Robo Advisory Market by Product Type, Distribution Channel, End User 2024-2032
                     Global Robo Advisory 
Market Research and 
Forecast Report 2024-
2032
Format: PDF+EXCEL
© 2023 IMARC All Rights Reserved 
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are at  the top of  the company’s  exper t ise.
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achieve unmatchable compet i t ive advantage,  bui ld  more pro f ic ient  organizat ions,  and secure 
las t ing resul ts .
Accord ing  t o  t he  la t es t  repo r t  by  IMARC G roup ,  t i t l ed  " Robo  Adv i sory  Market :  
G loba l  I ndust ry  T rends ,  Share ,  S ize ,  Grow th ,  Opportun i ty  and  Forecast  2024-
2032, "  t he  g loba l  robo  adv i so ry  marke t  s i ze  reached US$  9 .4  B i l l i on  in  2023 .
Robo adv iso ry  re fe rs  t o  a  v i r t ua l  p la t fo rm  t ha t  ass is t s  m u l t ip le  bus inesses  by  
Report manag ing  inves tmen ts  and  prov id ing  f inanc ia l  adv ice  w i t h  m in ima l  human 
in t e rven t i on .  I t  i nvo lves  t he  u t i l i za t ion  o f  a l go r i t hms and  the  i npu ts  rece ived  f r om 
the  inves t o rs  in  o rder  t o  ana lyze  and  p red ic t  r i sks  and  goa ls ,  and  s tockho lde r  
Highlight and pre f e rences .  
As  a  resu l t ,  i t  o f f e rs  r obus t  goa l  p l ann ing ,  easy  accoun t  se tup ,  por t f o l i o  
Description management ,  accoun ts  se rv ices ,  enhanced  secu r i t y  and  a t ten t i ve  cus t omer  
se rv ice .  The  demand  f o r  robo  adv isory  i s  inc reas ing  ac ross  the  g lobe  due  to  the  
r i s ing  need  f o r  cos t -e f f i c i en t  i nves tmen t  adv isory  so lu t i ons  and  the  g row ing  
adopt ion  o f  smar tphones  and l ap tops  am ong ind i v idua ls .
Request  fo r  a  PDF  sample  o f  th i s  repor t :  
ht tps : / / www. imarcgroup .com/ robo-adv iso ry -marke t / r eques tsamp le
Report Description
G lo b a l  R o b o  A d v is o r y  M a r k e t  T r e n d s :
T h e  g l o b a l  m a r k e t  i s  p r i m a r i l y  d r i v e n  b y  a  c o n s i d e r a b l e  i n c r e a s e  i n  d a t a  g e n e r a t i o n  a c r o s s  v a r i o u s  i n d u s t r i a l  v e r t i c a l s .  C o u p l e d  
w i t h  r a p i d  d i g i t i z a t i o n  a n d  t h e  g r o w i n g  a d o p t i o n  o f  c o n n e c t e d  d e v i c e s  a m o n g  t h e  m a s s e s ,  t h i s  h a s  e n c o u r a g e d  l e a d i n g  p l a y e r s  t o  
h e a v i l y  i n v e s t  i n  t h e  d e p l o y m e n t  o f  r o b o  a d v i s o r i e s .  A l o n g  w i t h  t h i s ,  t h e  w i d e s p r e a d  i n t r o d u c t i o n  o f  s e c u r e d  i n v e s t m e n t  p l a n s  a n d  
t h e  r i s i n g  p o p u l a r i t y  o f  s t o c k  m a r k e t  t r a d i n g  a m o n g  i n d i v i d u a l s  a r e  c r e a t i n g  a  p o s i t i v e  m a r k e t  o u t l o o k .  S i n c e  r o b o  a d v i s o r i e s  
p r o v i d e  p r e c i s e  j u d g e me n t s  o n  t h e  b a s i s  o f  t h e  c u r r e n t  e c o n o m i c  s c e n a r i o  a n d  r e a l - t i m e  s ta t i s t i c s ,  t h e r e  h a s  b e e n  a  s i g n i f i c a n t  
r i s e  i n  t h e  u t i l i z a t i o n  o f  t h e s e  p l a t f o r m s  o n  t h e  g l o b a l  l e v e l .  
A p a r t  f r o m  t h i s ,  c o n t i n u a l  t e c h n o l o g i c a l  a d v a n c e m e n t s  a n d  t h e  i n t e g r a t i o n  o f  a r t i f i c i a l  i n t e l l i g e n c e  ( A I )  a n d  t h e  i n t e r n e t  o f  t h i n g s  
( I o T )  w i t h  r o b o  a d v i s o r y  p l a t f o r m s  a r e  s i g n i f i c a n t l y  s u p p o r t i n g  t h e  g r o w t h  o f  t h e  m a r k e t .  O t h e r  f a c t o r s ,  i n c l u d i n g  r a p i d  
u r b a n i z a t i o n ,  t h e  i n f l a t i n g  d i s p o s a b l e  i n c o m e  l e v e l s  o f  t h e  ma s s e s ,  c o n t i n u a l  d e v e l o p m e n t s  i n  t h e  i n f o r m a t i o n  t e c h n o l o g y  ( I T )  
i n f r a s t r u c t u r e  a n d  e x t e n s i v e  r e s e a r c h  a n d  d e v e l o p m e n t  ( R & D )  a c t i v i t i e s  c o n d u c t e d  b y  k e y  p l a y e r s ,  a r e  a l s o  p o s i t i v e l y  i n f l u e n c i n g  
t h e  m a r k e t .
L o o k in g  f o r w a r d ,  t h e  m a r k e t  i s  a n t i c ip a t e d  t o  r e a c h  a  v a lu e  o f  U S $  7 6 .2  B i l l i o n  b y  2 0 3 2 ,  e x h i b i t i n g  a  C A GR  o f  2 5 . 6 %  d u r in g  
2 0 2 4 - 2 0 3 2 .
V ie w  R e p o r t  T O C ,  F i g u r e s  a n d  T a b l e s :  h t t p s : / / w w w . i m a r c g r o u p . c o m / r o b o - a d v i s o r y - m a r k e t
Breakup by Business Model:
• Pure Robo Advisors
• Hybrid Robo Advisors
 
Breakup by Service Type:
Report • Direct Plan-Based/Goal-Based
• Comprehensive Wealth Advisory
Segmentation
Breakup by Provider:
• Fintech Robo Advisors
• Banks
• Tradit ional  Wealth Managers
• Others
Breakup by End User:
• Retai l  Investor
• High Net Worth Individuals (HNIs)
Breakup by Region:
Report • North America
Segmentation • Asia-Pacifi c
• Europe
• Latin America
• Middle East and Afr ica
• Betterment
• El levest
• Fincite Gmbh
Competitive 
• Ginmon Vermögensverwaltung GmbH
Landscape • SigFig Wealth Management LLC
with Key • SoFi Technologies Inc.
• The Charles Schwab Corporation
Players
• The Vanguard Group Inc.
• Wealthfront Corporation
• Wealthify Limited (Aviva plc).
What was the size of the global robo advisory 
market in 2023?
What is the expected growth rate of the global robo 
advisory market during 2024-2032?
Key What are the key factors driving the global robo 
advisory market?
Questions 
What has been the impact of COVID-19 on the 
Answered in global robo advisory market?
the Report What is the breakup of the global robo advisory 
market based on the business model?
What is the breakup of the global robo advisory 
market based on the service type?
What is the breakup of the global robo advisory 
market based on the provider?
What is the breakup of the global robo advisory 
market based on the end user?
Key What are the key regions in the global robo 
advisory market?
Questions 
Answered in Who are the key players/companies in the global robo advisory market?
the Report
1     P r e f a c e
2     S c o p e  a n d  M e t h o d o l o g y
    2 . 1     O b j e c t i v e s  o f  t h e  S t u d y
    2 . 2     S t a k e h o l d e r s
    2 . 3     D a t a  S o u r c e s
        2 . 3 . 1     P r i m a r y  S o u r c e s
        2 . 3 . 2     S e c o n d a r y  S o u r c e s
    2 . 4     M a r k e t  E s t i m a t i o n
        2 . 4 . 1     B o t t o m - U p  A p p r o a c h
Table of         2 . 4 . 2     T o p - D o w n  A p p r o a c h    2 . 5     F o r e c a s t i n g  M e t h o d o l o g y
3     E x e c u t i v e  S u m m a r y
4     I n t r o d u c t i o n
    4 . 1     O v e r v i e w
Contents     4 . 2     K e y  I n d u s t r y  T r e n d s5     G l o b a l  R o b o  A d v i s o r y  M a r k e t
    5 . 1     M a r k e t  O v e r v i e w
    5 . 2     M a r k e t  P e r f o r m a n c e
    5 . 3     I m p a c t  o f  C O V I D - 1 9
    5 . 4     M a r k e t  F o r e c a s t
6      M a r k e t  B r e a k u p  b y  B u s i n e s s  M o d e l
    6 . 1     P u r e  R o b o  A d v i s o r s
        6 . 1 . 1  M a r k e t  T r e n d s
        6 . 1 . 2  M a r k e t  F o r e c a s t
    6 . 2     H y b r i d  R o b o  A d v i s o r s
        6 . 2 . 1  M a r k e t  T r e n d s
        6 . 2 . 2  M a r k e t  F o r e c a s t
7    M a r k e t  B r e a k u p  b y  S e r v i c e  T y p e
    7 . 1     D i r e c t  P l a n - B a s e d / G o a l - B a s e d
        7 . 1 . 1  M a r k e t  T r e n d s
        7 . 1 . 2  M a r k e t  F o r e c a s t
       
    7 . 2     C o m p r e h e n s i v e  W e a l t h  A d v i s o r y
        7 . 2 . 1  M a r k e t  T r e n d s
        7 . 2 . 2  M a r k e t  F o r e c a s t
8    M a r k e t  B r e a k u p  b y  P r o v i d e r
    8 . 1     F i n t e c h  R o b o  A d v i s o r s
        8 . 1 . 1  M a r k e t  T r e n d s
        8 . 1 . 2  M a r k e t  F o r e c a s t
    8 . 2     B a n k s
        8 . 2 . 1  M a r k e t  T r e n d s
        8 . 2 . 2  M a r k e t  F o r e c a s t
Table of     8 . 3     T r a d i t i o n a l  W e a l t h  M a n a g e r s        8 . 3 . 1  M a r k e t  T r e n d s
        8 . 3 . 2  M a r k e t  F o r e c a s t
    8 . 4     O t h e r s
Contents         8 . 4 . 1  M a r k e t  T r e n d s
        8 . 4 . 2  M a r k e t  F o r e c a s t
9    M a r k e t  B r e a k u p  b y  E n d  U s e r
    9 . 1     R e t a i l  I n v e s t o r
        9 . 1 . 1  M a r k e t  T r e n d s
        9 . 1 . 2  M a r k e t  F o r e c a s t
    9 . 2     H i g h  N e t  W o r t h  I n d i v i d u a l s  ( H N I s )
        9 . 2 . 1  M a r k e t  T r e n d s
        9 . 2 . 2  M a r k e t  F o r e c a s t
1 0   M a r k e t  B r e a k u p  b y  R e g i o n
    1 0 . 1     N o r t h  A m e r i c a
        1 0 . 1 . 1  U n i t e d  S t a t e s
           1 0 . 1 . 1 . 1  M a r k e t  T r e n d s
           1 0 . 1 . 1 . 2  M a r k e t  F o r e c a s t     
F o r  m o r e  i n f o r m a t i o n ,  v i s i t :  
ht t ps : / /w ww. i ma rc gro up . c o m / ro bo -a d v i so ry -m a rke t / t o c
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