Robo Advisory Segmentation
Service Type (Direct Plan-Based/Goal-Based, Comprehensive Wealth Advisory)
The direct plan-based or goal-based services are predicted to capture a 62% share by the end of 2037, due to their rising demand for personalized, outcome-oriented investment strategies. These services help users plan for specific goals such as retirement, education, or home buying, making financial planning more structured and intuitive. The lower costs as compared to traditional advisors served through digital platforms are the primary factors encouraging consumers to invest in these strategies. Furthermore, increased financial awareness among Gen Z and next-gen individuals has increased adoption.
Business Model (Hybrid Robo Advisors, Pure Robo Advisors)
The hybrid robo advisors segment is anticipated to hold a 35% share during the forecast period as it combines automated investment solutions with access to human financial advisors, which provides a balanced strategy. This model is helpful to users who seek both digital convenience and personalized human guidance. The growth is also fueled by surging demand for a tailored financial approach amidst market volatility. It also attracts high-net-worth individuals looking for more nuanced portfolio management. As trust and complexity needs rise, hybrid models offer a scalable yet personalized solution, fueling their expansion in the market.
Our in-depth analysis of the robo advisory market includes the following segments:
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