Digital wealth management refers to the digital tools that established financial advisors use for creating unified client experiences across all user devices and platforms. These tools help garner increased engagement and transparency, foster collaboration, and contribute towards improving the performance of financial assets.
This report aims to provide a comprehensive presentation of the global market for Digital Wealth Management, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Digital Wealth Management. This report contains market size and forecasts of Digital Wealth Management in global, including the following market information:
Global Digital Wealth Management Market Revenue, 2018-2023, 2024-2029, ($ millions)
Global top five companies in 2022 (%)
The global Digital Wealth Management market was valued at US$ million in 2022 and is projected to reach US$ million by 2029, at a CAGR of % during the forecast period. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.
The U.S. Market is Estimated at $ Million in 2022, While China is to reach $ Million.
PC Terminal Segment to Reach $ Million by 2029, with a % CAGR in next six years.
The global key manufacturers of Digital Wealth Management include Finastra, Temenos, FIS, SS&C Tech, SimCorp, Eze Software, Salesforce, FactSet Insight and AdvisorEngine, etc. in 2022, the global top five players have a share approximately % in terms of revenue.
We surveyed the Digital Wealth Management companies, and industry experts on this industry, involving the revenue, demand, product type, recent developments and plans, industry trends, drivers, challenges, obstacles, and potential risks.
Total Market by Segment:
Global Digital Wealth Management Market, by Type, 2018-2023, 2024-2029 ($ millions)
Global Digital Wealth Management Market Segment Percentages, by Type, 2022 (%)
PC Terminal
Mobile Terminal
Global Digital Wealth Management Market, by Application, 2018-2023, 2024-2029 ($ millions)
Global Digital Wealth Management Market Segment Percentages, by Application, 2022 (%)
Enterprise
Government
Personal
Other
Global Digital Wealth Management Market, By Region and Country, 2018-2023, 2024-2029 ($ Millions)
Global Digital Wealth Management Market Segment Percentages, By Region and Country, 2022 (%)
North America
US
Canada
Mexico
Europe
Germany
France
U.K.
Italy
Russia
Nordic Countries
Benelux
Rest of Europe
Asia
China
Japan
South Korea
Southeast Asia
India
Rest of Asia
South America
Brazil
Argentina
Rest of South America
Middle East & Africa
Turkey
Israel
Saudi Arabia
UAE
Rest of Middle East & Africa
Competitor Analysis
The report also provides analysis of leading market participants including:
Key companies Digital Wealth Management revenues in global market, 2018-2023 (estimated), ($ millions)
Key companies Digital Wealth Management revenues share in global market, 2022 (%)
Further, the report presents profiles of competitors in the market, key players include:
Finastra
Temenos
FIS
SS&C Tech
SimCorp
Eze Software
Salesforce
FactSet Insight
AdvisorEngine
Miles Software
Outline of Major Chapters:
Chapter 1: Introduces the definition of Digital Wealth Management, market overview.
Chapter 2: Global Digital Wealth Management market size in revenue.
Chapter 3: Detailed analysis of Digital Wealth Management company competitive landscape, revenue and market share, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 5: Provides the analysis of various market segments by application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 6: Sales of Digital Wealth Management in regional level and country level. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space of each country in the world.
Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 8: The main points and conclusions of the report.
TABLE OF CONTENTS
1 Introduction to Research & Analysis Reports
1.1 Digital Wealth Management Market Definition
1.2 Market Segments
1.2.1 Market by Type
1.2.2 Market by Application
1.3 Global Digital Wealth Management Market Overview
1.4 Features & Benefits of This Report
1.5 Methodology & Sources of Information
1.5.1 Research Methodology
1.5.2 Research Process
1.5.3 Base Year
1.5.4 Report Assumptions & Caveats
2 Global Digital Wealth Management Overall Market Size
2.1 Global Digital Wealth Management Market Size: 2022 VS 2029
2.2 Global Digital Wealth Management Market Size, Prospects & Forecasts: 2018-2029
2.3 Key Market Trends, Opportunity, Drivers and Restraints
2.3.1 Market Opportunities & Trends
2.3.2 Market Drivers
2.3.3 Market Restraints
3 Company Landscape
3.1 Top Digital Wealth Management Players in Global Market
3.2 Top Global Digital Wealth Management Companies Ranked by Revenue
3.3 Global Digital Wealth Management Revenue by Companies
3.4 Top 3 and Top 5 Digital Wealth Management Companies in Global Market, by Revenue in 2022
3.5 Global Companies Digital Wealth Management Product Type
3.6 Tier 1, Tier 2 and Tier 3 Digital Wealth Management Players in Global Market
3.6.1 List of Global Tier 1 Digital Wealth Management Companies
3.6.2 List of Global Tier 2 and Tier 3 Digital Wealth Management Companies
4 Market Sights by Product
4.1 Overview
4.1.1 By Type - Global Digital Wealth Management Market Size Markets, 2022 & 2029
4.1.2 PC Terminal
4.1.3 Mobile Terminal
4.2 By Type - Global Digital Wealth Management Revenue & Forecasts
4.2.1 By Type - Global Digital Wealth Management Revenue, 2018-2023
4.2.2 By Type - Global Digital Wealth Management Revenue, 2024-2029
4.2.3 By Type - Global Digital Wealth Management Revenue Market Share, 2018-2029
5 Sights by Application
5.1 Overview
5.1.1 By Application - Global Digital Wealth Management Market Size, 2022 & 2029
5.1.2 Enterprise
5.1.3 Government
5.1.4 Personal
5.1.5 Other
5.2 By Application - Global Digital Wealth Management Revenue & Forecasts
5.2.1 By Application - Global Digital Wealth Management Revenue, 2018-2023
5.2.2 By Application - Global Digital Wealth Management Revenue, 2024-2029
5.2.3 By Application - Global Digital Wealth Management Revenue Market Share, 2018-2029
6 Sights by Region
6.1 By Region - Global Digital Wealth Management Market Size, 2022 & 2029
6.2 By Region - Global Digital Wealth Management Revenue & Forecasts
6.2.1 By Region - Global Digital Wealth Management Revenue, 2018-2023
6.2.2 By Region - Global Digital Wealth Management Revenue, 2024-2029
6.2.3 By Region - Global Digital Wealth Management Revenue Market Share, 2018-2029
6.3 North America
6.3.1 By Country - North America Digital Wealth Management Revenue, 2018-2029
6.3.2 US Digital Wealth Management Market Size, 2018-2029
6.3.3 Canada Digital Wealth Management Market Size, 2018-2029
6.3.4 Mexico Digital Wealth Management Market Size, 2018-2029
6.4 Europe
6.4.1 By Country - Europe Digital Wealth Management Revenue, 2018-2029
6.4.2 Germany Digital Wealth Management Market Size, 2018-2029
6.4.3 France Digital Wealth Management Market Size, 2018-2029
6.4.4 U.K. Digital Wealth Management Market Size, 2018-2029
6.4.5 Italy Digital Wealth Management Market Size, 2018-2029
6.4.6 Russia Digital Wealth Management Market Size, 2018-2029
6.4.7 Nordic Countries Digital Wealth Management Market Size, 2018-2029
6.4.8 Benelux Digital Wealth Management Market Size, 2018-2029
6.5 Asia
6.5.1 By Region - Asia Digital Wealth Management Revenue, 2018-2029
6.5.2 China Digital Wealth Management Market Size, 2018-2029
6.5.3 Japan Digital Wealth Management Market Size, 2018-2029
6.5.4 South Korea Digital Wealth Management Market Size, 2018-2029
6.5.5 Southeast Asia Digital Wealth Management Market Size, 2018-2029
6.5.6 India Digital Wealth Management Market Size, 2018-2029
6.6 South America
6.6.1 By Country - South America Digital Wealth Management Revenue, 2018-2029
6.6.2 Brazil Digital Wealth Management Market Size, 2018-2029
6.6.3 Argentina Digital Wealth Management Market Size, 2018-2029
6.7 Middle East & Africa
6.7.1 By Country - Middle East & Africa Digital Wealth Management Revenue, 2018-2029
6.7.2 Turkey Digital Wealth Management Market Size, 2018-2029
6.7.3 Israel Digital Wealth Management Market Size, 2018-2029
6.7.4 Saudi Arabia Digital Wealth Management Market Size, 2018-2029
6.7.5 UAE Digital Wealth Management Market Size, 2018-2029
7 Digital Wealth Management Companies Profiles
7.1 Finastra
7.1.1 Finastra Company Summary
7.1.2 Finastra Business Overview
7.1.3 Finastra Digital Wealth Management Major Product Offerings
7.1.4 Finastra Digital Wealth Management Revenue in Global Market (2018-2023)
7.1.5 Finastra Key News & Latest Developments
7.2 Temenos
7.2.1 Temenos Company Summary
7.2.2 Temenos Business Overview
7.2.3 Temenos Digital Wealth Management Major Product Offerings
7.2.4 Temenos Digital Wealth Management Revenue in Global Market (2018-2023)
7.2.5 Temenos Key News & Latest Developments
7.3 FIS
7.3.1 FIS Company Summary
7.3.2 FIS Business Overview
7.3.3 FIS Digital Wealth Management Major Product Offerings
7.3.4 FIS Digital Wealth Management Revenue in Global Market (2018-2023)
7.3.5 FIS Key News & Latest Developments
7.4 SS&C Tech
7.4.1 SS&C Tech Company Summary
7.4.2 SS&C Tech Business Overview
7.4.3 SS&C Tech Digital Wealth Management Major Product Offerings
7.4.4 SS&C Tech Digital Wealth Management Revenue in Global Market (2018-2023)
7.4.5 SS&C Tech Key News & Latest Developments
7.5 SimCorp
7.5.1 SimCorp Company Summary
7.5.2 SimCorp Business Overview
7.5.3 SimCorp Digital Wealth Management Major Product Offerings
7.5.4 SimCorp Digital Wealth Management Revenue in Global Market (2018-2023)
7.5.5 SimCorp Key News & Latest Developments
7.6 Eze Software
7.6.1 Eze Software Company Summary
7.6.2 Eze Software Business Overview
7.6.3 Eze Software Digital Wealth Management Major Product Offerings
7.6.4 Eze Software Digital Wealth Management Revenue in Global Market (2018-2023)
7.6.5 Eze Software Key News & Latest Developments
7.7 Salesforce
7.7.1 Salesforce Company Summary
7.7.2 Salesforce Business Overview
7.7.3 Salesforce Digital Wealth Management Major Product Offerings
7.7.4 Salesforce Digital Wealth Management Revenue in Global Market (2018-2023)
7.7.5 Salesforce Key News & Latest Developments
7.8 FactSet Insight
7.8.1 FactSet Insight Company Summary
7.8.2 FactSet Insight Business Overview
7.8.3 FactSet Insight Digital Wealth Management Major Product Offerings
7.8.4 FactSet Insight Digital Wealth Management Revenue in Global Market (2018-2023)
7.8.5 FactSet Insight Key News & Latest Developments
7.9 AdvisorEngine
7.9.1 AdvisorEngine Company Summary
7.9.2 AdvisorEngine Business Overview
7.9.3 AdvisorEngine Digital Wealth Management Major Product Offerings
7.9.4 AdvisorEngine Digital Wealth Management Revenue in Global Market (2018-2023)
7.9.5 AdvisorEngine Key News & Latest Developments
7.10 Miles Software
7.10.1 Miles Software Company Summary
7.10.2 Miles Software Business Overview
7.10.3 Miles Software Digital Wealth Management Major Product Offerings
7.10.4 Miles Software Digital Wealth Management Revenue in Global Market (2018-2023)
7.10.5 Miles Software Key News & Latest Developments
8 Conclusion
9 Appendix
9.1 Note
9.2 Examples of Clients
9.3 Disclaimer
LIST OF TABLES & FIGURES
List of Tables
Table 1. Digital Wealth Management Market Opportunities & Trends in Global Market
Table 2. Digital Wealth Management Market Drivers in Global Market
Table 3. Digital Wealth Management Market Restraints in Global Market
Table 4. Key Players of Digital Wealth Management in Global Market
Table 5. Top Digital Wealth Management Players in Global Market, Ranking by Revenue (2022)
Table 6. Global Digital Wealth Management Revenue by Companies, (US$, Mn), 2018-2023
Table 7. Global Digital Wealth Management Revenue Share by Companies, 2018-2023
Table 8. Global Companies Digital Wealth Management Product Type
Table 9. List of Global Tier 1 Digital Wealth Management Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Digital Wealth Management Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 11. By Type ? Global Digital Wealth Management Revenue, (US$, Mn), 2022 & 2029
Table 12. By Type - Digital Wealth Management Revenue in Global (US$, Mn), 2018-2023
Table 13. By Type - Digital Wealth Management Revenue in Global (US$, Mn), 2024-2029
Table 14. By Application ? Global Digital Wealth Management Revenue, (US$, Mn), 2022 & 2029
Table 15. By Application - Digital Wealth Management Revenue in Global (US$, Mn), 2018-2023
Table 16. By Application - Digital Wealth Management Revenue in Global (US$, Mn), 2024-2029
Table 17. By Region ? Global Digital Wealth Management Revenue, (US$, Mn), 2022 & 2029
Table 18. By Region - Global Digital Wealth Management Revenue (US$, Mn), 2018-2023
Table 19. By Region - Global Digital Wealth Management Revenue (US$, Mn), 2024-2029
Table 20. By Country - North America Digital Wealth Management Revenue, (US$, Mn), 2018-2023
Table 21. By Country - North America Digital Wealth Management Revenue, (US$, Mn), 2024-2029
Table 22. By Country - Europe Digital Wealth Management Revenue, (US$, Mn), 2018-2023
Table 23. By Country - Europe Digital Wealth Management Revenue, (US$, Mn), 2024-2029
Table 24. By Region - Asia Digital Wealth Management Revenue, (US$, Mn), 2018-2023
Table 25. By Region - Asia Digital Wealth Management Revenue, (US$, Mn), 2024-2029
Table 26. By Country - South America Digital Wealth Management Revenue, (US$, Mn), 2018-2023
Table 27. By Country - South America Digital Wealth Management Revenue, (US$, Mn), 2024-2029
Table 28. By Country - Middle East & Africa Digital Wealth Management Revenue, (US$, Mn), 2018-2023
Table 29. By Country - Middle East & Africa Digital Wealth Management Revenue, (US$, Mn), 2024-2029
Table 30. Finastra Company Summary
Table 31. Finastra Digital Wealth Management Product Offerings
Table 32. Finastra Digital Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 33. Finastra Key News & Latest Developments
Table 34. Temenos Company Summary
Table 35. Temenos Digital Wealth Management Product Offerings
Table 36. Temenos Digital Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 37. Temenos Key News & Latest Developments
Table 38. FIS Company Summary
Table 39. FIS Digital Wealth Management Product Offerings
Table 40. FIS Digital Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 41. FIS Key News & Latest Developments
Table 42. SS&C Tech Company Summary
Table 43. SS&C Tech Digital Wealth Management Product Offerings
Table 44. SS&C Tech Digital Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 45. SS&C Tech Key News & Latest Developments
Table 46. SimCorp Company Summary
Table 47. SimCorp Digital Wealth Management Product Offerings
Table 48. SimCorp Digital Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 49. SimCorp Key News & Latest Developments
Table 50. Eze Software Company Summary
Table 51. Eze Software Digital Wealth Management Product Offerings
Table 52. Eze Software Digital Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 53. Eze Software Key News & Latest Developments
Table 54. Salesforce Company Summary
Table 55. Salesforce Digital Wealth Management Product Offerings
Table 56. Salesforce Digital Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 57. Salesforce Key News & Latest Developments
Table 58. FactSet Insight Company Summary
Table 59. FactSet Insight Digital Wealth Management Product Offerings
Table 60. FactSet Insight Digital Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 61. FactSet Insight Key News & Latest Developments
Table 62. AdvisorEngine Company Summary
Table 63. AdvisorEngine Digital Wealth Management Product Offerings
Table 64. AdvisorEngine Digital Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 65. AdvisorEngine Key News & Latest Developments
Table 66. Miles Software Company Summary
Table 67. Miles Software Digital Wealth Management Product Offerings
Table 68. Miles Software Digital Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 69. Miles Software Key News & Latest Developments
List of Figures
Figure 1. Digital Wealth Management Segment by Type in 2022
Figure 2. Digital Wealth Management Segment by Application in 2022
Figure 3. Global Digital Wealth Management Market Overview: 2022
Figure 4. Key Caveats
Figure 5. Global Digital Wealth Management Market Size: 2022 VS 2029 (US$, Mn)
Figure 6. Global Digital Wealth Management Revenue, 2018-2029 (US$, Mn)
Figure 7. The Top 3 and 5 Players Market Share by Digital Wealth Management Revenue in 2022
Figure 8. By Type - Global Digital Wealth Management Revenue Market Share, 2018-2029
Figure 9. By Application - Global Digital Wealth Management Revenue Market Share, 2018-2029
Figure 10. By Type - Global Digital Wealth Management Revenue, (US$, Mn), 2022 & 2029
Figure 11. By Type - Global Digital Wealth Management Revenue Market Share, 2018-2029
Figure 12. By Application - Global Digital Wealth Management Revenue, (US$, Mn), 2022 & 2029
Figure 13. By Application - Global Digital Wealth Management Revenue Market Share, 2018-2029
Figure 14. By Region - Global Digital Wealth Management Revenue Market Share, 2018-2029
Figure 15. By Country - North America Digital Wealth Management Revenue Market Share, 2018-2029
Figure 16. US Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 17. Canada Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 18. Mexico Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 19. By Country - Europe Digital Wealth Management Revenue Market Share, 2018-2029
Figure 20. Germany Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 21. France Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 22. U.K. Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 23. Italy Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 24. Russia Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 25. Nordic Countries Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 26. Benelux Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 27. By Region - Asia Digital Wealth Management Revenue Market Share, 2018-2029
Figure 28. China Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 29. Japan Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 30. South Korea Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 31. Southeast Asia Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 32. India Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 33. By Country - South America Digital Wealth Management Revenue Market Share, 2018-2029
Figure 34. Brazil Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 35. Argentina Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 36. By Country - Middle East & Africa Digital Wealth Management Revenue Market Share, 2018-2029
Figure 37. Turkey Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 38. Israel Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 39. Saudi Arabia Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 40. UAE Digital Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 41. Finastra Digital Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 42. Temenos Digital Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 43. FIS Digital Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 44. SS&C Tech Digital Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 45. SimCorp Digital Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 46. Eze Software Digital Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 47. Salesforce Digital Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 48. FactSet Insight Digital Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 49. AdvisorEngine Digital Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 50. Miles Software Digital Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
