Wealth Management Market, By Advisory Model (Human Advisory, Robo Advisory, and Hybrid), Business Function (Reporting, Portfolio, Accounting, and Trading Management), Deployment Model, End-User Industry and Geography (North America, Europe, Asia-Pacific, Middle East and Africa and South America)
Global Wealth Management market is anticipated to reach USD 2.5 billion in 2021 growing at a CAGR of 15% during the forecasting period, 2021-2028.
Wealth management is an advisory service which is offered to affluent clients by a wealth management advisor who is trained in a way to manage wealth holistically. Wealth management include multiple financial aspects like financial and accounting, and tax services, investment advice, legal or estate planning, and retirement planning. The wealth management is a disciple that integrates both structuring and planning of wealth in such a way that it grows, and is kept safe and protected and is invested in a tax efficient manner.
The recent regulations along with digitalization and automation in the sector are some of the factors that have supported long-term expansion for Wealth Management industry.
Global Wealth Management market is segmented into Advisory Model, Business Function, Deployment Model, End-User Industry and geography.
Advisory Model segment is segmented into Human Advisory, Robo Advisory, and Hybrid
Business Function segment is segmented into Reporting, Portfolio, Accounting, and Trading Management
Geographically, global Wealth Management market is sub segmented into North America, Europe, Asia-Pacific, Middle East and Africa and South America and insights are provided for each region and major countries within the regions
Key players in global Wealth Management market are SS&C Technologies, Inc. (US), Fiserv, Inc. (US), Fidelity National Information Services (US), Profile Software (UK), Broadridge Financial Solutions, Inc. (US), InvestEdge, Inc. (US), Temenos Group AG (Switzerland), Finantix S.p.A. (Italy), SEI Investments Company (US), Comarch SA (Poland), Objectway S.p.A. (Italy), and Dorsum Ltd. (Hungary) among others.
Market Revenue In 2021 |
USD 2.5 billion |
Growth Rate |
CAGR of 15% during the forecasting period, 2021-2028 |
Historical Data |
2018-2019 |
Forecast Years |
2021-2028 |
Base Year |
2020 |
Units Considered |
Revenue in USD billion and CAGR from 2021 to 2028 |
Report Segmentation |
Advisory Model, Business Function, Deployment Model, End-User Industry and Geography |
Report Attribute |
Market Revenue Sizing (Global, Regional and Country Level) Company Share Analysis, Market Dynamics, Company Profiling |
Regional Level Scope |
North America, Europe, Asia-Pacific, South America, and Middle East and Africa |
Country Level Scope |
U.S., Japan, Germany, U.K., China, India, Brazil, UAE, South Africa (50+ Countries Across the Globe) |
Companies Profiled |
SS&C Technologies, Inc. (US), Fiserv, Inc. (US), Fidelity National Information Services (US), Profile Software (UK), Broadridge Financial Solutions, Inc. (US), InvestEdge, Inc. (US), Temenos Group AG (Switzerland), Finantix S.p.A. (Italy), SEI Investments Company (US), Comarch SA (Poland), Objectway S.p.A. (Italy), and Dorsum Ltd. (Hungary) |
Available Customization |
In addition to the market data for Wealth Management market, Delvens. offers client-centric report and customized according to the company’s specific demand and requirement. |