Robinhood has commanded the ******* share of the retail investing market in the United States since at least early 2020, with its market share fluctuating between ********* and********* of the market over this period. For comparison, the next highest market share is held by Fidelity, with between **** and ***percent of the market. Robinhood is a smartphone-based app which allows retail investors to easily engage in commission-free share trading.

In 2025, ** percent of adults in the United States invested in the stock market. This figure has remained steady over the last few years and is still below the levels before the Great Recession, when it peaked in 2007 at ** percent. What is the stock market? The stock market can be defined as a group of stock exchanges where investors can buy shares in a publicly traded company. In more recent years, it is estimated an increasing number of Americans are using neobrokers, making stock trading more accessible to investors. Other investments A significant number of people think stocks and bonds are the safest investments, while others point to real estate, gold, bonds, or a savings account. Since witnessing the significant one-day losses in the stock market during the financial crisis, many investors were turning towards these alternatives in hopes for more stability, particularly for investments with longer maturities. This could explain the decrease in this statistic since 2007. Nevertheless, some speculators enjoy chasing the short-run fluctuations, and others see value in choosing particular stocks.

The size of the ESG Investment Analytics Market market was valued at USD 1.60 Million in 2024 and is projected to reach USD 4.29 Million by 2033, with an expected CAGR of 15.12% during the forecast period. Recent developments include: June 2023: ESG Book, a global leader, and Arcesium, a leading global financial technology firm, announced a new partnership to deliver market-leading sustainability data for institutional investors., May 2023: The top creator marketplace in India, Collective Artists Network, partnered with DialESG, a recognized authority in the ESG domain, to provide brands, businesses, and rights holders with India's first all-inclusive 360-degree solution for managing and executing their ESG initiatives and informing internal and external stakeholders.. Key drivers for this market are: Increased Focus on Corporate Social Responsibility. Potential restraints include: Increased Focus on Corporate Social Responsibility. Notable trends are: Increasing Consumer and Retail Fueling the Market.

Discover the latest insights into the booming US Securities Brokerage Market. Explore market size, growth trends (CAGR 4.23%), key players (Fidelity, Schwab, Robinhood), and regional breakdowns. This comprehensive analysis projects significant growth through 2033, driven by online trading and retail investor participation. Recent developments include: February 2023: Fidelity Investments, one of the world's leading global fixed-income investment managers, announced the launch of the Fidelity Municipal Core Plus Bond Fund (FMBAX), adding to Fidelity's diverse lineup of active fixed-income strategies reaching across the risk spectrum. The fund, which allows Fidelity to participate in a fast-growing subset within the municipal bond space, is available commission-free and with no investment minimum to individual investors and financial advisors through Fidelity's online brokerage platforms., February 2023: Robinhood aims to buy back Bankman Fried's 7% stake. Robinhood says its board has given the green light to a plan to buy FTX founder Sam Bankman-Fried's seven percent stake in the stock trading app.. Notable trends are: Securities Brokerage is the leading Revenue generating in US Market.

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.

Access Market Research Intellect's Online Investment Platform Market Report for insights on a market worth USD 10.5 billion in 2024, expanding to USD 26.2 billion by 2033, driven by a CAGR of 10.5%.Learn about growth opportunities, disruptive technologies, and leading market participants.

The global investment banking market is on a robust growth trajectory, expanding from $133.48 billion in 2021 to a projected $275.69 billion by 2033. This expansion is fueled by increasing cross-border M&A activities, a surge in capital raising by corporations, and the economic development of emerging markets. North America currently dominates the market, but the Asia-Pacific region is poised for the fastest growth, driven by dynamic economies like China and India. Technology adoption, particularly AI and data analytics, is revolutionizing deal-making and risk management. The industry is also adapting to a growing emphasis on ESG (Environmental, Social, and Governance) factors in investment decisions, which is creating new opportunities in sustainable finance. Navigating complex regulatory environments and geopolitical uncertainties remain key challenges for firms operating in this competitive landscape.

Key strategic insights from our comprehensive analysis reveal:

The Asia-Pacific region is emerging as the key growth engine, with the highest projected CAGR of 7.054%, driven by rapid economic expansion, increasing corporate activity in China, and a booming startup ecosystem in India.
North America, while a mature market, will continue its dominance, commanding over a third of the global market share, supported by its strong financial infrastructure, high volume of M&A deals, and being a hub for technological innovation.
There is a significant shift towards technology integration, with AI, machine learning, and big data analytics becoming crucial for competitive advantage in deal sourcing, due diligence, risk management, and algorithmic trading.

Global Market Overview & Dynamics of Investment Banking Market Analysis The global investment banking market is experiencing solid growth, projected to increase from $133.48 billion in 2021 to $275.69 billion by 2033, at a compound annual growth rate (CAGR) of 6.231%. This growth is underpinned by a dynamic global economy, increasing corporate demand for capital, and the rising complexity of financial transactions. While traditional powerhouses in North America and Europe maintain significant market shares, emerging economies in Asia-Pacific and the Middle East are becoming increasingly influential, offering new avenues for growth and investment opportunities. The market's evolution is heavily influenced by technological advancements, regulatory changes, and a growing focus on sustainable and responsible investing practices. Global Investment Banking Market Drivers

Increased M&A and Corporate Restructuring: A surge in mergers and acquisitions, divestitures, and corporate restructuring activities globally drives demand for advisory services, underwriting, and deal financing from investment banks.
Globalization and Cross-Border Investments: The continuous globalization of businesses necessitates complex cross-border transactions, requiring the expertise of investment banks to navigate different regulatory landscapes and financial markets.
Demand for Capital Raising: Growing companies, particularly in technology and healthcare sectors, along with governments funding infrastructure projects, consistently require capital, fueling the market for IPOs, debt issuance, and private placements.

Global Investment Banking Market Trends

Integration of Fintech and AI: Investment banks are increasingly adopting artificial intelligence, machine learning, and data analytics to enhance deal sourcing, automate due diligence, improve risk management, and optimize trading strategies.
Focus on ESG Investing: There is a growing trend towards Environmental, Social, and Governance (ESG) criteria in investment decisions, creating new business lines for banks in green bonds, sustainable finance, and impact investing advisory.
Rise of Boutique and Specialized Firms: Specialized boutique firms are gaining market share by offering deep industry expertise and conflict-free advice in specific sectors or transaction types, challenging the dominance of bulge-bracket banks.

Global Investment Banking Market Restraints

Stringent and Evolving Regulatory Landscape: Complex and stringent regulations such as Basel III, Dodd-Frank, and MiFID II increase compliance costs, limit risk-taking capabilities, and create operational burdens for investment banks.
Geopolitical Instability and Economic Volatility: Political tensions, trade wars, and unexpected economic downtur...

The Asia-Pacific Private Equity Market is Segmented by Fund Type (Buyout and Growth, Venture Capital, Mezzanine, and More), Sector (Technology, Healthcare, Real Estate, Financial Services, Industrials, Telecom, and More), Investments (Large Cap, Upper-Middle Market, and More), and Country (India, China, Japan, Australia, South Korea and More). The Market Forecasts are Provided in Terms of Value (USD).

Snapshot img

Mutual Funds Market Size 2025-2029

The mutual funds market size is valued to increase USD 85.5 trillion, at a CAGR of 9.9% from 2024 to 2029. Market liquidity will drive the mutual funds market.

Major Market Trends & Insights

North America dominated the market and accounted for a 52% growth during the forecast period.
By Type - Stock funds segment was valued at USD 50.80 trillion in 2023
By Distribution Channel - Advice channel segment accounted for the largest market revenue share in 2023

Market Size & Forecast

Market Opportunities: USD 151.38 trillion
Market Future Opportunities: USD 85.50 trillion
CAGR : 9.9%
North America: Largest market in 2023

Market Summary

The market represents a dynamic and ever-evolving financial landscape, characterized by continuous growth and innovation. With core technologies such as artificial intelligence and machine learning increasingly shaping investment strategies, mutual funds have become a preferred choice for individual and institutional investors alike. According to recent reports, mutual fund assets under management globally reached an impressive 61.8 trillion USD as of 2021, underscoring the market's substantial size and influence. However, the market is not without challenges. Transaction risks, regulatory compliance, and competition from alternative investment vehicles remain significant hurdles.
Despite these challenges, opportunities abound, particularly in developing nations where mutual fund adoption rates have been on the rise. For instance, mutual fund assets in Asia Pacific grew by 15.3% in 2020, outpacing the global average. As market liquidity continues to improve and regulatory frameworks evolve, the market is poised for further expansion and transformation.

What will be the Size of the Mutual Funds Market during the forecast period?

Get Key Insights on Market Forecast (PDF) Request Free Sample

How is the Mutual Funds Market Segmented and what are the key trends of market segmentation?

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

Type

  Stock funds
  Bond funds
  Money market funds
  Hybrid funds


Distribution Channel

  Advice channel
  Retirement plan channel
  Institutional channel
  Direct channel
  Supermarket channel


Geography

  North America

    US
    Canada


  Europe

    France
    Germany
    Italy
    Spain
    UK


  APAC

    Australia
    China
    India


  Rest of World (ROW)

By Type Insights

The stock funds segment is estimated to witness significant growth during the forecast period.

Mutual funds, specifically those investing in stocks, constitute a significant segment of the financial market. These funds exhibit diverse characteristics, catering to various investor preferences. For instance, growth funds prioritize stocks with high growth potential, while income funds focus on securities yielding regular dividends. Index funds mirror a specific market index, such as the S&P 500, and sector funds zero in on a particular industry sector. Share classes within mutual funds differ based on the share of investment. For example, large-cap funds allocate a minimum of 80% of their assets to large-cap companies, which represent the top 100 firms in terms of market capitalization.

Investors can opt for dividend reinvestment plans, enabling them to reinvest their dividends to maximize returns. Tax-efficient investing strategies, such as tax-loss harvesting, help minimize tax liabilities. Bond fund yields and currency exchange risk are essential considerations for investors in bond funds. Risk management strategies, including diversification and asset allocation models, play a crucial role in mitigating potential losses. Fund manager expertise and regulatory compliance frameworks are essential factors for investors. Hedge fund strategies, financial statement audits, actively managed funds, and passive investment strategies all contribute to the evolving mutual fund landscape. Expense ratios, asset allocation models, capital gains distributions, and portfolio rebalancing techniques are essential metrics for evaluating mutual fund performance.

Inflation-adjusted returns and equity fund volatility are crucial for long-term investment planning. Alternative investment funds and exchange-traded funds (ETFs) offer additional investment opportunities, with global diversification benefits and passive investment strategies gaining popularity. Nav calculation methods and passive investment strategies further broaden the scope of mutual fund investments. According to recent studies, stock mutual fund adoption stands at 35%, with expectations of a 21% increase in industry participation over the next five years. Meanwhil

As of the end of 2023, investment fund assets accounted for the largest portion of the assets under management in Europe reaching 57 percent. Discretionary mandate assets accounted for 43 percent.

The global investing app market is experiencing robust growth, driven by increasing smartphone penetration, rising financial literacy among millennials and Gen Z, and the desire for convenient and accessible investment options. The market, estimated at $150 billion in 2025, is projected to expand at a Compound Annual Growth Rate (CAGR) of 15% from 2025 to 2033, reaching an impressive $500 billion. This growth is fueled by several key trends: the simplification of investment processes through user-friendly interfaces, the rise of robo-advisors offering automated portfolio management, and the increasing integration of social trading features. Furthermore, the expansion of fractional share trading and the introduction of innovative investment products like thematic ETFs contribute significantly to market expansion. While regulatory scrutiny and security concerns represent potential restraints, the overall market outlook remains exceptionally positive. The segment breakdown shows a roughly even split between personal/family use and enterprise use, with cloud-based applications dominating the market due to their accessibility and scalability. North America currently holds the largest market share, driven by high adoption rates and a well-developed financial technology ecosystem; however, significant growth opportunities exist in Asia-Pacific, particularly in India and China, due to their burgeoning middle class and increasing internet penetration. The competitive landscape is intensely dynamic, with established players like Charles Schwab and Fidelity competing against innovative fintech startups like Robinhood and Acorns. This competition further drives innovation and affordability, ultimately benefitting the end-user. The success of investing apps hinges on user experience, security protocols, and the ability to adapt to evolving investor needs. Future growth will likely be influenced by advancements in artificial intelligence (AI) for personalized investment advice, blockchain technology for enhanced security and transparency, and the integration of more sophisticated financial tools to cater to a more diverse range of investors with varying levels of experience. The continued focus on financial education and inclusion will play a crucial role in driving further market expansion, reaching underserved populations and fostering financial empowerment across different demographics. The market's evolution will also see a greater emphasis on personalized financial planning tools that integrate investment management with budgeting, debt management, and other financial planning needs within a single, cohesive platform.

The micro-investing platform market is not just growing, it's skyrocketing. With a projected CAGR of 21.00% from 2024 to 2034, this market is set to explode. The numbers speak for themselves; from a value of USD 665.7 million in 2024, it's expected to surge to USD 4.47 billion by 2034. This is a golden opportunity for investors to ride the wave of this promising trend.

Attributes	Key Statistics
Expected Base Year Value (2024)	USD 665.7 million
Anticipated Forecast Value (2034)	USD 4.47 billion
Estimated Growth (2024 to 2034)	21.00 % CAGR

Category-wise Insights

Attributes	Details
Platform Type	Web-based
Market Share (2024)	55.30%

Attributes	Details
End User	Commercial or Business Users
Market Share (2024)	61.30%

Country-wise Insights

Countries	CAGR
Australia	24.50%
China	21.50%
United States	17.80%
Germany	16.40%
Japan	15.70%

Discover the explosive growth of the High-Frequency Trading (HFT) market, projected to reach [estimate final market size in 2033 based on chart data] by 2033, with a CAGR of 11.3%. This in-depth analysis explores key drivers, trends, and regional market shares, highlighting top players like Citadel Securities and Virtu Financial. Learn about the impact of AI and cloud technologies on future HFT growth.

Discover the booming Asia-Pacific private equity market. This in-depth analysis reveals key trends, growth projections (CAGR), and regional market share from 2019-2033, highlighting lucrative investment opportunities in China, India, and beyond. Learn about the driving forces behind this expansion and potential challenges. Recent developments include: September 2022: The Asian Development Bank (ADB) signed a USD 15 million equity investment in KV Asia Capital Fund II LP, a private equity fund managed by KV Asia to provide growth capital to companies in the health care, financial services, education, manufacturing, business services, and consumer sectors across Southeast Asia., July 2022: Malaysia-headquartered private equity firm Navis Capital Partners has launched an Asia Credit Platform, Navis Asia Credit.. Notable trends are: Deals Made a Remarkable Rebound in Asia-Pacific Private Equity Market.

Crowd Investing Market Outlook

The global crowd investing market size in 2024 stands at USD 22.4 billion, with a robust compound annual growth rate (CAGR) of 16.8% as per our latest research. The market is expected to reach USD 59.7 billion by 2033, reflecting the surging adoption of digital investment platforms and increasing investor appetite for diversified, alternative funding sources. Key growth factors include technological advancements, regulatory support in major economies, and the growing participation of both retail and institutional investors in crowd investing ecosystems.

One of the primary drivers behind the rapid expansion of the crowd investing market is the democratization of investment access. Traditional barriers to entry, such as high minimum investment thresholds and limited access to early-stage opportunities, are being dismantled by crowd investing platforms. These platforms allow individual investors to participate in funding rounds for startups, SMEs, real estate, and other projects that were once exclusive to venture capitalists and institutional players. Additionally, the proliferation of internet connectivity and mobile devices has made it easier for investors to discover, evaluate, and invest in a wide variety of projects on a global scale. This democratization not only increases the pool of available capital for entrepreneurs but also provides investors with the potential for higher returns and portfolio diversification.

Regulatory evolution is another significant growth factor shaping the crowd investing market. Governments and financial authorities in regions such as North America, Europe, and Asia Pacific have introduced frameworks that support and regulate crowd investing activities. These frameworks are designed to protect investors while fostering innovation and entrepreneurship. For example, the U.S. JOBS Act and similar regulations in the European Union have provided legal clarity and increased confidence among both investors and issuers. Moreover, regulatory sandboxes have enabled platforms to test new models and products in a controlled environment, further accelerating market innovation and adoption.

Technological innovation is also playing a pivotal role in the growth of the crowd investing market. The integration of blockchain, artificial intelligence, and advanced analytics is enhancing transparency, improving due diligence, and automating compliance processes. These technologies help build trust among investors, reduce operational costs, and streamline the investment process. Additionally, the rise of social investing features, such as community forums and peer reviews, fosters greater engagement and knowledge sharing among users. As a result, crowd investing platforms are becoming more sophisticated, user-friendly, and secure, attracting a broader spectrum of investors and issuers from various industry verticals.

From a regional perspective, North America and Europe currently dominate the crowd investing landscape, accounting for over 60% of the global market share in 2024. However, Asia Pacific is emerging as the fastest-growing region, driven by rapid digitalization, supportive regulatory environments, and a burgeoning startup ecosystem. Countries like China, India, and Singapore are witnessing increased activity in both equity-based and debt-based crowd investing, supported by favorable demographics and rising investor awareness. Latin America and the Middle East & Africa are also experiencing steady growth, albeit from a lower base, as local platforms gain traction and regulatory frameworks evolve. The global outlook for the crowd investing market remains highly optimistic, with significant opportunities for expansion in both developed and emerging economies.

Platform Type Analysis

The crowd investing market is segmented by platform type into equity-based, debt-based, real estate, reward-based, and others. Equity-based crowd investing continues to be the most prominent segment, capturing

Discover the booming Venture Capital market! Explore a detailed analysis of its $500 billion (2025 est.) market size, 12% CAGR, key drivers, trends, and regional breakdowns. Learn about leading VC firms and investment opportunities across diverse sectors. Get the insights you need to navigate this dynamic landscape.

Taiwan ITF: Fund Market Share: DWS Far Eastern Investments Limited data was reported at 0.040 % in Feb 2025. This records an increase from the previous number of 0.030 % for Jan 2025. Taiwan ITF: Fund Market Share: DWS Far Eastern Investments Limited data is updated monthly, averaging 0.170 % from Jul 2020 (Median) to Feb 2025, with 56 observations. The data reached an all-time high of 0.230 % in Dec 2020 and a record low of 0.030 % in Jan 2025. Taiwan ITF: Fund Market Share: DWS Far Eastern Investments Limited data remains active status in CEIC and is reported by Securities Investment Trust & Consulting Association of the R.O.C. The data is categorized under Global Database’s Taiwan – Table TW.Z027: Onshore Investment Trust Fund: Fund Market Share: By Company.

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 on which industry operators charge fees. 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 are anticipated to be cut in the current year, investment funds will shift from fixed-income securities into equities. Portfolio management and investment advice revenue has grown at a CAGR of 7.3% to $603.0 billion over the past five years, including a 2.0% rise in 2025 alone. However, profit has fallen slightly to 30.2% of revenue in the same year. Portfolio management and investment advice revenue are expected to climb at a CAGR of 0.3% to $611.3 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. As rates are cut, portfolio managers will increasingly shift capital from fixed-income securities to equity markets. Customer preferences towards low to zero fees will persist, forcing the portfolio management and investment advising industry to change. With the growth of fee-based competition, the industry will encounter downward pressure on profit.

Graph and download economic data for Rest of the World; Foreign Direct Investment in U.S.: Equity; Asset (Market Value), Level (BOGZ1FL263092141A) from 1945 to 2024 about FDI, market value, equity, assets, and USA.

Impact Investing Platforms for Banks Market Outlook

According to our latest research, the global Impact Investing Platforms for Banks market size reached USD 2.14 billion in 2024, reflecting a robust and accelerating adoption among financial institutions worldwide. The market is projected to expand at a CAGR of 13.7% during the forecast period, reaching an estimated USD 6.38 billion by 2033. The primary growth factor driving this market is the increasing demand from banks to align portfolios with environmental, social, and governance (ESG) criteria, as well as the need for advanced digital solutions to measure and report impact with transparency and accuracy. This trend is further supported by evolving regulatory requirements and a rising tide of socially conscious investors.

The growth of the Impact Investing Platforms for Banks market is underpinned by a convergence of regulatory, technological, and societal factors. Regulatory bodies across North America, Europe, and Asia Pacific are enforcing stricter ESG disclosure norms and sustainable finance directives, compelling banks to integrate impact measurement and management tools into their operations. Moreover, the proliferation of digital transformation initiatives within banking is enabling the seamless integration of advanced impact investing platforms, which streamline portfolio management, automate compliance, and facilitate comprehensive reporting. As banks strive to differentiate themselves in a competitive landscape, these platforms are becoming indispensable for attracting and retaining institutional and retail investors who prioritize responsible investing.

Another significant growth driver is the increasing sophistication of impact measurement and reporting tools embedded within these platforms. With the evolution of artificial intelligence, big data analytics, and blockchain technologies, banks are now able to offer real-time, granular insights into the social and environmental outcomes of their investments. This technological advancement not only enhances transparency but also builds trust among stakeholders, including regulators, investors, and the broader public. As a result, banks are leveraging these platforms to comply with emerging standards such as the Sustainable Finance Disclosure Regulation (SFDR) in Europe and the Task Force on Climate-related Financial Disclosures (TCFD) globally, further propelling market expansion.

The surge in demand for customized client advisory services is also fueling market growth. Impact investing platforms are increasingly being utilized by banks to provide tailored investment recommendations that align with clients’ unique ESG preferences and risk appetites. These platforms empower banks to deliver value-added advisory services, fostering deeper client relationships and unlocking new revenue streams. As millennial and Gen Z investors continue to prioritize impact and sustainability, banks are investing heavily in these platforms to future-proof their business models and capture emerging market opportunities.

From a regional perspective, North America and Europe currently dominate the Impact Investing Platforms for Banks market, together accounting for over 68% of the global market share in 2024. This dominance is attributed to advanced regulatory frameworks, a mature financial services sector, and high investor awareness regarding sustainable finance. However, Asia Pacific is emerging as the fastest-growing region, driven by rapid digitalization, supportive government initiatives, and a burgeoning middle class interested in impact-driven investments. Latin America and the Middle East & Africa are also witnessing increasing adoption, albeit at a relatively nascent stage, supported by growing cross-border collaborations and capacity-building initiatives in sustainable finance.

Component Analysis

The Impact Investing Platforms for Banks market is segmented by component into Software and Services, each playing a pivotal role in shaping the industry landscape. The software segment encompasses advanced digital solutions that facilitate portfolio management, impact measurement, risk assessment, and compliance reporting. These platforms are designed to address the complex requirements of banks by integrating seamlessly with existing core banking systems and providing real-time data analytics. The growing need for automation and efficiency in managing impact investment portfolios is driving banks to invest heavily i