Wealthtech Market Size, Share, Growth, and Industry Analysis, By Type (Software, and Service), By Application (Robo-advisors, Retail Investment, and Digital Brokerage), and Regional Insights and Forecast to 2033

Last Updated: 21 July 2025
SKU ID: 25153649
ask for customization Buy Now
ask for customization Request a FREE Sample PDF

Detailed TOC of Global Wealthtech Market Professional Survey by Types, Applications, and Players, with Regional Growth Rate Analysis and Development Situation, from 2025 to 2033

  1. 1 Market Overview
    1. Product Overview and Scope of Wealthtech
      1. Market Coverage
      2. Market Definition
    2. Market Analysis by Type
    3. Market Analysis by Application
    4. Market Analysis by Region
      1. Global Wealthtech Market Size (Revenue) and CAGR (%) Comparison by Region (2020-2025)
      2. United States Wealthtech Market Status and Prospect (2020-2025)
      3. Europe Wealthtech Market Status and Prospect (2020-2025)
      4. China Wealthtech Market Status and Prospect (2020-2025)
      5. Japan Wealthtech Market Status and Prospect (2020-2025)
      6. India Wealthtech Market Status and Prospect (2020-2025)
      7. Southeast Asia Wealthtech Market Status and Prospect (2020-2025)
      8. Latin America Wealthtech Market Status and Prospect (2020-2025)
      9. Middle East and Africa Wealthtech Market Status and Prospect (2020-2025)
    5. Global Wealthtech Market Size and Forecast
      1. Global Wealthtech Revenue ($) (2020-2033)
      2. Global Wealthtech Sales (2020-2033)
      3. Global Wealthtech Average Price (2020-2033)
  2. Players Profiles
    1. BetaSmartz
      1. BetaSmartz Company Profiles
      2. BetaSmartz Wealthtech Product and Services
      3. BetaSmartz Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. BetaSmartz Recent Developments/Updates
    2. BetterTradeOff
      1. BetterTradeOff Company Profiles
      2. BetterTradeOff Wealthtech Product and Services
      3. BetterTradeOff Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. BetterTradeOff Recent Developments/Updates
    3. Charles Schwab Corporation
      1. Charles Schwab Corporation Company Profiles
      2. Charles Schwab Corporation Wealthtech Product and Services
      3. Charles Schwab Corporation Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. Charles Schwab Corporation Recent Developments/Updates
    4. acorns
      1. acorns Company Profiles
      2. acorns Wealthtech Product and Services
      3. acorns Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. acorns Recent Developments/Updates
    5. The Vanguard Group Inc.
      1. The Vanguard Group Inc. Company Profiles
      2. The Vanguard Group Inc. Wealthtech Product and Services
      3. The Vanguard Group Inc. Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. The Vanguard Group Inc. Recent Developments/Updates
    6. etoro
      1. etoro Company Profiles
      2. etoro Wealthtech Product and Services
      3. etoro Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. etoro Recent Developments/Updates
    7. AutoWealth
      1. AutoWealth Company Profiles
      2. AutoWealth Wealthtech Product and Services
      3. AutoWealth Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. AutoWealth Recent Developments/Updates
    8. Stash
      1. Stash Company Profiles
      2. Stash Wealthtech Product and Services
      3. Stash Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. Stash Recent Developments/Updates
    9. Wealthfront Corporation
      1. Wealthfront Corporation Company Profiles
      2. Wealthfront Corporation Wealthtech Product and Services
      3. Wealthfront Corporation Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. Wealthfront Corporation Recent Developments/Updates
    10. AGDelta
      1. AGDelta Company Profiles
      2. AGDelta Wealthtech Product and Services
      3. AGDelta Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. AGDelta Recent Developments/Updates
    11. ArthaYantra
      1. ArthaYantra Company Profiles
      2. ArthaYantra Wealthtech Product and Services
      3. ArthaYantra Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. ArthaYantra Recent Developments/Updates
    12. Personal Capital Corporation
      1. Personal Capital Corporation Company Profiles
      2. Personal Capital Corporation Wealthtech Product and Services
      3. Personal Capital Corporation Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. Personal Capital Corporation Recent Developments/Updates
    13. Blooom
      1. Blooom Company Profiles
      2. Blooom Wealthtech Product and Services
      3. Blooom Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. Blooom Recent Developments/Updates
    14. Bambu
      1. Bambu Company Profiles
      2. Bambu Wealthtech Product and Services
      3. Bambu Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. Bambu Recent Developments/Updates
    15. Betterment
      1. Betterment Company Profiles
      2. Betterment Wealthtech Product and Services
      3. Betterment Wealthtech Sales, Price, Revenue ($), Gross Margin
      4. Betterment Recent Developments/Updates
  3. Competitive Environment: by Players
    1. Global Wealthtech Revenue ($) and Market Share of Key Players
    2. Global Wealthtech Sales and Market Share of Key Players
    3. Global Wealthtech Average Price by Players
    4. Top 3 Wealthtech Manufacturer Market Share in 2025
    5. Top 5 Wealthtech Manufacturer Market Share in 2025
    6. Mergers & Acquisitions, Expansion
  4. Industry Chain Analysis
    1. Upstream Raw Material Suppliers of Wealthtech Analysis
    2. Manufacturing Cost Structure Analysis
      1. Production Process Analysis
      2. Manufacturing Cost Structure of Wealthtech
      3. Raw Material Cost of Wealthtech
      4. Labor Cost of Wealthtech
    3. Wealthtech Industrial Chain Analysis
    4. Major Distributors by Region
    5. Customer Analysis
  5. Wealthtech Market Dynamic and Trends, Marketing Strategy Analysis
    1. Drivers
    2. Restraints
    3. Opportunities
    4. Challenges
    5. Industry Development Trends under Global Inflation
    6. Impact of Russia and Ukraine War
    7. Industry News and Policies by Regions
      1. Wealthtech Industry News
      2. Wealthtech Industry Policies
    8. Porters Five Forces Analysis
      1. Threat of New Entrants
      2. Bargaining Power of Suppliers
      3. Bargaining Power of Buyers
      4. Threat of Substitutes
      5. Competitive Rivalry
    9. Marketing Channel
      1. Direct Marketing
      2. Indirect Marketing
      3. Marketing Channel Development Trend
  6. Global Wealthtech Market Segment by Type (2020-2025)
    1. Global Wealthtech Revenue ($) by Type (2020-2025)
    2. Global Wealthtech Sales by Type (2020-2025)
    3. Global Wealthtech Price by Type (2020-2025)
    4. Global Wealthtech Sales, Revenue ($) and Growth Rate by Type (2020-2025)
      1. Global Wealthtech Sales, Revenue ($) and Growth Rate of Software (2020-2025)
      2. Global Wealthtech Sales, Revenue ($) and Growth Rate of Service (2020-2025)
  7. Global Wealthtech Market Segment by Application (2020-2025)
    1. Global Wealthtech Revenue ($) by Application (2020-2025)
    2. Global Wealthtech Sales by Application (2020-2025)
    3. Global Wealthtech Sales and Growth Rate by Application (2020-2025)
      1. Global Wealthtech Sale, Revenue ($) and Growth Rate of Robo-advisors (2020-2025)
      2. Global Wealthtech Sale, Revenue ($) and Growth Rate of Retail Investment (2020-2025)
      3. Global Wealthtech Sale, Revenue ($) and Growth Rate of Digital Brokerage (2020-2025)
  8. Global Wealthtech Market Segment by Region (2020-2025)
    1. Global Wealthtech Sales and Market Share, Region Wise (2020-2025)
    2. Global Wealthtech Revenue ($) and Market Share, Region Wise (2020-2025)
    3. Global Wealthtech Sales, Revenue ($), Price and Gross Margin (2020-2025)
    4. United States Wealthtech Sales, Revenue ($), Price and Gross Margin (2020-2025)
      1. United States Wealthtech SWOT Analysis
    5. Europe Wealthtech Sales, Revenue ($), Price and Gross Margin (2020-2025)
      1. Europe Wealthtech SWOT Analysis
    6. China Wealthtech Sales, Revenue ($), Price and Gross Margin (2020-2025)
      1. China Wealthtech SWOT Analysis
    7. Japan Wealthtech Sales, Revenue ($), Price and Gross Margin (2020-2025)
      1. Japan Wealthtech SWOT Analysis
    8. India Wealthtech Sales, Revenue ($), Price and Gross Margin (2020-2025)
      1. India Wealthtech SWOT Analysis
    9. Southeast Asia Wealthtech Sales, Revenue ($), Price and Gross Margin (2020-2025)
      1. Southeast Asia Wealthtech SWOT Analysis
    10. Latin America Wealthtech Sales, Revenue ($), Price and Gross Margin (2020-2025)
      1. Latin America Wealthtech SWOT Analysis
    11. Middle East and Africa Wealthtech Sales, Revenue ($), Price and Gross Margin (2020-2025)
      1. Middle East and Africa Wealthtech SWOT Analysis
  9. Global Wealthtech Market Forecast Segment by Type
    1. Global Wealthtech Revenue ($) and Sales Forecast by Type (2025-2033)
      1. Global Wealthtech Revenue ($) Forecast by Type (2025-2033)
      2. Global Wealthtech Sales Forecast by Type (2025-2033)
      3. Software Market Revenue ($) and Sales Forecast (2025-2033)
      4. Service Market Revenue ($) and Sales Forecast (2025-2033)
  10. Global Wealthtech Market Forecast Segment by Application
    1. Global Wealthtech Revenue ($) and Sales Forecast by Application (2025-2033)
      1. Global Wealthtech Revenue ($) Forecast by Application (2025-2033)
      2. Global Wealthtech Sales Forecast by Application (2025-2033)
      3. Robo-advisors Market Revenue ($) and Sales Forecast (2025-2033)
      4. Retail Investment Market Revenue ($) and Sales Forecast (2025-2033)
      5. Digital Brokerage Market Revenue ($) and Sales Forecast (2025-2033)
  11. Global Wealthtech Market Forecast Segment by Region
    1. Global Wealthtech Revenue ($) and Sales Forecast by Region (2025-2033)
      1. Global Wealthtech Sales Forecast by Region (2025-2033)
      2. Global Wealthtech Revenue ($) Forecast by Region (2025-2033)
    2. North America Market Revenue ($) and Growth Rate Forecast (2025-2033)
    3. Europe Market Revenue ($) and Growth Rate Forecast (2025-2033)
    4. China Market Revenue ($) and Growth Rate Forecast (2025-2033)
    5. Japan Market Revenue ($) and Growth Rate Forecast (2025-2033)
    6. India Market Revenue ($) and Growth Rate Forecast (2025-2033)
    7. Southeast Asia Market Revenue ($) and Growth Rate Forecast (2025-2033)
    8. Latin America Market Revenue ($) and Growth Rate Forecast (2025-2033)
    9. Middle East and Africa Market Revenue ($) and Growth Rate Forecast (2025-2033)
  12. Appendix
    1. Methodology
    2. Research Data Source
      1. Secondary Data
      2. Primary Data
      3. Market Size Estimation
      4. Legal Disclaimer