned

  • InvestSuite
  • Aixigo AG
  • BlackRock, Inc.
  • Wealthfront Corporation.
  • BME inntech
  • InvestCloud, Inc.
  • Valuefy
  • 3rd-eyes analytics
  • WealthTechs Inc.
  • Synechron

Methodology

The analyst offers exhaustive research and analysis based on a wide variety of factual inputs, which largely include interviews with industry participants, reliable statistics, and regional intelligence. The in-house industry experts play an instrumental role in designing analytic tools and models, tailored to the requirements of a particular industry segment. The primary research efforts include reaching out participants through mail, tele-conversations, referrals, professional networks, and face-to-face interactions.

They are also in professional corporate relations with various companies that allow them greater flexibility for reaching out to industry participants and commentators for interviews and discussions.

They also refer to a broad array of industry sources for their secondary research, which typically include; however, not limited to:

  • Company SEC filings, annual reports, company websites, broker & financial reports, and investor presentations for competitive scenario and shape of the industry
  • Scientific and technical writings for product information and related preemptions
  • Regional government and statistical databases for macro analysis
  • Authentic news articles and other related releases for market evaluation
  • Internal and external proprietary databases, key market indicators, and relevant press releases for market estimates and forecast

Furthermore, the accuracy of the data will be analyzed and validated by conducting additional primaries with various industry experts and KOLs. They also provide robust post-sales support to clients.

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