North America Robo-advisory Market Report, Analysis of the Industry Scope for 2023 and Forecast for 2030

The report offers insights into the current state of the North America Robo-advisory Market and highlights the key factors driving growth in this sector. The report also provides a detailed analysis of the competitive landscape, highlighting the key players in this market and their growth strategies.

Overall, the Quadintel report provides a comprehensive analysis of the North America Robo-advisory Market, offering valuable insights for companies looking to capitalize on growth opportunities in this sector.

The North American robo-advisory market is anticipated to grow at an overall compound annual growth rate (CAGR) of 50.19% and will be worth of USD 34.05 Bn by 2023.

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The robo-advisory market of North America is expected to lead among other regions and makes a continuous effort to innovate cost-effective automated financial advisory services. 

The robo-advisory market in North America is anticipated to be majorly driven by the U.S. throughout the forecast period. This region has most of the initial automated advisory traction, especially the U.S. The service offerings provided by them are almost similar, but there are significant differences within areas like cost, investment types, tax optimization, type of accounts, etc. in this extensively crowded marketplace.

Geographically, the global robo-advisory market has been segmented into North America, Europe, Asia-Pacific, the Middle East and Africa and Latin America. Among the different regions, North America remained the dominant region regarding revenue generation in 2017 and is expected to continue its trend in the coming years.

Some of the major players in the robo-advisory market are Betterment LLC, Wealthfront, Nutmeg, Personal Capital, The Vanguard Group, FutureAdvisor, etc.

By type, North America robo-advisory market is classified as pure robo-advisors and hybrid robo-advisors. Hybrid robo-advisors dominate the market with a promising growth during the forecast period.

By type of client assets, North America robo-advisory services are used for the mass affluent, high-net-worth individuals, pension funds, insurance companies, and sovereign wealth funds. The mass affluent segment is generating the highest revenue for this segment.

Key growth factors

The robo-advisory market is predicted to witness a high growth rate owing to the surge in affordability and accessibility with low financial assistance fee and rising internet penetration following advancement of technology. Increasing competition with new entrants and diversified services is one of the primary factors that is expected to augment the demand of robo-advisors at a high rate in the coming years.

Threats and key players

Definition and suitability of financial advice along with conflicts of interests of the clients is one of the most important factors that is expected to limit the demand of different robo-advisors in the coming years. Moreover, the robustness and transparency of algorithms and consumer disengagement of business models are also challenging the growth of the market worldwide.

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What is covered in the report?

1. Overview of the North America robo-advisory market.
2. The current and forecasted market size data for the North America robo-advisory market.
3. The current and forecasted market size data for the segments of the market, by type hybrid robo-advisors and pure robo-advisors.
4. The current and forecasted market size data for the segments of the market, by types of client assets mass affluent, high-net-worth individuals, pension funds, insurance companies, and sovereign wealth funds.
5. The current and forecasted market size data for the segments of the market, by country- the U.S. and Canada.
6. Market trends in North America robo-advisory market.
7. Market drivers and challenges in the North America robo-advisory market.
8. Analysis of competitor profiles of major players operating in the market.

Why buy?

o Understand the demand for North America robo-advisors to determine the viability of the market.
o Identify the developed and emerging markets where robo-advisory services are offered.
o Identify the challenge areas and address them.
o Develop strategies based on the drivers, trends and highlights for each of the segments.
o Evaluate the value chain to determine the workflow and to get an idea of the current position where you are placed.
o Recognize the key competitors of this market and respond accordingly.
o Knowledge of the initiatives and growth strategies taken up by the major companies and decide on the direction for further growth.
o Define the competitive positioning by comparing the products and services with the key players in the market.

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The report further discusses the market opportunity, compound annual growth rate (CAGR) growth rate, competition, new technology innovations, market players analysis, government guidelines, export and import (EXIM) analysis, historical revenues, future forecasts etc. in the following regions and/or countries:

North America (U.S. & Canada) Market Size, Y-O-Y Growth, Market Players Analysis & Opportunity Outlook
Latin America (Brazil, Mexico, Argentina, Rest of Latin America) Market Size, Y-O-Y Growth & Market Players Analysis & Opportunity Outlook
Europe (U.K., Germany, France, Italy, Spain, Hungary, Belgium, Netherlands & Luxembourg, NORDIC(Finland, Sweden, Norway, Denmark), Ireland, Switzerland, Austria, Poland, Turkey, Russia, Rest of Europe), Poland, Turkey, Russia, Rest of Europe) Market Size, Y-O-Y Growth Market Players Analys & Opportunity Outlook
Asia-Pacific (China, India, Japan, South Korea, Singapore, Indonesia, Malaysia, Australia, New Zealand, Rest of Asia-Pacific) Market Size, Y-O-Y Growth & Market Players Analysis & Opportunity Outlook
Middle East and Africa (Israel, GCC (Saudi Arabia, UAE, Bahrain, Kuwait, Qatar, Oman), North Africa, South Africa, Rest of Middle East and Africa) Market Size, Y-O-Y Growth Market Players Analysis & Opportunity Outlook

Highlight the Following Key Factors:

  • Business Description: a particular description of agency operations and enterprise departments.
  • Company Strategy: The analyst’s precis of the company’s commercial enterprise strategy.
  • SWOT Analysis: Detailed evaluation of the company’s strengths, weaknesses, opportunities, and threats.
  • Company History: The development of predominant occasions associated to the company.
  • Main merchandise and services: A listing of the company’s fundamental products, services, and brands.
  • Main Competitors: A listing of the company’s fundamental competitors.
  • Important places and subsidiaries: The company’s major places and subsidiaries’ listing and contact information.
  • Detailed economic ratios of the previous 5 years: The trendy monetary ratios come from the annual economic statements issued by means of agencies with a record of 5 years.

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