Global Wealth Management Software Market Size & Outlook

The wealth management software industry worldwide is expected to reach a projected revenue of US$ 12,068.3 million by 2030. A compound annual growth rate of 14% is expected of the worldwide wealth management software industry from 2025 to 2030.
Revenue, 2024 (US$M)
$5,510.4
Forecast, 2030 (US$M)
$12,068.3
CAGR, 2025 - 2030
14%
Report Coverage
Worldwide

Global wealth management software market highlights

  • The global wealth management software market generated a revenue of USD 4,850.6 million in 2023 and is expected to reach USD 12,068.3 million by 2030.
  • The market is expected to grow at a CAGR (2024 - 2030) of 13.9% by 2030.
  • In terms of segment, human advisory accounted for a revenue of USD 2,796.5 million in 2023.
  • Robo Advisory is the most lucrative advisory mode segment registering the fastest growth during the forecast period.
  • In terms of region, North America was the largest revenue generating market in 2023.
  • Country-wise, UK is expected to register the highest CAGR from 2024 to 2030.


Global data book summary

Market revenue in 2023USD 4,850.6 million
Market revenue in 2030USD 12,068.3 million
Growth rate13.9% (CAGR from 2023 to 2030)
Largest segmentHuman advisory
Fastest growing segmentRobo Advisory
Historical data covered2017 - 2022
Base year for estimation2023
Forecast period covered2024 - 2030
Quantitative unitsRevenue in USD million
Market segmentationHuman Advisory, Robo Advisory, Hybrid


Other key industry trends

  • In terms of revenue, the North America accounted for 36.4% of the global wealth management software market in 2023.
  • By country, the U.S. is projected to lead the global market in terms of revenue in 2030.
  • By country, UK is the fastest growing regional market and is projected to reach USD 647.7 million by 2030.

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Wealth Management Software Market Companies

Name Profile # Employees HQ Website

Global wealth management software market outlook

The databook is designed to serve as a comprehensive guide to navigating this sector. The databook focuses on market statistics denoted in the form of revenue and y-o-y growth and CAGR across the globe and regions. A detailed competitive and opportunity analyses related to wealth management software market will help companies and investors design strategic landscapes.


Human advisory was the largest segment with a revenue share of 57.65% in 2024. Horizon Databook has segmented the Global wealth management software market based on human advisory, robo advisory, hybrid covering the revenue growth of each sub-segment from 2018 to 2030.


The wealth management industry is undergoing significant transformation, addressing its challenges through leveraging innovative technologies such as artificial intelligence, machine learning, and robotic process automation. The focus of financial advisory services has changed from the traditional personal relationship approach to a more automated approach, emphasizing low cost advisory service.


In addition, financial advisors across the globe are observed opting for Registered Investment Advisor (RIA) over wire house operating models, which has boosted the demand for RIAs. The growing volume of customer data has led to an increased demand for secure and efficient data storage facilities. In addition, improved computing power has led to the introduction of artificial intelligence and machine learning algorithms.


Increasing passive investments and decreasing spending by client on financial advisory services have led asset managers to invest in technologies to minimize operating cost and comply with regulatory scrutiny. Furthermore, clients of wealth management firms are demanding data-driven and personalized investment insights, which has led wealth management firms to opt for big data and analytics applications.

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Target buyers of Global wealth management software market databook

  • Our clientele includes a mix of wealth management software market companies, investment firms, advisory firms & academic institutions.
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Horizon Databook provides a detailed overview of global-level data and insights on the Global wealth management software market , including forecasts for subscribers. This global databook contains high-level insights into Global wealth management software market from 2018 to 2030, including revenue numbers, major trends, and company profiles.

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Global wealth management software market size, by regions, 2018-2030 (US$M)

Top 10 countries: Wealth management software market size, 2024 (US$M)

Global wealth management software market share, by advisory mode, 2024 & 2030 (%, US$M)

Wealth management software market: Opportunity assessment by country

Global wealth management software market, by region, 2024 (US$M)

Global wealth management software market size, by regions, 2018-2030 (US$M)

Advisory Mode 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 CAGR
North America 990.3 1,115.8 1,258.1 1,421.0 1,605.2 1,814.2 2,051.3 2,321.2 2,628.6 2,979.4 3,380.2 3,838.3 4,361.5 13.4%
Europe 705.5 793.2 892.4 1,005.7 1,133.4 1,277.9 1,441.4 1,627.0 1,837.8 2,077.6 2,350.8 2,662.2 3,016.8 13.1%
Asia Pacific 634.6 727.0 833.5 957.1 1,099.2 1,262.8 1,451.6 1,669.6 1,920.1 2,211.0 2,548.0 2,939.3 3,392.2 15.2%
Latin America 146.6 167.5 191.5 219.3 251.3 288.0 330.2 378.9 435.1 500.1 575.3 662.5 763.4 15.0%
MEA 106.7 121.7 138.7 158.4 180.8 206.5 235.9 269.5 309.0 354.0 405.9 465.5 534.5 14.7%
Overall 2,583.6 2,925.2 3,314.2 3,761.4 4,269.9 4,849.3 5,510.4 6,266.2 7,130.5 8,121.9 9,260.2 10,567.8 12,068.3 14.0%

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