Environmental, Social, and Governance (ESG) Wealth Management Product Market Report 2026

The environmental, social, and governance (esg) wealth management product market size has grown rapidly in recent years. It will grow from $2.05 trillion in 2025 to $2.36 trillion in 2026 at a compound annual growth rate (CAGR) of 15.2%. The growth in the historic period can be attributed to rising investor awareness of sustainability issues, growth of responsible investing mandates, expansion of green and social bond markets, increased institutional participation in esg investing, availability of standardized esg frameworks.

The environmental, social, and governance (esg) wealth management product market size is expected to see rapid growth in the next few years. It will grow to $4.12 trillion in 2030 at a compound annual growth rate (CAGR) of 14.9%. The growth in the forecast period can be attributed to increasing regulatory emphasis on sustainability disclosures, rising demand from millennial and gen z investors, expansion of impact investing strategies, growing adoption of data-driven esg assessment tools, increasing integration of esg across asset classes. Major trends in the forecast period include increasing demand for sustainable investment products, rising integration of esg scoring and analytics tools, growing focus on impact measurement and reporting, expansion of esg-compliant portfolio offerings, enhanced transparency in investment decision-making.

The growth of the fintech industry is expected to drive the expansion of the environmental, social, and governance (ESG) wealth management product market due to increasing demand for digital, ethical, and accessible financial services. The fintech sector focuses on leveraging technology to provide financial services more efficiently and innovatively. Demand for fintech is rapidly rising as consumers prefer fast, convenient, and personalized digital financial services over traditional banking. ESG wealth management products complement the fintech sector by creating demand for digital platforms that deliver transparent, ethical, and responsible investment solutions. For example, according to the GS Verde Group, a UK-based advisory firm, fintech investment reached approximately $3.21 billion (£2.42 billion) in 2024, with the UK hosting over 1,800 active high-growth fintech companies. These firms have collectively secured $41.17 billion (£31 billion) in equity funding to date. Thus, the expanding fintech sector is fueling growth in the ESG wealth management product market.

Major companies in the environmental, social, and governance (ESG) wealth management product market are focusing on developing advanced ESG-compliant investment strategies to enhance long-term capital appreciation. ESG-compliant investment strategies assess companies based on environmental responsibility, social impact, and corporate governance standards to ensure sustainable growth and ethical business practices. For example, in October 2024, WhiteOak Capital Asset Management Limited, an India-based asset management company, launched the ESG Best-In-Class Strategy Fund, featuring a proprietary ranking system that evaluates companies on governance, capital allocation, board strength, regulatory compliance, and sustainability practices. The fund targets high-growth companies that score well on ESG criteria and invests primarily in top-ranked firms. It allows a minimum investment of Rs.50 with incremental investments of Rs.50 and an initial unit price of Rs.10. The fund management team uses both quantitative and qualitative data from financial statements, regulatory filings, factory visits, and industry expert interactions to ensure robust corporate governance. This approach provides socially conscious investors with a high-risk, high-reward opportunity aligned with sustainable practices while promoting long-term portfolio growth.

In October 2025, Novata Inc., a US-based technology company, acquired Atlas Metrics for an undisclosed amount. Through this acquisition, Novata aims to expand its global presence and enhance its sustainability and ESG data management capabilities by integrating complementary platforms to better serve investors, banks, and corporates worldwide. Atlas Metrics GmbH, a Germany-based technology company, specializes in providing AI-driven sustainability performance, reporting, and non-financial data solutions to help organizations automate ESG compliance, risk identification, and impact measurement.

Major companies operating in the environmental, social, and governance (esg) wealth management product market are J.P. Morgan Investment Management Inc., Morgan Stanley Smith Barney LLC, Goldman Sachs Asset Management L.P., UBS Asset Management LLC, Fidelity Management & Research Company LLC, Merrill Lynch Pierce Fenner & Smith Inc., BlackRock Inc., State Street Global Advisors Trust Company, Wells Fargo Advisors LLC, Northern Trust Investments Inc., Natixis Investment Managers S.A., Amundi Asset Management S.A., Invesco Ltd., Schroder Investment Management Limited, Neuberger Berman Group LLC, Pacific Investment Management Company LLC, AXA Investment Managers S.A., BNP Paribas Asset Management S.A., The Vanguard Group Inc., Allianz Global Investors GmbH, Sumitomo Mitsui DS Asset Management Company Limited, Trillium Asset Management LLC, Skandia Investment Group S.A., WHEB Asset Management LLP.

North America was the largest region in the environmental, social, and governance (ESG) wealth management product market in 2025. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in the environmental, social, and governance (esg) wealth management product market report are Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in the environmental, social, and governance (esg) wealth management product market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

The environmental, social, and governance (ESG) wealth management product market includes revenues earned by entities by providing services, such as sustainable investment advisory, ESG portfolio screening and scoring, impact investing solutions, climate risk assessment services, and ESG data integration and reporting. 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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