Comprehensive dataset of 3,213 Financial advisors in United States as of July, 2025. Includes verified contact information (email, phone), geocoded addresses, customer ratings, reviews, business categories, and operational details. Perfect for market research, lead generation, competitive analysis, and business intelligence. Download a complimentary sample to evaluate data quality and completeness.

The number of registered investment advisors (RIAs) working in the United States grew annually during the last decade. These advisors are registered with the U.S. Securities and Exchange Commission or a securities' administrator of the state in which they practice. In 2023, the number of registered investment advisors reached ******. Why register? Registration as an RIA gives advisors an advantage in the job market. As with any licensing process, this registration keeps other less-qualified advisors from entering the job market. This means that advisory firms that employ RIAs have an advantage because they can guarantee a level of quality based on the licensing process. The role of financial advisors RIAs work primarily for high-net-worth individuals. They manage the portfolios of their clients, using their knowledge to select a mix of financial instruments such as stocks or bonds that have the best outlook. An advisor with a proven track record can earn a generous fee, and many also enjoy a proportion of the profits from the portfolios they manage. However, technology threatens their role. Many investors are turning to robo-investment apps and automated advisors. These robo-advisors choose portfolios based on algorithms and therefore can offer lower fees.

Comprehensive dataset of 124,700 Financial planners in United States as of June, 2025. Includes verified contact information (email, phone), geocoded addresses, customer ratings, reviews, business categories, and operational details. Perfect for market research, lead generation, competitive analysis, and business intelligence. Download a complimentary sample to evaluate data quality and completeness.

Graph and download economic data for Employed full time: Wage and salary workers: Personal financial advisors occupations: 16 years and over (LEU0254476100A) from 2000 to 2024 about occupation, full-time, salaries, workers, financial, 16 years +, wages, personal, employment, and USA.

Success.ai’s B2B Email Data for US Financial Services offers businesses comprehensive access to verified email addresses and contact details of key decision-makers across the financial services industry in the United States.

Sourced from over 170 million verified professional profiles and enriched with detailed firmographic data, this dataset is ideal for sales teams, marketers, and strategic planners looking to engage with banking executives, wealth managers, insurance specialists, and fintech leaders.

Backed by our Best Price Guarantee, Success.ai ensures that your outreach is guided by accurate, continuously updated, and AI-validated data.

Why Choose Success.ai’s Financial Services Email Data?

1. Verified B2B Email Data for Precision Outreach

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2. Focus on the US Financial Market

   • Includes profiles of professionals across major US financial hubs like New York, Chicago, San Francisco, and Miami, as well as regional banks, credit unions, and fintech disruptors.
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4. Ethical and Compliant

   • Adheres to GDPR, CCPA, and other global data privacy regulations, ensuring responsible data usage and legal compliance for your campaigns.

Data Highlights:

• 170M+ Verified Professional Profiles: Engage with executives, financial advisors, compliance officers, and analysts across the US financial services sector.
• 50M Work Emails: AI-validated email data ensures precise communication and minimized email bounce rates.
• Firmographic Insights: Understand company sizes, revenue ranges, service offerings, and geographic presence to refine your targeting strategies.
• Decision-Maker Contact Details: Connect directly with key influencers and leaders shaping the US financial landscape.

Key Features of the Dataset:

1. Decision-Maker Email Profiles

   • Identify and engage with CEOs, CFOs, financial planners, compliance managers, and marketing directors responsible for driving financial strategies and regulatory compliance.
   • Target professionals overseeing technology adoption, customer engagement, and portfolio growth.

2. Advanced Filters for Tailored Campaigns

   • Filter contacts by industry segment (banking, insurance, investment management), company size, geographic location, or revenue bracket.
   • Tailor outreach efforts to align with specific financial services challenges, regulatory pressures, or customer preferences.

3. AI-Driven Enrichment

   • Profiles enriched with actionable data provide deeper insights, enabling personalized messaging and improving engagement outcomes with financial services stakeholders.

Strategic Use Cases:

1. Sales and Lead Generation

   • Offer SaaS solutions, compliance tools, or digital transformation services to financial services providers aiming to modernize operations and enhance customer experiences.
   • Build relationships with decision-makers in charge of vendor selection, procurement, and operational strategies.

2. Marketing and Outreach Campaigns

   • Target marketing teams and customer experience professionals to promote data-driven marketing tools, CRM platforms, or loyalty programs tailored to financial clients.
   • Leverage verified email data for multi-channel campaigns, driving higher engagement rates and conversions.

3. Fintech and Innovation Partnerships

   • Engage with fintech executives and banking leaders exploring digital payments, blockchain, AI-driven financial products, or open banking solutions.
   • Foster partnerships that accelerate innovation and enhance competitive positioning.

4. Regulatory Compliance and Risk Management

   • Connect with compliance officers and risk managers to present regulatory reporting tools, fraud detection systems, or cybersecurity solutions.
   • Address key pain points related to evolving compliance requirements and risk mitigation.

Why Choose Success.ai?

1. Best Price Guarantee

   • Access premium-quality B2B email data at competitive rates, ensuring maximum ROI for your outreach, marketing, and sales campaigns in the US financial sector.

2. Seamless Integration

   • Incorporate verified email data into CRM systems or marketing automation platforms via APIs or downloadable formats, streamlining data management and campaign execution.

3. Data Accuracy with AI Validation
   ...

United States - Employed full time: Wage and salary workers: Personal financial advisors occupations: 16 years and over: Women was 142.00000 Thous. of Persons in January of 2024, according to the United States Federal Reserve. Historically, United States - Employed full time: Wage and salary workers: Personal financial advisors occupations: 16 years and over: Women reached a record high of 164.00000 in January of 2022 and a record low of 61.00000 in January of 2004. Trading Economics provides the current actual value, an historical data chart and related indicators for United States - Employed full time: Wage and salary workers: Personal financial advisors occupations: 16 years and over: Women - last updated from the United States Federal Reserve on July of 2025.

Comprehensive insights into the financial advisor industry, including statistics on employment, demographics, services, market trends, and future projections.

Graph and download economic data for Employed full time: Wage and salary workers: Personal financial advisors occupations: 16 years and over: Women (LEU0254689700A) from 2000 to 2024 about occupation, females, full-time, salaries, workers, financial, 16 years +, wages, personal, employment, and USA.

Snapshot img

North America Financial Advisory Services Market Size 2025-2029

The financial advisory services market size in North America is forecast to increase by USD 9.81 billion at a CAGR of 4.7% between 2024 and 2029.

The Financial Advisory Services market is experiencing significant growth, driven by the increasing complexity of financial markets and the rising adoption of digital transformation. As financial markets become more intricate, the need for expert advice and strategic planning has become essential for businesses and individuals seeking to optimize their financial portfolios. Simultaneously, the integration of technology into financial advisory services is revolutionizing the industry, enabling more efficient and personalized services.


However, this digital transformation also brings new challenges, such as heightened cybersecurity risks, which financial advisory firms must address to protect sensitive client data and maintain trust. These trends and challenges underscore the importance of staying informed and agile in the ever-evolving financial advisory landscape. Software developers and data scientists contribute to the development of advanced financial technology, including portfolio management tools, mobile banking apps, and digital marketing platforms.

What will be the Size of the Market During the Forecast Period?

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In the dynamic financial advisory services market, various players offer a range of solutions to cater to diverse client needs. Financial advisors and wealth managers employ financial planning services, investment platforms, and portfolio optimization software to help clients build and manage their wealth. Portfolio managers utilize regulatory reporting software and compliance software to ensure adherence to regulatory requirements. Risk assessment models and financial modeling tools are essential for insurance planning services and investment advisory services, enabling accurate forecasting and mitigating potential risks. Cybersecurity solutions and data privacy solutions are increasingly sought after to safeguard sensitive financial data. Insurance brokers and tax advisors offer specialized expertise in their respective domains, while investment bankers facilitate large financial transactions.


Compliance officers ensure adherence to regulatory frameworks, while financial education resources and financial literacy programs promote financial understanding and informed decision-making. Retirement planning services and estate planning services provide long-term financial security solutions. Valuation software and investment banking services facilitate mergers and acquisitions, enabling businesses to grow and evolve.

How is this market segmented and which is the largest segment?

The market research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD million' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments.

Service

  Corporate finance
  Accounting advisory
  Tax advisory
  Transaction services
  Others


End-user

  Large enterprises
  SMEs


Application

  BFSI
  IT and telecom
  Manufacturing
  Retail and e-commerce
  Others


Geography

  North America

    US
    Canada
    Mexico

By Service Insights

The corporate finance segment is estimated to witness significant growth during the forecast period.

Corporate finance services are a significant part of the market, offering strategic guidance and transactional support to businesses in various sectors, including manufacturing and sales. These services encompass a broad spectrum of activities, including optimizing capital structures, facilitating mergers and acquisitions, securing equity and debt financing, and managing financial risks. In the realm of corporate finance, financial advisors help businesses make informed decisions about investments, divestitures, and capital allocation strategies to enhance shareholder value and achieve strategic objectives. They provide expertise in areas such as debt restructuring, potential acquisition evaluations, and financial due diligence, enabling businesses to navigate complex financial transactions and capitalize on growth opportunities.

Additionally, financial advisors utilize advanced tools like machine learning, big data analytics, and financial technology to provide data-driven insights and recommendations. Wealth management, risk management, and estate planning services are also essential components of the financial advisory services market, catering to high-net-worth individuals, endowment funds, and institutional investors. These services focus on managing and growing assets, minimizing risks, and ensuring financial security through effective tax planning, investment strategies, and financial education. Furthermore, the integration of digital advice, digital tr

Pretax-Margin Time Series for Wells Fargo & Company. Wells Fargo & Company, a financial services company, provides diversified banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The Consumer Banking and Lending segment offers diversified financial products and services for consumers and small businesses. Its financial products and services include checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. The Commercial Banking segment provides financial solutions to private, family owned, and certain public companies. Its products and services include banking and credit products across various industry sectors and municipalities, secured lending and lease products, and treasury management services. The Corporate and Investment Banking segment offers a suite of capital markets, banking, and financial products and services, such as corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services to corporate, commercial real estate, government, and institutional clients. The Wealth and Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, and trust and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients. It also operates through financial advisors in brokerage and wealth offices, consumer bank branches, independent offices, and digitally through WellsTrade and Intuitive Investor. Wells Fargo & Company was founded in 1852 and is headquartered in San Francisco, California.

United States - Employed full time: Median usual weekly nominal earnings (second quartile): Wage and salary workers: Personal financial advisors occupations: 16 years and over: Men was 2309.00000 $ in January of 2024, according to the United States Federal Reserve. Historically, United States - Employed full time: Median usual weekly nominal earnings (second quartile): Wage and salary workers: Personal financial advisors occupations: 16 years and over: Men reached a record high of 2309.00000 in January of 2024 and a record low of 1145.00000 in January of 2002. Trading Economics provides the current actual value, an historical data chart and related indicators for United States - Employed full time: Median usual weekly nominal earnings (second quartile): Wage and salary workers: Personal financial advisors occupations: 16 years and over: Men - last updated from the United States Federal Reserve on July of 2025.

Success.ai’s B2C Contact Data for Accounting Professionals provides access to comprehensive profiles of accountants, auditors, financial advisors, and decision-makers across the globe. Sourced from over 700 million verified LinkedIn profiles, this dataset includes actionable insights and verified contact details, empowering businesses to connect with professionals in the accounting and finance sectors. Whether you aim to market financial solutions, recruit accounting talent, or analyze industry trends, Success.ai ensures your outreach is supported by accurate, enriched, and continuously updated data.

Why Choose Success.ai’s B2C Contact Data for Accounting Professionals? Comprehensive Professional Profiles

Access verified LinkedIn profiles of CPAs, financial analysts, tax advisors, auditors, and accounting managers. AI-validated profiles ensure 99% accuracy, minimizing bounce rates and optimizing communication. Global Coverage Across Accounting Sectors

Includes professionals from public accounting firms, private companies, finance consultancies, and freelance accounting roles. Covers key regions such as North America, Europe, APAC, South America, and the Middle East. Continuously Updated Dataset

Real-time updates reflect role changes, certifications, and organizational shifts, ensuring relevant and effective targeting. Tailored for Accounting Insights

Enriched profiles include work histories, areas of specialization, professional certifications, and decision-making roles. Data Highlights: 700M+ Verified LinkedIn Profiles: Access a vast network of accounting professionals worldwide. 100M+ Work Emails: Direct communication with accountants, auditors, and financial advisors. Enriched Professional Histories: Gain insights into career trajectories, firm affiliations, and areas of financial expertise. Industry-Specific Segmentation: Target professionals in auditing, taxation, forensic accounting, and more with precision filters. Key Features of the Dataset: Accounting Professional Profiles

Identify and connect with tax consultants, auditors, financial planners, and corporate accountants. Engage with individuals driving financial decisions and compliance strategies. Detailed Organizational Insights

Leverage data on firm sizes, industries served, and geographic presence to tailor outreach to accounting firms and consultants. Advanced Filters for Precision Targeting

Refine searches by region, area of expertise, certifications (e.g., CPA, CMA), or years of experience. Customize campaigns to address specific needs like software adoption, compliance support, or advisory services. AI-Driven Enrichment

Enhanced datasets provide actionable details for personalized messaging, highlighting professional achievements and certifications. Strategic Use Cases: Marketing Financial Solutions and Services

Promote accounting software, financial planning tools, or tax solutions to accountants and auditors. Engage with professionals responsible for financial decision-making and client advisory roles. Recruitment and Talent Acquisition

Target HR professionals and accounting firm recruiters seeking accountants, auditors, or financial analysts. Simplify hiring for roles requiring specialized skills and certifications. Collaboration and Partnerships

Identify firms and accounting professionals for collaborations on financial audits, tax consulting, or compliance initiatives. Build partnerships with accountants offering advisory services to diverse industries. Market Research and Strategy Development

Analyze trends in financial services, tax laws, and compliance standards to inform product development and marketing strategies. Use insights to position solutions tailored to the evolving needs of accounting professionals. Why Choose Success.ai? Best Price Guarantee

Access industry-leading B2C Contact Data at unmatched pricing, ensuring your campaigns remain cost-effective and impactful. Seamless Integration

Easily integrate verified contact data into CRMs, recruitment platforms, or marketing systems using downloadable formats or APIs. AI-Validated Accuracy

Depend on 99% accurate data to minimize wasted efforts and maximize engagement outcomes. Customizable Solutions

Tailor datasets to focus on specific accounting niches, regions, or certifications to meet your strategic objectives. Strategic APIs for Enhanced Campaigns: Data Enrichment API

Enhance existing records with verified accounting professional profiles to refine targeting and engagement. Lead Generation API

Automate lead generation for a consistent pipeline of qualified accounting professionals, scaling your outreach efficiently. Success.ai’s B2C Contact Data for Accounting Professionals enables you to connect with the financial experts shaping global businesses. With verified contact details, enriched professional profiles, and global reach, your marketing, recruitment, and strategic effort...

The Investment Adviser Information Reports' data is collected from electronic submissions of Form ADV by investment adviser firms to the Investment Adviser Registration Depository (IARD) system.

Global Wealth Management market size was $703.38 Billion in 2021 and it is forecasted to reach $1062.75 Billion by 2029. Wealth Management Industry's Compound Annual Growth Rate will be 4.78% from 2023 to 2030. Key Dynamics of

Wealth Management Market

Key Drivers of

Wealth Management Market

Increasing Number of High-Net-Worth Individuals (HNWIs): The worldwide rise in HNWIs and ultra-HNWIs is driving the demand for tailored wealth management services. These individuals are in search of expert advice to enhance their portfolios, plan their estates, minimize taxes, and manage risks, which is propelling growth in advisory, discretionary, and family office wealth services.

Escalating Demand for Comprehensive Financial Planning: Clients are progressively pursuing integrated financial guidance that encompasses investment, retirement, estate, and tax planning. Wealth managers who provide thorough, goal-oriented planning are becoming more popular, particularly among millennials and Gen X clients who emphasize financial wellness, legacy management, and long-term security.

Swift Digitization and Adoption of Robo-Advisory Services: Technological innovations have rendered wealth management services more accessible. Robo-advisors, AI technologies, and digital platforms are enhancing client onboarding, portfolio oversight, and financial planning—broadening services to mass affluent demographics while boosting operational efficiency for advisory firms.

Key Restraints for

Wealth Management Market

Fierce Competition and Pressure on Fees: The industry is experiencing heightened competition from fintech startups, robo-advisors, and discount brokers. This has resulted in downward pressure on advisory fees and profit margins, forcing traditional firms to innovate, scale, or redefine their value propositions to stay competitive and profitable.

Regulatory Challenges and Compliance Expenses: Wealth managers are required to comply with various regulatory frameworks across different regions, including MiFID II, SEC regulations, and data protection laws. Compliance expenses, regular reporting, and the threat of penalties present operational difficulties—especially for smaller firms or those providing cross-border advisory services.

Insufficient Financial Literacy Among Prospective Clients: In numerous areas, a deficiency in knowledge regarding financial planning, investment techniques, and wealth preservation hampers market development. Prospective clients may feel reluctant to consult wealth advisors or may depend on informal guidance, which hinders the growth of professional wealth services.

Key Trends in Wealth Management Market

ESG Investing and Values-Driven Portfolios: Clients are increasingly emphasizing Environmental, Social, and Governance (ESG) considerations in their investment choices. Wealth managers are incorporating ESG screening, impact investing, and sustainability metrics into portfolios to resonate with clients' ethical principles and long-term purpose-oriented objectives.

Customization Through Data and Behavioral Insights: Companies are utilizing data analytics and behavioral finance to provide highly personalized investment strategies. By comprehending individual risk tolerance, life aspirations, and financial behaviors, wealth managers can formulate customized plans that strengthen client trust and improve long-term retention.

Hybrid Advisory Models Rising in Popularity: The integration of human advisors with digital tools is becoming a favored service model. Hybrid platforms combine the personalization of traditional advisors with the efficiency and cost-effectiveness of automation, appealing to both technology-oriented and relationship-focused investors.

Factors Affecting Wealth Management market growth

The expansion of the wealth management market is primarily driven by the increase in the population of high-net-worth people. There were around 20.8 million high-net-worth people (HNWIs) in the globe as of 2020. The United States, Japan, Germany, and China are home to about 63% of the world's HNWIs, according to the Capgemini World Wealth Report. In 2021, there were 7.5 million HNWIs in the U.S., a 13.5% increase from the previous year. These people frequently use the help of financial experts to handle their finances, and their high net worth frequently qualifies them...

Interest-Income Time Series for The Bancorp Inc. The Bancorp, Inc. operates as the financial holding company for The Bancorp Bank, National Association that provides banking products and services in the United States. It offers a range of deposit products and services, including checking, savings, money market, and commercial accounts. The company also provides securities-backed lines of credit and insurance policy cash value-backed lines of credit; investor advisor financing; financing to investment advisors; lease financing for commercial and government vehicle fleets, including trucks and other special purpose vehicles; commercial real estate bridge loans; and small business loans, as well as consumer fintech loans comprising short-term extensions of credit, including secured credit card loans, fixed term loans, payroll advances, and others. In addition, it offers automated clearing house (ACH) bill and other payment services; debit and prepaid card issuing services; card and bill payment, and ACH processing services; and account services. The company was incorporated in 1999 and is headquartered in Wilmington, Delaware.

Robo-advisor Market Outlook

The global robo-advisor market size was valued at approximately USD 1.2 trillion in 2023 and is projected to reach nearly USD 5.1 trillion by 2032, growing at a compound annual growth rate (CAGR) of 17.5% during the forecast period. This significant growth is driven by increasing demand for automated investment solutions, technological advancements in artificial intelligence, and a shift in investor preferences towards low-cost advisory services. As investors become more tech-savvy and cost-conscious, the adoption of robo-advisors is expected to accelerate, fostering substantial expansion in the market.

The primary growth factor fueling the robo-advisor market is the escalating demand for efficient and affordable investment advisory services. Traditional financial advisory services often involve high fees, which can be prohibitive for small-scale investors. Robo-advisors, leveraging advanced algorithms and machine learning, provide a cost-effective alternative by offering portfolio management and investment advice at a fraction of the cost. This democratization of investment advisory services has opened new avenues for retail investors, allowing them to access sophisticated financial strategies previously reserved for high net worth individuals and institutional investors.

Additionally, the integration of artificial intelligence and machine learning technologies is a key driver of growth in the robo-advisor market. These technologies enhance the ability of robo-advisors to analyze large datasets, detect market patterns, and make informed investment decisions with minimal human intervention. The increasing sophistication of these algorithms results in more accurate financial forecasting and personalized investment strategies, which appeal to a wide range of investors. The continuous evolution of these technologies ensures that robo-advisors remain at the forefront of innovation, attracting new users and retaining existing ones.

The evolving preferences of modern investors are also contributing to the growth of the robo-advisor market. Millennials and Gen Z, who are set to inherit significant wealth over the coming decades, exhibit a strong preference for digital solutions and fintech innovations. This demographic shift towards younger investors, combined with their comfort and familiarity with digital platforms, has led to a rising adoption of robo-advisors. Investors in these age groups prioritize convenience, transparency, and accessibility, all of which are hallmarks of robo-advisor platforms. This trend is expected to continue, bolstering market growth over the forecast period.

Regionally, the North American market holds the largest share in the global robo-advisor industry, primarily due to the early adoption of fintech innovations and the presence of established financial institutions. The United States, being a hub for technological advancements, leads the region's growth. However, significant opportunities also exist in the Asia Pacific region, where increasing internet penetration and rising disposable income levels are driving market expansion. The region is anticipated to witness the highest CAGR during the forecast period, as countries like China and India embrace digital financial solutions to cater to their large, underserved populations.

Service Type Analysis

The robo-advisor market is segmented into two primary service types: pure robo-advisors and hybrid robo-advisors. Pure robo-advisors operate entirely online, utilizing algorithms to manage and allocate client portfolios with little to no human interaction. This sub-segment is attractive to tech-savvy investors who prioritize cost efficiency, as pure robo-advisors typically offer lower fees compared to their hybrid counterparts. The growth of pure robo-advisors is propelled by advancements in artificial intelligence, which enhance their ability to deliver precise and personalized investment strategies without human intervention.

On the other hand, hybrid robo-advisors combine algorithm-driven investment management with access to human financial advisors. This sub-segment caters to investors who value the reassurance and personalized touch that a human advisor provides, alongside the efficiency of automated solutions. Hybrid robo-advisors have gained popularity, particularly among high net worth individuals and those with complex financial needs, as they offer a balanced approach to investment management. This model provides a competitive edge by integrating the best of both worlds – human expertise and technological innovation.

Graph and download economic data for Employed full time: Median usual weekly nominal earnings (second quartile): Wage and salary workers: Personal financial advisors occupations: 16 years and over: Women (LEU0254743100A) from 2000 to 2024 about second quartile, occupation, females, full-time, salaries, workers, earnings, financial, 16 years +, wages, personal, median, employment, and USA.

Snapshot img

Robo Advisory Services Market Size 2024-2028

The robo advisory services market size is forecast to increase by USD 1306.37 billion, at a CAGR of 9.16% between 2023 and 2028.

The market is witnessing significant growth, driven by the increasing adoption of artificial intelligence (AI) and machine learning (ML) technologies. These advanced technologies enable robo advisors to offer personalized investment recommendations based on an individual's financial goals, risk tolerance, and investment history. Furthermore, the emergence of hybrid robo advisory models, which combine human financial advisors with AI algorithms, is gaining popularity as it offers the benefits of both human expertise and automated investment management. However, the market faces challenges related to data security and privacy concerns. With the increasing use of digital platforms for managing financial information, ensuring the security and privacy of sensitive customer data is paramount.
Breaches can lead to significant reputational damage and financial losses for both the robo advisory firms and their clients. As such, companies must invest in robust cybersecurity measures and adhere to stringent data protection regulations to mitigate these risks and build trust with their customers.

What will be the Size of the Robo Advisory Services Market during the forecast period?

Explore in-depth regional segment analysis with market size data - historical 2018-2022 and forecasts 2024-2028 - in the full report.
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The robo-advisory services market continues to evolve, integrating advanced financial technologies to cater to diverse client needs. Robo-advisors seamlessly blend financial education, insurance planning, account balances, risk-adjusted return, and robo-advisor platforms to deliver personalized financial advice. These platforms utilize data analytics to understand clients' financial goals, tax-loss harvesting, investment strategies, historical data, and risk tolerance, enabling automated investment and tax optimization. Robo-advisors prioritize user experience (UX) and user interface (UI) design, ensuring seamless account opening and funding. API integration facilitates data exchange with external sources, enhancing investment research and goal setting. Compliance regulations are meticulously addressed, ensuring privacy regulations and security protocols protect clients' data.

Performance tracking, portfolio optimization, and rebalancing are essential components of robo-advisory services. Fees and charges, including transaction fees and machine learning algorithms, are transparently disclosed. Retirement projections, estate planning, and goal setting are integrated into the robo-advisor platform, providing clients with comprehensive financial planning. Robo-advisors employ artificial intelligence (AI) and machine learning to offer investment recommendations and asset allocation, optimizing investment performance and risk management based on clients' investment horizon and reporting capabilities. ETF selection and retirement planning are also available, addressing various investment goals and tax implications. Customer support and financial education are integral to robo-advisory services, ensuring clients are well-informed about their investments and financial planning.

Digital wealth management offers a convenient and accessible solution for managing accounts and tracking investment performance. Overall, the robo-advisory services market is a dynamic and evolving landscape, continually adapting to meet the changing needs of clients.

How is this Robo Advisory Services Industry segmented?

The robo advisory services industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD billion' for the period 2024-2028, as well as historical data from 2018-2022 for the following segments.

End-user

  High net worth individuals
  Retail investors


Service Type

  Portfolio management
  Tax optimization
  Retirement planning
  Others


Geography

  North America

    US


  Europe

    Germany
    UK


  APAC

    India
    Japan


  Rest of World (ROW)

By End-user Insights

The high net worth individuals segment is estimated to witness significant growth during the forecast period.

High net worth individuals (HNWIs) increasingly turn to robo advisory services for cost-effective, personalized investment management solutions. These platforms offer lower fees than traditional wealth management firms, providing HNWIs with 24/7 access to tools and services. Robo advisors employ user-friendly interfaces and seamless API integrations for account funding, enabling HNWIs to easily open and manage accounts. Financial technology (fintech) and data analytics power these platforms, allowing for customized investment strategies based on individual financial goals, risk toleranc

Gross-Profit Time Series for Manulife Financial Corp. Manulife Financial Corporation, together with its subsidiaries, provides financial products and services in the United States, Canada, Asia, and internationally. It operates through Wealth and Asset Management Businesses; Insurance and Annuity Products; and Corporate and Other segments. The Wealth and Asset Management Businesses segment offers investment advice and solutions to retirement, retail, and institutional clients through multiple distribution channels, including agents and brokers affiliated with the company, independent securities brokerage firms and financial advisors pension plan consultants, and banks. The Insurance and Annuity Products segment provides deposit and credit products; and individual life insurance, individual and group long-term care insurance, and guaranteed and partially guaranteed annuity products through multiple distribution channels, including insurance agents, brokers, banks, financial planners, and direct marketing. The Corporate and Other segment is involved in the property and casualty reinsurance businesses; and run-off reinsurance operations, including variable annuities, and accident and health. The company also manages timberland and agricultural portfolios; and engages in the insurance agency, broker dealer, investment counseling, portfolio and mutual fund management, property and casualty insurance, and fund and investment management businesses. In addition, it provides integrated banking products and services. The company was incorporated in 1887 and is headquartered in Toronto, Canada.

United States - Employed full time: Median usual weekly nominal earnings (second quartile): Wage and salary workers: Personal financial advisors occupations: 16 years and over: Women was 1462.00000 $ in January of 2024, according to the United States Federal Reserve. Historically, United States - Employed full time: Median usual weekly nominal earnings (second quartile): Wage and salary workers: Personal financial advisors occupations: 16 years and over: Women reached a record high of 1552.00000 in January of 2023 and a record low of 733.00000 in January of 2000. Trading Economics provides the current actual value, an historical data chart and related indicators for United States - Employed full time: Median usual weekly nominal earnings (second quartile): Wage and salary workers: Personal financial advisors occupations: 16 years and over: Women - last updated from the United States Federal Reserve on July of 2025.