100+ datasets found
  1. c

    Global Investment Management Market Report 2025 Edition, Market Size, Share,...

    • cognitivemarketresearch.com
    pdf,excel,csv,ppt
    Updated Jul 15, 2025
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    Cognitive Market Research (2025). Global Investment Management Market Report 2025 Edition, Market Size, Share, CAGR, Forecast, Revenue [Dataset]. https://www.cognitivemarketresearch.com/investment-management-market-report
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    pdf,excel,csv,pptAvailable download formats
    Dataset updated
    Jul 15, 2025
    Dataset authored and provided by
    Cognitive Market Research
    License

    https://www.cognitivemarketresearch.com/privacy-policyhttps://www.cognitivemarketresearch.com/privacy-policy

    Time period covered
    2021 - 2033
    Area covered
    Global
    Description

    Global Investment Management market size 2021 was recorded $986.78 Billion whereas by the end of 2025 it will reach $1343 Billion. According to the author, by 2033 Investment Management market size will become $2487.64. Investment Management market will be growing at a CAGR of 8.01% during 2025 to 2033.

  2. v

    Asset Management Market By Type (Alternative Asset Management, Traditional...

    • verifiedmarketresearch.com
    Updated Oct 15, 2024
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    VERIFIED MARKET RESEARCH (2024). Asset Management Market By Type (Alternative Asset Management, Traditional Asset Management), Application (Retail Investors, Institutional Investors), End User (Pension Funds, Insurance Companies) & Region for 2024-2031 [Dataset]. https://www.verifiedmarketresearch.com/product/global-asset-management-market-size-and-forecast/
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    Dataset updated
    Oct 15, 2024
    Dataset authored and provided by
    VERIFIED MARKET RESEARCH
    License

    https://www.verifiedmarketresearch.com/privacy-policy/https://www.verifiedmarketresearch.com/privacy-policy/

    Time period covered
    2024 - 2031
    Area covered
    Global
    Description

    Asset Management Market size was valued at USD 15.94 Billion in 2024 and is projected to reach USD 39.32 Billion by 2031, growing at a CAGR of 11.95% during the forecast period 2024-2031.Global Asset Management Market DriversGrowing Need for Automation and DigitizationDigital Transformation: One major factor is the move in asset management toward digital solutions. In order to maximize asset performance, improve decision-making, and increase operational efficiency, businesses are implementing AI, machine learning, and advanced analytics.Process Automation: Process automation is a key growth element since it helps to decrease human error, enhance accuracy, and boost efficiency. Examples of this type of automation include asset tracking, inventory management, and predictive maintenance.Growing Real Asset and Infrastructure InvestmentsDevelopment of Global Infrastructure: Large-scale investments in the development of infrastructure, especially in emerging nations, drive up demand for asset management services. Real assets including utilities, commercial real estate, and transportation are being heavily invested in by both public and private enterprises.Renewable Energy Assets: As energy sources become more abundant, it is necessary to manage energy assets like wind and solar farms efficiently. This calls for the use of advanced asset management techniques.

  3. US Asset Management Market Size, Share Outlook & Research Report - 2030

    • mordorintelligence.com
    pdf,excel,csv,ppt
    Updated Jun 14, 2025
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    Mordor Intelligence (2025). US Asset Management Market Size, Share Outlook & Research Report - 2030 [Dataset]. https://www.mordorintelligence.com/industry-reports/usa-asset-management-industry
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    pdf,excel,csv,pptAvailable download formats
    Dataset updated
    Jun 14, 2025
    Dataset provided by
    Authors
    Mordor Intelligence
    License

    https://www.mordorintelligence.com/privacy-policyhttps://www.mordorintelligence.com/privacy-policy

    Time period covered
    2019 - 2030
    Area covered
    United States
    Description

    The US Asset Management Market is Segmented by Asset Class (Equity, Fixed Income, Alternative Assets, and Other Asset Classes), by Firm Type (Broker-Dealers, Banks, Wealth Advisory Firms, and Other Firm Types), by Mode of Advisory (Human Advisory and Robo-Advisory), by Client Type (Retail and Institutional), and by Management Source (Offshore and Onshore). The Market Forecasts are Provided in Terms of Value (USD).

  4. m

    Investment Banking and Asset Management Market Size | CAGR of 35%

    • market.us
    csv, pdf
    Updated Jul 8, 2025
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    Market.us (2025). Investment Banking and Asset Management Market Size | CAGR of 35% [Dataset]. https://market.us/report/investment-banking-and-asset-management-market/
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    csv, pdfAvailable download formats
    Dataset updated
    Jul 8, 2025
    Dataset provided by
    Market.us
    License

    https://market.us/privacy-policy/https://market.us/privacy-policy/

    Time period covered
    2022 - 2032
    Area covered
    Global
    Description

    By 2034, the Investment Banking and Asset Management Market is expected to reach a valuation of USD 11,731.7 bn, at a healthy CAGR of 35%.

  5. Portfolio Management & Investment Advice in the US - Market Research Report...

    • ibisworld.com
    Updated Mar 15, 2025
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    IBISWorld (2025). Portfolio Management & Investment Advice in the US - Market Research Report (2015-2030) [Dataset]. https://www.ibisworld.com/united-states/market-research-reports/portfolio-management-investment-advice-industry/
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    Dataset updated
    Mar 15, 2025
    Dataset authored and provided by
    IBISWorld
    License

    https://www.ibisworld.com/about/termsofuse/https://www.ibisworld.com/about/termsofuse/

    Time period covered
    2015 - 2030
    Area covered
    United States
    Description

    In the last five years, the industry has experienced countervailing trends. For most of the period, rising assets under management (AUM) due to rising asset prices and growing disposable income have increased the base of assets industry operators charge fees on. Increased investor preference for passive asset management, including through exchange-traded funds (ETFs), has driven expenses charged for the management of assets down during the period. Financial markets play an integral role in AUM growth and, consequently, base and performance fees earned by managers. Growth in financial markets was supported by vital macroeconomic variables rising during the majority of the current period, including employment and disposable income levels. Market indices, such as the S&P 500, demonstrated strong growth as these variables increased. In addition, interest rates have climbed significantly over the past five years, which has increased interest income from fixed-income securities such as bonds, although interest rates have been slashed in the latter part of the current period. As interest rates fall, investment funds will shift from fixed-income securities into equities. Portfolio management and investment advice revenue has grown at a CAGR of 6.4% to $579.1 billion over the past five years, including a 3.4% rise in 2025 alone. However, profit has fallen slightly to 29.9% of revenue in the same year. Portfolio management and investment advice revenue are expected to climb at a CAGR of 2.7% to $661.3 billion over the five years to 2030. The beginning of the outlook period is expected to be marred by the anticipated rate cuts by the Federal Reserve as inflationary pressures continue to ease. The FED will monitor inflation, employment, potential tariffs and other economic factors before cutting interest rates at the onset of the outlook period. Customer preferences towards low to zero fees will persist, forcing the portfolio management and investment advising industry to change.

  6. D

    Asset and Wealth Management Market Report | Global Forecast From 2025 To...

    • dataintelo.com
    csv, pdf, pptx
    Updated Sep 22, 2024
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    Dataintelo (2024). Asset and Wealth Management Market Report | Global Forecast From 2025 To 2033 [Dataset]. https://dataintelo.com/report/asset-and-wealth-management-market
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    pptx, csv, pdfAvailable download formats
    Dataset updated
    Sep 22, 2024
    Dataset authored and provided by
    Dataintelo
    License

    https://dataintelo.com/privacy-and-policyhttps://dataintelo.com/privacy-and-policy

    Time period covered
    2024 - 2032
    Area covered
    Global
    Description

    Asset and Wealth Management Market Outlook



    The global market size for Asset and Wealth Management was valued at approximately USD 3.2 trillion in 2023 and is projected to reach USD 6.5 trillion by 2032, growing at a CAGR of 8.1% during the forecast period from 2024 to 2032. The growth of this market is primarily driven by the increasing need for sophisticated financial advisory services, rapid technological advancements, and a heightened focus on personalized investment strategies.



    A significant growth factor in the Asset and Wealth Management market is the rising global wealth, particularly among high net worth individuals (HNWIs) and institutional investors. As economies worldwide continue to expand, the accumulation of wealth has necessitated advanced asset management solutions. This growth is further fueled by the increasing complexities in financial markets, which require sophisticated portfolio management and advisory services to optimize returns and mitigate risks. Additionally, the trend towards globalization has opened new investment opportunities and diversified portfolios, further driving the market's growth.



    Technological advancements have also played a crucial role in the expansion of the Asset and Wealth Management market. The integration of Artificial Intelligence (AI), blockchain, and big data analytics into financial services has revolutionized the way wealth management firms operate. These technologies enhance decision-making processes, provide deep insights through predictive analytics, and ensure higher levels of security and transparency in transactions. As a result, firms are better equipped to offer personalized advice and innovative financial products, catering to the evolving demands of their clientele.



    The growing demand for personalized investment strategies is another major growth driver for the Asset and Wealth Management market. Clients are increasingly seeking tailored financial plans that align with their specific goals, risk appetites, and investment horizons. Wealth management firms are responding by offering bespoke financial solutions, including customized portfolio management, estate planning, and tax optimization services. This trend is particularly prevalent among HNWIs and institutional investors who require a more hands-on approach to managing their assets effectively.



    Regionally, North America holds a significant share of the Asset and Wealth Management market, primarily due to its mature financial industry, high concentration of wealth, and advanced technological infrastructure. Europe also represents a substantial market, driven by the presence of numerous financial institutions and favorable regulatory frameworks. The Asia Pacific region is expected to witness the highest growth rate during the forecast period, fueled by rising wealth in emerging economies like China and India, increasing financial literacy, and a burgeoning middle class. Latin America and the Middle East & Africa are also projected to experience steady growth, albeit at a slower pace, due to economic uncertainties and regulatory challenges.



    Investment Management Analysis



    Investment management forms a core component of the Asset and Wealth Management market, encompassing activities that help individuals and institutions manage their investment portfolios. This segment includes a wide array of services such as asset allocation, portfolio management, and performance measurement. The demand for investment management services is driven by the need for professional guidance in navigating the complexities of financial markets and achieving optimal returns. With increasing market volatility and the proliferation of financial instruments, clients are seeking expertise to manage their investments strategically.



    Technological advancements have significantly impacted the investment management segment. The adoption of AI and machine learning algorithms allows wealth managers to analyze vast amounts of data and generate insights for making informed investment decisions. Robo-advisors, a product of these technologies, have made investment management services more accessible to a broader audience by offering cost-effective and automated portfolio management solutions. These digital platforms cater particularly to younger investors who prefer technology-driven investment options over traditional advisory services.



    Another critical trend within investment management is the growing emphasis on Environmental, Social, and Governance (ESG) criteria. Investors are increasingly considering ESG factors as part of their decisio

  7. Global Investment Management Software Analysis Market Size By Deployment...

    • verifiedmarketresearch.com
    Updated Jul 7, 2024
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    VERIFIED MARKET RESEARCH (2024). Global Investment Management Software Analysis Market Size By Deployment Model (Cloud-Based Investment Management Software and On-Premises Investment Management Software), By End-User Type (Asset Management Firms, Banks and Financial Institutions, Wealth Management Firms, and Pension Funds and Insurance Companies), By Functionality (Front Office Solutions, Middle Office Solutions, and Back Office Solutions), By Geographic Scope And Forecast [Dataset]. https://www.verifiedmarketresearch.com/product/investment-management-software-analysis/
    Explore at:
    Dataset updated
    Jul 7, 2024
    Dataset provided by
    Verified Market Researchhttps://www.verifiedmarketresearch.com/
    Authors
    VERIFIED MARKET RESEARCH
    License

    https://www.verifiedmarketresearch.com/privacy-policy/https://www.verifiedmarketresearch.com/privacy-policy/

    Time period covered
    2024 - 2031
    Area covered
    Global
    Description

    Investment Management Software Analysis Market size was valued at USD 1.09 Billion in 2024 and is projected to reach USD 1.63 Billion by 2031, growing at a CAGR of 5.09% from 2024 to 2031.

    Global Investment Management Software Analysis Market Drivers

    Increasing Complexity of Investment Portfolios: To properly evaluate, monitor, and optimize investment portfolios, which increasingly comprise a variety of asset classes and international investments, advanced investment management software is required. Growth in Digital Transition Initiatives: Investment management companies progressively implement technological solutions to optimize operations, improve decision-making, and boost overall efficiency as the financial sector experiences a digital transition. Demand for Real-Time Data and Analytics: Asset managers and investors need real-time access to market data and analytics. There is a great demand for investment management software that offers precise and timely insights into portfolio performance and market trends. Increasing Assets Under Management (AUM): The market for investment management software is being pushed by the general increase in assets under management, which is being driven by higher investments from institutional and individual investors. Transition to Cloud-Based Software: This change provides scalability, flexibility, and accessibility in terms of software solutions. Cloud-based systems are being adopted by investment management organizations to improve system agility, data storage, and communication. Growing Use of Robotic Advisory Services: The need for investment management software that facilitates automated portfolio management and client interactions is fueled by the growth of robo-advisory services propelled by automation and algorithm-based investing methods. Focus on Client Relationship Management (CRM): As businesses focus on client relationship management to deliver individualized services and sustain solid client connections, investment management software with comprehensive CRM features is in high demand.

  8. G

    Assets Under Management Market Research Report 2033

    • growthmarketreports.com
    csv, pdf, pptx
    Updated Aug 29, 2025
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    Growth Market Reports (2025). Assets Under Management Market Research Report 2033 [Dataset]. https://growthmarketreports.com/report/assets-under-management-market-global-industry-analysis
    Explore at:
    pdf, pptx, csvAvailable download formats
    Dataset updated
    Aug 29, 2025
    Dataset authored and provided by
    Growth Market Reports
    Time period covered
    2024 - 2032
    Area covered
    Global
    Description

    Assets Under Management Market Outlook



    According to our latest research, the global Assets Under Management (AUM) market size reached USD 123.6 trillion in 2024, reflecting a robust expansion fueled by strong investment inflows and evolving investor preferences. With a compound annual growth rate (CAGR) of 7.1% projected from 2025 to 2033, the market is expected to attain a value of approximately USD 232.3 trillion by 2033. This sustained growth is primarily driven by the increasing participation of retail and institutional investors, technological advancements in asset management platforms, and a global shift towards diversified portfolios.



    The growth trajectory of the Assets Under Management market is underpinned by several critical factors. Foremost among these is the rising global wealth, particularly in emerging economies, which has led to a significant increase in investable assets. As middle-class populations expand and high-net-worth individuals (HNWIs) proliferate, demand for professional asset management services has surged. Additionally, the adoption of digital investment platforms and robo-advisors has democratized access to sophisticated investment solutions, enabling a broader spectrum of investors to participate in capital markets. This democratization, coupled with growing financial literacy, has further propelled the market's expansion.



    Another pivotal growth factor is the evolving regulatory landscape, which has fostered greater transparency and investor protection across global markets. Regulatory reforms in major economies, such as the United States, Europe, and Asia Pacific, have enhanced trust in asset management firms and encouraged institutional participation. Furthermore, the shift towards sustainable and ESG (Environmental, Social, and Governance) investing has opened new avenues for asset managers, as investors increasingly seek portfolios aligned with their values. This trend has not only attracted new capital but also prompted innovation in product offerings, including green bonds, ESG funds, and impact investing vehicles.



    Technological innovation continues to play a transformative role in the AUM market's growth. The integration of artificial intelligence, big data analytics, and blockchain technology has revolutionized portfolio management, risk assessment, and client servicing. Asset managers are leveraging these technologies to enhance decision-making, improve operational efficiency, and deliver personalized investment solutions. The rise of online platforms and mobile applications has further streamlined the investment process, making it more accessible and user-friendly. As a result, both retail and institutional investors are increasingly turning to technology-driven asset management solutions to optimize returns and manage risk.



    From a regional perspective, North America remains the largest market for Assets Under Management, accounting for over 43% of the global market in 2024. However, the Asia Pacific region is experiencing the fastest growth, driven by rapid economic development, rising affluence, and regulatory liberalization. Europe continues to be a significant player, benefiting from a mature financial ecosystem and a strong institutional investor base. Meanwhile, Latin America and the Middle East & Africa are emerging as promising markets, supported by favorable demographics and increasing foreign investment. This diverse regional landscape underscores the global nature of the AUM market and highlights the importance of tailored strategies to capture growth opportunities across different geographies.



    In recent years, Alternative Investment Administration has gained significant traction as investors seek diversification and higher returns beyond traditional asset classes. This segment encompasses a wide range of investment vehicles, including private equity, hedge funds, and real assets. The complexity and unique characteristics of these investments require specialized administration services to ensure efficient management and compliance. As the demand for alternative investments grows, asset managers are increasingly relying on robust administration solutions to streamline operations, mitigate risks, and enhance transparency for their clients. The evolution of technology and regulatory frameworks has further facilitated the gr

  9. Digital Asset Management Market Size, Report, Trends & Share Analysis 2030

    • mordorintelligence.com
    pdf,excel,csv,ppt
    Updated Jul 7, 2025
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    Mordor Intelligence (2025). Digital Asset Management Market Size, Report, Trends & Share Analysis 2030 [Dataset]. https://www.mordorintelligence.com/industry-reports/digital-asset-management-dam-market
    Explore at:
    pdf,excel,csv,pptAvailable download formats
    Dataset updated
    Jul 7, 2025
    Dataset provided by
    Authors
    Mordor Intelligence
    License

    https://www.mordorintelligence.com/privacy-policyhttps://www.mordorintelligence.com/privacy-policy

    Time period covered
    2019 - 2030
    Area covered
    Global
    Description

    The Digital Asset Management Market is Segmented by Component (Solutions, Services), Deployment (On-Premise, Cloud), Organization Size (SMEs, Large Enterprises), Application (Sales and Marketing Enablement and More), End-User (Media and Entertainment, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

  10. AI In Asset Management Market Research Report 2033

    • growthmarketreports.com
    csv, pdf, pptx
    Updated Aug 4, 2025
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    Growth Market Reports (2025). AI In Asset Management Market Research Report 2033 [Dataset]. https://growthmarketreports.com/report/ai-in-asset-management-market-global-industry-analysis
    Explore at:
    csv, pptx, pdfAvailable download formats
    Dataset updated
    Aug 4, 2025
    Dataset provided by
    Authors
    Growth Market Reports
    Time period covered
    2024 - 2032
    Area covered
    Global
    Description

    AI In Asset Management Market Outlook



    According to our latest research, the global AI in Asset Management market size reached USD 5.8 billion in 2024, reflecting significant momentum as financial institutions accelerate digital transformation. The market is projected to grow at a robust CAGR of 24.7% from 2025 to 2033, reaching an estimated USD 43.6 billion by 2033. This rapid expansion is primarily driven by the increasing adoption of AI-driven solutions for portfolio optimization, risk assessment, and personalized client engagement across asset management firms worldwide.




    One of the primary growth factors propelling the AI in Asset Management market is the escalating demand for advanced data analytics and predictive modeling capabilities. Asset managers are increasingly leveraging AI-powered platforms to analyze vast datasets, identify market trends, and optimize investment strategies in real time. The integration of machine learning algorithms enables firms to process complex financial information at unprecedented speeds, enhancing decision-making accuracy and reducing operational inefficiencies. This technological advancement is not only improving investment outcomes but also enabling firms to respond swiftly to market volatility and regulatory changes, thus maintaining a competitive edge.




    Another significant driver is the growing regulatory pressure and the need for enhanced compliance and reporting mechanisms. Financial regulators worldwide are imposing stricter guidelines to ensure transparency and accountability in asset management practices. AI-driven compliance tools are being adopted to automate monitoring, detect anomalies, and generate comprehensive reports, significantly reducing manual intervention and the risk of human error. These solutions facilitate seamless adherence to evolving regulatory frameworks, minimizing the likelihood of penalties and reputational damage. As a result, asset management firms are increasingly prioritizing investments in AI technologies to bolster their compliance infrastructure and safeguard client interests.




    Moreover, the rising expectations for personalized client experiences are fueling the adoption of AI in asset management. Investors today demand tailored investment advice, real-time portfolio updates, and proactive risk management. AI-powered client engagement platforms utilize natural language processing and sentiment analysis to deliver customized insights and recommendations, fostering stronger client relationships and loyalty. This shift towards client-centricity is prompting asset management firms to integrate AI across various touchpoints, from onboarding and portfolio management to ongoing communication and reporting, thereby enhancing overall client satisfaction and retention rates.




    From a regional perspective, North America continues to dominate the AI in Asset Management market, accounting for approximately 43% of global revenue in 2024. The region’s advanced technological infrastructure, high concentration of leading financial institutions, and proactive regulatory environment are key contributors to this leadership. However, Asia Pacific is witnessing the fastest growth, with a projected CAGR of 28.1% over the forecast period, driven by rapid digitalization, increasing wealth, and expanding fintech ecosystems in countries like China, Japan, and India. Meanwhile, Europe is also experiencing substantial adoption, particularly among established asset managers seeking to modernize legacy systems and enhance operational efficiency.





    Component Analysis



    The AI in Asset Management market by component is segmented into software, services, and hardware, each playing a pivotal role in shaping the technological landscape of the industry. Software solutions represent the largest share, accounting for over 55% of the market in 2024. These encompass portfolio management platforms, risk analytics tools, and AI-powered tradin

  11. U

    US Asset Management Market Report

    • datainsightsmarket.com
    doc, pdf, ppt
    Updated Mar 8, 2025
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    Data Insights Market (2025). US Asset Management Market Report [Dataset]. https://www.datainsightsmarket.com/reports/us-asset-management-market-19528
    Explore at:
    doc, pdf, pptAvailable download formats
    Dataset updated
    Mar 8, 2025
    Dataset authored and provided by
    Data Insights Market
    License

    https://www.datainsightsmarket.com/privacy-policyhttps://www.datainsightsmarket.com/privacy-policy

    Time period covered
    2025 - 2033
    Area covered
    Global
    Variables measured
    Market Size
    Description

    The US asset management market, a significant segment of the global industry, is experiencing robust growth. With a projected market size of $48.22 billion in 2025, it's poised for continued expansion, driven by several key factors. The increasing adoption of digital technologies, enabling efficient portfolio management and enhanced client engagement, is a significant catalyst. Furthermore, the growing awareness of long-term investment strategies among retail investors and the rising demand for alternative investment products, such as hedge funds and private equity, are fueling market expansion. The influx of capital from institutional investors, including pension funds and insurance companies, also contributes substantially to market growth. Competition among established players like BlackRock, Fidelity, and Vanguard is fierce, but also encourages innovation and improved service offerings. While regulatory changes and economic uncertainties could pose challenges, the long-term outlook for the US asset management market remains positive, with a considerable potential for continued growth in the coming years. Geographic distribution within the US indicates concentration in major financial centers, but expansion into less traditional markets is gradually accelerating due to improved internet access and increasing financial literacy. Segment analysis reveals strong growth across all asset classes, with equity and fixed income continuing to dominate, but alternative investments showing particularly high growth potential due to their higher risk/reward profile and diversification benefits. The client base is similarly diverse, with retail investors, institutional investors, and high-net-worth individuals all contributing significantly to market volume. The market's trajectory suggests a sustained period of growth, driven by innovative products, technological advancements, and the evolving needs of diverse investor segments within the United States. This comprehensive report provides a detailed analysis of the US asset management market, encompassing historical data (2019-2024), current estimates (2025), and future forecasts (2025-2033). With a focus on key market segments and influential players, this report is essential for investors, industry professionals, and anyone seeking a strategic understanding of this dynamic sector. The market is projected to reach XXX billion by 2033, driven by several key factors detailed within. Recent developments include: In August 2023, BlackRock Inc., a prominent international credit asset manager, acquired Kreos. Kreos, renowned for its specialization in growth and risk-based financing for technology and healthcare enterprises, enhances BlackRock's market presence. This acquisition aligns with BlackRock's strategic objective of broadening its private-market investment portfolio., In January 2023, Fidelity Investments acquired Shoobx, a leading provider of automated equity management and financing software. Shoobx caters to private companies across various growth stages, including IPOs.. Key drivers for this market are: Rapid Growth in Advanced Technologies such as AI, IoT, Etc.,, Increase in Wealth of HNI's is Driving the Market. Potential restraints include: Rapid Growth in Advanced Technologies such as AI, IoT, Etc.,, Increase in Wealth of HNI's is Driving the Market. Notable trends are: US Portfolio Management Systems Market Set for Robust Growth.

  12. Asset Management Market Size & Share 2035

    • rootsanalysis.com
    Updated Oct 22, 2024
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    Roots Analysis (2024). Asset Management Market Size & Share 2035 [Dataset]. https://www.rootsanalysis.com/asset-management-market
    Explore at:
    Dataset updated
    Oct 22, 2024
    Dataset provided by
    Authors
    Roots Analysis
    License

    https://www.rootsanalysis.com/privacy.htmlhttps://www.rootsanalysis.com/privacy.html

    Description

    The global Asset Management market size is projected to grow from US$ 592 billion in 2024 to US$ 15,693 billion by 2035, representing a CAGR of 34.71%, during the forecast period, 2024-2035.

  13. Wealth Management Market Analysis, Size, and Forecast 2025-2029: North...

    • technavio.com
    pdf
    Updated Jan 24, 2025
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    Technavio (2025). Wealth Management Market Analysis, Size, and Forecast 2025-2029: North America (US and Canada), Europe (France, Germany, Italy, and UK), APAC (China, India, and Japan), South America (Brazil), and Rest of World (ROW) [Dataset]. https://www.technavio.com/report/wealth-management-market-industry-analysis
    Explore at:
    pdfAvailable download formats
    Dataset updated
    Jan 24, 2025
    Dataset provided by
    TechNavio
    Authors
    Technavio
    License

    https://www.technavio.com/content/privacy-noticehttps://www.technavio.com/content/privacy-notice

    Time period covered
    2025 - 2029
    Area covered
    United States, Canada
    Description

    Snapshot img

    Wealth Management Market Size 2025-2029

    The wealth management market size is forecast to increase by USD 460.1 billion, at a CAGR of 8.5% between 2024 and 2029.

    Major Market Trends & Insights

    North America dominated the market and accounted for a 40% growth during the forecast period.
    By the Business Segment - Human advisory segment was valued at USD 364.50 billion in 2023
    By the End-user - Banks segment accounted for the largest market revenue share in 2023
    

    Market Size & Forecast

    Market Opportunities: USD 94.18 billion
    Market Future Opportunities: USD 460.10 billion 
    CAGR : 8.5%
    North America: Largest market in 2023
    

    Market Summary

    The market is experiencing significant shifts due to the increasing number of high net worth individuals (HNIs) globally. According to recent studies, the global population of HNIs is projected to reach 26.4 million by 2025, representing a substantial increase from the current figure. This trend is driving the demand for comprehensive wealth management services. Technological advances are playing a pivotal role in the market, with digital platforms gaining popularity. Wealth management companies are under pressure to adapt to these changes, shifting their focus towards digital solutions. For instance, the adoption of robo-advisors has surged, offering personalized investment advice at lower costs.
    However, pricing remains a critical concern, with clients seeking value-added services beyond traditional investment management. In summary, the market is undergoing continuous evolution, with the rising number of HNIs and technological advancements shaping its landscape. Companies must adapt to these trends, focusing on digital solutions while maintaining competitive pricing structures to meet the evolving needs of their clients.
    

    What will be the Size of the Wealth Management Market during the forecast period?

    Explore market size, adoption trends, and growth potential for wealth management market Request Free Sample

    The market experiences continuous growth, with current assets under management (AUM) representing a significant percentage of the global financial sector. According to the latest industry data, AUM in wealth management reached over 70 trillion USD, accounting for approximately 25% of the total assets in the financial industry. Looking forward, market projections indicate a steady increase, with growth expectations reaching up to 10% annually. Comparing key numerical data, the wealth management sector's growth outpaces that of the broader financial sector. For instance, while the financial sector grew at a rate of 5% year-over-year, wealth management experienced a growth rate of 8% during the same period.
    This trend underscores the market's potential and the increasing importance of wealth management services in the financial landscape. Moreover, wealth management firms have been adopting advanced technologies to cater to clients' evolving needs. Financial technology, ESG integration, and compliance regulations have become essential components of wealth management strategies. These innovations not only enhance service offerings but also contribute to improved financial projections for wealth management firms.
    

    How is this Wealth Management Industry segmented?

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

    Business Segment
    
      Human advisory
      Hybrid advisory
      Robo advisory
    
    
    End-user
    
      Banks
      Trading and exchange firms
      Investment management firms
      Brokerage firms
      Others
    
    
    Client Segment
    
      High Net Worth Individuals (HNWIs)
      Ultra-High Net Worth Individuals (UHNWIs)
      Affluent Individuals
      Mass Affluent Individuals
    
    
    Service Type
    
      Financial Planning
      Investment Management
      Retirement Planning
      Estate Planning
      Tax Planning
      Risk Management
      Philanthropic Planning
    
    
    Deployment Model
    
      On-Premises
      Cloud-Based
    
    
    Geography
    
      North America
    
        US
        Canada
    
    
      Europe
    
        France
        Germany
        Italy
        UK
    
    
      APAC
    
        China
        India
        Japan
    
    
      South America
    
        Brazil
    
    
      Rest of World (ROW)
    

    By Business Segment Insights

    The human advisory segment is estimated to witness significant growth during the forecast period.

    In the realm of wealth management, human advisors play a pivotal role in guiding individuals and organizations towards informed financial decisions. These professionals offer customized advice based on an individual's financial objectives, risk appetite, and financial circumstances. Human advisors consider various factors, including income, expenses, assets, liabilities, and investment inclinations, to propose personalized strategies for clients. Budgeting and expense tracking are essen

  14. IT Asset Management Market - Size, Share & Industry Growth

    • mordorintelligence.com
    pdf,excel,csv,ppt
    Updated Aug 20, 2025
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    Mordor Intelligence (2025). IT Asset Management Market - Size, Share & Industry Growth [Dataset]. https://www.mordorintelligence.com/industry-reports/it-asset-management-market
    Explore at:
    pdf,excel,csv,pptAvailable download formats
    Dataset updated
    Aug 20, 2025
    Dataset provided by
    Authors
    Mordor Intelligence
    License

    https://www.mordorintelligence.com/privacy-policyhttps://www.mordorintelligence.com/privacy-policy

    Time period covered
    2019 - 2030
    Area covered
    Global
    Description

    The IT Asset Management Market Report is Segmented by Asset Type (Hardware, Software, Services), Deployment Model (On-Premise, Cloud, Hybrid), Enterprise Size (Small, Mid-Sized, Large Enterprises), End-User Industry (IT and Telecom, BFSI, Healthcare, Retail, Manufacturing, Government, Energy, Education), and Geography (North America, South America, Europe, APAC, MEA). The Market Forecasts are Provided in Terms of Value (USD).

  15. D

    Investment Management Software Market Report | Global Forecast From 2025 To...

    • dataintelo.com
    csv, pdf, pptx
    Updated Jan 7, 2025
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    Dataintelo (2025). Investment Management Software Market Report | Global Forecast From 2025 To 2033 [Dataset]. https://dataintelo.com/report/global-investment-management-software-market
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    pptx, pdf, csvAvailable download formats
    Dataset updated
    Jan 7, 2025
    Dataset authored and provided by
    Dataintelo
    License

    https://dataintelo.com/privacy-and-policyhttps://dataintelo.com/privacy-and-policy

    Time period covered
    2024 - 2032
    Area covered
    Global
    Description

    Investment Management Software Market Outlook



    The global investment management software market size was valued at approximately USD 3.5 billion in 2023 and is projected to reach USD 7.6 billion by 2032, growing at a compound annual growth rate (CAGR) of 9.2% during the forecast period. This robust growth trajectory is primarily fueled by the increasing demand for sophisticated financial tools that facilitate efficient management of investment portfolios. The integration of advanced technologies such as artificial intelligence and machine learning in investment platforms is also a significant growth driver, providing enhanced analytics and decision-making capabilities that appeal to a wide range of financial institutions and individual investors. As market competition intensifies and financial products become more complex, the need for high-quality investment management software becomes critical for maintaining competitive advantage.



    A significant growth factor in the investment management software market is the rising complexity of investment portfolios, necessitating advanced tools for effective management. With financial markets becoming increasingly volatile and diverse, investment firms and individual investors alike are seeking software solutions that not only simplify portfolio management but also enhance decision-making processes. This demand is further amplified by the growing trend of digital transformation across the financial services industry, where firms are leveraging technology to streamline operations, reduce costs, and improve customer engagement. Additionally, the increasing regulatory landscape worldwide is pushing firms to adopt software that can ensure compliance with various financial regulations, adding another layer of necessity for investment management solutions.



    The proliferation of cloud computing is another critical factor driving growth in the investment management software market. Cloud-based solutions offer numerous advantages, including scalability, flexibility, and cost-effectiveness, making them particularly attractive to both small and medium-sized enterprises (SMEs) and larger financial institutions. By leveraging the cloud, firms can access powerful computational resources and data storage without the need for significant upfront investments in IT infrastructure. This is especially beneficial for firms looking to expand their operations globally, as cloud solutions enable seamless integration and collaboration across different geographies. Moreover, cloud-based platforms often come equipped with enhanced security features, addressing one of the primary concerns of financial institutions when it comes to digital transformation.



    Furthermore, the evolving expectations of tech-savvy investors are shaping the development and adoption of investment management software. Today's investors demand real-time access to their financial information and the ability to execute trades and make adjustments to their portfolios swiftly. This has led to a surge in demand for software platforms that offer intuitive user interfaces and real-time data analytics. The rise of mobile technology and apps is also playing a pivotal role in this sector, allowing investors to manage their portfolios directly from their smartphones, thus increasing engagement and satisfaction. These technologies not only increase the accessibility of financial services but also promote a more proactive approach to investment management, driving further adoption in the market.



    In the realm of investment management, the adoption of Creative Portfolio Management Software is becoming increasingly prevalent. This type of software allows asset managers to not only track and manage diverse portfolios but also to implement innovative strategies that can adapt to changing market conditions. By integrating creative tools and analytics, these platforms empower managers to explore new investment opportunities and optimize asset allocation more effectively. The ability to customize and visualize complex data sets in intuitive formats is a key feature that sets creative portfolio management software apart, making it an invaluable asset for firms aiming to differentiate themselves in a competitive market. As the demand for personalized investment solutions grows, the role of creative software in crafting tailored investment strategies becomes even more critical, driving further innovation and adoption in the industry.



    Regionally, North America dominates the investment management software market thanks to its mature financial se

  16. Asset Management Market in Europe - Trends, Size & Share

    • mordorintelligence.com
    pdf,excel,csv,ppt
    Updated Dec 17, 2024
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    Mordor Intelligence (2024). Asset Management Market in Europe - Trends, Size & Share [Dataset]. https://www.mordorintelligence.com/industry-reports/europe-asset-management-industry
    Explore at:
    pdf,excel,csv,pptAvailable download formats
    Dataset updated
    Dec 17, 2024
    Dataset provided by
    Authors
    Mordor Intelligence
    License

    https://www.mordorintelligence.com/privacy-policyhttps://www.mordorintelligence.com/privacy-policy

    Time period covered
    2020 - 2030
    Area covered
    Europe
    Description

    The Europe Asset Management Market report segments the industry into By Client Type (Retail, Pension Fund, Insurance Companies, Banks, Other Institutions), By Type Of Mandate (Investment Funds, Discretionary Mandates), By Asset Class (Equity, Fixed Income, Cash/Money Market, Other Asset Classes), and By Country (United Kingdom, France, Germany, Switzerland, Italy, Netherlands, Rest of Europe).

  17. Enterprise Asset Management Market Size, Report & Industry Trends 2030

    • mordorintelligence.com
    pdf,excel,csv,ppt
    Updated Jun 24, 2025
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    Mordor Intelligence (2025). Enterprise Asset Management Market Size, Report & Industry Trends 2030 [Dataset]. https://www.mordorintelligence.com/industry-reports/enterprise-asset-management-market
    Explore at:
    pdf,excel,csv,pptAvailable download formats
    Dataset updated
    Jun 24, 2025
    Dataset provided by
    Authors
    Mordor Intelligence
    License

    https://www.mordorintelligence.com/privacy-policyhttps://www.mordorintelligence.com/privacy-policy

    Time period covered
    2019 - 2030
    Area covered
    Global
    Description

    The Enterprise Asset Management Market is Segmented by Type (Solution, Services), Deployment (Cloud, Hybrid, and On-Premise), End-User Enterprise Size (Large Enterprises, Smes), End-User Industry (Manufacturing, Energy and Utilities, Transportation and Logistics, Oil and Gas, Government and Defense, IT and Telecom, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

  18. A

    Asia Pacific Asset Management Industry Report

    • datainsightsmarket.com
    doc, pdf, ppt
    Updated Mar 8, 2025
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    Data Insights Market (2025). Asia Pacific Asset Management Industry Report [Dataset]. https://www.datainsightsmarket.com/reports/asia-pacific-asset-management-industry-19669
    Explore at:
    ppt, pdf, docAvailable download formats
    Dataset updated
    Mar 8, 2025
    Dataset authored and provided by
    Data Insights Market
    License

    https://www.datainsightsmarket.com/privacy-policyhttps://www.datainsightsmarket.com/privacy-policy

    Time period covered
    2025 - 2033
    Area covered
    Asia
    Variables measured
    Market Size
    Description

    The Asia Pacific asset management industry is experiencing robust growth, projected to maintain a 6% Compound Annual Growth Rate (CAGR) from 2025 to 2033. This expansion is driven by several key factors. Firstly, the region's burgeoning middle class is fueling increased retail investor participation, particularly in countries like China, India, and Indonesia. Secondly, the growth of pension funds and insurance companies in the region necessitates the increased management of assets, driving demand for professional asset management services. Government initiatives promoting financial inclusion and economic development also contribute to this rise. Furthermore, the increasing adoption of technology, particularly fintech solutions, is streamlining investment processes and enhancing operational efficiency within the asset management sector. The industry's segmentation reveals a diverse landscape, with large financial institutions and mutual funds dominating, complemented by a significant presence of private equity and venture capital firms. This diversity is reflecting the varying needs of investors and the evolution of investment strategies within the region. However, challenges remain. Regulatory uncertainty and volatile market conditions, particularly geopolitical risks impacting global markets, present potential restraints on growth. Competition among established players and new entrants, combined with varying levels of financial literacy among investors in certain markets, may also influence the industry's trajectory. Despite these challenges, the long-term outlook for the Asia Pacific asset management industry remains positive. Continued economic growth, rising disposable incomes, and a supportive regulatory environment are expected to fuel further expansion, creating attractive opportunities for established and emerging players alike. The concentration of growth is expected to be strongest in the rapidly developing economies of Southeast Asia. This comprehensive report provides a detailed analysis of the Asia Pacific asset management industry, covering the period from 2019 to 2033. With a base year of 2025 and an estimated year of 2025, the report offers valuable insights into market trends, key players, and future growth projections. The study encompasses historical data (2019-2024) and forecasts (2025-2033), providing a complete picture of this dynamic sector. This report is invaluable for investors, asset managers, financial institutions, and anyone seeking to understand the intricacies of this multi-billion dollar market. High-search-volume keywords include: Asia Pacific asset management, asset management market size, pension funds Asia, institutional investors Asia, ETF Asia, private equity Asia, Asia Pacific wealth management, M&A asset management Asia. Recent developments include: In March 2022, Nomura announced plans to launch a new ETF designed to track the performance of the Solactive Japan ESG Core Index., In October 2021, Nomura announced that it had priced a Green Bond offering for NTT Finance Corporation. The offering consists of three-year, five-year, and 10-year tranches valued at JPY 300 billion in total, representing one of the world's largest single issuances of green bonds by a company.. Notable trends are: Corporate Bonds in Malaysia Driving the Market.

  19. U

    US Asset Management Market Report

    • marketreportanalytics.com
    doc, pdf, ppt
    Updated Apr 29, 2025
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    Market Report Analytics (2025). US Asset Management Market Report [Dataset]. https://www.marketreportanalytics.com/reports/us-asset-management-market-99359
    Explore at:
    doc, ppt, pdfAvailable download formats
    Dataset updated
    Apr 29, 2025
    Dataset authored and provided by
    Market Report Analytics
    License

    https://www.marketreportanalytics.com/privacy-policyhttps://www.marketreportanalytics.com/privacy-policy

    Time period covered
    2025 - 2033
    Area covered
    Global
    Variables measured
    Market Size
    Description

    The US asset management market, a significant segment of the global industry, is experiencing robust growth, driven by several key factors. The increasing affluence of the population, coupled with a growing awareness of the importance of long-term financial planning and retirement security, fuels demand for professional investment management services. Technological advancements, particularly the rise of robo-advisors and algorithmic trading, are streamlining investment processes and making them more accessible to a broader range of investors. Furthermore, the increasing complexity of financial markets and the need for sophisticated risk management strategies are driving demand for specialized expertise offered by large asset management firms. While regulatory changes and macroeconomic uncertainty present challenges, the market's fundamental strength remains intact. The market's segmentation reveals diverse opportunities. Retail investors continue to be a major segment, although institutional investors such as pension funds and insurance companies play a crucial role, particularly in driving higher asset-under-management (AUM) figures. Within asset classes, equity remains dominant, albeit with a growing interest in alternative investments like private equity and hedge funds, reflecting a search for higher returns and diversification. Competition is fierce, with major players like BlackRock, JP Morgan Asset Management, and Fidelity Investments vying for market share. However, niche players focusing on specific asset classes or client segments are also finding success. Considering the provided CAGR of 18.67%, and a 2025 market size of $48.22 billion, we can project significant expansion over the forecast period. This growth is expected to be supported by continued innovation within the industry and the enduring need for professional investment management. Recent developments include: In August 2023, BlackRock Inc., a prominent international credit asset manager, acquired Kreos. Kreos, renowned for its specialization in growth and risk-based financing for technology and healthcare enterprises, enhances BlackRock's market presence. This acquisition aligns with BlackRock's strategic objective of broadening its private-market investment portfolio., In January 2023, Fidelity Investments acquired Shoobx, a leading provider of automated equity management and financing software. Shoobx caters to private companies across various growth stages, including IPOs.. Key drivers for this market are: Rapid Growth in Advanced Technologies such as AI, IoT, Etc.,, Increase in Wealth of HNI's is Driving the Market. Potential restraints include: Rapid Growth in Advanced Technologies such as AI, IoT, Etc.,, Increase in Wealth of HNI's is Driving the Market. Notable trends are: US Portfolio Management Systems Market Set for Robust Growth.

  20. W

    Wealth Management Industry in Europe Report

    • datainsightsmarket.com
    doc, pdf, ppt
    Updated Feb 17, 2025
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    Data Insights Market (2025). Wealth Management Industry in Europe Report [Dataset]. https://www.datainsightsmarket.com/reports/wealth-management-industry-in-europe-4689
    Explore at:
    pdf, doc, pptAvailable download formats
    Dataset updated
    Feb 17, 2025
    Dataset authored and provided by
    Data Insights Market
    License

    https://www.datainsightsmarket.com/privacy-policyhttps://www.datainsightsmarket.com/privacy-policy

    Time period covered
    2025 - 2033
    Area covered
    Europe
    Variables measured
    Market Size
    Description

    The size of the Wealth Management Industry in Europe market was valued at USD 43.02 Million in 2023 and is projected to reach USD 58.19 Million by 2032, with an expected CAGR of 4.41% during the forecast period. The wealth management industry encompasses a range of financial services designed to assist individuals and families in managing their financial assets and achieving their long-term financial goals. This industry primarily targets high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), offering personalized services that include investment management, financial planning, tax advice, estate planning, and retirement planning. Wealth management firms aim to provide a holistic approach to wealth accumulation and preservation, tailoring strategies to meet the unique needs and preferences of their clients. As the global economy evolves, the wealth management industry is experiencing significant growth driven by increasing wealth concentrations, particularly in emerging markets. The rise in disposable income, along with the growing awareness of the importance of financial planning, has led to a greater demand for comprehensive wealth management services. Additionally, technological advancements, such as robo-advisors and financial technology (fintech) platforms, are transforming how wealth management services are delivered, making them more accessible and efficient. Recent developments include: September 2022: UBS was set to acquire the Millennial and Gen Z-focused Wealthfront. UBS and wealth management platform Wealthfront have pulled out of a proposed acquisition deal., 2021: L&G launched the next-gen protection platform for IFAs. Legal & General Group Protection has launched a next-generation online quote-and-buy platform to widen access to group income protection. The insurer states that its Online Insurance Experience (ONIX) aims to create more digital opportunities for intermediaries to support their clients' needs for life cover. ONIX is designed to deliver a quote experience that is more flexible with increased options that focus on capturing the client's specific requirements. The launch of ONIX is accompanied by the insurer's new 'Big on small business' SME Group Protection sales materials.. Key drivers for this market are: Guaranteed Protection Drives The Market. Potential restraints include: Long and Costly Legal Procedures. Notable trends are: Growth In Millionaire Wealth Leading to the European Wealth Management Market Uptrend.

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Cognitive Market Research (2025). Global Investment Management Market Report 2025 Edition, Market Size, Share, CAGR, Forecast, Revenue [Dataset]. https://www.cognitivemarketresearch.com/investment-management-market-report

Global Investment Management Market Report 2025 Edition, Market Size, Share, CAGR, Forecast, Revenue

Explore at:
pdf,excel,csv,pptAvailable download formats
Dataset updated
Jul 15, 2025
Dataset authored and provided by
Cognitive Market Research
License

https://www.cognitivemarketresearch.com/privacy-policyhttps://www.cognitivemarketresearch.com/privacy-policy

Time period covered
2021 - 2033
Area covered
Global
Description

Global Investment Management market size 2021 was recorded $986.78 Billion whereas by the end of 2025 it will reach $1343 Billion. According to the author, by 2033 Investment Management market size will become $2487.64. Investment Management market will be growing at a CAGR of 8.01% during 2025 to 2033.

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