Wealth Management Market - Global Professional Analysis and Forecast to 2026

  • REPORT SUMMARY
  • TABLE OF CONTENTS
  • The worldwide Wealth Management market was valued at XX.0 Million US$ in 2018 and is projected to reach XX.0 Million US$ by 2026, at a CAGR (Compound Annual Growth Rate) of 13.0% during the forecast period.

    This report presents the market size and development trends by detailing the Wealth Management market revenue, market share and growth rate from 2015-2026, and it gives a thorough analysis by various product types, applications, regions, and main participants. The market conditions (2015-2019), corporate competition pattern, corporate SWOT analysis are elaborated, and other qualitative analyses like market dynamics, market penetration, market business environment analyses, the regional regulatory scenario in the Wealth Management market will be shown in this report. In short, this report will comprehensively reveal the characteristics of Wealth Management industry and will help you to build a panoramic view of the industrial development.

    Wealth Management Market, By Type:

    • Human Advisory

    • Robo Advisory

    • Hybrid

    Wealth Management Market, By Application:

    • Banks

    • Trading & Exchange Firms

    • Investment Firms

    • Brokerage Firms

    • Asset Management Firms

    • Others

    Some of the leading players are as follows:

    • TechRules

    • Profile Software

    • FNZ

    • Novia

    • Canaccord Genuity

    • SEI

    • Avaloq

    • Dorsum Investment Software.

    • Finantix

    • Temenos

    • Fiserv Inc

    • Credo

    • Objectway

    • Comarch

    • TAM Asset Management

    • Nutmeg

    Geographically, Major regions are analyzed in details are as follows:

    • North America

    • Europe

    • Asia Pacific

    • Latin America

    • Middle East & Africa

  • Table of Contents

    1 Methodology and Scope

    • 1.1 Market Segmentation & Scope

      • 1.1.1 Technology Type

      • 1.1.2 Product

      • 1.1.3 Application

      • 1.1.4 Regional scope

      • 1.1.5 Estimates and forecast timeline

    • 1.2 Research Methodology

    • 1.3 Information Procurement

      • 1.3.1 Purchased database

      • 1.3.2 Internal database

      • 1.3.3 Secondary sources

      • 1.3.4 Primary research

      • 1.3.5 Details of primary research

    • 1.4 Information or Data Analysis

      • 1.4.1 Data analysis models

    • 1.5 Market Formulation & Validation

    • 1.6 Model Details

      • 1.6.1 Commodity flow analysis

      • 1.6.2 Volume price analysis

    • 1.7 List of Secondary Sources

    • 1.8 List of Abbreviations

    2 Executive Summary

    • 2.1 Market Outlook

    • 2.2 Segment Outlook

    3 Market Variables, Trends, & Scope

    • 3.1 Market Lineage Outlook

    • 3.1.1 Parent market outlook

      • 3.1.2 Ancillary market outlook

    • 3.2 Market Segmentation

      • 3.2.1 Analysis

    • 3.3 Market Dynamics

      • 3.3.1 Market driver analysis

      • 3.3.2 Market restraint analysis

      • 3.3.3 Industry opportunities

    • 3.4 Penetration & Growth Prospect Mapping

      • 3.4.1 Penetration & growth prospect mapping analysis

    • 3.5 Business Environment Analysis Tools

      • 3.5.1 Porter's five forces analysis

      • 3.5.2 PESTLE analysis

      • 3.5.3 Major deals & strategic alliances analysis

    4 Wealth Management Market: Technology Type Analysis

    • 4.1 Wealth Management Technology Type Market Share Analysis, 2018 & 2026

    • 4.2 Wealth Management Technology Type Market: Segment Dashboard

    • 4.3 Market Size & Forecasts and Trend Analyses, 2015 to 2026 for the Technology Type Segment

      • 4.3.1 Human Advisory

      • 4.3.2 Robo Advisory

      • 4.3.3 Hybrid

    5 Wealth Management Market: Product Analysis

    • 5.1 Wealth Management Product Market Share Analysis, 2018 & 2026

    • 5.2 Wealth Management Product Market: Segment Dashboard

    • 5.3 Market Size & Forecasts and Trend Analyses, 2015 to 2026 for the Product Segment

    6 Wealth Management Market: Application Analysis

    • 6.1 Wealth Management Application Market Share Analysis, 2018 & 2026

    • 6.2 Wealth Management Application Market: Segment Dashboard

    • 6.3 Market Size & Forecasts and Trend Analyses, 2015 to 2026 for the Application Segment

      • 6.3.1 Banks

      • 6.3.2 Trading & Exchange Firms

      • 6.3.3 Investment Firms

      • 6.3.4 Brokerage Firms

      • 6.3.5 Asset Management Firms

      • 6.3.6 Others

    7 Wealth Management Market: Regional Analysis

    • 7.1 Wealth Management Regional Market Share Analysis, 2018 & 2026

    • 7.2 Wealth Management Regional Market: Segment Dashboard

    • 7.3 Regional Market Snapshot (Market Size, CAGR, Top Countries)

    • 7.4 List of Players at Regional Level

      • 7.4.1 North America

      • 7.4.2 Europe

      • 7.4.3 Asia Pacific

    • 7.5 SWOT Analysis, by Factor (Political & Legal, Economic and Technological)

      • 7.5.1 North America

      • 7.5.2 Europe

      • 7.5.3 Asia Pacific

      • 7.5.4 Latin America

      • 7.5.5 MEA

    • 7.6 Market Size & Forecasts, and Trend Analysis, 2015 to 2026

      • 7.6.1 North America

      • 7.6.2 Europe

      • 7.6.3 Asia Pacific

      • 7.6.4 Latin America

      • 7.6.5 Middle East & Africa

    8 Competitive Analysis

    • 8.1 Recent Developments & Impact Analysis, by Key Market Participants

    • 8.2 Strategic Framework/Competition Categorization (Key innovators, Market leaders, Emerging players)

    • 8.3 Vendor Landscape

      • 8.3.1 Company market position analysis (Geographic presence, service portfolio, strategic initiatives)

    9 Company Profiles

    • 9.1 TechRules

      • 9.1.1 TechRules Company overview

      • 9.1.2 Financial performance

      • 9.1.3 Product benchmarking

      • 9.1.4 Strategic initiatives

      • 9.1.5 SWOT analysis

    • 9.2 Profile Software

      • 9.2.1 Profile Software Company overview

      • 9.2.2 Financial performance

      • 9.2.3 Product benchmarking

      • 9.2.4 Strategic initiatives

      • 9.2.5 SWOT analysis

    • 9.3 FNZ

      • 9.3.1 FNZ Company overview

      • 9.3.2 Financial performance

      • 9.3.3 Product benchmarking

      • 9.3.4 Strategic initiatives

      • 9.3.5 SWOT analysis

    • 9.4 Novia

      • 9.4.1 Novia Company overview

      • 9.4.2 Financial performance

      • 9.4.3 Product benchmarking

      • 9.4.4 Strategic initiatives

      • 9.4.5 SWOT analysis

    • 9.5 Canaccord Genuity

      • 9.5.1 Canaccord Genuity Company overview

      • 9.5.2 Financial performance

      • 9.5.3 Product benchmarking

      • 9.5.4 Strategic initiatives

      • 9.5.5 SWOT analysis

    • 9.6 SEI

      • 9.6.1 SEI Company overview

      • 9.6.2 Financial performance

      • 9.6.3 Product benchmarking

      • 9.6.4 Strategic initiatives

      • 9.6.5 SWOT analysis

    • 9.7 Avaloq

      • 9.7.1 Avaloq Company overview

      • 9.7.2 Financial performance

      • 9.7.3 Product benchmarking

      • 9.7.4 Strategic initiatives

      • 9.7.5 SWOT analysis

    • 9.8 Dorsum Investment Software.

      • 9.8.1 Dorsum Investment Software. Company overview

      • 9.8.2 Financial performance

      • 9.8.3 Product benchmarking

      • 9.8.4 Strategic initiatives

      • 9.8.5 SWOT analysis

    • 9.9 Finantix

      • 9.9.1 Finantix Company overview

      • 9.9.2 Financial performance

      • 9.9.3 Product benchmarking

      • 9.9.4 Strategic initiatives

      • 9.9.5 SWOT analysis

    • 9.10 Temenos

      • 9.10.1 Temenos Company overview

      • 9.10.2 Financial performance

      • 9.10.3 Product benchmarking

      • 9.10.4 Strategic initiatives

      • 9.10.5 SWOT analysis

    • 9.11 Fiserv Inc

      • 9.11.1 Fiserv Inc Company overview

      • 9.11.2 Financial performance

      • 9.11.3 Product benchmarking

      • 9.11.4 Strategic initiatives

      • 9.11.5 SWOT analysis

    • 9.12 Credo

      • 9.12.1 Credo Company overview

      • 9.12.2 Financial performance

      • 9.12.3 Product benchmarking

      • 9.12.4 Strategic initiatives

      • 9.12.5 SWOT analysis

    • 9.13 Objectway

      • 9.13.1 Objectway Company overview

      • 9.13.2 Financial performance

      • 9.13.3 Product benchmarking

      • 9.13.4 Strategic initiatives

      • 9.13.5 SWOT analysis

    • 9.14 Comarch

      • 9.14.1 Comarch Company overview

      • 9.14.2 Financial performance

      • 9.14.3 Product benchmarking

      • 9.14.4 Strategic initiatives

      • 9.14.5 SWOT analysis

    • 9.15 TAM Asset Management

      • 9.15.1 TAM Asset Management Company overview

      • 9.15.2 Financial performance

      • 9.15.3 Product benchmarking

      • 9.15.4 Strategic initiatives

      • 9.15.5 SWOT analysis

    • 9.16 Nutmeg

      • 9.16.1 Nutmeg Company overview

      • 9.16.2 Financial performance

      • 9.16.3 Product benchmarking

      • 9.16.4 Strategic initiatives

      • 9.16.5 SWOT analysis

     

    The List of Tables and Figures (Totals 96 Figures and 150 Tables)

    • Figure Human Advisory Wealth Management market, 2015 - 2026 (USD Million)

    • Figure Robo Advisory Wealth Management market, 2015 - 2026 (USD Million)

    • Figure Hybrid Wealth Management market, 2015 - 2026 (USD Million)

    • Figure Banks market, 2015 - 2026 (USD Million)

    • Figure Trading & Exchange Firms market, 2015 - 2026 (USD Million)

    • Figure Investment Firms market, 2015 - 2026 (USD Million)

    • Figure Brokerage Firms market, 2015 - 2026 (USD Million)

    • Figure Asset Management Firms market, 2015 - 2026 (USD Million)

    • Figure Others market, 2015 - 2026 (USD Million)

    • Table List of players in North America

    • Table List of players in Europe

    • Table List of players in Asia Pacific

    • Table SWOT analysis

    • Table North America Wealth Management market, by country, 2015 - 2026 (USD Million)

    • Table North America Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table North America Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table North America Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table U.S. Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table U.S. Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table U.S. Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Canada Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table Canada Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table Canada Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Europe Wealth Management market, by country, 2015 - 2026 (USD Million)

    • Table Europe Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table Europe Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table Europe Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table U.K. Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table U.K. Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table U.K. Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Germany Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table Germany Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table Germany Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table France Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table France Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table France Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Italy Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table Italy Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table Italy Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Spain Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table Spain Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table Spain Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Asia Pacific Wealth Management market, by country, 2015 - 2026 (USD Million)

    • Table Asia Pacific Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table Asia Pacific Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table Asia Pacific Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table China Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table China Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table China Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Japan Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table Japan Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table Japan Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table India Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table India Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table India Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Latin America Wealth Management market, by country, 2015 - 2026 (USD Million)

    • Table Latin America Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table Latin America Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table Latin America Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Brazil Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table Brazil Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table Brazil Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Mexico Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table Mexico Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table Mexico Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Argentina Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table Argentina Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table Argentina Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table MEA Wealth Management market, by country, 2015 - 2026 (USD Million)

    • Table MEA Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table MEA Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table MEA Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table South Africa Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table South Africa Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table South Africa Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Nigeria Wealth Management market, by type, 2015 - 2026 (USD Million)

    • Table Nigeria Wealth Management market, by product, 2015 - 2026 (USD Million)

    • Table Nigeria Wealth Management market, by application, 2015 - 2026 (USD Million)

    • Table Recent Developments & Impact Analysis, by Key Market Participants

    • Table Recent Developments & Impact Analysis, by Key Market Participants

    • Table Company market position analysis

    • Table Company Profiles

    • Table TechRules Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Profile Software Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table FNZ Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Novia Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Canaccord Genuity Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table SEI Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Avaloq Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Dorsum Investment Software. Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Finantix Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Temenos Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Fiserv Inc Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Credo Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Objectway Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Comarch Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table TAM Asset Management Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Nutmeg Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

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