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Global Personal Financial Services Market Research Report 2025
Published Date: September 2025
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Report Code: QYRE-Auto-23T5920
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Global Personal Financial Services Market Insights and Forecast to 2028
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Global Personal Financial Services Market Research Report 2025

Code: QYRE-Auto-23T5920
Report
September 2025
Pages:79
QYResearch
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DESCRIPTION
TABLE OF CONTENT
TABLES & FIGURES

Personal Financial Services Market

The global market for Personal Financial Services was valued at US$ million in the year 2024 and is projected to reach a revised size of US$ million by 2031, growing at a CAGR of %during the forecast period.
North American market for Personal Financial Services is estimated to increase from $ million in 2024 to reach $ million by 2031, at a CAGR of % during the forecast period of 2025 through 2031.
Asia-Pacific market for Personal Financial Services is estimated to increase from $ million in 2024 to reach $ million by 2031, at a CAGR of % during the forecast period of 2025 through 2031.
The global market for Personal Financial Services in Spending Analysis is estimated to increase from $ million in 2024 to $ million by 2031, at a CAGR of % during the forecast period of 2025 through 2031.
The major global companies of Personal Financial Services include Mint, OfficeTime, LearnVest, Quicken, YNAB, WalletHub, etc. In 2024, the world's top three vendors accounted for approximately % of the revenue.
This report aims to provide a comprehensive presentation of the global market for Personal Financial Services, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Personal Financial Services.
The Personal Financial Services market size, estimations, and forecasts are provided in terms of and revenue ($ millions), considering 2024 as the base year, with history and forecast data for the period from 2020 to 2031. This report segments the global Personal Financial Services market comprehensively. Regional market sizes, concerning products by Type, by Application, and by players, are also provided.
For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.
The report will help the Personal Financial Services companies, new entrants, and industry chain related companies in this market with information on the revenues for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.
Market Segmentation

Scope of Personal Financial Services Market Report

Report Metric Details
Report Name Personal Financial Services Market
Segment by Type
  • Cloud-Based
  • On-Premise
Segment by Application
  • Spending Analysis
  • Expense Tracking
  • Money Management
  • Budgeting
  • Other
By Region
  • North America (United States, Canada)
  • Europe (Germany, France, UK, Italy, Russia) Rest of Europe
  • Nordic Countries
  • Asia-Pacific (China, Japan, South Korea)
  • Southeast Asia (India, Australia)
  • Rest of Asia
  • Latin America (Mexico, Brazil)
  • Rest of Latin America
  • Middle East & Africa (Turkey, Saudi Arabia, UAE, Rest of MEA)
By Company Mint, OfficeTime, LearnVest, Quicken, YNAB, WalletHub
Forecast units USD million in value
Report coverage Revenue and volume forecast, company share, competitive landscape, growth factors and trends

Chapter Outline

  • Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by Type, by Application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
  • Chapter 2: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
  • Chapter 3: Detailed analysis of Personal Financial Services company competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
  • Chapter 4: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
  • Chapter 5: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
  • Chapter 6, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.
  • Chapter 11: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
  • Chapter 12: The main points and conclusions of the report.

FAQ for this report

Who are the main players in the Personal Financial Services Market report?

Ans: The main players in the Personal Financial Services Market are Mint, OfficeTime, LearnVest, Quicken, YNAB, WalletHub

What are the Application segmentation covered in the Personal Financial Services Market report?

Ans: The Applications covered in the Personal Financial Services Market report are Spending Analysis, Expense Tracking, Money Management, Budgeting, Other

What are the Type segmentation covered in the Personal Financial Services Market report?

Ans: The Types covered in the Personal Financial Services Market report are Cloud-Based, On-Premise

1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Personal Financial Services Market Size Growth Rate by Type: 2020 VS 2024 VS 2031
1.2.2 Cloud-Based
1.2.3 On-Premise
1.3 Market by Application
1.3.1 Global Personal Financial Services Market Growth by Application: 2020 VS 2024 VS 2031
1.3.2 Spending Analysis
1.3.3 Expense Tracking
1.3.4 Money Management
1.3.5 Budgeting
1.3.6 Other
1.4 Assumptions and Limitations
1.5 Study Objectives
1.6 Years Considered
2 Global Growth Trends
2.1 Global Personal Financial Services Market Perspective (2020-2031)
2.2 Global Personal Financial Services Growth Trends by Region
2.2.1 Global Personal Financial Services Market Size by Region: 2020 VS 2024 VS 2031
2.2.2 Personal Financial Services Historic Market Size by Region (2020-2025)
2.2.3 Personal Financial Services Forecasted Market Size by Region (2026-2031)
2.3 Personal Financial Services Market Dynamics
2.3.1 Personal Financial Services Industry Trends
2.3.2 Personal Financial Services Market Drivers
2.3.3 Personal Financial Services Market Challenges
2.3.4 Personal Financial Services Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top Personal Financial Services Players by Revenue
3.1.1 Global Top Personal Financial Services Players by Revenue (2020-2025)
3.1.2 Global Personal Financial Services Revenue Market Share by Players (2020-2025)
3.2 Global Personal Financial Services Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Global Key Players Ranking by Personal Financial Services Revenue
3.4 Global Personal Financial Services Market Concentration Ratio
3.4.1 Global Personal Financial Services Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Personal Financial Services Revenue in 2024
3.5 Global Key Players of Personal Financial Services Head office and Area Served
3.6 Global Key Players of Personal Financial Services, Product and Application
3.7 Global Key Players of Personal Financial Services, Date of Enter into This Industry
3.8 Mergers & Acquisitions, Expansion Plans
4 Personal Financial Services Breakdown Data by Type
4.1 Global Personal Financial Services Historic Market Size by Type (2020-2025)
4.2 Global Personal Financial Services Forecasted Market Size by Type (2026-2031)
5 Personal Financial Services Breakdown Data by Application
5.1 Global Personal Financial Services Historic Market Size by Application (2020-2025)
5.2 Global Personal Financial Services Forecasted Market Size by Application (2026-2031)
6 North America
6.1 North America Personal Financial Services Market Size (2020-2031)
6.2 North America Personal Financial Services Market Growth Rate by Country: 2020 VS 2024 VS 2031
6.3 North America Personal Financial Services Market Size by Country (2020-2025)
6.4 North America Personal Financial Services Market Size by Country (2026-2031)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Personal Financial Services Market Size (2020-2031)
7.2 Europe Personal Financial Services Market Growth Rate by Country: 2020 VS 2024 VS 2031
7.3 Europe Personal Financial Services Market Size by Country (2020-2025)
7.4 Europe Personal Financial Services Market Size by Country (2026-2031)
7.5 Germany
7.6 France
7.7 U.K.
7.8 Italy
7.9 Russia
7.10 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific Personal Financial Services Market Size (2020-2031)
8.2 Asia-Pacific Personal Financial Services Market Growth Rate by Region: 2020 VS 2024 VS 2031
8.3 Asia-Pacific Personal Financial Services Market Size by Region (2020-2025)
8.4 Asia-Pacific Personal Financial Services Market Size by Region (2026-2031)
8.5 China
8.6 Japan
8.7 South Korea
8.8 Southeast Asia
8.9 India
8.10 Australia
9 Latin America
9.1 Latin America Personal Financial Services Market Size (2020-2031)
9.2 Latin America Personal Financial Services Market Growth Rate by Country: 2020 VS 2024 VS 2031
9.3 Latin America Personal Financial Services Market Size by Country (2020-2025)
9.4 Latin America Personal Financial Services Market Size by Country (2026-2031)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Personal Financial Services Market Size (2020-2031)
10.2 Middle East & Africa Personal Financial Services Market Growth Rate by Country: 2020 VS 2024 VS 2031
10.3 Middle East & Africa Personal Financial Services Market Size by Country (2020-2025)
10.4 Middle East & Africa Personal Financial Services Market Size by Country (2026-2031)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 Mint
11.1.1 Mint Company Details
11.1.2 Mint Business Overview
11.1.3 Mint Personal Financial Services Introduction
11.1.4 Mint Revenue in Personal Financial Services Business (2020-2025)
11.1.5 Mint Recent Development
11.2 OfficeTime
11.2.1 OfficeTime Company Details
11.2.2 OfficeTime Business Overview
11.2.3 OfficeTime Personal Financial Services Introduction
11.2.4 OfficeTime Revenue in Personal Financial Services Business (2020-2025)
11.2.5 OfficeTime Recent Development
11.3 LearnVest
11.3.1 LearnVest Company Details
11.3.2 LearnVest Business Overview
11.3.3 LearnVest Personal Financial Services Introduction
11.3.4 LearnVest Revenue in Personal Financial Services Business (2020-2025)
11.3.5 LearnVest Recent Development
11.4 Quicken
11.4.1 Quicken Company Details
11.4.2 Quicken Business Overview
11.4.3 Quicken Personal Financial Services Introduction
11.4.4 Quicken Revenue in Personal Financial Services Business (2020-2025)
11.4.5 Quicken Recent Development
11.5 YNAB
11.5.1 YNAB Company Details
11.5.2 YNAB Business Overview
11.5.3 YNAB Personal Financial Services Introduction
11.5.4 YNAB Revenue in Personal Financial Services Business (2020-2025)
11.5.5 YNAB Recent Development
11.6 WalletHub
11.6.1 WalletHub Company Details
11.6.2 WalletHub Business Overview
11.6.3 WalletHub Personal Financial Services Introduction
11.6.4 WalletHub Revenue in Personal Financial Services Business (2020-2025)
11.6.5 WalletHub Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.1.1 Research Programs/Design
13.1.1.2 Market Size Estimation
13.1.1.3 Market Breakdown and Data Triangulation
13.1.2 Data Source
13.1.2.1 Secondary Sources
13.1.2.2 Primary Sources
13.2 Author Details
13.3 Disclaimer
List of Tables
 Table 1. Global Personal Financial Services Market Size Growth Rate by Type (US$ Million): 2020 VS 2024 VS 2031
 Table 2. Key Players of Cloud-Based
 Table 3. Key Players of On-Premise
 Table 4. Global Personal Financial Services Market Size Growth by Application (US$ Million): 2020 VS 2024 VS 2031
 Table 5. Global Personal Financial Services Market Size by Region (US$ Million): 2020 VS 2024 VS 2031
 Table 6. Global Personal Financial Services Market Size by Region (2020-2025) & (US$ Million)
 Table 7. Global Personal Financial Services Market Share by Region (2020-2025)
 Table 8. Global Personal Financial Services Forecasted Market Size by Region (2026-2031) & (US$ Million)
 Table 9. Global Personal Financial Services Market Share by Region (2026-2031)
 Table 10. Personal Financial Services Market Trends
 Table 11. Personal Financial Services Market Drivers
 Table 12. Personal Financial Services Market Challenges
 Table 13. Personal Financial Services Market Restraints
 Table 14. Global Personal Financial Services Revenue by Players (2020-2025) & (US$ Million)
 Table 15. Global Personal Financial Services Market Share by Players (2020-2025)
 Table 16. Global Top Personal Financial Services Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Personal Financial Services as of 2024)
 Table 17. Ranking of Global Top Personal Financial Services Companies by Revenue (US$ Million) in 2024
 Table 18. Global 5 Largest Players Market Share by Personal Financial Services Revenue (CR5 and HHI) & (2020-2025)
 Table 19. Global Key Players of Personal Financial Services, Headquarters and Area Served
 Table 20. Global Key Players of Personal Financial Services, Product and Application
 Table 21. Global Key Players of Personal Financial Services, Date of Enter into This Industry
 Table 22. Mergers & Acquisitions, Expansion Plans
 Table 23. Global Personal Financial Services Market Size by Type (2020-2025) & (US$ Million)
 Table 24. Global Personal Financial Services Revenue Market Share by Type (2020-2025)
 Table 25. Global Personal Financial Services Forecasted Market Size by Type (2026-2031) & (US$ Million)
 Table 26. Global Personal Financial Services Revenue Market Share by Type (2026-2031)
 Table 27. Global Personal Financial Services Market Size by Application (2020-2025) & (US$ Million)
 Table 28. Global Personal Financial Services Revenue Market Share by Application (2020-2025)
 Table 29. Global Personal Financial Services Forecasted Market Size by Application (2026-2031) & (US$ Million)
 Table 30. Global Personal Financial Services Revenue Market Share by Application (2026-2031)
 Table 31. North America Personal Financial Services Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
 Table 32. North America Personal Financial Services Market Size by Country (2020-2025) & (US$ Million)
 Table 33. North America Personal Financial Services Market Size by Country (2026-2031) & (US$ Million)
 Table 34. Europe Personal Financial Services Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
 Table 35. Europe Personal Financial Services Market Size by Country (2020-2025) & (US$ Million)
 Table 36. Europe Personal Financial Services Market Size by Country (2026-2031) & (US$ Million)
 Table 37. Asia-Pacific Personal Financial Services Market Size Growth Rate by Region (US$ Million): 2020 VS 2024 VS 2031
 Table 38. Asia-Pacific Personal Financial Services Market Size by Region (2020-2025) & (US$ Million)
 Table 39. Asia-Pacific Personal Financial Services Market Size by Region (2026-2031) & (US$ Million)
 Table 40. Latin America Personal Financial Services Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
 Table 41. Latin America Personal Financial Services Market Size by Country (2020-2025) & (US$ Million)
 Table 42. Latin America Personal Financial Services Market Size by Country (2026-2031) & (US$ Million)
 Table 43. Middle East & Africa Personal Financial Services Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
 Table 44. Middle East & Africa Personal Financial Services Market Size by Country (2020-2025) & (US$ Million)
 Table 45. Middle East & Africa Personal Financial Services Market Size by Country (2026-2031) & (US$ Million)
 Table 46. Mint Company Details
 Table 47. Mint Business Overview
 Table 48. Mint Personal Financial Services Product
 Table 49. Mint Revenue in Personal Financial Services Business (2020-2025) & (US$ Million)
 Table 50. Mint Recent Development
 Table 51. OfficeTime Company Details
 Table 52. OfficeTime Business Overview
 Table 53. OfficeTime Personal Financial Services Product
 Table 54. OfficeTime Revenue in Personal Financial Services Business (2020-2025) & (US$ Million)
 Table 55. OfficeTime Recent Development
 Table 56. LearnVest Company Details
 Table 57. LearnVest Business Overview
 Table 58. LearnVest Personal Financial Services Product
 Table 59. LearnVest Revenue in Personal Financial Services Business (2020-2025) & (US$ Million)
 Table 60. LearnVest Recent Development
 Table 61. Quicken Company Details
 Table 62. Quicken Business Overview
 Table 63. Quicken Personal Financial Services Product
 Table 64. Quicken Revenue in Personal Financial Services Business (2020-2025) & (US$ Million)
 Table 65. Quicken Recent Development
 Table 66. YNAB Company Details
 Table 67. YNAB Business Overview
 Table 68. YNAB Personal Financial Services Product
 Table 69. YNAB Revenue in Personal Financial Services Business (2020-2025) & (US$ Million)
 Table 70. YNAB Recent Development
 Table 71. WalletHub Company Details
 Table 72. WalletHub Business Overview
 Table 73. WalletHub Personal Financial Services Product
 Table 74. WalletHub Revenue in Personal Financial Services Business (2020-2025) & (US$ Million)
 Table 75. WalletHub Recent Development
 Table 76. Research Programs/Design for This Report
 Table 77. Key Data Information from Secondary Sources
 Table 78. Key Data Information from Primary Sources
 Table 79. Authors List of This Report


List of Figures
 Figure 1. Personal Financial Services Picture
 Figure 2. Global Personal Financial Services Market Size Comparison by Type (2020-2031) & (US$ Million)
 Figure 3. Global Personal Financial Services Market Share by Type: 2024 VS 2031
 Figure 4. Cloud-Based Features
 Figure 5. On-Premise Features
 Figure 6. Global Personal Financial Services Market Size by Application (2020-2031) & (US$ Million)
 Figure 7. Global Personal Financial Services Market Share by Application: 2024 VS 2031
 Figure 8. Spending Analysis Case Studies
 Figure 9. Expense Tracking Case Studies
 Figure 10. Money Management Case Studies
 Figure 11. Budgeting Case Studies
 Figure 12. Other Case Studies
 Figure 13. Personal Financial Services Report Years Considered
 Figure 14. Global Personal Financial Services Market Size (US$ Million), Year-over-Year: 2020-2031
 Figure 15. Global Personal Financial Services Market Size, (US$ Million), 2020 VS 2024 VS 2031
 Figure 16. Global Personal Financial Services Market Share by Region: 2024 VS 2031
 Figure 17. Global Personal Financial Services Market Share by Players in 2024
 Figure 18. Global Top Personal Financial Services Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Personal Financial Services as of 2024)
 Figure 19. The Top 10 and 5 Players Market Share by Personal Financial Services Revenue in 2024
 Figure 20. North America Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 21. North America Personal Financial Services Market Share by Country (2020-2031)
 Figure 22. United States Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 23. Canada Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 24. Europe Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 25. Europe Personal Financial Services Market Share by Country (2020-2031)
 Figure 26. Germany Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 27. France Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 28. U.K. Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 29. Italy Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 30. Russia Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 31. Nordic Countries Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 32. Asia-Pacific Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 33. Asia-Pacific Personal Financial Services Market Share by Region (2020-2031)
 Figure 34. China Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 35. Japan Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 36. South Korea Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 37. Southeast Asia Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 38. India Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 39. Australia Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 40. Latin America Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 41. Latin America Personal Financial Services Market Share by Country (2020-2031)
 Figure 42. Mexico Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 43. Brazil Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 44. Middle East & Africa Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 45. Middle East & Africa Personal Financial Services Market Share by Country (2020-2031)
 Figure 46. Turkey Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 47. Saudi Arabia Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 48. UAE Personal Financial Services Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 49. Mint Revenue Growth Rate in Personal Financial Services Business (2020-2025)
 Figure 50. OfficeTime Revenue Growth Rate in Personal Financial Services Business (2020-2025)
 Figure 51. LearnVest Revenue Growth Rate in Personal Financial Services Business (2020-2025)
 Figure 52. Quicken Revenue Growth Rate in Personal Financial Services Business (2020-2025)
 Figure 53. YNAB Revenue Growth Rate in Personal Financial Services Business (2020-2025)
 Figure 54. WalletHub Revenue Growth Rate in Personal Financial Services Business (2020-2025)
 Figure 55. Bottom-up and Top-down Approaches for This Report
 Figure 56. Data Triangulation
 Figure 57. Key Executives Interviewed
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