Global Wealth Management Solution Market Research Report 2024

Wealth Management Solution Market

Wealth Management Solution, also called Investment (portfolio) management software, is a type of tools to paper-free investment management activities.

The global Wealth Management Solution market was valued at US$ million in 2023 and is anticipated to reach US$ million by 2030, witnessing a CAGR of % during the forecast period 2024-2030.

North American market for Wealth Management Solution is estimated to increase from $ million in 2023 to reach $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.

Asia-Pacific market for Wealth Management Solution is estimated to increase from $ million in 2023 to reach $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.

The global market for Wealth Management Solution in Large Enterprises is estimated to increase from $ million in 2023 to $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.

The major global companies of Wealth Management Solution include BlackRock, Charles River, SS&C Technologies, Iress, Murex, SimCorp, Allvue Systems, Dynamo Software and Quicken, etc. In 2023, 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 Wealth Management Solution, 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 Wealth Management Solution.

Report Scope

The Wealth Management Solution market size, estimations, and forecasts are provided in terms of revenue ($ millions), considering 2023 as the base year, with history and forecast data for the period from 2019 to 2030. This report segments the global Wealth Management Solution 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 Wealth Management Solution companies, new entrants, and industry chain related companies in this market with information on the revenues, sales volume, and average price for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.

Market Segmentation

BlackRock

Charles River

SS&C Technologies

Iress

Murex

SimCorp

Allvue Systems

Dynamo Software

Quicken

Avantech Software

Finastra

Backstop

AlternativeSoft

Croesus

FINARTIS Group

Elysys

FA Solutions

Archer

Addepar

APEXSOFT

Bravura Solutions

Comarch

Avaloq

QPLIX

AdvisorEngine

Cloud-based

On-premises

Large Enterprises

SMEs

Personal Use

North America

United States

Canada

Europe

Germany

France

UK

Italy

Russia

Nordic Countries

Rest of Europe

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

Scope of Wealth Management Solution Market Report

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 Wealth Management Solution companies’ 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.

1.1 Study Scope

1.2 Market Analysis by Type

1.2.1 Global Wealth Management Solution Market Size Growth Rate by Type: 2019 VS 2023 VS 2030

1.2.2 Cloud-based

1.2.3 On-premises

1.3 Market by Application

1.3.1 Global Wealth Management Solution Market Growth by Application: 2019 VS 2023 VS 2030

1.3.2 Large Enterprises

1.3.3 SMEs

1.3.4 Personal Use

1.4 Study Objectives

1.5 Years Considered

1.6 Years Considered

2.1 Global Wealth Management Solution Market Perspective (2019-2030)

2.2 Wealth Management Solution Growth Trends by Region

2.2.1 Global Wealth Management Solution Market Size by Region: 2019 VS 2023 VS 2030

2.2.2 Wealth Management Solution Historic Market Size by Region (2019-2024)

2.2.3 Wealth Management Solution Forecasted Market Size by Region (2025-2030)

2.3 Wealth Management Solution Market Dynamics

2.3.1 Wealth Management Solution Industry Trends

2.3.2 Wealth Management Solution Market Drivers

2.3.3 Wealth Management Solution Market Challenges

2.3.4 Wealth Management Solution Market Restraints

3.1 Global Top Wealth Management Solution Players by Revenue

3.1.1 Global Top Wealth Management Solution Players by Revenue (2019-2024)

3.1.2 Global Wealth Management Solution Revenue Market Share by Players (2019-2024)

3.2 Global Wealth Management Solution Market Share by Company Type (Tier 1, Tier 2, and Tier 3)

3.3 Players Covered: Ranking by Wealth Management Solution Revenue

3.4 Global Wealth Management Solution Market Concentration Ratio

3.4.1 Global Wealth Management Solution Market Concentration Ratio (CR5 and HHI)

3.4.2 Global Top 10 and Top 5 Companies by Wealth Management Solution Revenue in 2023

3.5 Wealth Management Solution Key Players Head office and Area Served

3.6 Key Players Wealth Management Solution Product Solution and Service

3.7 Date of Enter into Wealth Management Solution Market

3.8 Mergers & Acquisitions, Expansion Plans

4.1 Global Wealth Management Solution Historic Market Size by Type (2019-2024)

4.2 Global Wealth Management Solution Forecasted Market Size by Type (2025-2030)

5.1 Global Wealth Management Solution Historic Market Size by Application (2019-2024)

5.2 Global Wealth Management Solution Forecasted Market Size by Application (2025-2030)

6.1 North America Wealth Management Solution Market Size (2019-2030)

6.2 North America Wealth Management Solution Market Growth Rate by Country: 2019 VS 2023 VS 2030

6.3 North America Wealth Management Solution Market Size by Country (2019-2024)

6.4 North America Wealth Management Solution Market Size by Country (2025-2030)

6.5 United States

6.6 Canada

7.1 Europe Wealth Management Solution Market Size (2019-2030)

7.2 Europe Wealth Management Solution Market Growth Rate by Country: 2019 VS 2023 VS 2030

7.3 Europe Wealth Management Solution Market Size by Country (2019-2024)

7.4 Europe Wealth Management Solution Market Size by Country (2025-2030)

7.5 Germany

7.6 France

7.7 U.K.

7.8 Italy

7.9 Russia

7.10 Nordic Countries

8.1 Asia-Pacific Wealth Management Solution Market Size (2019-2030)

8.2 Asia-Pacific Wealth Management Solution Market Growth Rate by Region: 2019 VS 2023 VS 2030

8.3 Asia-Pacific Wealth Management Solution Market Size by Region (2019-2024)

8.4 Asia-Pacific Wealth Management Solution Market Size by Region (2025-2030)

8.5 China

8.6 Japan

8.7 South Korea

8.8 Southeast Asia

8.9 India

8.10 Australia

9.1 Latin America Wealth Management Solution Market Size (2019-2030)

9.2 Latin America Wealth Management Solution Market Growth Rate by Country: 2019 VS 2023 VS 2030

9.3 Latin America Wealth Management Solution Market Size by Country (2019-2024)

9.4 Latin America Wealth Management Solution Market Size by Country (2025-2030)

9.5 Mexico

9.6 Brazil

10.1 Middle East & Africa Wealth Management Solution Market Size (2019-2030)

10.2 Middle East & Africa Wealth Management Solution Market Growth Rate by Country: 2019 VS 2023 VS 2030

10.3 Middle East & Africa Wealth Management Solution Market Size by Country (2019-2024)

10.4 Middle East & Africa Wealth Management Solution Market Size by Country (2025-2030)

10.5 Turkey

10.6 Saudi Arabia

10.7 UAE

11.1 BlackRock

11.1.1 BlackRock Company Detail

11.1.2 BlackRock Business Overview

11.1.3 BlackRock Wealth Management Solution Introduction

11.1.4 BlackRock Revenue in Wealth Management Solution Business (2019-2024)

11.1.5 BlackRock Recent Development

11.2 Charles River

11.2.1 Charles River Company Detail

11.2.2 Charles River Business Overview

11.2.3 Charles River Wealth Management Solution Introduction

11.2.4 Charles River Revenue in Wealth Management Solution Business (2019-2024)

11.2.5 Charles River Recent Development

11.3 SS&C Technologies

11.3.1 SS&C Technologies Company Detail

11.3.2 SS&C Technologies Business Overview

11.3.3 SS&C Technologies Wealth Management Solution Introduction

11.3.4 SS&C Technologies Revenue in Wealth Management Solution Business (2019-2024)

11.3.5 SS&C Technologies Recent Development

11.4 Iress

11.4.1 Iress Company Detail

11.4.2 Iress Business Overview

11.4.3 Iress Wealth Management Solution Introduction

11.4.4 Iress Revenue in Wealth Management Solution Business (2019-2024)

11.4.5 Iress Recent Development

11.5 Murex

11.5.1 Murex Company Detail

11.5.2 Murex Business Overview

11.5.3 Murex Wealth Management Solution Introduction

11.5.4 Murex Revenue in Wealth Management Solution Business (2019-2024)

11.5.5 Murex Recent Development

11.6 SimCorp

11.6.1 SimCorp Company Detail

11.6.2 SimCorp Business Overview

11.6.3 SimCorp Wealth Management Solution Introduction

11.6.4 SimCorp Revenue in Wealth Management Solution Business (2019-2024)

11.6.5 SimCorp Recent Development

11.7 Allvue Systems

11.7.1 Allvue Systems Company Detail

11.7.2 Allvue Systems Business Overview

11.7.3 Allvue Systems Wealth Management Solution Introduction

11.7.4 Allvue Systems Revenue in Wealth Management Solution Business (2019-2024)

11.7.5 Allvue Systems Recent Development

11.8 Dynamo Software

11.8.1 Dynamo Software Company Detail

11.8.2 Dynamo Software Business Overview

11.8.3 Dynamo Software Wealth Management Solution Introduction

11.8.4 Dynamo Software Revenue in Wealth Management Solution Business (2019-2024)

11.8.5 Dynamo Software Recent Development

11.9 Quicken

11.9.1 Quicken Company Detail

11.9.2 Quicken Business Overview

11.9.3 Quicken Wealth Management Solution Introduction

11.9.4 Quicken Revenue in Wealth Management Solution Business (2019-2024)

11.9.5 Quicken Recent Development

11.10 Avantech Software

11.10.1 Avantech Software Company Detail

11.10.2 Avantech Software Business Overview

11.10.3 Avantech Software Wealth Management Solution Introduction

11.10.4 Avantech Software Revenue in Wealth Management Solution Business (2019-2024)

11.10.5 Avantech Software Recent Development

11.11 Finastra

11.11.1 Finastra Company Detail

11.11.2 Finastra Business Overview

11.11.3 Finastra Wealth Management Solution Introduction

11.11.4 Finastra Revenue in Wealth Management Solution Business (2019-2024)

11.11.5 Finastra Recent Development

11.12 Backstop

11.12.1 Backstop Company Detail

11.12.2 Backstop Business Overview

11.12.3 Backstop Wealth Management Solution Introduction

11.12.4 Backstop Revenue in Wealth Management Solution Business (2019-2024)

11.12.5 Backstop Recent Development

11.13 AlternativeSoft

11.13.1 AlternativeSoft Company Detail

11.13.2 AlternativeSoft Business Overview

11.13.3 AlternativeSoft Wealth Management Solution Introduction

11.13.4 AlternativeSoft Revenue in Wealth Management Solution Business (2019-2024)

11.13.5 AlternativeSoft Recent Development

11.14 Croesus

11.14.1 Croesus Company Detail

11.14.2 Croesus Business Overview

11.14.3 Croesus Wealth Management Solution Introduction

11.14.4 Croesus Revenue in Wealth Management Solution Business (2019-2024)

11.14.5 Croesus Recent Development

11.15 FINARTIS Group

11.15.1 FINARTIS Group Company Detail

11.15.2 FINARTIS Group Business Overview

11.15.3 FINARTIS Group Wealth Management Solution Introduction

11.15.4 FINARTIS Group Revenue in Wealth Management Solution Business (2019-2024)

11.15.5 FINARTIS Group Recent Development

11.16 Elysys

11.16.1 Elysys Company Detail

11.16.2 Elysys Business Overview

11.16.3 Elysys Wealth Management Solution Introduction

11.16.4 Elysys Revenue in Wealth Management Solution Business (2019-2024)

11.16.5 Elysys Recent Development

11.17 FA Solutions

11.17.1 FA Solutions Company Detail

11.17.2 FA Solutions Business Overview

11.17.3 FA Solutions Wealth Management Solution Introduction

11.17.4 FA Solutions Revenue in Wealth Management Solution Business (2019-2024)

11.17.5 FA Solutions Recent Development

11.18 Archer

11.18.1 Archer Company Detail

11.18.2 Archer Business Overview

11.18.3 Archer Wealth Management Solution Introduction

11.18.4 Archer Revenue in Wealth Management Solution Business (2019-2024)

11.18.5 Archer Recent Development

11.19 Addepar

11.19.1 Addepar Company Detail

11.19.2 Addepar Business Overview

11.19.3 Addepar Wealth Management Solution Introduction

11.19.4 Addepar Revenue in Wealth Management Solution Business (2019-2024)

11.19.5 Addepar Recent Development

11.20 APEXSOFT

11.20.1 APEXSOFT Company Detail

11.20.2 APEXSOFT Business Overview

11.20.3 APEXSOFT Wealth Management Solution Introduction

11.20.4 APEXSOFT Revenue in Wealth Management Solution Business (2019-2024)

11.20.5 APEXSOFT Recent Development

11.21 Bravura Solutions

11.21.1 Bravura Solutions Company Detail

11.21.2 Bravura Solutions Business Overview

11.21.3 Bravura Solutions Wealth Management Solution Introduction

11.21.4 Bravura Solutions Revenue in Wealth Management Solution Business (2019-2024)

11.21.5 Bravura Solutions Recent Development

11.22 Comarch

11.22.1 Comarch Company Detail

11.22.2 Comarch Business Overview

11.22.3 Comarch Wealth Management Solution Introduction

11.22.4 Comarch Revenue in Wealth Management Solution Business (2019-2024)

11.22.5 Comarch Recent Development

11.23 Avaloq

11.23.1 Avaloq Company Detail

11.23.2 Avaloq Business Overview

11.23.3 Avaloq Wealth Management Solution Introduction

11.23.4 Avaloq Revenue in Wealth Management Solution Business (2019-2024)

11.23.5 Avaloq Recent Development

11.24 QPLIX

11.24.1 QPLIX Company Detail

11.24.2 QPLIX Business Overview

11.24.3 QPLIX Wealth Management Solution Introduction

11.24.4 QPLIX Revenue in Wealth Management Solution Business (2019-2024)

11.24.5 QPLIX Recent Development

11.25 AdvisorEngine

11.25.1 AdvisorEngine Company Detail

11.25.2 AdvisorEngine Business Overview

11.25.3 AdvisorEngine Wealth Management Solution Introduction

11.25.4 AdvisorEngine Revenue in Wealth Management Solution Business (2019-2024)

11.25.5 AdvisorEngine Recent Development

13.1 Research Methodology

13.1.1 Methodology/Research Approach

13.1.2 Data Source

13.2 Disclaimer

13.3 Author Details

List of Tables

    Table 1. Global Wealth Management Solution 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 Wealth Management Solution Market Size Growth by Application (US$ Million): 2019 VS 2023 VS 2030

    Table 5. Global Wealth Management Solution Market Size by Region (US$ Million): 2019 VS 2023 VS 2030

    Table 6. Global Wealth Management Solution Market Size by Region (2019-2024) & (US$ Million)

    Table 7. Global Wealth Management Solution Market Share by Region (2019-2024)

    Table 8. Global Wealth Management Solution Forecasted Market Size by Region (2025-2030) & (US$ Million)

    Table 9. Global Wealth Management Solution Market Share by Region (2025-2030)

    Table 10. Wealth Management Solution Market Trends

    Table 11. Wealth Management Solution Market Drivers

    Table 12. Wealth Management Solution Market Challenges

    Table 13. Wealth Management Solution Market Restraints

    Table 14. Global Wealth Management Solution Revenue by Players (2019-2024) & (US$ Million)

    Table 15. Global Wealth Management Solution Market Share by Players (2019-2024)

    Table 16. Global Top Wealth Management Solution Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Wealth Management Solution as of 2023)

    Table 17. Ranking of Global Top Wealth Management Solution Companies by Revenue (US$ Million) in 2023

    Table 18. Global 5 Largest Players Market Share by Wealth Management Solution Revenue (CR5 and HHI) & (2019-2024)

    Table 19. Key Players Headquarters and Area Served

    Table 20. Key Players Wealth Management Solution Product Solution and Service

    Table 21. Date of Enter into Wealth Management Solution Market

    Table 22. Mergers & Acquisitions, Expansion Plans

    Table 23. Global Wealth Management Solution Market Size by Type (2019-2024) & (US$ Million)

    Table 24. Global Wealth Management Solution Revenue Market Share by Type (2019-2024)

    Table 25. Global Wealth Management Solution Forecasted Market Size by Type (2025-2030) & (US$ Million)

    Table 26. Global Wealth Management Solution Revenue Market Share by Type (2025-2030)

    Table 27. Global Wealth Management Solution Market Size by Application (2019-2024) & (US$ Million)

    Table 28. Global Wealth Management Solution Revenue Market Share by Application (2019-2024)

    Table 29. Global Wealth Management Solution Forecasted Market Size by Application (2025-2030) & (US$ Million)

    Table 30. Global Wealth Management Solution Revenue Market Share by Application (2025-2030)

    Table 31. North America Wealth Management Solution Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030

    Table 32. North America Wealth Management Solution Market Size by Country (2019-2024) & (US$ Million)

    Table 33. North America Wealth Management Solution Market Size by Country (2025-2030) & (US$ Million)

    Table 34. Europe Wealth Management Solution Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030

    Table 35. Europe Wealth Management Solution Market Size by Country (2019-2024) & (US$ Million)

    Table 36. Europe Wealth Management Solution Market Size by Country (2025-2030) & (US$ Million)

    Table 37. Asia-Pacific Wealth Management Solution Market Size Growth Rate by Region (US$ Million): 2019 VS 2023 VS 2030

    Table 38. Asia-Pacific Wealth Management Solution Market Size by Region (2019-2024) & (US$ Million)

    Table 39. Asia-Pacific Wealth Management Solution Market Size by Region (2025-2030) & (US$ Million)

    Table 40. Latin America Wealth Management Solution Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030

    Table 41. Latin America Wealth Management Solution Market Size by Country (2019-2024) & (US$ Million)

    Table 42. Latin America Wealth Management Solution Market Size by Country (2025-2030) & (US$ Million)

    Table 43. Middle East & Africa Wealth Management Solution Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030

    Table 44. Middle East & Africa Wealth Management Solution Market Size by Country (2019-2024) & (US$ Million)

    Table 45. Middle East & Africa Wealth Management Solution Market Size by Country (2025-2030) & (US$ Million)

    Table 46. BlackRock Company Detail

    Table 47. BlackRock Business Overview

    Table 48. BlackRock Wealth Management Solution Product

    Table 49. BlackRock Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 50. BlackRock Recent Development

    Table 51. Charles River Company Detail

    Table 52. Charles River Business Overview

    Table 53. Charles River Wealth Management Solution Product

    Table 54. Charles River Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 55. Charles River Recent Development

    Table 56. SS&C Technologies Company Detail

    Table 57. SS&C Technologies Business Overview

    Table 58. SS&C Technologies Wealth Management Solution Product

    Table 59. SS&C Technologies Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 60. SS&C Technologies Recent Development

    Table 61. Iress Company Detail

    Table 62. Iress Business Overview

    Table 63. Iress Wealth Management Solution Product

    Table 64. Iress Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 65. Iress Recent Development

    Table 66. Murex Company Detail

    Table 67. Murex Business Overview

    Table 68. Murex Wealth Management Solution Product

    Table 69. Murex Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 70. Murex Recent Development

    Table 71. SimCorp Company Detail

    Table 72. SimCorp Business Overview

    Table 73. SimCorp Wealth Management Solution Product

    Table 74. SimCorp Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 75. SimCorp Recent Development

    Table 76. Allvue Systems Company Detail

    Table 77. Allvue Systems Business Overview

    Table 78. Allvue Systems Wealth Management Solution Product

    Table 79. Allvue Systems Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 80. Allvue Systems Recent Development

    Table 81. Dynamo Software Company Detail

    Table 82. Dynamo Software Business Overview

    Table 83. Dynamo Software Wealth Management Solution Product

    Table 84. Dynamo Software Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 85. Dynamo Software Recent Development

    Table 86. Quicken Company Detail

    Table 87. Quicken Business Overview

    Table 88. Quicken Wealth Management Solution Product

    Table 89. Quicken Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 90. Quicken Recent Development

    Table 91. Avantech Software Company Detail

    Table 92. Avantech Software Business Overview

    Table 93. Avantech Software Wealth Management Solution Product

    Table 94. Avantech Software Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 95. Avantech Software Recent Development

    Table 96. Finastra Company Detail

    Table 97. Finastra Business Overview

    Table 98. Finastra Wealth Management Solution Product

    Table 99. Finastra Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 100. Finastra Recent Development

    Table 101. Backstop Company Detail

    Table 102. Backstop Business Overview

    Table 103. Backstop Wealth Management Solution Product

    Table 104. Backstop Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 105. Backstop Recent Development

    Table 106. AlternativeSoft Company Detail

    Table 107. AlternativeSoft Business Overview

    Table 108. AlternativeSoft Wealth Management Solution Product

    Table 109. AlternativeSoft Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 110. AlternativeSoft Recent Development

    Table 111. Croesus Company Detail

    Table 112. Croesus Business Overview

    Table 113. Croesus Wealth Management Solution Product

    Table 114. Croesus Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 115. Croesus Recent Development

    Table 116. FINARTIS Group Company Detail

    Table 117. FINARTIS Group Business Overview

    Table 118. FINARTIS Group Wealth Management Solution Product

    Table 119. FINARTIS Group Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 120. FINARTIS Group Recent Development

    Table 121. Elysys Company Detail

    Table 122. Elysys Business Overview

    Table 123. Elysys Wealth Management Solution Product

    Table 124. Elysys Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 125. Elysys Recent Development

    Table 126. FA Solutions Company Detail

    Table 127. FA Solutions Business Overview

    Table 128. FA Solutions Wealth Management Solution Product

    Table 129. FA Solutions Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 130. FA Solutions Recent Development

    Table 131. Archer Company Detail

    Table 132. Archer Business Overview

    Table 133. Archer Wealth Management Solution Product

    Table 134. Archer Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 135. Archer Recent Development

    Table 136. Addepar Company Detail

    Table 137. Addepar Business Overview

    Table 138. Addepar Wealth Management Solution Product

    Table 139. Addepar Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 140. Addepar Recent Development

    Table 141. APEXSOFT Company Detail

    Table 142. APEXSOFT Business Overview

    Table 143. APEXSOFT Wealth Management Solution Product

    Table 144. APEXSOFT Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 145. APEXSOFT Recent Development

    Table 146. Bravura Solutions Company Detail

    Table 147. Bravura Solutions Business Overview

    Table 148. Bravura Solutions Wealth Management Solution Product

    Table 149. Bravura Solutions Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 150. Bravura Solutions Recent Development

    Table 151. Comarch Company Detail

    Table 152. Comarch Business Overview

    Table 153. Comarch Wealth Management Solution Product

    Table 154. Comarch Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 155. Comarch Recent Development

    Table 156. Avaloq Company Detail

    Table 157. Avaloq Business Overview

    Table 158. Avaloq Wealth Management Solution Product

    Table 159. Avaloq Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 160. Avaloq Recent Development

    Table 161. QPLIX Company Detail

    Table 162. QPLIX Business Overview

    Table 163. QPLIX Wealth Management Solution Product

    Table 164. QPLIX Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 165. QPLIX Recent Development

    Table 166. AdvisorEngine Company Detail

    Table 167. AdvisorEngine Business Overview

    Table 168. AdvisorEngine Wealth Management Solution Product

    Table 169. AdvisorEngine Revenue in Wealth Management Solution Business (2019-2024) & (US$ Million)

    Table 170. AdvisorEngine Recent Development

    Table 171. Research Programs/Design for This Report

    Table 172. Key Data Information from Secondary Sources

    Table 173. Key Data Information from Primary Sources

List of Figures

    Figure 1. Global Wealth Management Solution Market Size Comparison by Type (2024-2030) & (US$ Million)

    Figure 2. Global Wealth Management Solution Market Share by Type: 2023 VS 2030

    Figure 3. Cloud-based Features

    Figure 4. On-premises Features

    Figure 5. Global Wealth Management Solution Market Size Comparison by Application (2024-2030) & (US$ Million)

    Figure 6. Global Wealth Management Solution Market Share by Application: 2023 VS 2030

    Figure 7. Large Enterprises Case Studies

    Figure 8. SMEs Case Studies

    Figure 9. Personal Use Case Studies

    Figure 10. Wealth Management Solution Report Years Considered

    Figure 11. Global Wealth Management Solution Market Size (US$ Million), Year-over-Year: 2019-2030

    Figure 12. Global Wealth Management Solution Market Size, (US$ Million), 2019 VS 2023 VS 2030

    Figure 13. Global Wealth Management Solution Market Share by Region: 2023 VS 2030

    Figure 14. Global Wealth Management Solution Market Share by Players in 2023

    Figure 15. Global Top Wealth Management Solution Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Wealth Management Solution as of 2023)

    Figure 16. The Top 10 and 5 Players Market Share by Wealth Management Solution Revenue in 2023

    Figure 17. North America Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 18. North America Wealth Management Solution Market Share by Country (2019-2030)

    Figure 19. United States Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 20. Canada Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 21. Europe Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 22. Europe Wealth Management Solution Market Share by Country (2019-2030)

    Figure 23. Germany Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 24. France Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 25. U.K. Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 26. Italy Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 27. Russia Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 28. Nordic Countries Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 29. Asia-Pacific Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 30. Asia-Pacific Wealth Management Solution Market Share by Region (2019-2030)

    Figure 31. China Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 32. Japan Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 33. South Korea Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 34. Southeast Asia Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 35. India Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 36. Australia Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 37. Latin America Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 38. Latin America Wealth Management Solution Market Share by Country (2019-2030)

    Figure 39. Mexico Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 40. Brazil Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 41. Middle East & Africa Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 42. Middle East & Africa Wealth Management Solution Market Share by Country (2019-2030)

    Figure 43. Turkey Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 44. Saudi Arabia Wealth Management Solution Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 45. BlackRock Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 46. Charles River Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 47. SS&C Technologies Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 48. Iress Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 49. Murex Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 50. SimCorp Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 51. Allvue Systems Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 52. Dynamo Software Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 53. Quicken Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 54. Avantech Software Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 55. Finastra Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 56. Backstop Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 57. AlternativeSoft Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 58. Croesus Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 59. FINARTIS Group Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 60. Elysys Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 61. FA Solutions Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 62. Archer Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 63. Addepar Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 64. APEXSOFT Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 65. Bravura Solutions Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 66. Comarch Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 67. Avaloq Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 68. QPLIX Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 69. AdvisorEngine Revenue Growth Rate in Wealth Management Solution Business (2019-2024)

    Figure 70. Bottom-up and Top-down Approaches for This Report

    Figure 71. Data Triangulation

    Figure 72. Key Executives Interviewed