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. This report contains market size and forecasts of Personal Financial Services in global, including the following market information:
Global Personal Financial Services Market Revenue, 2018-2023, 2024-2029, ($ millions)
Global top five companies in 2022 (%)
The global Personal Financial Services market was valued at US$ million in 2022 and is projected to reach US$ million by 2029, at a CAGR of % during the forecast period. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.
The U.S. Market is Estimated at $ Million in 2022, While China is to reach $ Million.
Cloud-Based Segment to Reach $ Million by 2029, with a % CAGR in next six years.
The global key manufacturers of Personal Financial Services include Mint, OfficeTime, LearnVest, Quicken, YNAB and WalletHub, etc. in 2022, the global top five players have a share approximately % in terms of revenue.
We surveyed the Personal Financial Services companies, and industry experts on this industry, involving the revenue, demand, product type, recent developments and plans, industry trends, drivers, challenges, obstacles, and potential risks.
Total Market by Segment:
Global Personal Financial Services Market, by Type, 2018-2023, 2024-2029 ($ millions)
Global Personal Financial Services Market Segment Percentages, by Type, 2022 (%)
Cloud-Based
On-Premise
Global Personal Financial Services Market, by Application, 2018-2023, 2024-2029 ($ millions)
Global Personal Financial Services Market Segment Percentages, by Application, 2022 (%)
Spending Analysis
Expense Tracking
Money Management
Budgeting
Other
Global Personal Financial Services Market, By Region and Country, 2018-2023, 2024-2029 ($ Millions)
Global Personal Financial Services Market Segment Percentages, By Region and Country, 2022 (%)
North America
US
Canada
Mexico
Europe
Germany
France
U.K.
Italy
Russia
Nordic Countries
Benelux
Rest of Europe
Asia
China
Japan
South Korea
Southeast Asia
India
Rest of Asia
South America
Brazil
Argentina
Rest of South America
Middle East & Africa
Turkey
Israel
Saudi Arabia
UAE
Rest of Middle East & Africa
Competitor Analysis
The report also provides analysis of leading market participants including:
Key companies Personal Financial Services revenues in global market, 2018-2023 (estimated), ($ millions)
Key companies Personal Financial Services revenues share in global market, 2022 (%)
Further, the report presents profiles of competitors in the market, key players include:
Mint
OfficeTime
LearnVest
Quicken
YNAB
WalletHub
Outline of Major Chapters:
Chapter 1: Introduces the definition of Personal Financial Services, market overview.
Chapter 2: Global Personal Financial Services market size in revenue.
Chapter 3: Detailed analysis of Personal Financial Services company competitive landscape, revenue and 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: Sales of Personal Financial Services in regional level and country level. 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 of each country in the world.
Chapter 7: 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 8: The main points and conclusions of the report.
TABLE OF CONTENTS
1 Introduction to Research & Analysis Reports
1.1 Personal Financial Services Market Definition
1.2 Market Segments
1.2.1 Market by Type
1.2.2 Market by Application
1.3 Global Personal Financial Services Market Overview
1.4 Features & Benefits of This Report
1.5 Methodology & Sources of Information
1.5.1 Research Methodology
1.5.2 Research Process
1.5.3 Base Year
1.5.4 Report Assumptions & Caveats
2 Global Personal Financial Services Overall Market Size
2.1 Global Personal Financial Services Market Size: 2022 VS 2032
2.2 Global Personal Financial Services Market Size, Prospects & Forecasts: 2018-2032
2.3 Key Market Trends, Opportunity, Drivers and Restraints
2.3.1 Market Opportunities & Trends
2.3.2 Market Drivers
2.3.3 Market Restraints
3 Company Landscape
3.1 Top Personal Financial Services Players in Global Market
3.2 Top Global Personal Financial Services Companies Ranked by Revenue
3.3 Global Personal Financial Services Revenue by Companies
3.4 Top 3 and Top 5 Personal Financial Services Companies in Global Market, by Revenue in 2022
3.5 Global Companies Personal Financial Services Product Type
3.6 Tier 1, Tier 2 and Tier 3 Personal Financial Services Players in Global Market
3.6.1 List of Global Tier 1 Personal Financial Services Companies
3.6.2 List of Global Tier 2 and Tier 3 Personal Financial Services Companies
4 Market Sights by Product
4.1 Overview
4.1.1 By Type - Global Personal Financial Services Market Size Markets, 2022 & 2032
4.1.2 Cloud-Based
4.1.3 On-Premise
4.2 By Type - Global Personal Financial Services Revenue & Forecasts
4.2.1 By Type - Global Personal Financial Services Revenue, 2018-2023
4.2.2 By Type - Global Personal Financial Services Revenue, 2024-2032
4.2.3 By Type - Global Personal Financial Services Revenue Market Share, 2018-2032
5 Sights by Application
5.1 Overview
5.1.1 By Application - Global Personal Financial Services Market Size, 2022 & 2032
5.1.2 Spending Analysis
5.1.3 Expense Tracking
5.1.4 Money Management
5.1.5 Budgeting
5.1.6 Other
5.2 By Application - Global Personal Financial Services Revenue & Forecasts
5.2.1 By Application - Global Personal Financial Services Revenue, 2018-2023
5.2.2 By Application - Global Personal Financial Services Revenue, 2024-2032
5.2.3 By Application - Global Personal Financial Services Revenue Market Share, 2018-2032
6 Sights by Region
6.1 By Region - Global Personal Financial Services Market Size, 2022 & 2032
6.2 By Region - Global Personal Financial Services Revenue & Forecasts
6.2.1 By Region - Global Personal Financial Services Revenue, 2018-2023
6.2.2 By Region - Global Personal Financial Services Revenue, 2024-2032
6.2.3 By Region - Global Personal Financial Services Revenue Market Share, 2018-2032
6.3 North America
6.3.1 By Country - North America Personal Financial Services Revenue, 2018-2032
6.3.2 US Personal Financial Services Market Size, 2018-2032
6.3.3 Canada Personal Financial Services Market Size, 2018-2032
6.3.4 Mexico Personal Financial Services Market Size, 2018-2032
6.4 Europe
6.4.1 By Country - Europe Personal Financial Services Revenue, 2018-2032
6.4.2 Germany Personal Financial Services Market Size, 2018-2032
6.4.3 France Personal Financial Services Market Size, 2018-2032
6.4.4 U.K. Personal Financial Services Market Size, 2018-2032
6.4.5 Italy Personal Financial Services Market Size, 2018-2032
6.4.6 Russia Personal Financial Services Market Size, 2018-2032
6.4.7 Nordic Countries Personal Financial Services Market Size, 2018-2032
6.4.8 Benelux Personal Financial Services Market Size, 2018-2032
6.5 Asia
6.5.1 By Region - Asia Personal Financial Services Revenue, 2018-2032
6.5.2 China Personal Financial Services Market Size, 2018-2032
6.5.3 Japan Personal Financial Services Market Size, 2018-2032
6.5.4 South Korea Personal Financial Services Market Size, 2018-2032
6.5.5 Southeast Asia Personal Financial Services Market Size, 2018-2032
6.5.6 India Personal Financial Services Market Size, 2018-2032
6.6 South America
6.6.1 By Country - South America Personal Financial Services Revenue, 2018-2032
6.6.2 Brazil Personal Financial Services Market Size, 2018-2032
6.6.3 Argentina Personal Financial Services Market Size, 2018-2032
6.7 Middle East & Africa
6.7.1 By Country - Middle East & Africa Personal Financial Services Revenue, 2018-2032
6.7.2 Turkey Personal Financial Services Market Size, 2018-2032
6.7.3 Israel Personal Financial Services Market Size, 2018-2032
6.7.4 Saudi Arabia Personal Financial Services Market Size, 2018-2032
6.7.5 UAE Personal Financial Services Market Size, 2018-2032
7 Personal Financial Services Companies Profiles
7.1 Mint
7.1.1 Mint Company Summary
7.1.2 Mint Business Overview
7.1.3 Mint Personal Financial Services Major Product Offerings
7.1.4 Mint Personal Financial Services Revenue in Global Market (2018-2023)
7.1.5 Mint Key News & Latest Developments
7.2 OfficeTime
7.2.1 OfficeTime Company Summary
7.2.2 OfficeTime Business Overview
7.2.3 OfficeTime Personal Financial Services Major Product Offerings
7.2.4 OfficeTime Personal Financial Services Revenue in Global Market (2018-2023)
7.2.5 OfficeTime Key News & Latest Developments
7.3 LearnVest
7.3.1 LearnVest Company Summary
7.3.2 LearnVest Business Overview
7.3.3 LearnVest Personal Financial Services Major Product Offerings
7.3.4 LearnVest Personal Financial Services Revenue in Global Market (2018-2023)
7.3.5 LearnVest Key News & Latest Developments
7.4 Quicken
7.4.1 Quicken Company Summary
7.4.2 Quicken Business Overview
7.4.3 Quicken Personal Financial Services Major Product Offerings
7.4.4 Quicken Personal Financial Services Revenue in Global Market (2018-2023)
7.4.5 Quicken Key News & Latest Developments
7.5 YNAB
7.5.1 YNAB Company Summary
7.5.2 YNAB Business Overview
7.5.3 YNAB Personal Financial Services Major Product Offerings
7.5.4 YNAB Personal Financial Services Revenue in Global Market (2018-2023)
7.5.5 YNAB Key News & Latest Developments
7.6 WalletHub
7.6.1 WalletHub Company Summary
7.6.2 WalletHub Business Overview
7.6.3 WalletHub Personal Financial Services Major Product Offerings
7.6.4 WalletHub Personal Financial Services Revenue in Global Market (2018-2023)
7.6.5 WalletHub Key News & Latest Developments
8 Conclusion
9 Appendix
9.1 Note
9.2 Examples of Clients
9.3 Disclaimer
LIST OF TABLES & FIGURES
List of Tables
Table 1. Personal Financial Services Market Opportunities & Trends in Global Market
Table 2. Personal Financial Services Market Drivers in Global Market
Table 3. Personal Financial Services Market Restraints in Global Market
Table 4. Key Players of Personal Financial Services in Global Market
Table 5. Top Personal Financial Services Players in Global Market, Ranking by Revenue (2022)
Table 6. Global Personal Financial Services Revenue by Companies, (US$, Mn), 2018-2023
Table 7. Global Personal Financial Services Revenue Share by Companies, 2018-2023
Table 8. Global Companies Personal Financial Services Product Type
Table 9. List of Global Tier 1 Personal Financial Services Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Personal Financial Services Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 11. By Type ? Global Personal Financial Services Revenue, (US$, Mn), 2022 & 2032
Table 12. By Type - Personal Financial Services Revenue in Global (US$, Mn), 2018-2023
Table 13. By Type - Personal Financial Services Revenue in Global (US$, Mn), 2024-2032
Table 14. By Application ? Global Personal Financial Services Revenue, (US$, Mn), 2022 & 2032
Table 15. By Application - Personal Financial Services Revenue in Global (US$, Mn), 2018-2023
Table 16. By Application - Personal Financial Services Revenue in Global (US$, Mn), 2024-2032
Table 17. By Region ? Global Personal Financial Services Revenue, (US$, Mn), 2022 & 2032
Table 18. By Region - Global Personal Financial Services Revenue (US$, Mn), 2018-2023
Table 19. By Region - Global Personal Financial Services Revenue (US$, Mn), 2024-2032
Table 20. By Country - North America Personal Financial Services Revenue, (US$, Mn), 2018-2023
Table 21. By Country - North America Personal Financial Services Revenue, (US$, Mn), 2024-2032
Table 22. By Country - Europe Personal Financial Services Revenue, (US$, Mn), 2018-2023
Table 23. By Country - Europe Personal Financial Services Revenue, (US$, Mn), 2024-2032
Table 24. By Region - Asia Personal Financial Services Revenue, (US$, Mn), 2018-2023
Table 25. By Region - Asia Personal Financial Services Revenue, (US$, Mn), 2024-2032
Table 26. By Country - South America Personal Financial Services Revenue, (US$, Mn), 2018-2023
Table 27. By Country - South America Personal Financial Services Revenue, (US$, Mn), 2024-2032
Table 28. By Country - Middle East & Africa Personal Financial Services Revenue, (US$, Mn), 2018-2023
Table 29. By Country - Middle East & Africa Personal Financial Services Revenue, (US$, Mn), 2024-2032
Table 30. Mint Company Summary
Table 31. Mint Personal Financial Services Product Offerings
Table 32. Mint Personal Financial Services Revenue (US$, Mn) & (2018-2023)
Table 33. Mint Key News & Latest Developments
Table 34. OfficeTime Company Summary
Table 35. OfficeTime Personal Financial Services Product Offerings
Table 36. OfficeTime Personal Financial Services Revenue (US$, Mn) & (2018-2023)
Table 37. OfficeTime Key News & Latest Developments
Table 38. LearnVest Company Summary
Table 39. LearnVest Personal Financial Services Product Offerings
Table 40. LearnVest Personal Financial Services Revenue (US$, Mn) & (2018-2023)
Table 41. LearnVest Key News & Latest Developments
Table 42. Quicken Company Summary
Table 43. Quicken Personal Financial Services Product Offerings
Table 44. Quicken Personal Financial Services Revenue (US$, Mn) & (2018-2023)
Table 45. Quicken Key News & Latest Developments
Table 46. YNAB Company Summary
Table 47. YNAB Personal Financial Services Product Offerings
Table 48. YNAB Personal Financial Services Revenue (US$, Mn) & (2018-2023)
Table 49. YNAB Key News & Latest Developments
Table 50. WalletHub Company Summary
Table 51. WalletHub Personal Financial Services Product Offerings
Table 52. WalletHub Personal Financial Services Revenue (US$, Mn) & (2018-2023)
Table 53. WalletHub Key News & Latest Developments
List of Figures
Figure 1. Personal Financial Services Segment by Type in 2022
Figure 2. Personal Financial Services Segment by Application in 2022
Figure 3. Global Personal Financial Services Market Overview: 2022
Figure 4. Key Caveats
Figure 5. Global Personal Financial Services Market Size: 2022 VS 2032 (US$, Mn)
Figure 6. Global Personal Financial Services Revenue, 2018-2032 (US$, Mn)
Figure 7. The Top 3 and 5 Players Market Share by Personal Financial Services Revenue in 2022
Figure 8. By Type - Global Personal Financial Services Revenue Market Share, 2018-2032
Figure 9. By Application - Global Personal Financial Services Revenue Market Share, 2018-2032
Figure 10. By Type - Global Personal Financial Services Revenue, (US$, Mn), 2022 & 2032
Figure 11. By Type - Global Personal Financial Services Revenue Market Share, 2018-2032
Figure 12. By Application - Global Personal Financial Services Revenue, (US$, Mn), 2022 & 2032
Figure 13. By Application - Global Personal Financial Services Revenue Market Share, 2018-2032
Figure 14. By Region - Global Personal Financial Services Revenue Market Share, 2018-2032
Figure 15. By Country - North America Personal Financial Services Revenue Market Share, 2018-2032
Figure 16. US Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 17. Canada Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 18. Mexico Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 19. By Country - Europe Personal Financial Services Revenue Market Share, 2018-2032
Figure 20. Germany Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 21. France Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 22. U.K. Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 23. Italy Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 24. Russia Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 25. Nordic Countries Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 26. Benelux Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 27. By Region - Asia Personal Financial Services Revenue Market Share, 2018-2032
Figure 28. China Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 29. Japan Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 30. South Korea Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 31. Southeast Asia Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 32. India Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 33. By Country - South America Personal Financial Services Revenue Market Share, 2018-2032
Figure 34. Brazil Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 35. Argentina Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 36. By Country - Middle East & Africa Personal Financial Services Revenue Market Share, 2018-2032
Figure 37. Turkey Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 38. Israel Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 39. Saudi Arabia Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 40. UAE Personal Financial Services Revenue, (US$, Mn), 2018-2032
Figure 41. Mint Personal Financial Services Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 42. OfficeTime Personal Financial Services Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 43. LearnVest Personal Financial Services Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 44. Quicken Personal Financial Services Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 45. YNAB Personal Financial Services Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 46. WalletHub Personal Financial Services Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
