North America Wealth Management Software Market Size & Outlook
North America wealth management software market, 2018-2030 (US$M)
Related Markets
North America wealth management software market highlights
- The North America wealth management software market generated a revenue of USD 1,766.4 million in 2023.
- The market is expected to grow at a CAGR of 13.3% from 2024 to 2030.
- In terms of segment, human advisory was the largest revenue generating advisory mode in 2023.
- Robo Advisory is the most lucrative advisory mode segment registering the fastest growth during the forecast period.
- Country-wise, Canada is expected to register the highest CAGR from 2024 to 2030.
North America data book summary
| Market revenue in 2023 | USD 1,766.4 million |
| Market revenue in 2030 | USD 4,240.8 million |
| Growth rate | 13.3% (CAGR from 2023 to 2030) |
| Largest segment | Human advisory |
| Fastest growing segment | Robo Advisory |
| Historical data covered | 2017 - 2022 |
| Base year for estimation | 2023 |
| Forecast period covered | 2024 - 2030 |
| Quantitative units | Revenue in USD million |
| Market segmentation | Human Advisory, Robo Advisory, Hybrid |
| Key market players worldwide | Comarch, Fidelity National Information Services Inc, Fiserv Inc, SS&C Technologies Holdings Inc, Temenos AG, SEI Investments Co, Dorsum, Finantix, Objectway, Profile Software |
Other key industry trends
- In terms of revenue, North America region accounted for 36.4% of the global wealth management software market in 2023.
- Globally, North America is projected to lead the regional market in terms of revenue in 2030.
- Asia Pacific is the fastest growing regional market and is projected to reach USD 3,392.2 million by 2030.
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Wealth Management Software Market Scope
Wealth Management Software Market Companies
| Name | Profile | # Employees | HQ | Website |
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North America 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 54.5% in 2024. Horizon Databook has segmented the North America 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 software market in North America is experiencing significant expansion, driven by rising demand for digital solutions and evolving regulatory requirements. Financial institutions, including banks, independent advisors, and wealth management firms, are increasingly adopting advanced software platforms.
The North American market is also benefiting from the region's robust fintech ecosystem and the accelerating trend of digital transformation across the financial services industry. Furthermore, regulatory agencies such as the U.S. Securities and Exchange Commission focus on fiduciary standards and data protection which are driving the adoption of secure, compliant wealth management software solutions.
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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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Horizon Databook provides a detailed overview of continent-level data and insights on the North America wealth management software market , including forecasts for subscribers. This continent databook contains high-level insights into North America wealth management software market from 2018 to 2030, including revenue numbers, major trends, and company profiles.
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North America wealth management software market size, by country, 2018-2030 (US$M)
North America Wealth Management Software Market Outlook Share, 2024 & 2030 (US$M)
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