Financial Analysis Services Market Report 2025

The financial analysis services market size has grown strongly in recent years. It will grow from $19.01 billion in 2024 to $20.69 billion in 2025 at a compound annual growth rate (CAGR) of 8.8%. The growth during the historic period can be attributed to increasing regulatory compliance requirements, expansion of enterprise resource planning systems, rising demand for accurate financial reporting, growth of consulting and advisory firms, greater availability of financial data, and the globalization of businesses.

The financial analysis services market size is expected to see strong growth in the next few years. It will grow to $28.66 billion in 2029 at a compound annual growth rate (CAGR) of 8.5%. In the forecast period, growth is expected to be driven by increasing demand for data-driven decision-making, wider adoption of cloud-based financial tools, heightened focus on risk management, growing investor demand for transparency, rising need for real-time financial insights, and increased outsourcing of financial functions. Key trends anticipated include advancements in artificial intelligence tools, innovations in cloud-based financial platforms, integration of machine learning for predictive analytics, enhanced automation of financial processes, and adoption of blockchain technology for secure data management.

The increasing demand for fintech solutions is expected to drive growth in the financial analysis services market. Fintech solutions involve technology-driven innovations designed to improve or automate the delivery and usage of financial products. This rising demand stems from users seeking faster, paperless, and on-the-go access to financial services for greater digital convenience. Financial analysis services complement fintech by providing data-driven insights that enable more precise risk assessment and financial forecasting. These services enhance decision-making, boost operational efficiency, and improve financial transparency within digital finance platforms. For example, the European Central Bank, based in Germany, reported that contactless card payments increased by 24.3% to 20.9 billion transactions in 2023 compared to 2022. Consequently, the growing demand for fintech solutions is fueling the expansion of the financial analysis services market.

Key players in the financial analysis services market are developing advanced technologies such as AI-powered financial analysis tools to improve accuracy, increase efficiency, and reduce manual effort. These tools use artificial intelligence to process financial data, generate insights, and support decision-making. For instance, in July 2025, Anthropic PBC, a US-based AI research and deployment firm, launched Claude for Financial Services, a platform designed to help firms streamline operations, enhance risk analysis, and improve customer engagement. Claude leverages advanced natural language processing to interpret complex financial documents, automate reporting, and provide actionable recommendations, thereby optimizing workflows and supporting better decision-making in finance. This AI integration enables institutions to mitigate risks, optimize operations, and offer more personalized client solutions, representing a significant industry advancement.

In November 2024, Mirae Asset Financial Group, a South Korea-based financial services company, acquired Mirae Asset Sharekhan for an undisclosed amount. Through this acquisition, Mirae Asset Financial Group aims to strengthen its presence in India’s retail brokerage market by combining its global expertise with Sharekhan’s established local position. The goal is to create a comprehensive financial services platform and generate new wealth creation opportunities for Indian clients. Mirae Asset Sharekhan is an India-based capital market firm providing financial analysis services.

Major players in the financial analysis services market are Accenture Plc., IBM Corporation, Deloitte Touche Tohmatsu Limited, Morgan Stanley, The Goldman Sachs Group Inc., Oracle Corporation, Ernst & Young Global Limited, Royal Bank Of Canada, KPMG International Limited, SAP SE, Fidelity Investments Inc., BlackRock Inc., McKinsey & Company, Bloomberg L.P., Boston Consulting Group, S&P Global Inc., Thomson Reuters Corporation, Moody’s Analytics Inc., FTI Consulting, Evercore Inc., Dun & Bradstreet Holdings Inc., FactSet Research Systems Inc., Morningstar Inc., PricewaterhouseCoopers.

North America was the largest region in the financial analysis services market in 2024. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in financial analysis services report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East and Africa. The countries covered in the financial analysis services market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

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 rapid escalation of U.S. tariffs and the resulting trade tensions in spring 2025 are significantly impacting the financial sector, particularly in investment strategies and risk management. Heightened tariffs have fueled market volatility, prompting cautious behavior among institutional investors and increasing demand for hedging instruments. Banks and asset managers are facing higher costs associated with cross-border transactions, as tariffs disrupt global supply chains and dampen corporate earnings, key drivers of equity market performance. Insurance companies, meanwhile, are grappling with increased claims risks tied to supply chain disruptions and trade-related business losses. Additionally, reduced consumer spending and weakened export demand are constraining credit growth and investment appetite. The sector must now prioritize diversification, digital transformation, and robust scenario planning to navigate the heightened economic uncertainty and protect profitability.

Financial analysis services involve examining financial data and metrics to assess a company’s performance, stability, and profitability. These services aid decision-making by offering insights into profitability, liquidity, and financial risks using methods such as ratio analysis, cash flow analysis, trend evaluation, and financial modeling. They assist businesses in refining strategies and help investors evaluate investment opportunities.

The primary types of financial analysis services include business analysis, project analysis, budget analysis, and others. Business analysis focuses on identifying business needs and finding effective solutions to enhance operations, efficiency, and value delivery. These services encompass equity research, credit research, financial modeling, valuation services, among others, and are delivered through both on-premises and cloud-based platforms. They are utilized by small and medium enterprises as well as large organizations across various industry sectors, including banking and financial services, insurance, healthcare, manufacturing, and retail and consumer goods.

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

The financial analysis services market includes revenues earned by entities through financial statement analysis, budgeting and forecasting, ratio analysis, risk assessment, investment evaluation, and performance benchmarking for businesses and investors. 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).

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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