Robo Advisory Global Market Report 2025 Including: 1) By Service Type: Direct Plan-Based Or Goal-Based; Comprehensive Wealth Advisory 2) By Provider: Fintech Robo Advisors; Banks; Traditional Wealth Managers 3) By Business Model: Pure Robo Advisors; Hybri

Robo Advisory Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.

This report focuses on robo advisory market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.

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  • Assess the impact of key macro factors such as conflict, pandemic and recovery, inflation and interest rate environment and the 2nd Trump presidency.
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Description:

Where is the largest and fastest growing market for robo advisory ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward? The robo advisory market global report from the Business Research Company answers all these questions and many more.

The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market’s historic and forecast market growth by geography.
  • The market characteristics section of the report defines and explains the market.
  • The market size section gives the market size ($b) covering both the historic growth of the market, and forecasting its development.
  • The forecasts are made after considering the major factors currently impacting the market. These include:
  • The forecasts are made after considering the major factors currently impacting the market. These include the Russia-Ukraine war, rising inflation, higher interest rates, and the legacy of the COVID-19 pandemic.
  • Market segmentations break down the market into sub markets.
  • The regional and country breakdowns section gives an analysis of the market in each geography and the size of the market by geography and compares their historic and forecast growth. It covers the growth trajectory of COVID-19 for all regions, key developed countries and major emerging markets.
  • The competitive landscape chapter gives a description of the competitive nature of the market, market shares, and a description of the leading companies. Key financial deals which have shaped the market in recent years are identified.
  • The trends and strategies section analyses the shape of the market as it emerges from the crisis and suggests how companies can grow as the market recovers.
Scope

Markets Covered:1) By Service Type: Direct Plan-Based Or Goal-Based; Comprehensive Wealth Advisory

2) By Provider: Fintech Robo Advisors; Banks; Traditional Wealth Managers; Other Providers

3) By Business Model: Pure Robo Advisors; Hybrid Robo Advisors

4) By End User: Healthcare; Education; Retail; Other End Users

Subsegments:

1) By Direct Plan-Based Or Goal-Based: Retirement Planning; Education Savings Plans; Investment Goal Setting; Tax Optimization Strategies

2) By Comprehensive Wealth Advisory: Holistic Financial Planning; Asset Management Services; Estate Planning; Portfolio Diversification Strategies

Companies Mentioned: Betterment LLC; Charles Schwab & Co. Inc.; Wealthfront Corporation; Personal Capital Corporation; Bambu Labs Inc.

Countries: Australia; Brazil; China; France; Germany; India; Indonesia; Japan; Russia; South Korea; UK; USA; Canada; Italy; Spain

Regions: Asia-Pacific; Western Europe; Eastern Europe; North America; South America; Middle East; Africa

Time series: Five years historic and ten years forecast.

Data: Ratios of market size and growth to related markets, GDP proportions, expenditure per capita,

Data segmentations: country and regional historic and forecast data, market share of competitors, market segments.

Sourcing and Referencing: Data and analysis throughout the report is sourced using end notes.

Delivery format: PDF, Word and Excel Data Dashboard.

Please Note: Report will be updated with the latest data and delivered to you within 3-5 working days of order.


1. Executive Summary
2. Robo Advisory Market Characteristics
3. Robo Advisory Market Trends And Strategies
4. Robo Advisory Market - Macro Economic Scenario Including The Impact Of Interest Rates, Inflation, Geopolitics And Covid And Recovery On The Market
5. Global Robo Advisory Growth Analysis And Strategic Analysis Framework
5.1. Global Robo Advisory PESTEL Analysis (Political, Social, Technological, Environmental and Legal Factors, Drivers and Restraints)
5.2. Analysis Of End Use Industries
5.3. Global Robo Advisory Market Growth Rate Analysis
5.4. Global Robo Advisory Historic Market Size and Growth, 2019 - 2024, Value ($ Billion)
5.5. Global Robo Advisory Forecast Market Size and Growth, 2024 - 2029, 2034F, Value ($ Billion)
5.6. Global Robo Advisory Total Addressable Market (TAM)
6. Robo Advisory Market Segmentation
6.1. Global Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Direct Plan-Based/Goal-Based
Comprehensive Wealth Advisory
6.2. Global Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Fintech Robo Advisors
Banks
Traditional Wealth Managers
Other Providers
6.3. Global Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Healthcare
Education
Retail
Other End Users
6.4. Global Robo Advisory Market, Sub-Segmentation Of Direct Plan-Based Or Goal-Based, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Retirement Planning
Education Savings Plans
Investment Goal Setting
Tax Optimization Strategies
6.5. Global Robo Advisory Market, Sub-Segmentation Of Comprehensive Wealth Advisory, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Holistic Financial Planning
Asset Management Services
Estate Planning
Portfolio Diversification Strategies
7. Robo Advisory Market Regional And Country Analysis
7.1. Global Robo Advisory Market, Split By Region, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
7.2. Global Robo Advisory Market, Split By Country, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
8. Asia-Pacific Robo Advisory Market
8.1. Asia-Pacific Robo Advisory Market Overview
Region Information, Market Information, Background Information, Government Initiatives, Regulations, Regulatory Bodies, Major Associations, Taxes Levied, Corporate Tax Structure, Investments, Major Companies
8.2. Asia-Pacific Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
8.3. Asia-Pacific Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
8.4. Asia-Pacific Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
9. China Robo Advisory Market
9.1. China Robo Advisory Market Overview
9.2. China Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
9.3. China Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
9.4. China Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
10. India Robo Advisory Market
10.1. India Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
10.2. India Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
10.3. India Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
11. Japan Robo Advisory Market
11.1. Japan Robo Advisory Market Overview
11.2. Japan Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
11.3. Japan Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
11.4. Japan Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
12. Australia Robo Advisory Market
12.1. Australia Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
12.2. Australia Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
12.3. Australia Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
13. Indonesia Robo Advisory Market
13.1. Indonesia Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
13.2. Indonesia Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
13.3. Indonesia Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
14. South Korea Robo Advisory Market
14.1. South Korea Robo Advisory Market Overview
14.2. South Korea Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
14.3. South Korea Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
14.4. South Korea Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
15. Western Europe Robo Advisory Market
15.1. Western Europe Robo Advisory Market Overview
15.2. Western Europe Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
15.3. Western Europe Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
15.4. Western Europe Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
16. UK Robo Advisory Market
16.1. UK Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
16.2. UK Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
16.3. UK Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
17. Germany Robo Advisory Market
17.1. Germany Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
17.2. Germany Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
17.3. Germany Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
18. France Robo Advisory Market
18.1. France Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
18.2. France Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
18.3. France Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
19. Italy Robo Advisory Market
19.1. Italy Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
19.2. Italy Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
19.3. Italy Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
20. Spain Robo Advisory Market
20.1. Spain Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
20.2. Spain Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
20.3. Spain Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
21. Eastern Europe Robo Advisory Market
21.1. Eastern Europe Robo Advisory Market Overview
21.2. Eastern Europe Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
21.3. Eastern Europe Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
21.4. Eastern Europe Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
22. Russia Robo Advisory Market
22.1. Russia Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
22.2. Russia Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
22.3. Russia Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
23. North America Robo Advisory Market
23.1. North America Robo Advisory Market Overview
23.2. North America Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
23.3. North America Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
23.4. North America Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
24. USA Robo Advisory Market
24.1. USA Robo Advisory Market Overview
24.2. USA Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
24.3. USA Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
24.4. USA Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
25. Canada Robo Advisory Market
25.1. Canada Robo Advisory Market Overview
25.2. Canada Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
25.3. Canada Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
25.4. Canada Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
26. South America Robo Advisory Market
26.1. South America Robo Advisory Market Overview
26.2. South America Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
26.3. South America Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
26.4. South America Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
27. Brazil Robo Advisory Market
27.1. Brazil Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
27.2. Brazil Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
27.3. Brazil Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
28. Middle East Robo Advisory Market
28.1. Middle East Robo Advisory Market Overview
28.2. Middle East Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
28.3. Middle East Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
28.4. Middle East Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
29. Africa Robo Advisory Market
29.1. Africa Robo Advisory Market Overview
29.2. Africa Robo Advisory Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
29.3. Africa Robo Advisory Market, Segmentation By Provider, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
29.4. Africa Robo Advisory Market, Segmentation By End User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
30. Robo Advisory Market Competitive Landscape And Company Profiles
30.1. Robo Advisory Market Competitive Landscape
30.2. Robo Advisory Market Company Profiles
30.2.1. Betterment LLC Overview, Products and Services, Strategy and Financial Analysis
30.2.2. Charles Schwab & Co. Inc. Overview, Products and Services, Strategy and Financial Analysis
30.2.3. Wealthfront Corporation Overview, Products and Services, Strategy and Financial Analysis
30.2.4. Personal Capital Corporation Overview, Products and Services, Strategy and Financial Analysis
30.2.5. Bambu Labs Inc. Overview, Products and Services, Strategy and Financial Analysis
31. Robo Advisory Market Other Major And Innovative Companies
31.1. Blooom Inc.
31.2. Ellevest Inc.
31.3. FutureAdvisor Inc.
31.4. Nutmeg Saving and Investment Limited
31.5. SigFig Wealth Management LLC
31.6. The Vanguard Group Inc.
31.7. Social Finance Inc.
31.8. Hedgeable Inc.
31.9. WiseBanyan Inc.
31.10. AssetBuilder Inc.
31.11. Ally Financial Inc.
31.12. Axos Invest Inc.
31.13. Scalable Capital Limited
31.14. Moneyfarm Ltd.
31.15. Acorns Grow Incorporated
32. Global Robo Advisory Market Competitive Benchmarking And Dashboard
33. Key Mergers And Acquisitions In The Robo Advisory Market
34. Recent Developments In The Robo Advisory Market
35. Robo Advisory Market High Potential Countries, Segments and Strategies
35.1 Robo Advisory Market In 2029 - Countries Offering Most New Opportunities
35.2 Robo Advisory Market In 2029 - Segments Offering Most New Opportunities
35.3 Robo Advisory Market In 2029 - Growth Strategies
35.3.1 Market Trend Based Strategies
35.3.2 Competitor Strategies
36. Appendix
36.1. Abbreviations
36.2. Currencies
36.3. Historic And Forecast Inflation Rates
36.4. Research Inquiries
36.5. The Business Research Company
36.6. Copyright And Disclaimer

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