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Personal Financial Services-Global Market Insights and Sales Trends 2025
Synopsis
The global Personal Financial Services market size is expected to reach US$ million by 2029, growing at a CAGR of % from 2023 to 2029. The market is mainly driven by the significant applications of Personal Financial Services in various end use industries. The expanding demands from the Spending Analysis, Expense Tracking, Money Management and Budgeting, are propelling Personal Financial Services market. Cloud-Based, one of the segments analysed in this report, is projected to record % CAGR and reach US$ million by the end of the analysis period. Growth in the On-Premise segment is estimated at % CAGR for the next seven-year period.
Asia Pacific shows high growth potential for Personal Financial Services market, driven by demand from China, the second largest economy with some signs of stabilising, the Personal Financial Services market in China is forecast to reach US$ million by 2029, trailing a CAGR of % over the 2023-2029 period, while the U.S. market will reach US$ million by 2029, exhibiting a CAGR of % during the same period.
Report Objectives
This report provides market insight on the different segments, by players, by Type, by Application. Market size and forecast (2018-2029) has been provided in the report. The primary objectives of this report are to provide 1) global market size and forecasts, growth rates, market dynamics, industry structure and developments, market situation, trends; 2) global market share and ranking by company; 3) comprehensive presentation of the global market for Personal Financial Services, with both quantitative and qualitative analysis through detailed segmentation; 4) detailed value chain analysis and review of growth factors essential for the existing market players and new entrants; 5) emerging opportunities in the market and the future impact of major drivers and restraints of the market.
Key Features of The Study:
This report provides in-depth analysis of the global Personal Financial Services market, and provides market size (US$ million) and CAGR for the forecast period (2023-2029), considering 2022 as the base year.
This report profiles key players in the global Personal Financial Services market based on the following parameters - company details (found date, headquarters, manufacturing bases), products portfolio, Personal Financial Services sales data, market share and ranking.
This report elucidates potential market opportunities across different segments and explains attractive investment proposition matrices for this market.
This report illustrates key insights about market drivers, restraints, opportunities, market trends, regional outlook.
Key companies of Personal Financial Services covered in this report include Mint, OfficeTime, LearnVest, Quicken, YNAB and WalletHub, etc.
The global Personal Financial Services market report caters to various stakeholders in this industry including investors, suppliers, product players, distributors, new entrants, and financial analysts.
Market Segmentation
Company Profiles:
Mint
OfficeTime
LearnVest
Quicken
YNAB
WalletHub
Global Personal Financial Services market, by region:
North America (U.S., Canada, Mexico)
Europe (Germany, France, UK, Italy, etc.)
Asia Pacific (China, Japan, South Korea, Southeast Asia, India, etc.)
South America (Brazil, etc.)
Middle East and Africa (Turkey, GCC Countries, Africa, etc.)
Global Personal Financial Services market, Segment by Type:
Cloud-Based
On-Premise
Global Personal Financial Services market, by Application
Spending Analysis
Expense Tracking
Money Management
Budgeting
Other
Core Chapters
Chapter One: Introduces the report scope of the report, executive summary of global and regional market size and CAGR for the history and forecast period (2018-2023, 2024-2029). It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter Two: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter Three: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter Four: Detailed analysis of Personal Financial Services companies’ competitive landscape, revenue, market share and ranking, latest development plan, merger, and acquisition information, etc.
Chapter Five: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product introduction, revenue, recent development, etc.
Chapter Six, Seven, Eight, Nine and Ten: North America, Europe, Asia Pacific, Latin America, Middle East & Africa, revenue by country.
Chapter Eleven: this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter Twelve: Research Finding/Conclusion
The global Personal Financial Services market size is expected to reach US$ million by 2029, growing at a CAGR of % from 2023 to 2029. The market is mainly driven by the significant applications of Personal Financial Services in various end use industries. The expanding demands from the Spending Analysis, Expense Tracking, Money Management and Budgeting, are propelling Personal Financial Services market. Cloud-Based, one of the segments analysed in this report, is projected to record % CAGR and reach US$ million by the end of the analysis period. Growth in the On-Premise segment is estimated at % CAGR for the next seven-year period.
Asia Pacific shows high growth potential for Personal Financial Services market, driven by demand from China, the second largest economy with some signs of stabilising, the Personal Financial Services market in China is forecast to reach US$ million by 2029, trailing a CAGR of % over the 2023-2029 period, while the U.S. market will reach US$ million by 2029, exhibiting a CAGR of % during the same period.
Report Objectives
This report provides market insight on the different segments, by players, by Type, by Application. Market size and forecast (2018-2029) has been provided in the report. The primary objectives of this report are to provide 1) global market size and forecasts, growth rates, market dynamics, industry structure and developments, market situation, trends; 2) global market share and ranking by company; 3) comprehensive presentation of the global market for Personal Financial Services, with both quantitative and qualitative analysis through detailed segmentation; 4) detailed value chain analysis and review of growth factors essential for the existing market players and new entrants; 5) emerging opportunities in the market and the future impact of major drivers and restraints of the market.
Key Features of The Study:
This report provides in-depth analysis of the global Personal Financial Services market, and provides market size (US$ million) and CAGR for the forecast period (2023-2029), considering 2022 as the base year.
This report profiles key players in the global Personal Financial Services market based on the following parameters - company details (found date, headquarters, manufacturing bases), products portfolio, Personal Financial Services sales data, market share and ranking.
This report elucidates potential market opportunities across different segments and explains attractive investment proposition matrices for this market.
This report illustrates key insights about market drivers, restraints, opportunities, market trends, regional outlook.
Key companies of Personal Financial Services covered in this report include Mint, OfficeTime, LearnVest, Quicken, YNAB and WalletHub, etc.
The global Personal Financial Services market report caters to various stakeholders in this industry including investors, suppliers, product players, distributors, new entrants, and financial analysts.
Market Segmentation
Company Profiles:
Mint
OfficeTime
LearnVest
Quicken
YNAB
WalletHub
Global Personal Financial Services market, by region:
North America (U.S., Canada, Mexico)
Europe (Germany, France, UK, Italy, etc.)
Asia Pacific (China, Japan, South Korea, Southeast Asia, India, etc.)
South America (Brazil, etc.)
Middle East and Africa (Turkey, GCC Countries, Africa, etc.)
Global Personal Financial Services market, Segment by Type:
Cloud-Based
On-Premise
Global Personal Financial Services market, by Application
Spending Analysis
Expense Tracking
Money Management
Budgeting
Other
Core Chapters
Chapter One: Introduces the report scope of the report, executive summary of global and regional market size and CAGR for the history and forecast period (2018-2023, 2024-2029). It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter Two: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter Three: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter Four: Detailed analysis of Personal Financial Services companies’ competitive landscape, revenue, market share and ranking, latest development plan, merger, and acquisition information, etc.
Chapter Five: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product introduction, revenue, recent development, etc.
Chapter Six, Seven, Eight, Nine and Ten: North America, Europe, Asia Pacific, Latin America, Middle East & Africa, revenue by country.
Chapter Eleven: this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter Twelve: Research Finding/Conclusion
Index1 Market Overview of Personal Financial Services
1.1 Personal Financial Services Market Overview
1.1.1 Personal Financial Services Product Scope
1.1.2 Personal Financial Services Market Status and Outlook
1.2 Global Personal Financial Services Market Size Overview by Region 2018 VS 2022 VS 2029
1.3 Global Personal Financial Services Market Size by Region (2018-2029)
1.4 Global Personal Financial Services Historic Market Size by Region (2018-2023)
1.5 Global Personal Financial Services Market Size Forecast by Region (2024-2029)
1.6 Key Regions, Personal Financial Services Market Size (2018-2029)
1.6.1 North America Personal Financial Services Market Size (2018-2029)
1.6.2 Europe Personal Financial Services Market Size (2018-2029)
1.6.3 Asia-Pacific Personal Financial Services Market Size (2018-2029)
1.6.4 Latin America Personal Financial Services Market Size (2018-2029)
1.6.5 Middle East & Africa Personal Financial Services Market Size (2018-2029)
2 Personal Financial Services Market by Type
2.1 Introduction
2.1.1 Cloud-Based
2.1.2 On-Premise
2.2 Global Personal Financial Services Market Size by Type: 2018 VS 2022 VS 2029
2.2.1 Global Personal Financial Services Historic Market Size by Type (2018-2023)
2.2.2 Global Personal Financial Services Forecasted Market Size by Type (2024-2029)
2.3 Key Regions Market Size by Type
2.3.1 North America Personal Financial Services Revenue Breakdown by Type (2018-2029)
2.3.2 Europe Personal Financial Services Revenue Breakdown by Type (2018-2029)
2.3.3 Asia-Pacific Personal Financial Services Revenue Breakdown by Type (2018-2029)
2.3.4 Latin America Personal Financial Services Revenue Breakdown by Type (2018-2029)
2.3.5 Middle East and Africa Personal Financial Services Revenue Breakdown by Type (2018-2029)
3 Personal Financial Services Market Overview by Application
3.1 Introduction
3.1.1 Spending Analysis
3.1.2 Expense Tracking
3.1.3 Money Management
3.1.4 Budgeting
3.1.5 Other
3.2 Global Personal Financial Services Market Size by Application: 2018 VS 2022 VS 2029
3.2.1 Global Personal Financial Services Historic Market Size by Application (2018-2023)
3.2.2 Global Personal Financial Services Forecasted Market Size by Application (2024-2029)
3.3 Key Regions Market Size by Application
3.3.1 North America Personal Financial Services Revenue Breakdown by Application (2018-2029)
3.3.2 Europe Personal Financial Services Revenue Breakdown by Application (2018-2029)
3.3.3 Asia-Pacific Personal Financial Services Revenue Breakdown by Application (2018-2029)
3.3.4 Latin America Personal Financial Services Revenue Breakdown by Application (2018-2029)
3.3.5 Middle East and Africa Personal Financial Services Revenue Breakdown by Application (2018-2029)
4 Personal Financial Services Competition Analysis by Players
4.1 Global Personal Financial Services Market Size by Players (2018-2023)
4.2 Global Top Players by Company Type (Tier 1, Tier 2 and Tier 3) & (based on the Revenue in Personal Financial Services as of 2022)
4.3 Date of Key Players Enter into Personal Financial Services Market
4.4 Global Top Players Personal Financial Services Headquarters and Area Served
4.5 Key Players Personal Financial Services Product Solution and Service
4.6 Competitive Status
4.6.1 Personal Financial Services Market Concentration Rate
4.6.2 Mergers & Acquisitions, Expansion Plans
5 Company (Top Players) Profiles
5.1 Mint
5.1.1 Mint Profile
5.1.2 Mint Main Business
5.1.3 Mint Personal Financial Services Products, Services and Solutions
5.1.4 Mint Personal Financial Services Revenue (US$ Million) & (2018-2023)
5.1.5 Mint Recent Developments
5.2 OfficeTime
5.2.1 OfficeTime Profile
5.2.2 OfficeTime Main Business
5.2.3 OfficeTime Personal Financial Services Products, Services and Solutions
5.2.4 OfficeTime Personal Financial Services Revenue (US$ Million) & (2018-2023)
5.2.5 OfficeTime Recent Developments
5.3 LearnVest
5.3.1 LearnVest Profile
5.3.2 LearnVest Main Business
5.3.3 LearnVest Personal Financial Services Products, Services and Solutions
5.3.4 LearnVest Personal Financial Services Revenue (US$ Million) & (2018-2023)
5.3.5 Quicken Recent Developments
5.4 Quicken
5.4.1 Quicken Profile
5.4.2 Quicken Main Business
5.4.3 Quicken Personal Financial Services Products, Services and Solutions
5.4.4 Quicken Personal Financial Services Revenue (US$ Million) & (2018-2023)
5.4.5 Quicken Recent Developments
5.5 YNAB
5.5.1 YNAB Profile
5.5.2 YNAB Main Business
5.5.3 YNAB Personal Financial Services Products, Services and Solutions
5.5.4 YNAB Personal Financial Services Revenue (US$ Million) & (2018-2023)
5.5.5 YNAB Recent Developments
5.6 WalletHub
5.6.1 WalletHub Profile
5.6.2 WalletHub Main Business
5.6.3 WalletHub Personal Financial Services Products, Services and Solutions
5.6.4 WalletHub Personal Financial Services Revenue (US$ Million) & (2018-2023)
5.6.5 WalletHub Recent Developments
6 North America
6.1 North America Personal Financial Services Market Size by Country (2018-2029)
6.2 U.S.
6.3 Canada
7 Europe
7.1 Europe Personal Financial Services Market Size by Country (2018-2029)
7.2 Germany
7.3 France
7.4 U.K.
7.5 Italy
7.6 Russia
7.7 Nordic Countries
7.8 Rest of Europe
8 Asia-Pacific
8.1 Asia-Pacific Personal Financial Services Market Size by Region (2018-2029)
8.2 China
8.3 Japan
8.4 South Korea
8.5 Southeast Asia
8.6 India
8.7 Australia
8.8 Rest of Asia-Pacific
9 Latin America
9.1 Latin America Personal Financial Services Market Size by Country (2018-2029)
9.2 Mexico
9.3 Brazil
9.4 Rest of Latin America
10 Middle East & Africa
10.1 Middle East & Africa Personal Financial Services Market Size by Country (2018-2029)
10.2 Turkey
10.3 Saudi Arabia
10.4 UAE
10.5 Rest of Middle East & Africa
11 Personal Financial Services Market Dynamics
11.1 Personal Financial Services Industry Trends
11.2 Personal Financial Services Market Drivers
11.3 Personal Financial Services Market Challenges
11.4 Personal Financial Services Market Restraints
12 Research Finding /Conclusion
13 Methodology and Data Source
13.1 Methodology/Research Approach
13.1.1 Research Programs/Design
13.1.2 Market Size Estimation
13.1.3 Market Breakdown and Data Triangulation
13.2 Data Source
13.2.1 Secondary Sources
13.2.2 Primary Sources
13.3 Disclaimer
13.4 Author List
Published By : QY Research
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