← 產業報告目錄
AI in Financial Planning and Wealth Management Market Size, Share & Trends Analysis Report By Product (Rule-based Al systems, Machine Learning-based Al systems, Natural Language Processing (NLP) Al systems), By Application, By End-user, By Functionality, By Region, And By Segment Forecasts, 2025-2034
出版商 InsightAce Analytic產業別 ICT & Media出版日期 2026-02-04頁數 175報告編號 INSIGHTACE-000ad0b072
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| Single User PDF | $4,500 USD |
| Global Site License PDF | $9,500 USD |
報告摘要
The worldwide AI in Financial Planning and Wealth Management Market stood at USD 20.8 Bn in 2024, and is set to reach USD 129.6 Bn by 2034, recording a CAGR of 20.2% from 2025 through 2034.
AI in Financial Planning and Wealth Management encompasses ai in the financial planning and wealth management industry has been growing in recent years, although leading wealth managers have been using ai and machine learning for years. The sector has gained traction as organizations seek innovative approaches to address evolving technology and communications challenges.
Growth is underpinned by a convergence of factors: rising awareness among end users, continuous product innovation, and the growing emphasis on efficiency and sustainability within the technology and communications sector.
From a segmentation standpoint, the market is categorized across multiple dimensions including product type, application, end-user, and geography, each exhibiting distinct growth patterns and opportunities.
From a regional perspective, mature markets in North America and Europe continue to hold pronounced shares, while the Asia-Pacific region is gaining momentum through accelerated economic development and growing investment in the sector.
The competitive arena features a mix of established conglomerates and agile innovators, each vying for market position through strategic acquisitions, product launches, and capacity expansion.
Through rigorous analysis of market trends, growth catalysts, restraints, and opportunities, this study offers valuable perspectives for companies, investors, and policymakers navigating this evolving landscape.
目錄 Table of Contents
Chapter 1. Methodology and Scope
1.1. Research Methodology
1.2. Research Scope & Assumptions
Chapter 2. Executive Summary
Chapter 3. Global Artificial Intelligence in Financial Planning and Wealth Management Market Snapshot
Chapter 4. Global Artificial Intelligence in Financial Planning and Wealth Management Market Variables, Trends & Scope
4.1. Market Segmentation & Scope
4.2. Drivers
4.3. Challenges
4.4. Trends
4.5. Investment and Funding Analysis
4.6. Industry Analysis – Porter's Five Forces Analysis
4.7. Competitive Landscape & Market Share Analysis
4.8. Impact of Covid-19 Analysis
Chapter 5. Market Segmentation 1: by Type Estimates & Trend Analysis
5.1. by Type & Market Share, 2024 & 2034
5.2. Market Size (Value (US$ Mn)) & Forecasts and Trend Analyses, 2021 to 2034 for the following by Type:
5.2.1. Rule-based AI systems
5.2.2. Machine Learning-based AI systems
5.2.3. Natural Language Processing (NLP) AI systems
Chapter 6. Market Segmentation 2: by Application Estimates & Trend Analysis
6.1. by Application & Market Share, 2024 & 2034
6.2. Market Size (Value (US$ Mn)) & Forecasts and Trend Analyses, 2021 to 2034 for the following by Application:
6.2.1. Robo-advisors
6.2.2. Risk assessment and management
6.2.3. Fraud detection and prevention
6.2.4. Customer service and support
6.2.5. Personalized financial recommendations
6.2.6. Market analysis and prediction
6.2.7. Portfolio optimization
Chapter 7. Market Segmentation 3: by End-User Estimates & Trend Analysis
7.1. by End-User & Market Share, 2024 & 2034
7.2. Market Size (Value (US$ Mn)) & Forecasts and Trend Analyses, 2021 to 2034 for the following by End-User:
7.2.1. Banks and financial institutions
7.2.2. Investment firms and asset managers
7.2.3. Insurance companies
7.2.4. Individual investors and customers
Chapter 8. Market Segmentation 4: by Functionality Estimates & Trend Analysis
8.1. by Functionality & Market Share, 2024 & 2034
8.2. Market Size (Value (US$ Mn)) & Forecasts and Trend Analyses, 2021 to 2034 for the following by Functionality:
8.2.1. Data analysis and processing
8.2.2. Automated investment management
8.2.3. Cognitive computing and decision-making
8.2.4. Chatbots and virtual assistants
8.2.5. Predictive analytics and forecasting
Chapter 9. Artificial Intelligence in Financial Planning and Wealth Management Market Segmentation 5: Regional Estimates & Trend Analysis
9.1. North America
9.1.1. North America Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Type, 2021-2034
9.1.2. North America Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Application, 2021-2034
9.1.3. North America Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by End-User, 2021-2034
9.1.4. North America Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Functionality, 2021-2034
9.1.5. North America Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by country, 2021-2034
9.2. Europe
9.2.1. Europe Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Type, 2021-2034
9.2.2. Europe Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Application, 2021-2034
9.2.3. Europe Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by End-User, 2021-2034
9.2.4. Europe Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Functionality, 2021-2034
9.2.5. Europe Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by country, 2021-2034
9.3. Asia Pacific
9.3.1. Asia Pacific Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Type, 2021-2034
9.3.2. Asia Pacific Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Application, 2021-2034
9.3.3. Asia-Pacific Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by End-User, 2021-2034
9.3.4. Asia-Pacific Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Functionality, 2021-2034
9.3.5. Asia Pacific Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by country, 2021-2034
9.4. Latin America
9.4.1. Latin America Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Type, 2021-2034
9.4.2. Latin America Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Application, 2021-2034
9.4.3. Latin America Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by End-User, 2021-2034
9.4.4. Latin America Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Functionality, 2021-2034
9.4.5. Latin America Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by country, 2021-2034
9.5. Middle East & Africa
9.5.1. Middle East & Africa Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Type, 2021-2034
9.5.2. Middle East & Africa Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Application, 2021-2034
9.5.3. Middle East & Africa Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by End-User, 2021-2034
9.5.4. Middle East & Africa Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by Functionality, 2021-2034
9.5.5. Middle East & Africa Artificial Intelligence in Financial Planning and Wealth Management Market Revenue (US$ Million) Estimates and Forecasts by country, 2021-2034
Chapter 10. Competitive Landscape
10.1. Major Mergers and Acquisitions/Strategic Alliances
10.2. Company Profiles
10.2.1. Wealthfront
10.2.2. Betterment
10.2.3. Personal Capital
10.2.4. FutureAdvisor
10.2.5. SigFig
10.2.6. WiseBanyan
10.2.7. Nutmeg
10.2.8. Acorns
10.2.9. Charles Schwab Intelligent Portfolios
10.2.10. Vanguard Personal Advisor Services
10.2.11. BlackRock
10.2.12. Fidelity Go
10.2.13. Other Prominent Players
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