Global Wealth Management Software Market Size & Outlook
Global wealth management software market, 2018-2030 (US$M)
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Global wealth management software market highlights
- The global wealth management software market generated a revenue of USD 5,510.4 million in 2024 and is expected to reach USD 12,068.3 million by 2030.
- The market is expected to grow at a CAGR (2025 - 2030) of 14% by 2030.
- In terms of segment, human advisory accounted for a revenue of USD 3,587.4 million in 2024.
- 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 2024.
- Country-wise, India is expected to register the highest CAGR from 2025 to 2030.
Global data book summary
| Market revenue in 2024 | USD 5,510.4 million |
| Market revenue in 2030 | USD 12,068.3 million |
| Growth rate | 14% (CAGR from 2025 to 2030) |
| Largest segment | Human advisory |
| Fastest growing segment | Robo Advisory |
| Historical data covered | 2018 - 2023 |
| Base year for estimation | 2024 |
| Forecast period covered | 2025 - 2030 |
| Quantitative units | Revenue in USD million |
| Market segmentation | Human Advisory, Hybrid, Robo Advisory |
Other key industry trends
- In terms of revenue, the North America accounted for 37.2% of the global wealth management software market in 2024.
- By country, the U.S. is projected to lead the global market in terms of revenue in 2030.
- By country, India is the fastest growing regional market and is projected to reach USD 730.7 million by 2030.
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Wealth Management Software Market Scope
Wealth Management Software Market Companies
| Name | Profile | # Employees | HQ | Website |
|---|---|---|---|---|
| Profile Software | View profile | 101-250 | Athens, Attiki, Greece, Europe | http://www.profilesw.com |
| Objectway | View profile | 501-1000 | Milan, Lombardia, Italy, Europe | http://www.objectway.it |
| Finantix | View profile | 251-500 | Venezia, Veneto, Italy, Europe | https://www.finantix.com |
| Dorsum | View profile | 251-500 | Budapest, Budapest, Hungary, Europe | http://www.dorsum.eu |
| SEI Investments Co | View profile | 5089 | 1 Freedom Valley Drive, Oaks, PA, United States, 19456 | https://www.seic.com |
| SS&C Technologies Holdings Inc | View profile | 26600 | 80 Lamberton Road, Windsor, CT, United States, 06095 | https://www.ssctech.com |
| Temenos AG | View profile | 6773 | 2 Rue de L’Ecole-de-Chimie, Geneva, Switzerland, 1205 | https://www.temenos.com |
| Comarch | View profile | 5001-10000 | Kraków, Malopolskie, Poland, Europe | http://www.comarch.com |
| Fiserv Inc | View profile | 42000 | 255 Fiserv Drive, Brookfield, WI, United States, 53045 | https://www.fiserv.com |
| Fidelity National Information Services Inc | View profile | 60000 | 347 Riverside Avenue, Jacksonville, FL, United States, 32202 | https://www.fisglobal.com |
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 65.1% in 2024. Horizon Databook has segmented the Global wealth management software market based on human advisory, hybrid, robo advisory 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
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Our clientele includes a mix of wealth management software market companies, investment firms, advisory firms & academic institutions.
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30% of our revenue is generated working with investment firms and helping them identify viable opportunity areas.
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Approximately 65% of our revenue is generated working with competitive intelligence & market intelligence teams of market participants (manufacturers, service providers, etc.).
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The rest of the revenue is generated working with academic and research not-for-profit institutes. We do our bit of pro-bono by working with these institutions at subsidized rates.
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)
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