Wealthtech Solutions Market Report 2025

The wealthtech solutions market size has grown rapidly in recent years. It will grow from $5.42 billion in 2024 to $6.19 billion in 2025 at a compound annual growth rate (CAGR) of 14.2%. The growth in the historic period can be attributed to the emergence of online trading platforms, the rise of robo-advisors, the early adoption of mobile banking apps, growth of mutual funds and ETFs, introduction of low-cost trading options.

The wealthtech solutions market size is expected to see rapid growth in the next few years. It will grow to $10.27 billion in 2029 at a compound annual growth rate (CAGR) of 13.5%. The growth in the forecast period can be attributed to growing interest in digital financial services, Improved customer service, cybersecurity enhancements, rise of digital wealth management platforms, sustainable investing is gaining traction. Major trends in the forecast period include increased adoption of AI and machine learning, integration of blockchain technology, innovative wealthtech solutions, growing adoption of cloud computing, and adoption of big data analytics.

The forecast of 13.5% growth over the next five years reflects a modest reduction of 0.7% from the previous estimate for this market. This reduction is primarily due to the impact of tariffs between the US and other countries. This is likely to directly affect the US through constrained innovation, as artificial intelligence-based financial planning tools and automated investment platforms, predominantly developed in Taiwan and Poland, face higher development costs due to cloud computing and data analytics tariffs. The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.

The increasing interest in digital financial services (DFS) is expected to drive growth in the wealthtech solutions market. Digital financial services encompass a wide range of financial services delivered through digital channels such as mobile phones, the Internet, or other electronic devices. This growing interest is fueled by consumer expectations for personalized, efficient, and accessible wealth management services facilitated by technological advancements. Wealthtech solutions leverage digital platforms to deliver innovative and personalized wealth management and investment services, thereby enhancing accessibility and efficiency for users. For example, according to FedPayments Improvement in May 2024, digital wallets and mobile apps saw adoption by 62% of businesses in 2023, up significantly from 47% in 2022. This trend underscores the increasing adoption and demand for digital financial services, driving growth in the wealthtech solutions market.

Leading companies in the wealthtech solutions market are actively innovating in portfolio-management software to maintain a competitive edge. Portfolio management software enables financial institutions and wealth managers to efficiently manage and monitor their clients' investments. For instance, in July 2022, Bricknode, a Sweden-based wealthtech company, launched Investment Manager, a new portfolio management software application. This tool allows investors, including small family offices and corporate investors, to consolidate all their assets and liabilities, analyze investment performance, and manage portfolios effectively. The Investment Manager software is designed to streamline investment tracking, enhance performance analysis, and automate accounting processes, thereby offering comprehensive support for wealth management activities in the digital age.

In January 2022, FundThrough, a Canadian financial technology platform company, completed the acquisition of BlueVine for an undisclosed sum. This acquisition is designed to bolster FundThrough's capabilities in embedded finance, strengthen its footprint in the US market, facilitate greater funding transactions, and enhance cash flow solutions for small businesses. BlueVine, headquartered in the US, specializes in providing invoice wealthtech solutions tailored for small enterprises.

Major companies operating in the wealthtech solutions market are JPMorgan Chase & Co., Bank of America, Citigroup Inc., Wells Fargo & Company, BNP Paribas, Goldman Sachs, Barclays PLC, FMR LLC, BlackRock Inc., State Street Global Advisors, The Vanguard Group Inc., Lightspeed POS, Paymentus Holdings Inc., Angel One Limited, Verafin, Wealthfront Corporation, DriveWealth LLC, Aixigo AG, Valuefy, Moxtra, Trackinsight SAS, WealthTechs Inc., Advisor Software (ASI), Bridge Financial Technology.

North America was the largest region in the wealthtech solutions market in 2024. The regions covered in the wealthtech solutions market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in the wealthtech solutions market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

The wealthtech solutions market includes revenues earned by entities through subscription fees, transaction fees, data services, and personalized wealth management services. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).

Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report’s Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.

The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are having a considerable impact on the financial sector, particularly in the areas of investment strategies and risk management. The increased tariffs have intensified market volatility, leading institutional investors to adopt more cautious approaches and driving greater demand for hedging solutions. Banks and asset managers are encountering higher costs in cross-border transactions as disrupted global supply chains and declining corporate earnings weigh on equity market performance. At the same time, insurance providers are facing elevated claims risks linked to supply chain interruptions and trade-related business losses. Furthermore, reduced consumer spending and weaker export demand are limiting credit growth and dampening investment appetite. In response to these challenges, the sector must focus on diversification, accelerate digital transformation, and strengthen scenario planning to manage the heightened economic uncertainty and safeguard profitability.

Wealthtech solutions utilize technology to offer digital services that enhance the management of personal finances and wealth. These encompass a wide array of innovations and applications tailored to optimize wealth management, investment advisory, and financial planning.

Key elements of wealthtech solutions consist of software applications crafted to streamline financial planning, investment management, and advisory services. These solutions are deployed through cloud or on-premises models, catering to organizations of varying sizes including large enterprises and small to medium-sized enterprises (SMEs). End users typically include banks, investment firms, wealth management companies, among others.

The wealthtech solutions market research report is one of a series of new reports that provides wealthtech solutions market statistics, including wealthtech solutions industry global market size, regional shares, competitors with a wealthtech solutions market share, detailed wealthtech solutions market segments, market trends and opportunities, and any further data you may need to thrive in the wealthtech solutions industry. This wealthtech solutions market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenario of the industry.

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

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