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Smart Wealth Management Market Professional Survey, Global Outlook and Forecast 2023-2029

  • 27 June 2023
  • ICT & Media
  • 63 Pages
  • Report code : 24WT-7739674

Smart Wealth Management Market

1 Introduction to Research & Analysis Reports
1.1 Smart Wealth Management Market Definition
1.2 Market Segments
1.2.1 Market by Type
1.2.2 Market by Application
1.3 Global Smart Wealth Management 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 Smart Wealth Management Overall Market Size
2.1 Global Smart Wealth Management Market Size: 2022 VS 2029
2.2 Global Smart Wealth Management 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 Smart Wealth Management Players in Global Market
3.2 Top Global Smart Wealth Management Companies Ranked by Revenue
3.3 Global Smart Wealth Management Revenue by Companies
3.4 Top 3 and Top 5 Smart Wealth Management Companies in Global Market, by Revenue in 2022
3.5 Global Companies Smart Wealth Management Product Type
3.6 Tier 1, Tier 2 and Tier 3 Smart Wealth Management Players in Global Market
3.6.1 List of Global Tier 1 Smart Wealth Management Companies
3.6.2 List of Global Tier 2 and Tier 3 Smart Wealth Management Companies
4 Market Sights by Product
4.1 Overview
4.1.1 By Type - Global Smart Wealth Management Market Size Markets, 2022 & 2029
4.1.2 On-Cloud
4.1.3 On-Premise
4.2 By Type - Global Smart Wealth Management Revenue & Forecasts
4.2.1 By Type - Global Smart Wealth Management Revenue, 2018-2023
4.2.2 By Type - Global Smart Wealth Management Revenue, 2024-2029
4.2.3 By Type - Global Smart Wealth Management Revenue Market Share, 2018-2029
5 Sights by Application
5.1 Overview
5.1.1 By Application - Global Smart Wealth Management Market Size, 2022 & 2029
5.1.2 Banks
5.1.3 Investment Management Firms
5.1.4 Trading and Exchange Firms
5.1.5 Brokerage Firms
5.1.6 Others
5.2 By Application - Global Smart Wealth Management Revenue & Forecasts
5.2.1 By Application - Global Smart Wealth Management Revenue, 2018-2023
5.2.2 By Application - Global Smart Wealth Management Revenue, 2024-2029
5.2.3 By Application - Global Smart Wealth Management Revenue Market Share, 2018-2029
6 Sights by Region
6.1 By Region - Global Smart Wealth Management Market Size, 2022 & 2029
6.2 By Region - Global Smart Wealth Management Revenue & Forecasts
6.2.1 By Region - Global Smart Wealth Management Revenue, 2018-2023
6.2.2 By Region - Global Smart Wealth Management Revenue, 2024-2029
6.2.3 By Region - Global Smart Wealth Management Revenue Market Share, 2018-2029
6.3 North America
6.3.1 By Country - North America Smart Wealth Management Revenue, 2018-2029
6.3.2 US Smart Wealth Management Market Size, 2018-2029
6.3.3 Canada Smart Wealth Management Market Size, 2018-2029
6.3.4 Mexico Smart Wealth Management Market Size, 2018-2029
6.4 Europe
6.4.1 By Country - Europe Smart Wealth Management Revenue, 2018-2029
6.4.2 Germany Smart Wealth Management Market Size, 2018-2029
6.4.3 France Smart Wealth Management Market Size, 2018-2029
6.4.4 U.K. Smart Wealth Management Market Size, 2018-2029
6.4.5 Italy Smart Wealth Management Market Size, 2018-2029
6.4.6 Russia Smart Wealth Management Market Size, 2018-2029
6.4.7 Nordic Countries Smart Wealth Management Market Size, 2018-2029
6.4.8 Benelux Smart Wealth Management Market Size, 2018-2029
6.5 Asia
6.5.1 By Region - Asia Smart Wealth Management Revenue, 2018-2029
6.5.2 China Smart Wealth Management Market Size, 2018-2029
6.5.3 Japan Smart Wealth Management Market Size, 2018-2029
6.5.4 South Korea Smart Wealth Management Market Size, 2018-2029
6.5.5 Southeast Asia Smart Wealth Management Market Size, 2018-2029
6.5.6 India Smart Wealth Management Market Size, 2018-2029
6.6 South America
6.6.1 By Country - South America Smart Wealth Management Revenue, 2018-2029
6.6.2 Brazil Smart Wealth Management Market Size, 2018-2029
6.6.3 Argentina Smart Wealth Management Market Size, 2018-2029
6.7 Middle East & Africa
6.7.1 By Country - Middle East & Africa Smart Wealth Management Revenue, 2018-2029
6.7.2 Turkey Smart Wealth Management Market Size, 2018-2029
6.7.3 Israel Smart Wealth Management Market Size, 2018-2029
6.7.4 Saudi Arabia Smart Wealth Management Market Size, 2018-2029
6.7.5 UAE Smart Wealth Management Market Size, 2018-2029
7 Smart Wealth Management Companies Profiles
7.1 Addepar
7.1.1 Addepar Company Summary
7.1.2 Addepar Business Overview
7.1.3 Addepar Smart Wealth Management Major Product Offerings
7.1.4 Addepar Smart Wealth Management Revenue in Global Market (2018-2023)
7.1.5 Addepar Key News & Latest Developments
7.2 Broadridge
7.2.1 Broadridge Company Summary
7.2.2 Broadridge Business Overview
7.2.3 Broadridge Smart Wealth Management Major Product Offerings
7.2.4 Broadridge Smart Wealth Management Revenue in Global Market (2018-2023)
7.2.5 Broadridge Key News & Latest Developments
7.3 Comarch
7.3.1 Comarch Company Summary
7.3.2 Comarch Business Overview
7.3.3 Comarch Smart Wealth Management Major Product Offerings
7.3.4 Comarch Smart Wealth Management Revenue in Global Market (2018-2023)
7.3.5 Comarch Key News & Latest Developments
7.4 FIS
7.4.1 FIS Company Summary
7.4.2 FIS Business Overview
7.4.3 FIS Smart Wealth Management Major Product Offerings
7.4.4 FIS Smart Wealth Management Revenue in Global Market (2018-2023)
7.4.5 FIS Key News & Latest Developments
7.5 Fiserv
7.5.1 Fiserv Company Summary
7.5.2 Fiserv Business Overview
7.5.3 Fiserv Smart Wealth Management Major Product Offerings
7.5.4 Fiserv Smart Wealth Management Revenue in Global Market (2018-2023)
7.5.5 Fiserv Key News & Latest Developments
7.6 InvestEdge
7.6.1 InvestEdge Company Summary
7.6.2 InvestEdge Business Overview
7.6.3 InvestEdge Smart Wealth Management Major Product Offerings
7.6.4 InvestEdge Smart Wealth Management Revenue in Global Market (2018-2023)
7.6.5 InvestEdge Key News & Latest Developments
7.7 Noah Holdings Ltd
7.7.1 Noah Holdings Ltd Company Summary
7.7.2 Noah Holdings Ltd Business Overview
7.7.3 Noah Holdings Ltd Smart Wealth Management Major Product Offerings
7.7.4 Noah Holdings Ltd Smart Wealth Management Revenue in Global Market (2018-2023)
7.7.5 Noah Holdings Ltd Key News & Latest Developments
7.8 Profile Software
7.8.1 Profile Software Company Summary
7.8.2 Profile Software Business Overview
7.8.3 Profile Software Smart Wealth Management Major Product Offerings
7.8.4 Profile Software Smart Wealth Management Revenue in Global Market (2018-2023)
7.8.5 Profile Software Key News & Latest Developments
7.9 Refinitiv
7.9.1 Refinitiv Company Summary
7.9.2 Refinitiv Business Overview
7.9.3 Refinitiv Smart Wealth Management Major Product Offerings
7.9.4 Refinitiv Smart Wealth Management Revenue in Global Market (2018-2023)
7.9.5 Refinitiv Key News & Latest Developments
7.10 SEI Investments Company
7.10.1 SEI Investments Company Company Summary
7.10.2 SEI Investments Company Business Overview
7.10.3 SEI Investments Company Smart Wealth Management Major Product Offerings
7.10.4 SEI Investments Company Smart Wealth Management Revenue in Global Market (2018-2023)
7.10.5 SEI Investments Company Key News & Latest Developments
7.11 Temenos
7.11.1 Temenos Company Summary
7.11.2 Temenos Business Overview
7.11.3 Temenos Smart Wealth Management Major Product Offerings
7.11.4 Temenos Smart Wealth Management Revenue in Global Market (2018-2023)
7.11.5 Temenos Key News & Latest Developments
8 Conclusion
9 Appendix
9.1 Note
9.2 Examples of Clients
9.3 Disclaimer
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List of Tables
Table 1. Smart Wealth Management Market Opportunities & Trends in Global Market
Table 2. Smart Wealth Management Market Drivers in Global Market
Table 3. Smart Wealth Management Market Restraints in Global Market
Table 4. Key Players of Smart Wealth Management in Global Market
Table 5. Top Smart Wealth Management Players in Global Market, Ranking by Revenue (2022)
Table 6. Global Smart Wealth Management Revenue by Companies, (US$, Mn), 2018-2023
Table 7. Global Smart Wealth Management Revenue Share by Companies, 2018-2023
Table 8. Global Companies Smart Wealth Management Product Type
Table 9. List of Global Tier 1 Smart Wealth Management Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Smart Wealth Management Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 11. By Type ? Global Smart Wealth Management Revenue, (US$, Mn), 2022 & 2029
Table 12. By Type - Smart Wealth Management Revenue in Global (US$, Mn), 2018-2023
Table 13. By Type - Smart Wealth Management Revenue in Global (US$, Mn), 2024-2029
Table 14. By Application ? Global Smart Wealth Management Revenue, (US$, Mn), 2022 & 2029
Table 15. By Application - Smart Wealth Management Revenue in Global (US$, Mn), 2018-2023
Table 16. By Application - Smart Wealth Management Revenue in Global (US$, Mn), 2024-2029
Table 17. By Region ? Global Smart Wealth Management Revenue, (US$, Mn), 2022 & 2029
Table 18. By Region - Global Smart Wealth Management Revenue (US$, Mn), 2018-2023
Table 19. By Region - Global Smart Wealth Management Revenue (US$, Mn), 2024-2029
Table 20. By Country - North America Smart Wealth Management Revenue, (US$, Mn), 2018-2023
Table 21. By Country - North America Smart Wealth Management Revenue, (US$, Mn), 2024-2029
Table 22. By Country - Europe Smart Wealth Management Revenue, (US$, Mn), 2018-2023
Table 23. By Country - Europe Smart Wealth Management Revenue, (US$, Mn), 2024-2029
Table 24. By Region - Asia Smart Wealth Management Revenue, (US$, Mn), 2018-2023
Table 25. By Region - Asia Smart Wealth Management Revenue, (US$, Mn), 2024-2029
Table 26. By Country - South America Smart Wealth Management Revenue, (US$, Mn), 2018-2023
Table 27. By Country - South America Smart Wealth Management Revenue, (US$, Mn), 2024-2029
Table 28. By Country - Middle East & Africa Smart Wealth Management Revenue, (US$, Mn), 2018-2023
Table 29. By Country - Middle East & Africa Smart Wealth Management Revenue, (US$, Mn), 2024-2029
Table 30. Addepar Company Summary
Table 31. Addepar Smart Wealth Management Product Offerings
Table 32. Addepar Smart Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 33. Addepar Key News & Latest Developments
Table 34. Broadridge Company Summary
Table 35. Broadridge Smart Wealth Management Product Offerings
Table 36. Broadridge Smart Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 37. Broadridge Key News & Latest Developments
Table 38. Comarch Company Summary
Table 39. Comarch Smart Wealth Management Product Offerings
Table 40. Comarch Smart Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 41. Comarch Key News & Latest Developments
Table 42. FIS Company Summary
Table 43. FIS Smart Wealth Management Product Offerings
Table 44. FIS Smart Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 45. FIS Key News & Latest Developments
Table 46. Fiserv Company Summary
Table 47. Fiserv Smart Wealth Management Product Offerings
Table 48. Fiserv Smart Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 49. Fiserv Key News & Latest Developments
Table 50. InvestEdge Company Summary
Table 51. InvestEdge Smart Wealth Management Product Offerings
Table 52. InvestEdge Smart Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 53. InvestEdge Key News & Latest Developments
Table 54. Noah Holdings Ltd Company Summary
Table 55. Noah Holdings Ltd Smart Wealth Management Product Offerings
Table 56. Noah Holdings Ltd Smart Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 57. Noah Holdings Ltd Key News & Latest Developments
Table 58. Profile Software Company Summary
Table 59. Profile Software Smart Wealth Management Product Offerings
Table 60. Profile Software Smart Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 61. Profile Software Key News & Latest Developments
Table 62. Refinitiv Company Summary
Table 63. Refinitiv Smart Wealth Management Product Offerings
Table 64. Refinitiv Smart Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 65. Refinitiv Key News & Latest Developments
Table 66. SEI Investments Company Company Summary
Table 67. SEI Investments Company Smart Wealth Management Product Offerings
Table 68. SEI Investments Company Smart Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 69. SEI Investments Company Key News & Latest Developments
Table 70. Temenos Company Summary
Table 71. Temenos Smart Wealth Management Product Offerings
Table 72. Temenos Smart Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 73. Temenos Key News & Latest Developments
List of Figures
Figure 1. Smart Wealth Management Segment by Type in 2022
Figure 2. Smart Wealth Management Segment by Application in 2022
Figure 3. Global Smart Wealth Management Market Overview: 2022
Figure 4. Key Caveats
Figure 5. Global Smart Wealth Management Market Size: 2022 VS 2029 (US$, Mn)
Figure 6. Global Smart Wealth Management Revenue, 2018-2029 (US$, Mn)
Figure 7. The Top 3 and 5 Players Market Share by Smart Wealth Management Revenue in 2022
Figure 8. By Type - Global Smart Wealth Management Revenue Market Share, 2018-2029
Figure 9. By Application - Global Smart Wealth Management Revenue Market Share, 2018-2029
Figure 10. By Type - Global Smart Wealth Management Revenue, (US$, Mn), 2022 & 2029
Figure 11. By Type - Global Smart Wealth Management Revenue Market Share, 2018-2029
Figure 12. By Application - Global Smart Wealth Management Revenue, (US$, Mn), 2022 & 2029
Figure 13. By Application - Global Smart Wealth Management Revenue Market Share, 2018-2029
Figure 14. By Region - Global Smart Wealth Management Revenue Market Share, 2018-2029
Figure 15. By Country - North America Smart Wealth Management Revenue Market Share, 2018-2029
Figure 16. US Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 17. Canada Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 18. Mexico Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 19. By Country - Europe Smart Wealth Management Revenue Market Share, 2018-2029
Figure 20. Germany Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 21. France Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 22. U.K. Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 23. Italy Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 24. Russia Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 25. Nordic Countries Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 26. Benelux Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 27. By Region - Asia Smart Wealth Management Revenue Market Share, 2018-2029
Figure 28. China Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 29. Japan Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 30. South Korea Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 31. Southeast Asia Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 32. India Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 33. By Country - South America Smart Wealth Management Revenue Market Share, 2018-2029
Figure 34. Brazil Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 35. Argentina Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 36. By Country - Middle East & Africa Smart Wealth Management Revenue Market Share, 2018-2029
Figure 37. Turkey Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 38. Israel Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 39. Saudi Arabia Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 40. UAE Smart Wealth Management Revenue, (US$, Mn), 2018-2029
Figure 41. Addepar Smart Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 42. Broadridge Smart Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 43. Comarch Smart Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 44. FIS Smart Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 45. Fiserv Smart Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 46. InvestEdge Smart Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 47. Noah Holdings Ltd Smart Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 48. Profile Software Smart Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 49. Refinitiv Smart Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 50. SEI Investments Company Smart Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 51. Temenos Smart Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)

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