预计财富科技解决方案市场规模将从 2023 年的 7111 万美元增至 2031 年的 2.0427 亿美元。预计 2023-2031 年期间市场复合年增长率将达到 14.1%。区块链和加密货币以及网络安全重点可能仍是市场的主要趋势。
财富科技解决方案市场分析
区块链、人工智能和机器学习等新兴技术正在给金融服务业带来巨大变革。这波创新浪潮正在开启一个被称为财富管理技术(WealthTech)的金融新时代。其目标是利用这些技术改善金融咨询和资产管理服务。
财富科技解决方案市场概览
WealthTech 通过将技术与财富管理相结合,改变了资产和财务的管理方式。它利用区块链、机器学习和人工智能等先进技术来增强投资和个人理财。WealthTech 开发人员创建的软件使用人工智能 (AI) 来生成个性化的财务建议并自动化繁琐的资产管理程序。
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财富科技解决方案市场驱动因素和机遇
个性化需求不断增长,利好市场
得益于复杂的算法和庞大的数据集,财富科技解决方案可以提供符合每个投资者财务目标、风险承受能力和流动性要求的定制产品推荐和投资组合分配。通过为体验添加更多个性化功能,情境提示和通知可以提高用户参与度。关于财富管理生态系统中的金融科技,这些技术为投资者提供了利用数据做出更好决策的巨大机会。
人们对可持续投资和 ESG 投资的兴趣日益浓厚
对于许多客户、政府和公司来说,环境、社会和治理 (ESG) 是他们最优先考虑的问题。随着全球努力促进一个更公平、更可持续、惠及所有人的环境,ESG 问题的重要性日益增加。在财富管理行业,由于新法律和客户需求,ESG 投资开始受到关注。财富科技让投资更容易为大众所接受。投资曾被认为是富人的专属,但财富科技让投资过程更贴近大众,让每个人都能尽可能多地赚钱。财富科技扩大了基于 ESG 的投资组合的渠道,让更多人可以进行零售投资。
财富科技解决方案市场报告细分分析
有助于得出财富科技解决方案市场分析的关键部分是 XX。
- 根据组成部分,财富科技解决方案市场分为解决方案和服务。解决方案部分在 2023 年占据最大份额。
- 根据最终用户,市场分为银行、财富管理公司和其他。
- 根据组织规模,市场分为大型企业和中小型企业。
- 根据部署模式,市场分为基于云的和本地的。
财富科技解决方案市场份额(按地区)分析
财富科技解决方案市场报告的地理范围主要分为五个地区:北美、亚太、欧洲、中东和非洲、南美和中美。
2023 年,北美占据财富科技解决方案市场的很大份额。该地区拥有主要金融中心。此外,美国和加拿大等国家的技术格局已经很成熟。财富管理公司正在迅速改变其战略,将技术进步融入其财富管理解决方案中。这引领了该地区市场的增长。
财富科技解决方案市场区域洞察
Insight Partners 的分析师已详细解释了预测期内影响财富科技解决方案市场的区域趋势和因素。本节还讨论了北美、欧洲、亚太地区、中东和非洲以及南美和中美洲的财富科技解决方案市场细分和地理位置。
- 获取财富科技解决方案市场的区域特定数据
财富科技解决方案市场报告范围
报告属性 | 细节 |
---|---|
2023 年的市场规模 | 7111万美元 |
2031 年市场规模 | 2.0427亿美元 |
全球复合年增长率(2023 - 2031) | 14.1% |
史料 | 2021-2022 |
预测期 | 2024-2031 |
涵盖的领域 | 按组件
|
覆盖地区和国家 | 北美
|
市场领导者和主要公司简介 |
|
财富科技解决方案市场参与者密度:了解其对业务动态的影响
财富科技解决方案市场正在快速增长,这得益于终端用户需求的不断增长,而这些需求又源于消费者偏好的不断变化、技术进步以及对产品优势的认识不断提高等因素。随着需求的增加,企业正在扩大其产品范围,进行创新以满足消费者的需求,并利用新兴趋势,从而进一步推动市场增长。
市场参与者密度是指在特定市场或行业内运营的企业或公司的分布情况。它表明在给定市场空间中,相对于其规模或总市场价值,有多少竞争对手(市场参与者)存在。
在财富科技解决方案市场运营的主要公司有:
- FinMason 公司
- 艾希戈股份公司
- InvestCloud 公司
- 财富科技公司
- Valuefy Solutions 私人有限公司
- 3rd-eyes 分析公司
免责声明:上面列出的公司没有按照任何特定顺序排列。
- 获取财富科技解决方案市场顶级关键参与者概览
财富科技解决方案市场新闻和最新发展
通过收集一手和二手研究后的定性和定量数据来评估财富科技解决方案市场,其中包括重要的公司出版物、协会数据和数据库。财富科技解决方案市场的一些发展如下:
- FinMason 宣布已被 RiskPro 选中提供固定收益风险评估,RiskPro 是一种尖端风险概况和投资组合创建技术,可帮助财务顾问提升投资者体验。(来源:FinMason,新闻稿,2020 年 5 月)
- Synechron, Inc. 是一家领先的全球数字化转型咨询公司,专注于金融服务和技术组织,该公司宣布收购成立于 2006 年的定制软件开发公司 Dreamix。Dreamix 总部位于保加利亚索非亚,是一家定制端到端软件工程和数字产品/应用程序开发公司。Dreamix 满足航空、交通、监管科技、金融科技、ESG 和医疗保健等关键行业的众多全球知名企业客户的定制需求。对 Dreamix 的收购于 2024 年 3 月 26 日完成。(来源:Synechron,新闻稿,2024 年 4 月)
财富科技解决方案市场报告覆盖范围和交付成果
“财富科技解决方案市场规模和预测(2021-2031)”报告对以下领域进行了详细的市场分析:
- 财富科技解决方案市场规模及全球、区域和国家层面所有关键细分市场的预测
- 财富科技解决方案市场趋势,以及驱动因素、限制因素和关键机遇等市场动态
- 详细的 PEST/波特五力分析和 SWOT 分析
- 财富科技解决方案市场分析涵盖主要市场趋势、全球和区域框架、主要参与者、法规和最新市场发展
- 行业格局和竞争分析,涵盖市场集中度、热图分析、知名参与者以及财富科技解决方案市场的最新发展
- 详细的公司简介
- Historical Analysis (2 Years), Base Year, Forecast (7 Years) with CAGR
- PEST and SWOT Analysis
- Market Size Value / Volume - Global, Regional, Country
- Industry and Competitive Landscape
- Excel Dataset
Report Coverage
Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends
Segment Covered
This text is related
to segments covered.
Regional Scope
North America, Europe, Asia Pacific, Middle East & Africa, South & Central America
Country Scope
This text is related
to country scope.
Frequently Asked Questions
North America dominated the wealthTech solution market in 2023.
Rising demand for personalization and regulatory changes are expected to drive the wealthTech solution market.
Blockchain and cryptocurrencies and cybersecurity focus are likely to remain key trends in the market.
FinMason, Inc., aixigo AG, InvestCloud, Inc., WealthTechs Inc., Valuefy Solutions Private Limited, 3rd-eyes analytics AG, BlackRock, Inc., Synechron, Wealthfront Inc., InvestSuite are among the leading payers operating in the wealthTech solution market.
The wealthTech solution market size is projected to reach US$ 204.27 million by 2031
The wealthTech solution market is expected to register a CAGR of 14.1% during 2023–2031
Trends and growth analysis reports related to Technology, Media and Telecommunications : READ MORE..
The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.
- Data Collection and Secondary Research:
As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.
Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.
- Primary Research:
The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.
For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.
A typical research interview fulfils the following functions:
- Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
- Validates and strengthens in-house secondary research findings
- Develops the analysis team’s expertise and market understanding
Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:
- Industry participants: VPs, business development managers, market intelligence managers and national sales managers
- Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.
Below is the breakup of our primary respondents by company, designation, and region:
Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.
- Data Analysis:
Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.
- Macro-Economic Factor Analysis:
We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.
- Country Level Data:
Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.
- Company Profile:
The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.
- Developing Base Number:
Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.
- Data Triangulation and Final Review:
The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.
We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.
We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.