Robo Advisory Market Report 2026

The robo advisory market size has grown exponentially in recent years. It will grow from $14.25 billion in 2025 to $18.7 billion in 2026 at a compound annual growth rate (CAGR) of 31.3%. The growth in the historic period can be attributed to increasing digital banking adoption, rising retail investor participation, growth of fintech platforms, increasing demand for low-cost investment solutions, wider acceptance of online financial services.

The robo advisory market size is expected to see exponential growth in the next few years. It will grow to $54.74 billion in 2030 at a compound annual growth rate (CAGR) of 30.8%. The growth in the forecast period can be attributed to increasing integration of ai-driven advisory tools, rising demand for personalized financial planning, expansion of hybrid advisory models, growing adoption among younger investors, increasing regulatory support for digital finance. Major trends in the forecast period include increasing adoption of algorithm-based portfolio management, rising demand for low-cost digital advisory services, growing use of hybrid robo advisory models, expansion of personalized goal-based investing, enhanced focus on automated risk profiling.

The increasing digitalization within financial services is supporting the growth of the robo advisory market. In the finance sector, technologies such as artificial intelligence (AI), cloud computing, blockchain, and fintech solutions are simplifying access to funds and helping financial institutions enhance customer experience through automated processes. For example, in June 2023, according to the Australian Banking Association, an Australia-based trade group representing the Australian banking sector, 98.9% of banking interactions in Australia were conducted digitally, reflecting a strong shift toward digital banking. Therefore, the growing adoption of digital technologies in financial services is driving the growth of the robo advisory market.

Leading companies in the robo advisory sector are concentrating on creating innovative solutions, such as automated portfolio management platforms, to address the growing demand for accessible, time-efficient investment tools for users who lack the expertise or time for active trading. Automated portfolio management involves digital investment systems that utilize algorithms to construct, monitor, rebalance, and optimize diversified portfolios with minimal human input, making investing more convenient and cost-effective compared to traditional manual portfolio management. For example, in February 2024, Revolut, a UK-based financial technology (fintech) company, introduced its Robo-Advisor service across the European Economic Area (EEA). This automated investing service is designed to simplify investing by creating diversified portfolios tailored to users’ risk tolerance and financial objectives through a brief questionnaire, and then automatically investing and managing funds on their behalf. The platform features automatic portfolio rebalancing based on market movements, recurring transfer options to grow investments, a minimum entry investment of €100, and a 0.75% annual management fee, making it ideal for beginners or investors with limited time seeking hands-off portfolio management.

In December 2024, MUFG, a Japan-based financial services firm, acquired WealthNavi for an undisclosed sum. Through this acquisition, MUFG intends to bolster its digital wealth and asset management offerings, focusing on improving services for retail investors via advanced automated investment solutions. WealthNavi, a Japan-based fintech company, specializes in delivering a fully automated robo-advisor platform that provides personalized, algorithm-driven asset management.

Major companies operating in the robo advisory market include Betterment LLC, Charles Schwab & Co. Inc., Wealthfront Corporation, Personal Capital Corporation, Bambu Labs Inc., Blooom Inc., Ellevest Inc., FutureAdvisor Inc., Nutmeg Saving and Investment Limited, SigFig Wealth Management LLC, The Vanguard Group Inc., Social Finance Inc., Hedgeable Inc., WiseBanyan Inc., AssetBuilder Inc., Ally Financial Inc., Axos Invest Inc., Scalable Capital Limited, Moneyfarm Ltd., Acorns Grow Incorporated, United Income LLC, T. Rowe Price Associates Inc., Rebellion Research, Ginmon Vermogensverwaltung GmbH, Invesco Ltd., WisdomTree Investments Inc., Northern Trust Corporation, First Trust Advisors LP, VanEck Associates Corporation, ProShares Advisors LLC, Global X Management Company LLC, Direxion Investments

North America will be the largest region in the robo advisory market in 2025. Asia-Pacific is expected to be the fastest growing region in the forecast period. The regions covered in the robo advisory market report are Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in the robo advisory market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

The robo-advisor market includes revenues earned by entities by providing robo-advisory services (e. g., fund-based robo advisory, equity-based robo advisory, comprehensive wealth advisory). The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified).

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

This product will be delivered within 1-3 business days.