Global Financial Planning Software Market Growth (Status and Outlook) 2023-2029

Global Financial Planning Software Market Growth (Status and Outlook) 2023-2029

Financial planning is a long-term process of wisely managing your finances so that you can achieve your goals and dreams, while at the same time helping to negotiate the financial barriers that inevitably arise in every stage of life.

LPI (LP Information)' newest research report, the “Financial Planning Software Industry Forecast” looks at past sales and reviews total world Financial Planning Software sales in 2022, providing a comprehensive analysis by region and market sector of projected Financial Planning Software sales for 2023 through 2029. With Financial Planning Software sales broken down by region, market sector and sub-sector, this report provides a detailed analysis in US$ millions of the world Financial Planning Software industry.

This Insight Report provides a comprehensive analysis of the global Financial Planning Software landscape and highlights key trends related to product segmentation, company formation, revenue, and market share, latest development, and M&A activity. This report also analyzes the strategies of leading global companies with a focus on Financial Planning Software portfolios and capabilities, market entry strategies, market positions, and geographic footprints, to better understand these firms’ unique position in an accelerating global Financial Planning Software market.

This Insight Report evaluates the key market trends, drivers, and affecting factors shaping the global outlook for Financial Planning Software and breaks down the forecast by type, by application, geography, and market size to highlight emerging pockets of opportunity. With a transparent methodology based on hundreds of bottom-up qualitative and quantitative market inputs, this study forecast offers a highly nuanced view of the current state and future trajectory in the global Financial Planning Software.

The global Financial Planning Software market size is projected to grow from US$ 1426.3 million in 2022 to US$ 3502.3 million in 2029; it is expected to grow at a CAGR of 13.7% from 2023 to 2029.

Global Financial Planning Software key players include eMoney Advisor, Advicent, PIEtech℠, Inc., Money Tree, etc. Global top four manufacturers hold a share over 45%.

USA is the largest market, with a share about 45%, followed by India, and UK, both have a share over 35 percent.

In terms of application, the largest application is SME, followed by Large Enterprise, Personal Purpose, etc.

This report presents a comprehensive overview, market shares, and growth opportunities of Financial Planning Software market by product type, application, key players and key regions and countries.

Market Segmentation:

Segmentation by type
Cloud-based Financial Planning Software
On-promise Type Financial Planning Software

Segmentation by application
SME
Large Enterprise
Personal Purpose
Others

This report also splits the market by region:
Americas
United States
Canada
Mexico
Brazil
APAC
China
Japan
Korea
Southeast Asia
India
Australia
Europe
Germany
France
UK
Italy
Russia
Middle East & Africa
Egypt
South Africa
Israel
Turkey
GCC Countries

The below companies that are profiled have been selected based on inputs gathered from primary experts and analyzing the company's coverage, product portfolio, its market penetration.
PIEtech, Inc.
EMoney Advisor
Advicent
Money Tree
WealthTec
Oltis Software
Advisor Software
Envestnet
InStream Solutions
Wealthcare Capital Management
SunGard WealthStation (FIS)
Advizr
RightCapital
Cheshire Software
Razor Logic Systems
Moneywise Software
Struktur AG
Futurewise Technologies
ESPlanner Inc.
ISoftware Limited
FinPal Pty Ltd
WealthTrace
Sigma Conso
Prevero GmbH (Unit4)
SAP

Please note: The report will take approximately 2 business days to prepare and deliver.