A Smart Wealth Management is a smart system designed to help people track their investment portfolios and research new investments.
Market Analysis and Insights: Global Smart Wealth Management Market
The global Smart Wealth Management market is projected to grow from US$ million in 2023 to US$ million by 2029, at a Compound Annual Growth Rate (CAGR) of % during the forecast period.
The US & Canada market for Smart Wealth Management is estimated to increase from $ million in 2023 to reach $ million by 2029, at a CAGR of % during the forecast period of 2023 through 2029.
The China market for Smart Wealth Management is estimated to increase from $ million in 2023 to reach $ million by 2029, at a CAGR of % during the forecast period of 2023 through 2029.
The Europe market for Smart Wealth Management is estimated to increase from $ million in 2023 to reach $ million by 2029, at a CAGR of % during the forecast period of 2023 through 2029.
The global key companies of Smart Wealth Management include Addepar, Broadridge, Comarch, FIS, Fiserv, InvestEdge, Noah Holdings Ltd, Profile Software and Refinitiv, etc. in 2022, the global top five players had a share approximately % in terms of revenue.
Report Includes
This report presents an overview of global market for Smart Wealth Management market size. Analyses of the global market trends, with historic market revenue data for 2018 - 2022, estimates for 2023, and projections of CAGR through 2029.
This report researches the key producers of Smart Wealth Management, also provides the revenue of main regions and countries. Highlights of the upcoming market potential for Smart Wealth Management, and key regions/countries of focus to forecast this market into various segments and sub-segments. Country specific data and market value analysis for the U.S., Canada, Mexico, Brazil, China, Japan, South Korea, Southeast Asia, India, Germany, the U.K., Italy, Middle East, Africa, and Other Countries.
This report focuses on the Smart Wealth Management revenue, market share and industry ranking of main companies, data from 2018 to 2023. Identification of the major stakeholders in the global Smart Wealth Management market, and analysis of their competitive landscape and market positioning based on recent developments and segmental revenues. This report will help stakeholders to understand the competitive landscape and gain more insights and position their businesses and market strategies in a better way.
This report analyzes the segments data by type and by application, revenue, and growth rate, from 2018 to 2029. Evaluation and forecast the market size for Smart Wealth Management revenue, projected growth trends, production technology, application and end-user industry.
Descriptive company profiles of the major global players, including Addepar, Broadridge, Comarch, FIS, Fiserv, InvestEdge, Noah Holdings Ltd, Profile Software and Refinitiv, etc.
By Company
Addepar
Broadridge
Comarch
FIS
Fiserv
InvestEdge
Noah Holdings Ltd
Profile Software
Refinitiv
SEI Investments Company
Temenos
Segment by Type
On-Cloud
On-Premise
Segment by Application
Banks
Investment Management Firms
Trading and Exchange Firms
Brokerage Firms
Others
By Region
North America
United States
Canada
Europe
Germany
France
UK
Italy
Russia
Nordic Countries
Rest of Europe
Asia-Pacific
China
Japan
South Korea
Southeast Asia
India
Australia
Rest of Asia
Latin America
Mexico
Brazil
Rest of Latin America
Middle East, Africa, and Latin America
Turkey
Saudi Arabia
UAE
Rest of MEA
Chapter Outline
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (product type, application, etc.), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter 2: Revenue of Smart Wealth Management in global and regional level. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world. This section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter 3: Detailed analysis of Smart Wealth Management companies’ competitive landscape, revenue, market share and industry ranking, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by type, covering the revenue, and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 5: Provides the analysis of various market segments by application, covering the revenue, and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 6: North America by type, by application and by country, revenue for each segment.
Chapter 7: Europe by type, by application and by country, revenue for each segment.
Chapter 8: China by type and by application revenue for each segment.
Chapter 9: Asia (excluding China) by type, by application and by region, revenue for each segment.
Chapter 10: Middle East, Africa, and Latin America by type, by application and by country, revenue for each segment.
Chapter 11: Provides profiles of key companies, introducing the basic situation of the main companies in the market in detail, including product descriptions and specifications, Smart Wealth Management revenue, gross margin, and recent development, etc.
Chapter 12: Analyst's Viewpoints/Conclusions
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1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Smart Wealth Management Market Size Growth Rate by Type, 2018 VS 2022 VS 2029
1.2.2 On-Cloud
1.2.3 On-Premise
1.3 Market by Application
1.3.1 Global Smart Wealth Management Market Size Growth Rate by Application, 2018 VS 2022 VS 2029
1.3.2 Banks
1.3.3 Investment Management Firms
1.3.4 Trading and Exchange Firms
1.3.5 Brokerage Firms
1.3.6 Others
1.4 Assumptions and Limitations
1.5 Study Objectives
1.6 Years Considered
2 Global Growth Trends
2.1 Global Smart Wealth Management Market Perspective (2018-2029)
2.2 Global Smart Wealth Management Growth Trends by Region
2.2.1 Smart Wealth Management Market Size by Region: 2018 VS 2022 VS 2029
2.2.2 Smart Wealth Management Historic Market Size by Region (2018-2023)
2.2.3 Smart Wealth Management Forecasted Market Size by Region (2024-2029)
2.3 Smart Wealth Management Market Dynamics
2.3.1 Smart Wealth Management Industry Trends
2.3.2 Smart Wealth Management Market Drivers
2.3.3 Smart Wealth Management Market Challenges
2.3.4 Smart Wealth Management Market Restraints
3 Competition Landscape by Key Players
3.1 Global Revenue Smart Wealth Management by Players
3.1.1 Global Smart Wealth Management Revenue by Players (2018-2023)
3.1.2 Global Smart Wealth Management Revenue Market Share by Players (2018-2023)
3.2 Global Smart Wealth Management Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Global Key Players of Smart Wealth Management, Ranking by Revenue, 2021 VS 2022 VS 2023
3.4 Global Smart Wealth Management Market Concentration Ratio
3.4.1 Global Smart Wealth Management Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Smart Wealth Management Revenue in 2022
3.5 Global Key Players of Smart Wealth Management Head office and Area Served
3.6 Global Key Players of Smart Wealth Management, Product and Application
3.7 Global Key Players of Smart Wealth Management, Date of Enter into This Industry
3.8 Mergers & Acquisitions, Expansion Plans
4 Smart Wealth Management Breakdown Data by Type
4.1 Global Smart Wealth Management Historic Market Size by Type (2018-2023)
4.2 Global Smart Wealth Management Forecasted Market Size by Type (2024-2029)
5 Smart Wealth Management Breakdown Data by Application
5.1 Global Smart Wealth Management Historic Market Size by Application (2018-2023)
5.2 Global Smart Wealth Management Forecasted Market Size by Application (2024-2029)
6 North America
6.1 North America Smart Wealth Management Market Size (2018-2029)
6.2 North America Smart Wealth Management Market Size by Type
6.2.1 North America Smart Wealth Management Market Size by Type (2018-2023)
6.2.2 North America Smart Wealth Management Market Size by Type (2024-2029)
6.2.3 North America Smart Wealth Management Market Share by Type (2018-2029)
6.3 North America Smart Wealth Management Market Size by Application
6.3.1 North America Smart Wealth Management Market Size by Application (2018-2023)
6.3.2 North America Smart Wealth Management Market Size by Application (2024-2029)
6.3.3 North America Smart Wealth Management Market Share by Application (2018-2029)
6.4 North America Smart Wealth Management Market Size by Country
6.4.1 North America Smart Wealth Management Market Size by Country: 2018 VS 2022 VS 2029
6.4.2 North America Smart Wealth Management Market Size by Country (2018-2023)
6.4.3 North America Smart Wealth Management Market Size by Country (2024-2029)
6.4.4 United States
6.4.5 Canada
7 Europe
7.1 Europe Smart Wealth Management Market Size (2018-2029)
7.2 Europe Smart Wealth Management Market Size by Type
7.2.1 Europe Smart Wealth Management Market Size by Type (2018-2023)
7.2.2 Europe Smart Wealth Management Market Size by Type (2024-2029)
7.2.3 Europe Smart Wealth Management Market Share by Type (2018-2029)
7.3 Europe Smart Wealth Management Market Size by Application
7.3.1 Europe Smart Wealth Management Market Size by Application (2018-2023)
7.3.2 Europe Smart Wealth Management Market Size by Application (2024-2029)
7.3.3 Europe Smart Wealth Management Market Share by Application (2018-2029)
7.4 Europe Smart Wealth Management Market Size by Country
7.4.1 Europe Smart Wealth Management Market Size by Country: 2018 VS 2022 VS 2029
7.4.2 Europe Smart Wealth Management Market Size by Country (2018-2023)
7.4.3 Europe Smart Wealth Management Market Size by Country (2024-2029)
7.4.3 Germany
7.4.4 France
7.4.5 U.K.
7.4.6 Italy
7.4.7 Russia
7.4.8 Nordic Countries
8 China
8.1 China Smart Wealth Management Market Size (2018-2029)
8.2 China Smart Wealth Management Market Size by Type
8.2.1 China Smart Wealth Management Market Size by Type (2018-2023)
8.2.2 China Smart Wealth Management Market Size by Type (2024-2029)
8.2.3 China Smart Wealth Management Market Share by Type (2018-2029)
8.3 China Smart Wealth Management Market Size by Application
8.3.1 China Smart Wealth Management Market Size by Application (2018-2023)
8.3.2 China Smart Wealth Management Market Size by Application (2024-2029)
8.3.3 China Smart Wealth Management Market Share by Application (2018-2029)
9 Asia (excluding China)
9.1 Asia Smart Wealth Management Market Size (2018-2029)
9.2 Asia Smart Wealth Management Market Size by Type
9.2.1 Asia Smart Wealth Management Market Size by Type (2018-2023)
9.2.2 Asia Smart Wealth Management Market Size by Type (2024-2029)
9.2.3 Asia Smart Wealth Management Market Share by Type (2018-2029)
9.3 Asia Smart Wealth Management Market Size by Application
9.3.1 Asia Smart Wealth Management Market Size by Application (2018-2023)
9.3.2 Asia Smart Wealth Management Market Size by Application (2024-2029)
9.3.3 Asia Smart Wealth Management Market Share by Application (2018-2029)
9.4 Asia Smart Wealth Management Market Size by Region
9.4.1 Asia Smart Wealth Management Market Size by Region: 2018 VS 2022 VS 2029
9.4.2 Asia Smart Wealth Management Market Size by Region (2018-2023)
9.4.3 Asia Smart Wealth Management Market Size by Region (2024-2029)
9.4.4 Japan
9.4.5 South Korea
9.4.6 China Taiwan
9.4.7 Southeast Asia
9.4.8 India
9.4.9 Australia
10 Middle East, Africa, and Latin America
10.1 Middle East, Africa, and Latin America Smart Wealth Management Market Size (2018-2029)
10.2 Middle East, Africa, and Latin America Smart Wealth Management Market Size by Type
10.2.1 Middle East, Africa, and Latin America Smart Wealth Management Market Size by Type (2018-2023)
10.2.2 Middle East, Africa, and Latin America Smart Wealth Management Market Size by Type (2024-2029)
10.2.3 Middle East, Africa, and Latin America Smart Wealth Management Market Share by Type (2018-2029)
10.3 Middle East, Africa, and Latin America Smart Wealth Management Market Size by Application
10.3.1 Middle East, Africa, and Latin America Smart Wealth Management Market Size by Application (2018-2023)
10.3.2 Middle East, Africa, and Latin America Smart Wealth Management Market Size by Application (2024-2029)
10.3.3 Middle East, Africa, and Latin America Smart Wealth Management Market Share by Application (2018-2029)
10.4 Middle East, Africa, and Latin America Smart Wealth Management Market Size by Country
10.4.1 Middle East, Africa, and Latin America Smart Wealth Management Market Size by Country: 2018 VS 2022 VS 2029
10.4.2 Middle East, Africa, and Latin America Smart Wealth Management Market Size by Country (2018-2023)
10.4.3 Middle East, Africa, and Latin America Smart Wealth Management Market Size by Country (2024-2029)
10.4.4 Brazil
10.4.5 Mexico
10.4.6 Turkey
10.4.7 Saudi Arabia
10.4.8 Israel
10.4.9 GCC Countries
11 Key Players Profiles
11.1 Addepar
11.1.1 Addepar Company Details
11.1.2 Addepar Business Overview
11.1.3 Addepar Smart Wealth Management Introduction
11.1.4 Addepar Revenue in Smart Wealth Management Business (2018-2023)
11.1.5 Addepar Recent Developments
11.2 Broadridge
11.2.1 Broadridge Company Details
11.2.2 Broadridge Business Overview
11.2.3 Broadridge Smart Wealth Management Introduction
11.2.4 Broadridge Revenue in Smart Wealth Management Business (2018-2023)
11.2.5 Broadridge Recent Developments
11.3 Comarch
11.3.1 Comarch Company Details
11.3.2 Comarch Business Overview
11.3.3 Comarch Smart Wealth Management Introduction
11.3.4 Comarch Revenue in Smart Wealth Management Business (2018-2023)
11.3.5 Comarch Recent Developments
11.4 FIS
11.4.1 FIS Company Details
11.4.2 FIS Business Overview
11.4.3 FIS Smart Wealth Management Introduction
11.4.4 FIS Revenue in Smart Wealth Management Business (2018-2023)
11.4.5 FIS Recent Developments
11.5 Fiserv
11.5.1 Fiserv Company Details
11.5.2 Fiserv Business Overview
11.5.3 Fiserv Smart Wealth Management Introduction
11.5.4 Fiserv Revenue in Smart Wealth Management Business (2018-2023)
11.5.5 Fiserv Recent Developments
11.6 InvestEdge
11.6.1 InvestEdge Company Details
11.6.2 InvestEdge Business Overview
11.6.3 InvestEdge Smart Wealth Management Introduction
11.6.4 InvestEdge Revenue in Smart Wealth Management Business (2018-2023)
11.6.5 InvestEdge Recent Developments
11.7 Noah Holdings Ltd
11.7.1 Noah Holdings Ltd Company Details
11.7.2 Noah Holdings Ltd Business Overview
11.7.3 Noah Holdings Ltd Smart Wealth Management Introduction
11.7.4 Noah Holdings Ltd Revenue in Smart Wealth Management Business (2018-2023)
11.7.5 Noah Holdings Ltd Recent Developments
11.8 Profile Software
11.8.1 Profile Software Company Details
11.8.2 Profile Software Business Overview
11.8.3 Profile Software Smart Wealth Management Introduction
11.8.4 Profile Software Revenue in Smart Wealth Management Business (2018-2023)
11.8.5 Profile Software Recent Developments
11.9 Refinitiv
11.9.1 Refinitiv Company Details
11.9.2 Refinitiv Business Overview
11.9.3 Refinitiv Smart Wealth Management Introduction
11.9.4 Refinitiv Revenue in Smart Wealth Management Business (2018-2023)
11.9.5 Refinitiv Recent Developments
11.10 SEI Investments Company
11.10.1 SEI Investments Company Company Details
11.10.2 SEI Investments Company Business Overview
11.10.3 SEI Investments Company Smart Wealth Management Introduction
11.10.4 SEI Investments Company Revenue in Smart Wealth Management Business (2018-2023)
11.10.5 SEI Investments Company Recent Developments
11.11 Temenos
11.11.1 Temenos Company Details
11.11.2 Temenos Business Overview
11.11.3 Temenos Smart Wealth Management Introduction
11.11.4 Temenos Revenue in Smart Wealth Management Business (2018-2023)
11.11.5 Temenos Recent Developments
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Disclaimer
13.3 Author Details
Addepar
Broadridge
Comarch
FIS
Fiserv
InvestEdge
Noah Holdings Ltd
Profile Software
Refinitiv
SEI Investments Company
Temenos
*If Applicable.