List of Tables
Table 1. Global RIA Technology Platform Market Size Growth Rate by Type (US$ Million): 2019 VS 2023 VS 2030
Table 2. Key Players of Cloud-based
Table 3. Key Players of On-premises
Table 4. Global RIA Technology Platform Market Size Growth by Application (US$ Million): 2019 VS 2023 VS 2030
Table 5. Global RIA Technology Platform Market Size by Region (US$ Million): 2019 VS 2023 VS 2030
Table 6. Global RIA Technology Platform Market Size by Region (2019-2024) & (US$ Million)
Table 7. Global RIA Technology Platform Market Share by Region (2019-2024)
Table 8. Global RIA Technology Platform Forecasted Market Size by Region (2025-2030) & (US$ Million)
Table 9. Global RIA Technology Platform Market Share by Region (2025-2030)
Table 10. RIA Technology Platform Market Trends
Table 11. RIA Technology Platform Market Drivers
Table 12. RIA Technology Platform Market Challenges
Table 13. RIA Technology Platform Market Restraints
Table 14. Global RIA Technology Platform Revenue by Players (2019-2024) & (US$ Million)
Table 15. Global RIA Technology Platform Market Share by Players (2019-2024)
Table 16. Global Top RIA Technology Platform Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in RIA Technology Platform as of 2023)
Table 17. Ranking of Global Top RIA Technology Platform Companies by Revenue (US$ Million) in 2023
Table 18. Global 5 Largest Players Market Share by RIA Technology Platform Revenue (CR5 and HHI) & (2019-2024)
Table 19. Key Players Headquarters and Area Served
Table 20. Key Players RIA Technology Platform Product Solution and Service
Table 21. Date of Enter into RIA Technology Platform Market
Table 22. Mergers & Acquisitions, Expansion Plans
Table 23. Global RIA Technology Platform Market Size by Type (2019-2024) & (US$ Million)
Table 24. Global RIA Technology Platform Revenue Market Share by Type (2019-2024)
Table 25. Global RIA Technology Platform Forecasted Market Size by Type (2025-2030) & (US$ Million)
Table 26. Global RIA Technology Platform Revenue Market Share by Type (2025-2030)
Table 27. Global RIA Technology Platform Market Size by Application (2019-2024) & (US$ Million)
Table 28. Global RIA Technology Platform Revenue Market Share by Application (2019-2024)
Table 29. Global RIA Technology Platform Forecasted Market Size by Application (2025-2030) & (US$ Million)
Table 30. Global RIA Technology Platform Revenue Market Share by Application (2025-2030)
Table 31. North America RIA Technology Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 32. North America RIA Technology Platform Market Size by Country (2019-2024) & (US$ Million)
Table 33. North America RIA Technology Platform Market Size by Country (2025-2030) & (US$ Million)
Table 34. Europe RIA Technology Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 35. Europe RIA Technology Platform Market Size by Country (2019-2024) & (US$ Million)
Table 36. Europe RIA Technology Platform Market Size by Country (2025-2030) & (US$ Million)
Table 37. Asia-Pacific RIA Technology Platform Market Size Growth Rate by Region (US$ Million): 2019 VS 2023 VS 2030
Table 38. Asia-Pacific RIA Technology Platform Market Size by Region (2019-2024) & (US$ Million)
Table 39. Asia-Pacific RIA Technology Platform Market Size by Region (2025-2030) & (US$ Million)
Table 40. Latin America RIA Technology Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 41. Latin America RIA Technology Platform Market Size by Country (2019-2024) & (US$ Million)
Table 42. Latin America RIA Technology Platform Market Size by Country (2025-2030) & (US$ Million)
Table 43. Middle East & Africa RIA Technology Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 44. Middle East & Africa RIA Technology Platform Market Size by Country (2019-2024) & (US$ Million)
Table 45. Middle East & Africa RIA Technology Platform Market Size by Country (2025-2030) & (US$ Million)
Table 46. Charles Schwab Company Detail
Table 47. Charles Schwab Business Overview
Table 48. Charles Schwab RIA Technology Platform Product
Table 49. Charles Schwab Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 50. Charles Schwab Recent Development
Table 51. LSEG Company Detail
Table 52. LSEG Business Overview
Table 53. LSEG RIA Technology Platform Product
Table 54. LSEG Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 55. LSEG Recent Development
Table 56. Addepar Company Detail
Table 57. Addepar Business Overview
Table 58. Addepar RIA Technology Platform Product
Table 59. Addepar Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 60. Addepar Recent Development
Table 61. TradePMR Company Detail
Table 62. TradePMR Business Overview
Table 63. TradePMR RIA Technology Platform Product
Table 64. TradePMR Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 65. TradePMR Recent Development
Table 66. TD Ameritrade Company Detail
Table 67. TD Ameritrade Business Overview
Table 68. TD Ameritrade RIA Technology Platform Product
Table 69. TD Ameritrade Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 70. TD Ameritrade Recent Development
Table 71. RIA Workspace Company Detail
Table 72. RIA Workspace Business Overview
Table 73. RIA Workspace RIA Technology Platform Product
Table 74. RIA Workspace Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 75. RIA Workspace Recent Development
Table 76. Betterment Company Detail
Table 77. Betterment Business Overview
Table 78. Betterment RIA Technology Platform Product
Table 79. Betterment Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 80. Betterment Recent Development
Table 81. Smartria Company Detail
Table 82. Smartria Business Overview
Table 83. Smartria RIA Technology Platform Product
Table 84. Smartria Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 85. Smartria Recent Development
Table 86. Envestnet Company Detail
Table 87. Envestnet Business Overview
Table 88. Envestnet RIA Technology Platform Product
Table 89. Envestnet Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 90. Envestnet Recent Development
Table 91. Axos Advisor Services Company Detail
Table 92. Axos Advisor Services Business Overview
Table 93. Axos Advisor Services RIA Technology Platform Product
Table 94. Axos Advisor Services Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 95. Axos Advisor Services Recent Development
Table 96. Comply (RIA in a Box) Company Detail
Table 97. Comply (RIA in a Box) Business Overview
Table 98. Comply (RIA in a Box) RIA Technology Platform Product
Table 99. Comply (RIA in a Box) Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 100. Comply (RIA in a Box) Recent Development
Table 101. Revisor Group Company Detail
Table 102. Revisor Group Business Overview
Table 103. Revisor Group RIA Technology Platform Product
Table 104. Revisor Group Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 105. Revisor Group Recent Development
Table 106. Fidelity Institutional Company Detail
Table 107. Fidelity Institutional Business Overview
Table 108. Fidelity Institutional RIA Technology Platform Product
Table 109. Fidelity Institutional Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 110. Fidelity Institutional Recent Development
Table 111. Vestmark Company Detail
Table 112. Vestmark Business Overview
Table 113. Vestmark RIA Technology Platform Product
Table 114. Vestmark Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 115. Vestmark Recent Development
Table 116. Finlogic Technologies Company Detail
Table 117. Finlogic Technologies Business Overview
Table 118. Finlogic Technologies RIA Technology Platform Product
Table 119. Finlogic Technologies Revenue in RIA Technology Platform Business (2019-2024) & (US$ Million)
Table 120. Finlogic Technologies Recent Development
Table 121. Research Programs/Design for This Report
Table 122. Key Data Information from Secondary Sources
Table 123. Key Data Information from Primary Sources
List of Figures
Figure 1. Global RIA Technology Platform Market Size Comparison by Type (2024-2030) & (US$ Million)
Figure 2. Global RIA Technology Platform Market Share by Type: 2023 VS 2030
Figure 3. Cloud-based Features
Figure 4. On-premises Features
Figure 5. Global RIA Technology Platform Market Size Comparison by Application (2024-2030) & (US$ Million)
Figure 6. Global RIA Technology Platform Market Share by Application: 2023 VS 2030
Figure 7. Fund and Asset Managers Case Studies
Figure 8. Prime Brokers Case Studies
Figure 9. Private Companies Case Studies
Figure 10. Nonprofits Case Studies
Figure 11. Others Case Studies
Figure 12. RIA Technology Platform Report Years Considered
Figure 13. Global RIA Technology Platform Market Size (US$ Million), Year-over-Year: 2019-2030
Figure 14. Global RIA Technology Platform Market Size, (US$ Million), 2019 VS 2023 VS 2030
Figure 15. Global RIA Technology Platform Market Share by Region: 2023 VS 2030
Figure 16. Global RIA Technology Platform Market Share by Players in 2023
Figure 17. Global Top RIA Technology Platform Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in RIA Technology Platform as of 2023)
Figure 18. The Top 10 and 5 Players Market Share by RIA Technology Platform Revenue in 2023
Figure 19. North America RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 20. North America RIA Technology Platform Market Share by Country (2019-2030)
Figure 21. United States RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 22. Canada RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 23. Europe RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 24. Europe RIA Technology Platform Market Share by Country (2019-2030)
Figure 25. Germany RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 26. France RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 27. U.K. RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 28. Italy RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 29. Russia RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 30. Nordic Countries RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 31. Asia-Pacific RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 32. Asia-Pacific RIA Technology Platform Market Share by Region (2019-2030)
Figure 33. China RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 34. Japan RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 35. South Korea RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 36. Southeast Asia RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 37. India RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 38. Australia RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 39. Latin America RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 40. Latin America RIA Technology Platform Market Share by Country (2019-2030)
Figure 41. Mexico RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 42. Brazil RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 43. Middle East & Africa RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 44. Middle East & Africa RIA Technology Platform Market Share by Country (2019-2030)
Figure 45. Turkey RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 46. Saudi Arabia RIA Technology Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 47. Charles Schwab Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 48. LSEG Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 49. Addepar Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 50. TradePMR Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 51. TD Ameritrade Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 52. RIA Workspace Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 53. Betterment Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 54. Smartria Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 55. Envestnet Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 56. Axos Advisor Services Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 57. Comply (RIA in a Box) Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 58. Revisor Group Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 59. Fidelity Institutional Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 60. Vestmark Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 61. Finlogic Technologies Revenue Growth Rate in RIA Technology Platform Business (2019-2024)
Figure 62. Bottom-up and Top-down Approaches for This Report
Figure 63. Data Triangulation
Figure 64. Key Executives Interviewed