List of Tables
Table 1. Global Investment Robo-Advisor Market Size Growth Rate by Type (US$ Million): 2020 VS 2024 VS 2031
Table 2. Key Players of Robo-Advisor
Table 3. Key Players of Online Brokerage Platforms
Table 4. Key Players of Financial Planning and Education Platforms
Table 5. Global Investment Robo-Advisor Market Size Growth by Application (US$ Million): 2020 VS 2024 VS 2031
Table 6. Global Investment Robo-Advisor Market Size by Region (US$ Million): 2020 VS 2024 VS 2031
Table 7. Global Investment Robo-Advisor Market Size by Region (2020-2025) & (US$ Million)
Table 8. Global Investment Robo-Advisor Market Share by Region (2020-2025)
Table 9. Global Investment Robo-Advisor Forecasted Market Size by Region (2026-2031) & (US$ Million)
Table 10. Global Investment Robo-Advisor Market Share by Region (2026-2031)
Table 11. Investment Robo-Advisor Market Trends
Table 12. Investment Robo-Advisor Market Drivers
Table 13. Investment Robo-Advisor Market Challenges
Table 14. Investment Robo-Advisor Market Restraints
Table 15. Global Investment Robo-Advisor Revenue by Players (2020-2025) & (US$ Million)
Table 16. Global Investment Robo-Advisor Market Share by Players (2020-2025)
Table 17. Global Top Investment Robo-Advisor Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Investment Robo-Advisor as of 2024)
Table 18. Ranking of Global Top Investment Robo-Advisor Companies by Revenue (US$ Million) in 2024
Table 19. Global 5 Largest Players Market Share by Investment Robo-Advisor Revenue (CR5 and HHI) & (2020-2025)
Table 20. Global Key Players of Investment Robo-Advisor, Headquarters and Area Served
Table 21. Global Key Players of Investment Robo-Advisor, Product and Application
Table 22. Global Key Players of Investment Robo-Advisor, Date of Enter into This Industry
Table 23. Mergers & Acquisitions, Expansion Plans
Table 24. Global Investment Robo-Advisor Market Size by Type (2020-2025) & (US$ Million)
Table 25. Global Investment Robo-Advisor Revenue Market Share by Type (2020-2025)
Table 26. Global Investment Robo-Advisor Forecasted Market Size by Type (2026-2031) & (US$ Million)
Table 27. Global Investment Robo-Advisor Revenue Market Share by Type (2026-2031)
Table 28. Global Investment Robo-Advisor Market Size by Application (2020-2025) & (US$ Million)
Table 29. Global Investment Robo-Advisor Revenue Market Share by Application (2020-2025)
Table 30. Global Investment Robo-Advisor Forecasted Market Size by Application (2026-2031) & (US$ Million)
Table 31. Global Investment Robo-Advisor Revenue Market Share by Application (2026-2031)
Table 32. North America Investment Robo-Advisor Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
Table 33. North America Investment Robo-Advisor Market Size by Country (2020-2025) & (US$ Million)
Table 34. North America Investment Robo-Advisor Market Size by Country (2026-2031) & (US$ Million)
Table 35. Europe Investment Robo-Advisor Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
Table 36. Europe Investment Robo-Advisor Market Size by Country (2020-2025) & (US$ Million)
Table 37. Europe Investment Robo-Advisor Market Size by Country (2026-2031) & (US$ Million)
Table 38. Asia-Pacific Investment Robo-Advisor Market Size Growth Rate by Region (US$ Million): 2020 VS 2024 VS 2031
Table 39. Asia-Pacific Investment Robo-Advisor Market Size by Region (2020-2025) & (US$ Million)
Table 40. Asia-Pacific Investment Robo-Advisor Market Size by Region (2026-2031) & (US$ Million)
Table 41. Latin America Investment Robo-Advisor Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
Table 42. Latin America Investment Robo-Advisor Market Size by Country (2020-2025) & (US$ Million)
Table 43. Latin America Investment Robo-Advisor Market Size by Country (2026-2031) & (US$ Million)
Table 44. Middle East & Africa Investment Robo-Advisor Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
Table 45. Middle East & Africa Investment Robo-Advisor Market Size by Country (2020-2025) & (US$ Million)
Table 46. Middle East & Africa Investment Robo-Advisor Market Size by Country (2026-2031) & (US$ Million)
Table 47. Vanguard Company Details
Table 48. Vanguard Business Overview
Table 49. Vanguard Investment Robo-Advisor Product
Table 50. Vanguard Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 51. Vanguard Recent Development
Table 52. Fidelity Investments Company Details
Table 53. Fidelity Investments Business Overview
Table 54. Fidelity Investments Investment Robo-Advisor Product
Table 55. Fidelity Investments Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 56. Fidelity Investments Recent Development
Table 57. Charles Schwab Company Details
Table 58. Charles Schwab Business Overview
Table 59. Charles Schwab Investment Robo-Advisor Product
Table 60. Charles Schwab Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 61. Charles Schwab Recent Development
Table 62. Morgan Stanley Company Details
Table 63. Morgan Stanley Business Overview
Table 64. Morgan Stanley Investment Robo-Advisor Product
Table 65. Morgan Stanley Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 66. Morgan Stanley Recent Development
Table 67. Betterment Company Details
Table 68. Betterment Business Overview
Table 69. Betterment Investment Robo-Advisor Product
Table 70. Betterment Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 71. Betterment Recent Development
Table 72. Wealthfront Company Details
Table 73. Wealthfront Business Overview
Table 74. Wealthfront Investment Robo-Advisor Product
Table 75. Wealthfront Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 76. Wealthfront Recent Development
Table 77. Interactive Brokers Company Details
Table 78. Interactive Brokers Business Overview
Table 79. Interactive Brokers Investment Robo-Advisor Product
Table 80. Interactive Brokers Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 81. Interactive Brokers Recent Development
Table 82. Ally Invest Company Details
Table 83. Ally Invest Business Overview
Table 84. Ally Invest Investment Robo-Advisor Product
Table 85. Ally Invest Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 86. Ally Invest Recent Development
Table 87. Merrill Edge (Bank of America) Company Details
Table 88. Merrill Edge (Bank of America) Business Overview
Table 89. Merrill Edge (Bank of America) Investment Robo-Advisor Product
Table 90. Merrill Edge (Bank of America) Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 91. Merrill Edge (Bank of America) Recent Development
Table 92. SoFi Invest (Social Finance) Company Details
Table 93. SoFi Invest (Social Finance) Business Overview
Table 94. SoFi Invest (Social Finance) Investment Robo-Advisor Product
Table 95. SoFi Invest (Social Finance) Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 96. SoFi Invest (Social Finance) Recent Development
Table 97. T. Rowe Price Company Details
Table 98. T. Rowe Price Business Overview
Table 99. T. Rowe Price Investment Robo-Advisor Product
Table 100. T. Rowe Price Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 101. T. Rowe Price Recent Development
Table 102. Stash Financial Company Details
Table 103. Stash Financial Business Overview
Table 104. Stash Financial Investment Robo-Advisor Product
Table 105. Stash Financial Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 106. Stash Financial Recent Development
Table 107. SigFig Company Details
Table 108. SigFig Business Overview
Table 109. SigFig Investment Robo-Advisor Product
Table 110. SigFig Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 111. SigFig Recent Development
Table 112. Empower Company Details
Table 113. Empower Business Overview
Table 114. Empower Investment Robo-Advisor Product
Table 115. Empower Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 116. Empower Recent Development
Table 117. TradeStation Company Details
Table 118. TradeStation Business Overview
Table 119. TradeStation Investment Robo-Advisor Product
Table 120. TradeStation Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 121. TradeStation Recent Development
Table 122. M1 Finance Company Details
Table 123. M1 Finance Business Overview
Table 124. M1 Finance Investment Robo-Advisor Product
Table 125. M1 Finance Revenue in Investment Robo-Advisor Business (2020-2025) & (US$ Million)
Table 126. M1 Finance Recent Development
Table 127. Research Programs/Design for This Report
Table 128. Key Data Information from Secondary Sources
Table 129. Key Data Information from Primary Sources
Table 130. Authors List of This Report
List of Figures
Figure 1. Investment Robo-Advisor Picture
Figure 2. Global Investment Robo-Advisor Market Size Comparison by Type (2020-2031) & (US$ Million)
Figure 3. Global Investment Robo-Advisor Market Share by Type: 2024 VS 2031
Figure 4. Robo-Advisor Features
Figure 5. Online Brokerage Platforms Features
Figure 6. Financial Planning and Education Platforms Features
Figure 7. Global Investment Robo-Advisor Market Size by Application (2020-2031) & (US$ Million)
Figure 8. Global Investment Robo-Advisor Market Share by Application: 2024 VS 2031
Figure 9. Enterprise Case Studies
Figure 10. Individual Case Studies
Figure 11. Investment Robo-Advisor Report Years Considered
Figure 12. Global Investment Robo-Advisor Market Size (US$ Million), Year-over-Year: 2020-2031
Figure 13. Global Investment Robo-Advisor Market Size, (US$ Million), 2020 VS 2024 VS 2031
Figure 14. Global Investment Robo-Advisor Market Share by Region: 2024 VS 2031
Figure 15. Global Investment Robo-Advisor Market Share by Players in 2024
Figure 16. Global Top Investment Robo-Advisor Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Investment Robo-Advisor as of 2024)
Figure 17. The Top 10 and 5 Players Market Share by Investment Robo-Advisor Revenue in 2024
Figure 18. North America Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 19. North America Investment Robo-Advisor Market Share by Country (2020-2031)
Figure 20. United States Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 21. Canada Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 22. Europe Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 23. Europe Investment Robo-Advisor Market Share by Country (2020-2031)
Figure 24. Germany Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 25. France Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 26. U.K. Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 27. Italy Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 28. Russia Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 29. Nordic Countries Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 30. Asia-Pacific Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 31. Asia-Pacific Investment Robo-Advisor Market Share by Region (2020-2031)
Figure 32. China Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 33. Japan Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 34. South Korea Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 35. Southeast Asia Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 36. India Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 37. Australia Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 38. Latin America Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 39. Latin America Investment Robo-Advisor Market Share by Country (2020-2031)
Figure 40. Mexico Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 41. Brazil Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 42. Middle East & Africa Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 43. Middle East & Africa Investment Robo-Advisor Market Share by Country (2020-2031)
Figure 44. Turkey Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 45. Saudi Arabia Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 46. UAE Investment Robo-Advisor Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 47. Vanguard Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 48. Fidelity Investments Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 49. Charles Schwab Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 50. Morgan Stanley Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 51. Betterment Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 52. Wealthfront Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 53. Interactive Brokers Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 54. Ally Invest Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 55. Merrill Edge (Bank of America) Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 56. SoFi Invest (Social Finance) Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 57. T. Rowe Price Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 58. Stash Financial Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 59. SigFig Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 60. Empower Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 61. TradeStation Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 62. M1 Finance Revenue Growth Rate in Investment Robo-Advisor Business (2020-2025)
Figure 63. Bottom-up and Top-down Approaches for This Report
Figure 64. Data Triangulation
Figure 65. Key Executives Interviewed