This report aims to provide a comprehensive presentation of the global market for Wealth Management Software, 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 Software. This report contains market size and forecasts of Wealth Management Software in global, including the following market information:
Global Wealth Management Software Market Revenue, 2018-2023, 2024-2029, ($ millions)
Global top five companies in 2022 (%)
The global Wealth Management Software 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 Wealth Management Software include Misys, Temenos, FIS, SS&C Tech, SimCorp, Eze Software, Salesforce, FactSet Insight and AdvisorEngine, etc. in 2022, the global top five players have a share approximately % in terms of revenue.
We surveyed the Wealth Management Software 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 Wealth Management Software Market, by Type, 2018-2023, 2024-2029 ($ millions)
Global Wealth Management Software Market Segment Percentages, by Type, 2022 (%)
Cloud-Based
On-Premise
Global Wealth Management Software Market, by Application, 2018-2023, 2024-2029 ($ millions)
Global Wealth Management Software Market Segment Percentages, by Application, 2022 (%)
SME
Large Enterprise
Personal Use
Others
Global Wealth Management Software Market, By Region and Country, 2018-2023, 2024-2029 ($ Millions)
Global Wealth Management Software 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 Wealth Management Software revenues in global market, 2018-2023 (estimated), ($ millions)
Key companies Wealth Management Software revenues share in global market, 2022 (%)
Further, the report presents profiles of competitors in the market, key players include:
Misys
Temenos
FIS
SS&C Tech
SimCorp
Eze Software
Salesforce
FactSet Insight
AdvisorEngine
Miles Software
Outline of Major Chapters:
Chapter 1: Introduces the definition of Wealth Management Software, market overview.
Chapter 2: Global Wealth Management Software market size in revenue.
Chapter 3: Detailed analysis of Wealth Management Software 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 Wealth Management Software 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 Wealth Management Software Market Definition
1.2 Market Segments
1.2.1 Market by Type
1.2.2 Market by Application
1.3 Global Wealth Management Software 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 Wealth Management Software Overall Market Size
2.1 Global Wealth Management Software Market Size: 2022 VS 2029
2.2 Global Wealth Management Software Market Size, Prospects & Forecasts: 2018-2029
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 Wealth Management Software Players in Global Market
3.2 Top Global Wealth Management Software Companies Ranked by Revenue
3.3 Global Wealth Management Software Revenue by Companies
3.4 Top 3 and Top 5 Wealth Management Software Companies in Global Market, by Revenue in 2022
3.5 Global Companies Wealth Management Software Product Type
3.6 Tier 1, Tier 2 and Tier 3 Wealth Management Software Players in Global Market
3.6.1 List of Global Tier 1 Wealth Management Software Companies
3.6.2 List of Global Tier 2 and Tier 3 Wealth Management Software Companies
4 Market Sights by Product
4.1 Overview
4.1.1 By Type - Global Wealth Management Software Market Size Markets, 2022 & 2029
4.1.2 Cloud-Based
4.1.3 On-Premise
4.2 By Type - Global Wealth Management Software Revenue & Forecasts
4.2.1 By Type - Global Wealth Management Software Revenue, 2018-2023
4.2.2 By Type - Global Wealth Management Software Revenue, 2024-2029
4.2.3 By Type - Global Wealth Management Software Revenue Market Share, 2018-2029
5 Sights by Application
5.1 Overview
5.1.1 By Application - Global Wealth Management Software Market Size, 2022 & 2029
5.1.2 SME
5.1.3 Large Enterprise
5.1.4 Personal Use
5.1.5 Others
5.2 By Application - Global Wealth Management Software Revenue & Forecasts
5.2.1 By Application - Global Wealth Management Software Revenue, 2018-2023
5.2.2 By Application - Global Wealth Management Software Revenue, 2024-2029
5.2.3 By Application - Global Wealth Management Software Revenue Market Share, 2018-2029
6 Sights by Region
6.1 By Region - Global Wealth Management Software Market Size, 2022 & 2029
6.2 By Region - Global Wealth Management Software Revenue & Forecasts
6.2.1 By Region - Global Wealth Management Software Revenue, 2018-2023
6.2.2 By Region - Global Wealth Management Software Revenue, 2024-2029
6.2.3 By Region - Global Wealth Management Software Revenue Market Share, 2018-2029
6.3 North America
6.3.1 By Country - North America Wealth Management Software Revenue, 2018-2029
6.3.2 US Wealth Management Software Market Size, 2018-2029
6.3.3 Canada Wealth Management Software Market Size, 2018-2029
6.3.4 Mexico Wealth Management Software Market Size, 2018-2029
6.4 Europe
6.4.1 By Country - Europe Wealth Management Software Revenue, 2018-2029
6.4.2 Germany Wealth Management Software Market Size, 2018-2029
6.4.3 France Wealth Management Software Market Size, 2018-2029
6.4.4 U.K. Wealth Management Software Market Size, 2018-2029
6.4.5 Italy Wealth Management Software Market Size, 2018-2029
6.4.6 Russia Wealth Management Software Market Size, 2018-2029
6.4.7 Nordic Countries Wealth Management Software Market Size, 2018-2029
6.4.8 Benelux Wealth Management Software Market Size, 2018-2029
6.5 Asia
6.5.1 By Region - Asia Wealth Management Software Revenue, 2018-2029
6.5.2 China Wealth Management Software Market Size, 2018-2029
6.5.3 Japan Wealth Management Software Market Size, 2018-2029
6.5.4 South Korea Wealth Management Software Market Size, 2018-2029
6.5.5 Southeast Asia Wealth Management Software Market Size, 2018-2029
6.5.6 India Wealth Management Software Market Size, 2018-2029
6.6 South America
6.6.1 By Country - South America Wealth Management Software Revenue, 2018-2029
6.6.2 Brazil Wealth Management Software Market Size, 2018-2029
6.6.3 Argentina Wealth Management Software Market Size, 2018-2029
6.7 Middle East & Africa
6.7.1 By Country - Middle East & Africa Wealth Management Software Revenue, 2018-2029
6.7.2 Turkey Wealth Management Software Market Size, 2018-2029
6.7.3 Israel Wealth Management Software Market Size, 2018-2029
6.7.4 Saudi Arabia Wealth Management Software Market Size, 2018-2029
6.7.5 UAE Wealth Management Software Market Size, 2018-2029
7 Wealth Management Software Companies Profiles
7.1 Misys
7.1.1 Misys Company Summary
7.1.2 Misys Business Overview
7.1.3 Misys Wealth Management Software Major Product Offerings
7.1.4 Misys Wealth Management Software Revenue in Global Market (2018-2023)
7.1.5 Misys Key News & Latest Developments
7.2 Temenos
7.2.1 Temenos Company Summary
7.2.2 Temenos Business Overview
7.2.3 Temenos Wealth Management Software Major Product Offerings
7.2.4 Temenos Wealth Management Software Revenue in Global Market (2018-2023)
7.2.5 Temenos Key News & Latest Developments
7.3 FIS
7.3.1 FIS Company Summary
7.3.2 FIS Business Overview
7.3.3 FIS Wealth Management Software Major Product Offerings
7.3.4 FIS Wealth Management Software Revenue in Global Market (2018-2023)
7.3.5 FIS Key News & Latest Developments
7.4 SS&C Tech
7.4.1 SS&C Tech Company Summary
7.4.2 SS&C Tech Business Overview
7.4.3 SS&C Tech Wealth Management Software Major Product Offerings
7.4.4 SS&C Tech Wealth Management Software Revenue in Global Market (2018-2023)
7.4.5 SS&C Tech Key News & Latest Developments
7.5 SimCorp
7.5.1 SimCorp Company Summary
7.5.2 SimCorp Business Overview
7.5.3 SimCorp Wealth Management Software Major Product Offerings
7.5.4 SimCorp Wealth Management Software Revenue in Global Market (2018-2023)
7.5.5 SimCorp Key News & Latest Developments
7.6 Eze Software
7.6.1 Eze Software Company Summary
7.6.2 Eze Software Business Overview
7.6.3 Eze Software Wealth Management Software Major Product Offerings
7.6.4 Eze Software Wealth Management Software Revenue in Global Market (2018-2023)
7.6.5 Eze Software Key News & Latest Developments
7.7 Salesforce
7.7.1 Salesforce Company Summary
7.7.2 Salesforce Business Overview
7.7.3 Salesforce Wealth Management Software Major Product Offerings
7.7.4 Salesforce Wealth Management Software Revenue in Global Market (2018-2023)
7.7.5 Salesforce Key News & Latest Developments
7.8 FactSet Insight
7.8.1 FactSet Insight Company Summary
7.8.2 FactSet Insight Business Overview
7.8.3 FactSet Insight Wealth Management Software Major Product Offerings
7.8.4 FactSet Insight Wealth Management Software Revenue in Global Market (2018-2023)
7.8.5 FactSet Insight Key News & Latest Developments
7.9 AdvisorEngine
7.9.1 AdvisorEngine Company Summary
7.9.2 AdvisorEngine Business Overview
7.9.3 AdvisorEngine Wealth Management Software Major Product Offerings
7.9.4 AdvisorEngine Wealth Management Software Revenue in Global Market (2018-2023)
7.9.5 AdvisorEngine Key News & Latest Developments
7.10 Miles Software
7.10.1 Miles Software Company Summary
7.10.2 Miles Software Business Overview
7.10.3 Miles Software Wealth Management Software Major Product Offerings
7.10.4 Miles Software Wealth Management Software Revenue in Global Market (2018-2023)
7.10.5 Miles Software 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. Wealth Management Software Market Opportunities & Trends in Global Market
Table 2. Wealth Management Software Market Drivers in Global Market
Table 3. Wealth Management Software Market Restraints in Global Market
Table 4. Key Players of Wealth Management Software in Global Market
Table 5. Top Wealth Management Software Players in Global Market, Ranking by Revenue (2022)
Table 6. Global Wealth Management Software Revenue by Companies, (US$, Mn), 2018-2023
Table 7. Global Wealth Management Software Revenue Share by Companies, 2018-2023
Table 8. Global Companies Wealth Management Software Product Type
Table 9. List of Global Tier 1 Wealth Management Software Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Wealth Management Software Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 11. By Type ? Global Wealth Management Software Revenue, (US$, Mn), 2022 & 2029
Table 12. By Type - Wealth Management Software Revenue in Global (US$, Mn), 2018-2023
Table 13. By Type - Wealth Management Software Revenue in Global (US$, Mn), 2024-2029
Table 14. By Application ? Global Wealth Management Software Revenue, (US$, Mn), 2022 & 2029
Table 15. By Application - Wealth Management Software Revenue in Global (US$, Mn), 2018-2023
Table 16. By Application - Wealth Management Software Revenue in Global (US$, Mn), 2024-2029
Table 17. By Region ? Global Wealth Management Software Revenue, (US$, Mn), 2022 & 2029
Table 18. By Region - Global Wealth Management Software Revenue (US$, Mn), 2018-2023
Table 19. By Region - Global Wealth Management Software Revenue (US$, Mn), 2024-2029
Table 20. By Country - North America Wealth Management Software Revenue, (US$, Mn), 2018-2023
Table 21. By Country - North America Wealth Management Software Revenue, (US$, Mn), 2024-2029
Table 22. By Country - Europe Wealth Management Software Revenue, (US$, Mn), 2018-2023
Table 23. By Country - Europe Wealth Management Software Revenue, (US$, Mn), 2024-2029
Table 24. By Region - Asia Wealth Management Software Revenue, (US$, Mn), 2018-2023
Table 25. By Region - Asia Wealth Management Software Revenue, (US$, Mn), 2024-2029
Table 26. By Country - South America Wealth Management Software Revenue, (US$, Mn), 2018-2023
Table 27. By Country - South America Wealth Management Software Revenue, (US$, Mn), 2024-2029
Table 28. By Country - Middle East & Africa Wealth Management Software Revenue, (US$, Mn), 2018-2023
Table 29. By Country - Middle East & Africa Wealth Management Software Revenue, (US$, Mn), 2024-2029
Table 30. Misys Company Summary
Table 31. Misys Wealth Management Software Product Offerings
Table 32. Misys Wealth Management Software Revenue (US$, Mn) & (2018-2023)
Table 33. Misys Key News & Latest Developments
Table 34. Temenos Company Summary
Table 35. Temenos Wealth Management Software Product Offerings
Table 36. Temenos Wealth Management Software Revenue (US$, Mn) & (2018-2023)
Table 37. Temenos Key News & Latest Developments
Table 38. FIS Company Summary
Table 39. FIS Wealth Management Software Product Offerings
Table 40. FIS Wealth Management Software Revenue (US$, Mn) & (2018-2023)
Table 41. FIS Key News & Latest Developments
Table 42. SS&C Tech Company Summary
Table 43. SS&C Tech Wealth Management Software Product Offerings
Table 44. SS&C Tech Wealth Management Software Revenue (US$, Mn) & (2018-2023)
Table 45. SS&C Tech Key News & Latest Developments
Table 46. SimCorp Company Summary
Table 47. SimCorp Wealth Management Software Product Offerings
Table 48. SimCorp Wealth Management Software Revenue (US$, Mn) & (2018-2023)
Table 49. SimCorp Key News & Latest Developments
Table 50. Eze Software Company Summary
Table 51. Eze Software Wealth Management Software Product Offerings
Table 52. Eze Software Wealth Management Software Revenue (US$, Mn) & (2018-2023)
Table 53. Eze Software Key News & Latest Developments
Table 54. Salesforce Company Summary
Table 55. Salesforce Wealth Management Software Product Offerings
Table 56. Salesforce Wealth Management Software Revenue (US$, Mn) & (2018-2023)
Table 57. Salesforce Key News & Latest Developments
Table 58. FactSet Insight Company Summary
Table 59. FactSet Insight Wealth Management Software Product Offerings
Table 60. FactSet Insight Wealth Management Software Revenue (US$, Mn) & (2018-2023)
Table 61. FactSet Insight Key News & Latest Developments
Table 62. AdvisorEngine Company Summary
Table 63. AdvisorEngine Wealth Management Software Product Offerings
Table 64. AdvisorEngine Wealth Management Software Revenue (US$, Mn) & (2018-2023)
Table 65. AdvisorEngine Key News & Latest Developments
Table 66. Miles Software Company Summary
Table 67. Miles Software Wealth Management Software Product Offerings
Table 68. Miles Software Wealth Management Software Revenue (US$, Mn) & (2018-2023)
Table 69. Miles Software Key News & Latest Developments
List of Figures
Figure 1. Wealth Management Software Segment by Type in 2022
Figure 2. Wealth Management Software Segment by Application in 2022
Figure 3. Global Wealth Management Software Market Overview: 2022
Figure 4. Key Caveats
Figure 5. Global Wealth Management Software Market Size: 2022 VS 2029 (US$, Mn)
Figure 6. Global Wealth Management Software Revenue, 2018-2029 (US$, Mn)
Figure 7. The Top 3 and 5 Players Market Share by Wealth Management Software Revenue in 2022
Figure 8. By Type - Global Wealth Management Software Revenue Market Share, 2018-2029
Figure 9. By Application - Global Wealth Management Software Revenue Market Share, 2018-2029
Figure 10. By Type - Global Wealth Management Software Revenue, (US$, Mn), 2022 & 2029
Figure 11. By Type - Global Wealth Management Software Revenue Market Share, 2018-2029
Figure 12. By Application - Global Wealth Management Software Revenue, (US$, Mn), 2022 & 2029
Figure 13. By Application - Global Wealth Management Software Revenue Market Share, 2018-2029
Figure 14. By Region - Global Wealth Management Software Revenue Market Share, 2018-2029
Figure 15. By Country - North America Wealth Management Software Revenue Market Share, 2018-2029
Figure 16. US Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 17. Canada Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 18. Mexico Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 19. By Country - Europe Wealth Management Software Revenue Market Share, 2018-2029
Figure 20. Germany Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 21. France Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 22. U.K. Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 23. Italy Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 24. Russia Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 25. Nordic Countries Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 26. Benelux Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 27. By Region - Asia Wealth Management Software Revenue Market Share, 2018-2029
Figure 28. China Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 29. Japan Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 30. South Korea Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 31. Southeast Asia Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 32. India Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 33. By Country - South America Wealth Management Software Revenue Market Share, 2018-2029
Figure 34. Brazil Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 35. Argentina Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 36. By Country - Middle East & Africa Wealth Management Software Revenue Market Share, 2018-2029
Figure 37. Turkey Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 38. Israel Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 39. Saudi Arabia Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 40. UAE Wealth Management Software Revenue, (US$, Mn), 2018-2029
Figure 41. Misys Wealth Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 42. Temenos Wealth Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 43. FIS Wealth Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 44. SS&C Tech Wealth Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 45. SimCorp Wealth Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 46. Eze Software Wealth Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 47. Salesforce Wealth Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 48. FactSet Insight Wealth Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 49. AdvisorEngine Wealth Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 50. Miles Software Wealth Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
