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Wealth Management Platform-Global Market Insights and Sales Trends 2025
Synopsis
A Wealth Management Platform is a software system designed to help people track their investment portfolios and research new investments.
The global Wealth Management Platform market size is expected to reach US$ 3215.1 million by 2029, growing at a CAGR of 7.6% from 2023 to 2029. The market is mainly driven by the significant applications of Wealth Management Platform in various end use industries. The expanding demands from the Banks, Trading & Exchange Firms, Investment Firms and Brokerage Firms, are propelling Wealth Management Platform market. On-Cloud, 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.
The constant rise in the High Net Worth Individuals (HNWIs) is expected to be one of the key factors in driving the growth of the wealth management platform market.
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 Wealth Management Platform, 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 Wealth Management Platform 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 Wealth Management Platform market based on the following parameters - company details (found date, headquarters, manufacturing bases), products portfolio, Wealth Management Platform 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 Wealth Management Platform covered in this report include SS&C Technologies Holdings, Fiserv, FIS, Broadridge, Temenos, Comarch, Noah Holdings Ltd, SEI Investments Company and Addepar, etc.
The global Wealth Management Platform market report caters to various stakeholders in this industry including investors, suppliers, product players, distributors, new entrants, and financial analysts.
Market Segmentation
Company Profiles:
SS&C Technologies Holdings
Fiserv
FIS
Broadridge
Temenos
Comarch
Noah Holdings Ltd
SEI Investments Company
Addepar
Refinitiv
Profile Software
InvestEdge
Finantix
SunGard
Objectway
Dorsum
Avaloq
RobustWealth (Principal Innovations)
HSBC China
Miles Software (ItzCash Card)
InformaIS
Global Wealth Management Platform 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 Wealth Management Platform market, Segment by Type:
On-Cloud
On-Premise
Global Wealth Management Platform market, by Application
Banks
Trading & Exchange Firms
Investment Firms
Brokerage Firms
Asset Management Firms
Others
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 Wealth Management Platform 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
A Wealth Management Platform is a software system designed to help people track their investment portfolios and research new investments.
The global Wealth Management Platform market size is expected to reach US$ 3215.1 million by 2029, growing at a CAGR of 7.6% from 2023 to 2029. The market is mainly driven by the significant applications of Wealth Management Platform in various end use industries. The expanding demands from the Banks, Trading & Exchange Firms, Investment Firms and Brokerage Firms, are propelling Wealth Management Platform market. On-Cloud, 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.
The constant rise in the High Net Worth Individuals (HNWIs) is expected to be one of the key factors in driving the growth of the wealth management platform market.
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 Wealth Management Platform, 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 Wealth Management Platform 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 Wealth Management Platform market based on the following parameters - company details (found date, headquarters, manufacturing bases), products portfolio, Wealth Management Platform 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 Wealth Management Platform covered in this report include SS&C Technologies Holdings, Fiserv, FIS, Broadridge, Temenos, Comarch, Noah Holdings Ltd, SEI Investments Company and Addepar, etc.
The global Wealth Management Platform market report caters to various stakeholders in this industry including investors, suppliers, product players, distributors, new entrants, and financial analysts.
Market Segmentation
Company Profiles:
SS&C Technologies Holdings
Fiserv
FIS
Broadridge
Temenos
Comarch
Noah Holdings Ltd
SEI Investments Company
Addepar
Refinitiv
Profile Software
InvestEdge
Finantix
SunGard
Objectway
Dorsum
Avaloq
RobustWealth (Principal Innovations)
HSBC China
Miles Software (ItzCash Card)
InformaIS
Global Wealth Management Platform 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 Wealth Management Platform market, Segment by Type:
On-Cloud
On-Premise
Global Wealth Management Platform market, by Application
Banks
Trading & Exchange Firms
Investment Firms
Brokerage Firms
Asset Management Firms
Others
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 Wealth Management Platform 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 Wealth Management Platform
1.1 Wealth Management Platform Market Overview
1.1.1 Wealth Management Platform Product Scope
1.1.2 Wealth Management Platform Market Status and Outlook
1.2 Global Wealth Management Platform Market Size Overview by Region 2018 VS 2022 VS 2029
1.3 Global Wealth Management Platform Market Size by Region (2018-2029)
1.4 Global Wealth Management Platform Historic Market Size by Region (2018-2023)
1.5 Global Wealth Management Platform Market Size Forecast by Region (2024-2029)
1.6 Key Regions, Wealth Management Platform Market Size (2018-2029)
1.6.1 North America Wealth Management Platform Market Size (2018-2029)
1.6.2 Europe Wealth Management Platform Market Size (2018-2029)
1.6.3 Asia-Pacific Wealth Management Platform Market Size (2018-2029)
1.6.4 Latin America Wealth Management Platform Market Size (2018-2029)
1.6.5 Middle East & Africa Wealth Management Platform Market Size (2018-2029)
2 Wealth Management Platform Market by Type
2.1 Introduction
2.1.1 On-Cloud
2.1.2 On-Premise
2.2 Global Wealth Management Platform Market Size by Type: 2018 VS 2022 VS 2029
2.2.1 Global Wealth Management Platform Historic Market Size by Type (2018-2023)
2.2.2 Global Wealth Management Platform Forecasted Market Size by Type (2024-2029)
2.3 Key Regions Market Size by Type
2.3.1 North America Wealth Management Platform Revenue Breakdown by Type (2018-2029)
2.3.2 Europe Wealth Management Platform Revenue Breakdown by Type (2018-2029)
2.3.3 Asia-Pacific Wealth Management Platform Revenue Breakdown by Type (2018-2029)
2.3.4 Latin America Wealth Management Platform Revenue Breakdown by Type (2018-2029)
2.3.5 Middle East and Africa Wealth Management Platform Revenue Breakdown by Type (2018-2029)
3 Wealth Management Platform Market Overview by Application
3.1 Introduction
3.1.1 Banks
3.1.2 Trading & Exchange Firms
3.1.3 Investment Firms
3.1.4 Brokerage Firms
3.1.5 Asset Management Firms
3.1.6 Others
3.2 Global Wealth Management Platform Market Size by Application: 2018 VS 2022 VS 2029
3.2.1 Global Wealth Management Platform Historic Market Size by Application (2018-2023)
3.2.2 Global Wealth Management Platform Forecasted Market Size by Application (2024-2029)
3.3 Key Regions Market Size by Application
3.3.1 North America Wealth Management Platform Revenue Breakdown by Application (2018-2029)
3.3.2 Europe Wealth Management Platform Revenue Breakdown by Application (2018-2029)
3.3.3 Asia-Pacific Wealth Management Platform Revenue Breakdown by Application (2018-2029)
3.3.4 Latin America Wealth Management Platform Revenue Breakdown by Application (2018-2029)
3.3.5 Middle East and Africa Wealth Management Platform Revenue Breakdown by Application (2018-2029)
4 Wealth Management Platform Competition Analysis by Players
4.1 Global Wealth Management Platform 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 Wealth Management Platform as of 2022)
4.3 Date of Key Players Enter into Wealth Management Platform Market
4.4 Global Top Players Wealth Management Platform Headquarters and Area Served
4.5 Key Players Wealth Management Platform Product Solution and Service
4.6 Competitive Status
4.6.1 Wealth Management Platform Market Concentration Rate
4.6.2 Mergers & Acquisitions, Expansion Plans
5 Company (Top Players) Profiles
5.1 SS&C Technologies Holdings
5.1.1 SS&C Technologies Holdings Profile
5.1.2 SS&C Technologies Holdings Main Business
5.1.3 SS&C Technologies Holdings Wealth Management Platform Products, Services and Solutions
5.1.4 SS&C Technologies Holdings Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.1.5 SS&C Technologies Holdings Recent Developments
5.2 Fiserv
5.2.1 Fiserv Profile
5.2.2 Fiserv Main Business
5.2.3 Fiserv Wealth Management Platform Products, Services and Solutions
5.2.4 Fiserv Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.2.5 Fiserv Recent Developments
5.3 FIS
5.3.1 FIS Profile
5.3.2 FIS Main Business
5.3.3 FIS Wealth Management Platform Products, Services and Solutions
5.3.4 FIS Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.3.5 Broadridge Recent Developments
5.4 Broadridge
5.4.1 Broadridge Profile
5.4.2 Broadridge Main Business
5.4.3 Broadridge Wealth Management Platform Products, Services and Solutions
5.4.4 Broadridge Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.4.5 Broadridge Recent Developments
5.5 Temenos
5.5.1 Temenos Profile
5.5.2 Temenos Main Business
5.5.3 Temenos Wealth Management Platform Products, Services and Solutions
5.5.4 Temenos Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.5.5 Temenos Recent Developments
5.6 Comarch
5.6.1 Comarch Profile
5.6.2 Comarch Main Business
5.6.3 Comarch Wealth Management Platform Products, Services and Solutions
5.6.4 Comarch Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.6.5 Comarch Recent Developments
5.7 Noah Holdings Ltd
5.7.1 Noah Holdings Ltd Profile
5.7.2 Noah Holdings Ltd Main Business
5.7.3 Noah Holdings Ltd Wealth Management Platform Products, Services and Solutions
5.7.4 Noah Holdings Ltd Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.7.5 Noah Holdings Ltd Recent Developments
5.8 SEI Investments Company
5.8.1 SEI Investments Company Profile
5.8.2 SEI Investments Company Main Business
5.8.3 SEI Investments Company Wealth Management Platform Products, Services and Solutions
5.8.4 SEI Investments Company Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.8.5 SEI Investments Company Recent Developments
5.9 Addepar
5.9.1 Addepar Profile
5.9.2 Addepar Main Business
5.9.3 Addepar Wealth Management Platform Products, Services and Solutions
5.9.4 Addepar Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.9.5 Addepar Recent Developments
5.10 Refinitiv
5.10.1 Refinitiv Profile
5.10.2 Refinitiv Main Business
5.10.3 Refinitiv Wealth Management Platform Products, Services and Solutions
5.10.4 Refinitiv Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.10.5 Refinitiv Recent Developments
5.11 Profile Software
5.11.1 Profile Software Profile
5.11.2 Profile Software Main Business
5.11.3 Profile Software Wealth Management Platform Products, Services and Solutions
5.11.4 Profile Software Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.11.5 Profile Software Recent Developments
5.12 InvestEdge
5.12.1 InvestEdge Profile
5.12.2 InvestEdge Main Business
5.12.3 InvestEdge Wealth Management Platform Products, Services and Solutions
5.12.4 InvestEdge Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.12.5 InvestEdge Recent Developments
5.13 Finantix
5.13.1 Finantix Profile
5.13.2 Finantix Main Business
5.13.3 Finantix Wealth Management Platform Products, Services and Solutions
5.13.4 Finantix Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.13.5 Finantix Recent Developments
5.14 SunGard
5.14.1 SunGard Profile
5.14.2 SunGard Main Business
5.14.3 SunGard Wealth Management Platform Products, Services and Solutions
5.14.4 SunGard Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.14.5 SunGard Recent Developments
5.15 Objectway
5.15.1 Objectway Profile
5.15.2 Objectway Main Business
5.15.3 Objectway Wealth Management Platform Products, Services and Solutions
5.15.4 Objectway Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.15.5 Objectway Recent Developments
5.16 Dorsum
5.16.1 Dorsum Profile
5.16.2 Dorsum Main Business
5.16.3 Dorsum Wealth Management Platform Products, Services and Solutions
5.16.4 Dorsum Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.16.5 Dorsum Recent Developments
5.17 Avaloq
5.17.1 Avaloq Profile
5.17.2 Avaloq Main Business
5.17.3 Avaloq Wealth Management Platform Products, Services and Solutions
5.17.4 Avaloq Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.17.5 Avaloq Recent Developments
5.18 RobustWealth (Principal Innovations)
5.18.1 RobustWealth (Principal Innovations) Profile
5.18.2 RobustWealth (Principal Innovations) Main Business
5.18.3 RobustWealth (Principal Innovations) Wealth Management Platform Products, Services and Solutions
5.18.4 RobustWealth (Principal Innovations) Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.18.5 RobustWealth (Principal Innovations) Recent Developments
5.19 HSBC China
5.19.1 HSBC China Profile
5.19.2 HSBC China Main Business
5.19.3 HSBC China Wealth Management Platform Products, Services and Solutions
5.19.4 HSBC China Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.19.5 HSBC China Recent Developments
5.20 Miles Software (ItzCash Card)
5.20.1 Miles Software (ItzCash Card) Profile
5.20.2 Miles Software (ItzCash Card) Main Business
5.20.3 Miles Software (ItzCash Card) Wealth Management Platform Products, Services and Solutions
5.20.4 Miles Software (ItzCash Card) Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.20.5 Miles Software (ItzCash Card) Recent Developments
5.21 InformaIS
5.21.1 InformaIS Profile
5.21.2 InformaIS Main Business
5.21.3 InformaIS Wealth Management Platform Products, Services and Solutions
5.21.4 InformaIS Wealth Management Platform Revenue (US$ Million) & (2018-2023)
5.21.5 InformaIS Recent Developments
6 North America
6.1 North America Wealth Management Platform Market Size by Country (2018-2029)
6.2 U.S.
6.3 Canada
7 Europe
7.1 Europe Wealth Management Platform 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 Wealth Management Platform 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 Wealth Management Platform 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 Wealth Management Platform Market Size by Country (2018-2029)
10.2 Turkey
10.3 Saudi Arabia
10.4 UAE
10.5 Rest of Middle East & Africa
11 Wealth Management Platform Market Dynamics
11.1 Wealth Management Platform Industry Trends
11.2 Wealth Management Platform Market Drivers
11.3 Wealth Management Platform Market Challenges
11.4 Wealth Management Platform 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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