Global Wealth Management Platform Market Overview
Introduction:
Wealth management platform offer solution for all needs of an advisory network. It is a software system designed to help people to track their investment portfolios and research new investments. Wealth management platform is front-to-mid software which integrates functionality in one system with high level of user experience. It provides controlling, analyzing, monitoring, and enables efficient advisory network with strong customer engagement while staying regulatory compliant. The Wealth Management Platform Market accounted for US$ 5.5 billion in 2024 and is estimated to be US$ 23.1 billion by 2034 and is anticipated to register a CAGR of 15.40%.
Global Wealth Management Platform Market Dynamics
Rising Ratio of the HNWIs
Increasing digitalization and process automation optimizes wealth management practice which in turn drives growth of the wealth management platform market. In addition, rising ratio of the HNWIs (High-net-worth individual) across the globe is another factor expected to propel growth of the target market over the forecast period. Furthermore, growing service standards of the robo advisors also fuels growth of the wealth management platform market. Moreover, increasing compliance with stringent industry regulations is factor supporting growth of the target market.
Growing adoption of cloud solutions is observed in the wealth management platform market. This is owing to the advantages of the cloud technology over on-premises solutions such as agility, scalability, reduced operational costs, flexible payment options, easy access to data, and self-service capabilities. However, lack of awareness of wealth management solutions and inadequate technical expertise among enterprise professionals are factors hampering growth of the target market.
Global Wealth Management Platform Market Segmentation
The wealth management platform market on the basis of advisory model, business function, deployment model, end-user industry, and region.
On the basis of advisory model, the target market is categorized into human advisory, robo advisory, and hybrid. On the basis of business function, the wealth management platform market is bifurcated into financial advice management, portfolio, accounting, and trading management, performance management, risk and compliance management, reporting, and others. Others business sub-segment is classified into billing and benchmarking. On the basis of deployment model, the global market is divided into cloud and on-premises. On the basis of end-user industry, the wealth management platform market is segmented into banks, investment management firms, trading and exchange firms, brokerage firms, and others. Others end-use industry sub-segment is categorized into asset management firms and custody and compliance providers.
Regional Insights:
The Wealth Management Platform market accounted for US$ 5.5 billion in 2024 and is estimated to be US$ 23.1 billion by 2034 and is anticipated to register a CAGR of 15.40%.On region the wealth management platform market is analyzed across key regions viz North America, Europe, Asia Pacific, Latin America, Middle East, and Africa. Each of these regions is analyzed on the basis of market findings across major countries in these regions for a macro-level understanding of the global market. In 2018, the market in North America is expected to account for major revenue share in wealth management platform market. Increasing adoption of new and emerging technologies, coupled with expanding data are factors expected to support growth of the North America wealth management platform market. Asia Pacific wealth management platform market accounted for significant market share, in 2018. This can be attributed to growing data and increasing number of mergers and acquisitions in countries of the region.
Report Scope:
|
Attribute |
Details |
|
Base year for estimation |
2023 |
|
Forecast period |
2024 – 2034 |
|
Market representation |
Revenue in USD Billion & CAGR from 2024 – 2034 |
|
Market Segmentation |
By Advisory Model - Human Advisory, Robo Advisory, and Hybrid By Business Function – Financial Advice Management, Portfolio, Accounting, and Trading Management, Performance Management, Risk and Compliance Management, Reporting, and Others (Billing and Benchmarking) By Deployment Model – Cloud and On-Premises By End-User Industry - Banks, Investment Management Firms, Trading and Exchange Firms, Brokerage Firms, and Others |
|
Regional scope |
North America - U.S., Canada Europe - UK, Germany, Spain, France, Italy, Russia, Rest of Europe Asia Pacific - Japan, India, China, South Korea, Australia, Rest of Asia-Pacific Latin America - Brazil, Mexico, Argentina, Rest of Latin America Middle East & Africa - South Africa, Saudi Arabia, UAE, Rest of Middle East & Africa |
|
Report coverage |
Revenue forecast, company share, competitive landscape, growth factors, and trends |
Segments Covered in the Report:
This report forecasts revenue growth at global, regional, and country levels and provides an analysis of the latest industry trends and opportunities in each of the sub-segments from 2024 to 2034. For the purpose of this study, has segmented the Wealth Management Platform market report based on advisory model, business function, deployment model, end-user industry, and region.
Wealth Management Platform Market, By Region:
- North America
- U.S.
- Canada
- Europe
- Germany
- UK
- France
- Russia
- Italy
- Rest of Europe
- Asia Pacific
- China
- India
- Japan
- South Korea
- Rest of Asia Pacific
- Latin America
- Brazil
- Mexico
- Rest of Latin America
- Middle East & Africa
- GCC
- Israel
- South Africa
- Rest of Middle East & Africa
Global Wealth Management Platform Market Key Players
The prominent players operating in the wealth management platform market include SS&C Technologies, Inc., Fiserv, Inc., Fidelity National Information Services, Inc., Profile Software Ltd, Broadridge Financial Solutions, Inc., InvestEdge, Inc, Temenos Group AG, SEI Investments Co., Comarch Inc., ObjectWay S.p.A., and Dorsum Ltd. Technological advancements in the product as well as in manufacturing process, product launches, and strategic partnerships are some trends witnessed in the marine lubricants market.
Global Wealth Management Platform Market Company Profile
- SS&C Technologies, Inc.
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Performance
- Business Strategies
- Fidelity National Information Services, Inc
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Performance
- Business Strategies
- Profile Software Ltd
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Performance
- Business Strategies
- Broadridge Financial Solutions, Inc.
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Performance
- Business Strategies
- InvestEdge, Inc
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Performance
- Business Strategies
- Temenos Group AG
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Performance
- Business Strategies
- SEI Investments Co.
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Performance
- Business Strategies
- Comarch Inc.
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Performance
- Business Strategies
- ObjectWay S.p.A.
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Performance
- Business Strategies
- Dorsum Ltd.
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Performance
- Business Strategies
Global Wealth Management Platform Market Table of Contents
- Research Objective and Assumption
- Research Objectives
- Assumptions
- Abbreviations
- Market Purview
- Report Description
- Market Definition and Scope
- Executive Summary
- Market Snippet, By Advisory Model
- Market Snippet, By Business Function
- Market Snippet, By Deployment Model
- Market Snippet, By End-Use Industry
- Market Snippet, By Region
- Opportunity Map Analysis
- Report Description
- Market Dynamics, Regulations, and Trends Analysis
- Market Dynamics
- Drivers
- Restraints
- Market Opportunities
- Market Trends
- Product Launch
- Merger and Acquisitions
- Recent Approvals
- Impact Analysis
- PEST Analysis
- Porter’s Analysis
- Market Dynamics
- Global Wealth Management Platform Market, By Advisory Model, 2024 – 2034, (US$ Bn)
- Overview
- Market Value and Forecast (US$ Bn), and Share Analysis (%), 2024 — 2034
- Y-o-Y Growth Analysis (%), 2024 – 2034
- Segment Trends
- Human Advisory
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Robo Advisory
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Hybrid
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Overview
- Global Wealth Management Platform Market, By Business Function, 2024 – 2034, (US$ Bn)
- Overview
- Market Value and Forecast (US$ Bn), and Share Analysis (%), 2024 — 2034
- Y-o-Y Growth Analysis (%), 2024 – 2034
- Segment Trends
- Financial Advice Management
- Portfolio, Accounting, And Trading Management
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Performance Management
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Risk And Compliance Management
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Reporting
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Others (Billing And Benchmarking)
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Overview
- Global Wealth Management Platform Market, By Deployment Model, 2024 – 2034, (US$ Bn)
- Overview
- Market Value and Forecast (US$ Bn), and Share Analysis (%), 2024 — 2034
- Y-o-Y Growth Analysis (%), 2024 – 2034
- Segment Trends
- Cloud
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- On-Premises
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Overview
- Global Wealth Management Platform Market, By End-User Industry, 2024 – 2034, (US$ Bn)
- Overview
- Market Value and Forecast (US$ Bn), and Share Analysis (%), 2024 — 2034
- Y-o-Y Growth Analysis (%), 2024 – 2034
- Segment Trends
- Banks
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Investment Management Firms
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Trading And Exchange Firms
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Brokerage Firms
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Others (Asset Management Firms, And Custody And Compliance Providers)
- Overview
- Market Size and Forecast (US$ Bn), and Y-o-Y Growth (%), 2024 – 2034
- Overview
- Global Wealth Management Platform Market, By Region, 2024 – 2034, (US$ Bn)
- Overview
- Market Value and Forecast (US$ Bn), and Share Analysis (%), 2024 — 2034
- Y-o-Y Growth Analysis (%), 2024 – 2034
- Regional Trends
- North America
- Market Size and Forecast (US$ Bn), By Advisory Model, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Business Function, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Deployment Model, 2024 – 2034
- Market Size and Forecast (US$ Bn), By End-Use Industry, 2019-2019
- Market Size and Forecast (US$ Bn), By Country, 2024 – 2034
- U.S.
- Canada
- Europe
- Market Size and Forecast (US$ Bn), By Advisory Model, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Business Function, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Deployment Model, 2024 – 2034
- Market Size and Forecast (US$ Bn), By End-Use Industry, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Country, 2024 – 2034
- Germany
- UK
- France
- Russia
- Italy
- Switzerland
- Sweden
- Rest of Europe
- Asia Pacific
- Market Size and Forecast (US$ Bn), By Advisory Model, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Business Function, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Deployment Model, 2024 – 2034
- Market Size and Forecast (US$ Bn), By End-Use Industry, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Country, 2024 – 2034
- China
- India
- Australia & New Zealand
- Japan
- South Korea
- Rest of Asia Pacific
- Latin America
- Market Size and Forecast (US$ Bn), By Advisory Model, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Business Function, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Deployment Model, 2024 – 2034
- Market Size and Forecast (US$ Bn), By End-Use Industry, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Country, 2024 – 2034
- Brazil
- Mexico
- Argentina and Chile
- Rest of Latin America
- Middle East
- Market Size and Forecast (US$ Bn), By Advisory Model, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Business Function, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Deployment Model, 2024 – 2034
- Market Size and Forecast (US$ Bn), By End-Use Industry, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Country, 2024 – 2034
- GCC
- Israel
- Rest of Middle East
- Africa
- Market Size and Forecast (US$ Bn), By Advisory Model, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Business Function, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Deployment Model, 2024 – 2034
- Market Size and Forecast (US$ Bn), By End-Use Industry, 2024 – 2034
- Market Size and Forecast (US$ Bn), By Country, 2024 – 2034
- South Africa
- Central Africa
- North Africa
- Overview
- Competitive Landscape
- Heat Map Analysis
- Company Profiles
- Cargill Incorporated
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Overview
- Business Strategy
- Archer Daniel Midland
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Overview
- Business Strategy
- Raizen SA
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Overview
- Business Strategy
- Sudzucker AG
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Overview
- Business Strategy
- Tereos SA
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Overview
- Business Strategy
- Mitr Phol Sugar Corporation Limited
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Overview
- Business Strategy
- Louis Dreyfus Holding B.V
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Overview
- Business Strategy .
- Wilmar International Ltd
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Overview
- Business Strategy
- Cosan SA Indústria e Comércio
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Overview
- Business Strategy
- American Crystal Sugar Company
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Overview
- Business Strategy
- E.I.D.- Parry (India) Limited
- Company Overview
- Product Portfolio
- Key Highlights
- Financial Overview
- Business Strategy
- Cargill Incorporated
- Analyst Views
- Section
- Research Methodology
- About Us
- Contact
FAQs
The Wealth Management Platform Market report segments the market on the basis of advisory model, business function, deployment model, end-user industry, and region.
The wealth management platform market is expected to register moderate growth over the forecast period due to increasing digitalization and process automation optimizes wealth management practice, coupled with rising ratio of the HNWIs (High-net-worth individual) across the globe.
Asia Pacific is growing at the highest CAGR over 2021- 2026.
The leading players operating in the Global Wealth Management Platform Market includes SS&C Technologies, Inc., Fiserv, Inc., Fidelity National Information Services, Inc., Profile Software Ltd, Broadridge Financial Solutions, Inc., InvestEdge, Inc, Temenos Group AG, SEI Investments Co., Comarch Inc., ObjectWay S.p.A., and Dorsum Ltd.