Robo Advisory companies

  • Report ID: 2231
  • Published Date: Jun 04, 2025
  • Report Format: PDF, PPT

Companies Dominating the Robo Advisory Landscape

    The global robo advisory market is highly competitive, fueled by AI and fintech innovation. Leaders like Betterment, Vanguard, and Scalable Capital stand out through hybrid models and personalization. In Asia-Pacific, firms like StashAway and Kuvera grow rapidly via mobile-first strategies and bank partnerships. Traditional institutions are also adopting robo tech to stay relevant. Key trends include niche targeting, market consolidation, and global expansion through API-driven and AI-enhanced platforms.

    Company Name

    Country of Origin

    Estimated Market Share (%)

    Vanguard Personal Advisor Services

    USA

    18%

    Charles Schwab Intelligent Portfolios

    USA

    17%

    Betterment LLC

    USA

    12%

    Wealthfront Inc.

    USA

    8%

    Scalable Capital GmbH

    Germany

    5%

    Nutmeg Saving and Investment Ltd

    UK (Europe)

    xx%

    Moneyfarm

    Italy

    xx%

    StashAway

    Singapore/Malaysia

    xx%

    Raiz Invest Limited

    Australia

    xx%

    Samsung Securities Robo Advisor

    South Korea

    xx%

    Kuvera.in

    India

    xx%

    5paisa Capital Ltd.

    India

    xx%

    Rakuten Securities

    Japan

    xx%

    SBI Smart Advisor (SBI Securities)

    Japan

    xx%

    Monex Robo Advisor (Monex Group)

    Japan

    xx%

    Given below are the areas covered for each company in the market:

    • Company Overview 
    • Business Strategy
    • Key Product Offerings
    • Financial Performance
    • Key Performance Indicators
    • Risk Analysis
    • Recent Development
    • Regional Presence
    • SWOT Analysis

Browse key industry insights with market data tables & charts from the report:

Frequently Asked Questions (FAQ)

In the year 2025, the industry size of robo advisory is assessed at USD 10.9 billion.

Robo advisory market size was over USD 8.7 billion in 2024 and is projected to reach USD 270 billion by 2037, growing at around 30% CAGR during the forecast period i.e., between 2025-2037.

North America is expected to dominate the global market with a 40% share by the end of 2037, due to the high financial literacy among individuals and demand for optimized investment planning tools.

The major players in the market are Vanguard Personal Advisor Services; Charles Schwab Intelligent Portfolios; Betterment LLC; Wealthfront Inc.; Scalable Capital GmbH; Nutmeg Saving and Investment Ltd; Moneyfarm; StashAway; Raiz Invest Limited; Samsung Securities Robo Advisor; Kuvera.in; 5paisa Capital Ltd.; Rakuten Securities; SBI Smart Advisor (SBI Securities); Monex Robo Advisor (Monex Group).
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