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Personal Finance Software Market by Product Type (Web-based Software and Mobile-based Software) and End-User (Small Business and Individual): Global Opportunity Analysis and Industry Forecast, 2020–2027
Published Date: August 2020
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Report Code: ALLI-Auto-0T219
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Personal Finance Software Market by Product Type Web based Software and Mobile based Software and End User Small Business and Individual Global Opportunity Analysis and Industry Forecast 2020 2027

Personal Finance Software Market by Product Type (Web-based Software and Mobile-based Software) and End-User (Small Business and Individual): Global Opportunity Analysis and Industry Forecast, 2020–2027

Code: ALLI-Auto-0T219
Report
August 2020
250 Pages
Allied Market Research
Region: North America, Global,
Description
Table of Content
Tables & Figures

Personal Finance Software Market Overview

The global personal finance software market size was valued at $1,024.35 million in 2019 and is projected to reach $1,576.86 million by 2027, growing at a CAGR of 5.7% from 2020 to 2027. Personal finance software is a tool designed to integrate the financial data of a user and segregate this information to deliver a desired analytical output for improved financial planning. This software tool utilizes variety of financial data as input and can be implemented for various tasks such as financial transactions, bank records management, investment tracking, budget management, portfolio management, and others.

Personal finance software is a platform, which provides several functionalities to the user such as generating reports of the assets, tracking the budget, and analyzing the user investment performance. In addition, it includes different modules for processing of financial information, including creating asset plan, and monitoring & reassessment of the asset. Furthermore, various banks and fintech companies adopt this software to manage their financial module and to increase their productivity, thereby fueling the market growth. In addition, personal finance software provides numerous benefits to its clients such as online banking, report groups, check printing, mobile billing, and various others. Moreover, many banks also adopt this software to reduce human error and to complete a complicated task more efficiently in less time.
 
The rise in need to track & manage income of consumers and surge in mobile applications across the globe are the major factors that drive the growth of the market. In addition, increase in focus of organizations on digitization of their financial services and upsurge in internet users across the globe fuel the growth of the market. However, security and compliance issues in personal finance software and availability of open source finance software hamper the growth of the market. Furthermore, increased adoption of personal finance software among developing economies is expected to provide lucrative opportunities for the market growth.
 
The global personal finance software market is segmented based on product type, end-user, and region. Based on product type, the market is bifurcated into web-based software and mobile-based software. Based on end-user, the market is categorized into small business and individual. Region-wise, the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA.
 
The key players profiled in the global personal finance software market analysis are Buxfer Inc., Doxo Inc., Money Dashboard, Microsoft Corporation, Moneyspire Inc., Personal Capital Corporation, PocketSmith Ltd., The Infinite Kind, You Need a Budget LLC, and Quicken Inc. These players have adopted various strategies to increase their market penetration and strengthen their position in the industry.
 
Key Benefits for Stakeholders
  • The study presents an in-depth analysis of the global personal finance software market along with the current trends and future estimations to determine the imminent investment pockets.
  • The report presents information about key drivers, restraints, opportunities and their impact analysis of the global personal finance software market share.
  • Porter’s five forces analysis illustrates the potency of buyers and suppliers in the market.
  • The quantitative analysis of the market from 2020 to 2027 is provided to determine the market potential.
Key Market Segments
By Product Type
  • Web-based Software
  • Mobile-based Software
By End-User
  • Small Business
  • Individuals
By Region
  • North America
    • U.S.
    • Canada
  • Europe
    • UK
    • Germany
    • France
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Singapore
    • Rest of Asia-Pacific
  • LAMEA
    • Latin America
    • Middle East
    • Africa

KEY MARKET PLAYERS

  • Buxfer Inc.
  • Doxo Inc.
  • Money Dashboard
  • Microsoft Corporation
  • Moneyspire Inc.
  • Personal Capital Corporation
  • PocketSmith Ltd.
  • The Infinite Kind
  • You Need a Budget LLC
  • Quicken Inc.
Table of Content
 
 
CHAPTER 1: INTRODUCTION
1.1.REPORT DESCRIPTION
1.2.KEY MARKET SEGMENTS
1.3.KEY BENEFITS
1.4.RESEARCH METHODOLOGY
1.4.1.Primary research
1.4.2.Secondary research
1.4.3.Analyst tools and models
CHAPTER 2: EXECUTIVE SUMMARY
2.1.CXO PERSPECTIVE
CHAPTER 3: MARKET LANDSCAPE
3.1.MARKET DEFINITION AND SCOPE
3.2.KEY FINDINGS
3.2.1.Top investment pockets
3.2.2.Top winning strategies
3.3.PORTER'S FIVE FORCES ANALYSIS
3.3.1.Bargaining power of suppliers
3.3.2.Threat of new entrants
3.3.3.Threat of substitutes
3.3.4.Competitive rivalry
3.3.5.Bargaining power among buyers
3.4.TOP PLAYER POSITIONING 2019
3.5.MARKET DYNAMICS
3.5.1. Drivers
3.5.2. Restraints
3.5.3. Opportunities
CHAPTER 4: PERSONAL FINANCE SOFTWARE MARKET BY PRODUCT TYPE
4.1.OVERVIEW
4.2. WEB-BASED SOFTWARE
4.2.1.Key market trends, growth factors and opportunities
4.2.2.Market size and forecast, by region
4.2.3.Market share analysis, by country
4.3. MOBILE-BASED SOFTWARE
4.3.1.Key market trends, growth factors and opportunities
4.3.2.Market size and forecast, by region
4.3.3.Market share analysis, by country
CHAPTER 5: PERSONAL FINANCE SOFTWARE MARKET BY END USER
5.1.OVERVIEW
5.2. SMALL BUSINESSES USERS
5.2.1.Key market trends, growth factors and opportunities
5.2.2.Market size and forecast, by region
5.2.3.Market share analysis, by country
5.3. INDIVIDUAL CONSUMERS
5.3.1.Key market trends, growth factors and opportunities
5.3.2.Market size and forecast, by region
5.3.3.Market share analysis, by country
CHAPTER 6: PERSONAL FINANCE SOFTWARE MARKET BY REGION
6.1.OVERVIEW
6.2.NORTH AMERICA
6.2.1.Key market trends and opportunities
6.2.2.Market size and forecast, by product type
6.2.3.Market size and forecast, by end user
6.2.4.Market size and forecast, by country
6.2.5.U.S.
6.2.5.1.Market size and forecast, by product type
6.2.5.2.Market size and forecast, by end user
6.2.6.Canada
6.2.6.1.Market size and forecast, by product type
6.2.6.2.Market size and forecast, by end user
6.3.EUROPE
6.3.1.Key market trends and opportunities
6.3.2.Market size and forecast, by product type
6.3.3.Market size and forecast, by end user
6.3.4.Market size and forecast, by country
6.3.5.UK
6.3.5.1.Market size and forecast, by product type
6.3.5.2.Market size and forecast, by end user
6.3.6.Germany
6.3.6.1.Market size and forecast, by product type
6.3.6.2.Market size and forecast, by end user
6.3.7.France
6.3.7.1.Market size and forecast, by product type
6.3.7.2.Market size and forecast, by end user
6.3.8.Russia
6.3.8.1.Market size and forecast, by product type
6.3.8.2.Market size and forecast, by end user
6.3.9.Rest of Europe
6.3.9.1.Market size and forecast, by product type
6.3.9.2.Market size and forecast, by end user
6.4.ASIA-PACIFIC
6.4.1.Key market trends and opportunities
6.4.2.Market size and forecast, by product type
6.4.3.Market size and forecast, by end user
6.4.4.Market size and forecast, by country
6.4.5.China
6.4.5.1.Market size and forecast, by product type
6.4.5.2.Market size and forecast, by end user
6.4.6.Japan
6.4.6.1.Market size and forecast, by product type
6.4.6.2.Market size and forecast, by end user
6.4.7.India
6.4.7.1.Market size and forecast, by product type
6.4.7.2.Market size and forecast, by end user
6.4.8.South Korea
6.4.8.1.Market size and forecast, by product type
6.4.8.2.Market size and forecast, by end user
6.4.9.Singapore
6.4.9.1.Market size and forecast, by product type
6.4.9.2.Market size and forecast, by end user
6.4.10.Rest of Asia-Pacific
6.4.10.1.Market size and forecast, by product type
6.4.10.2.Market size and forecast, by end user
6.5.LAMEA
6.5.1.Key market trends and opportunities
6.5.2.Market size and forecast, by product type
6.5.3.Market size and forecast, by end user
6.5.4.Market size and forecast, by country
6.5.5.Latin America
6.5.5.1.Market size and forecast, by product type
6.5.5.2.Market size and forecast, by end user
6.5.6.Middle East
6.5.6.1.Market size and forecast, by product type
6.5.6.2.Market size and forecast, by end user
6.5.7.Africa
6.5.7.1.Market size and forecast, by product type
6.5.7.2.Market size and forecast, by end user
CHAPTER 7: COMPANY PROFILES
7.1. QUICKEN INC.
7.1.1.Company overview
7.1.2.Key Executives
7.1.3.Company snapshot
7.1.4.Operating business segments
7.1.5.Product portfolio
7.1.6.Business performance
7.1.7.Key strategic moves and developments
7.2. THE INFINITE KIND
7.2.1.Company overview
7.2.2.Key Executives
7.2.3.Company snapshot
7.2.4.Operating business segments
7.2.5.Product portfolio
7.2.6.Business performance
7.2.7.Key strategic moves and developments
7.3. YOU NEED A BUDGET LLC
7.3.1.Company overview
7.3.2.Key Executives
7.3.3.Company snapshot
7.3.4.Operating business segments
7.3.5.Product portfolio
7.3.6.Business performance
7.3.7.Key strategic moves and developments
7.4. MICROSOFT
7.4.1.Company overview
7.4.2.Key Executives
7.4.3.Company snapshot
7.4.4.Operating business segments
7.4.5.Product portfolio
7.4.6.Business performance
7.4.7.Key strategic moves and developments
7.5. MONEYSPIRE INC.
7.5.1.Company overview
7.5.2.Key Executives
7.5.3.Company snapshot
7.5.4.Operating business segments
7.5.5.Product portfolio
7.5.6.Business performance
7.5.7.Key strategic moves and developments
7.6. DOXO INC.
7.6.1.Company overview
7.6.2.Key Executives
7.6.3.Company snapshot
7.6.4.Operating business segments
7.6.5.Product portfolio
7.6.6.Business performance
7.6.7.Key strategic moves and developments
7.7. BUXFER INC.
7.7.1.Company overview
7.7.2.Key Executives
7.7.3.Company snapshot
7.7.4.Operating business segments
7.7.5.Product portfolio
7.7.6.Business performance
7.7.7.Key strategic moves and developments
7.8. PERSONAL CAPITAL CORPORATION
7.8.1.Company overview
7.8.2.Key Executives
7.8.3.Company snapshot
7.8.4.Operating business segments
7.8.5.Product portfolio
7.8.6.Business performance
7.8.7.Key strategic moves and developments
7.9. MONEY DASHBOARD
7.9.1.Company overview
7.9.2.Key Executives
7.9.3.Company snapshot
7.9.4.Operating business segments
7.9.5.Product portfolio
7.9.6.Business performance
7.9.7.Key strategic moves and developments
7.10. POCKETSMITH LTD.
7.10.1.Company overview
7.10.2.Key Executives
7.10.3.Company snapshot
7.10.4.Operating business segments
7.10.5.Product portfolio
7.10.6.Business performance
7.10.7.Key strategic moves and development
LIST OF TABLES

TABLE 1.GLOBAL PERSONAL FINANCE SOFTWARE MARKET, BY PRODUCT TYPE 2019-2027 ($MILLION)
TABLE 2.PERSONAL FINANCE SOFTWARE MARKET FOR WEB-BASED SOFTWARE , BY REGION, 2019-2027 ($MILLION)
TABLE 3.PERSONAL FINANCE SOFTWARE MARKET FOR MOBILE-BASED SOFTWARE, BY REGION, 2019-2027 ($MILLION)
TABLE 4.GLOBAL PERSONAL FINANCE SOFTWARE MARKET, BY END USER 2019-2027 ($MILLION)
TABLE 5.PERSONAL FINANCE SOFTWARE MARKET FOR SMALL BUSINESSES USERS , BY REGION, 2019-2027 ($MILLION)
TABLE 6.PERSONAL FINANCE SOFTWARE MARKET FOR INDIVIDUAL CONSUMERS, BY REGION, 2019-2027 ($MILLION)
TABLE 7.NORTH AMERICA PERSONAL FINANCE SOFTWARE, BY PRODUCT TYPE 2019-2027 ($MILLION)
TABLE 8.NORTH AMERICA PERSONAL FINANCE SOFTWARE, BY END USER 2019-2027 ($MILLION)
TABLE 9.NORTH AMERICA PERSONAL FINANCE SOFTWARE, BY REGION, 2019-2027 ($MILLION)
TABLE 10.EUROPE PERSONAL FINANCE SOFTWARE, BY PRODUCT TYPE 2019-2027 ($MILLION)
TABLE 11.EUROPE PERSONAL FINANCE SOFTWARE, BY END USER 2019-2027 ($MILLION)
TABLE 12.EUROPE PERSONAL FINANCE SOFTWARE, BY REGION, 2019-2027 ($MILLION)
TABLE 13.ASIA-PACIFIC PERSONAL FINANCE SOFTWARE, BY PRODUCT TYPE 2019-2027 ($MILLION)
TABLE 14.ASIA-PACIFIC PERSONAL FINANCE SOFTWARE, BY END USER 2019-2027 ($MILLION)
TABLE 15.ASIA-PACIFIC PERSONAL FINANCE SOFTWARE, BY REGION, 2019-2027 ($MILLION)
TABLE 16.LAMEA PERSONAL FINANCE SOFTWARE, BY PRODUCT TYPE 2019-2027 ($MILLION)
TABLE 17.LAMEA PERSONAL FINANCE SOFTWARE, BY END USER 2019-2027 ($MILLION)
TABLE 18.LAMEA PERSONAL FINANCE SOFTWARE, BY REGION, 2019-2027 ($MILLION)
TABLE 19.QUICKEN INC.: COMPANY SNAPSHOT
TABLE 20.QUICKEN INC.: OPERATING SEGMENTS
TABLE 21.THE INFINITE KIND: COMPANY SNAPSHOT
TABLE 22.THE INFINITE KIND: OPERATING SEGMENTS
TABLE 23.YOU NEED A BUDGET LLC: COMPANY SNAPSHOT
TABLE 24.YOU NEED A BUDGET LLC: OPERATING SEGMENTS
TABLE 25.MICROSOFT: COMPANY SNAPSHOT
TABLE 26.MICROSOFT: OPERATING SEGMENTS
TABLE 27.MONEYSPIRE INC.: COMPANY SNAPSHOT
TABLE 28.MONEYSPIRE INC.: OPERATING SEGMENTS
TABLE 29.DOXO INC.: COMPANY SNAPSHOT
TABLE 30.DOXO INC.: OPERATING SEGMENTS
TABLE 31.BUXFER INC.: COMPANY SNAPSHOT
TABLE 32.BUXFER INC.: OPERATING SEGMENTS
TABLE 33.PERSONAL CAPITAL CORPORATION: COMPANY SNAPSHOT
TABLE 34.PERSONAL CAPITAL CORPORATION: OPERATING SEGMENTS
TABLE 35.MONEY DASHBOARD: COMPANY SNAPSHOT
TABLE 36.MONEY DASHBOARD: OPERATING SEGMENTS
TABLE 37.POCKETSMITH LTD.: COMPANY SNAPSHOT
TABLE 38.POCKETSMITH LTD.: OPERATING SEGMENTS LIST OF FIGURES

FIGURE 1.GLOBAL PERSONAL FINANCE SOFTWARE MARKET SEGMENTATION
FIGURE 2.TOP INVESTMENT POCKET
FIGURE 3.TOP WINNING STRATEGIES (%)
FIGURE 4.PERSONAL FINANCE SOFTWARE MARKET FOR WEB-BASED SOFTWARE , 2019-2027 ($MILLION)
FIGURE 5.PERSONAL FINANCE SOFTWARE MARKET FOR MOBILE-BASED SOFTWARE, 2019-2027 ($MILLION)
FIGURE 6.PERSONAL FINANCE SOFTWARE MARKET FOR SMALL BUSINESSES USERS , 2019-2027 ($MILLION)
FIGURE 7.PERSONAL FINANCE SOFTWARE MARKET FOR INDIVIDUAL CONSUMERS, 2019-2027 ($MILLION)
FIGURE 8.GLOBAL PERSONAL FINANCE SOFTWARE, BY REGION, 2019 (%)
FIGURE 9.U.S. PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 10.CANADA PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 11.UK PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 12.GERMANY PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 13.FRANCE PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 14.RUSSIA PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 15.REST OF EUROPE PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 16.CHINA PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 17.JAPAN PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 18.INDIA PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 19.SOUTH KOREA PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 20.SINGAPORE PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 21.REST OF ASIA-PACIFIC PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 22.LATIN AMERICA PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 23.MIDDLE EAST PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION)
FIGURE 24.AFRICA PERSONAL FINANCE SOFTWARE MARKET, 2019-2027 ($MILLION
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