North America Wealth Tech Solution Market Size, Share & Industry Analysis Report By Enterprise Size (Large Enterprises and Small & Medium-sized Enterprises), By Deployment Mode (Cloud, On-Premise and Hybrid), By Business Model, By End User, By Solution Type, By Country and Growth Forecast, 2025 - 2032
Published Date : 21-Nov-2025 |
Pages: 180 |
Report Format: PDF + Excel |
COVID-19 Impact on the North America Wealth Tech Solution Market
Market Overview
The North America Wealth Tech Solution Market would witness market growth of 13.1% CAGR during the forecast period (2025-2032).
The US market dominated the North America Wealth Tech Solution Market by Country in 2024, and would continue to be a dominant market till 2032; thereby, achieving a market value of $4,311 million by 2032. The Canada market is experiencing a CAGR of 15.4% during (2025 - 2032). Additionally, The Mexico market would exhibit a CAGR of 14.8% during (2025 - 2032). The US and Canada led the North America Wealth Tech Solution Market by Country with a market share of 77.2% and 12% in 2024.
The North American WealthTech market has grown from basic digital brokerage tools to a full ecosystem of robo-advisors, AI-powered analytics, and cloud-based wealth platforms that serve both retail and institutional clients. Companies are using hyper-personalized, data-driven solutions to improve client engagement and advisory efficiency because of digital transformation, investor demand, and changes in the law. The growth of AI, automation, and cloud-native infrastructure has made wealth management a more flexible, scalable, and data-driven field.
As traditional wealth managers, asset firms, and fintech startups all move into the digital advisory space, the competition is getting tougher. Incumbents are modernizing by forming partnerships, buying companies, and coming up with new platforms. Fintechs, on the other hand, are focusing on niche, digital-first markets like millennial investors and portfolios that are based on environmental, social, and governance (ESG) factors. The competitive edge is shifting toward better client experiences, hybrid advisory models, operational automation, and strong data governance. Companies that don't change risk losing market share to competitors who are better at technology.
Deployment Mode Outlook
Based on Deployment Mode, the market is segmented into Cloud, On-Premise and Hybrid. The Cloud market segment dominated the US Wealth Tech Solution Market by Deployment Mode is expected to grow at a CAGR of 11.8 % during the forecast period thereby continuing its dominance until 2032. Also, The Hybrid market is anticipated to grow as a CAGR of 13.2 % during the forecast period during (2025 - 2032).
Free Valuable Insights: The Wealth Tech Solution Market is Predicted to reach USD 16.48 Billion by 2032, at a CAGR of 13.9%
Enterprise Size Outlook
Based on Enterprise Size, the market is segmented into Large Enterprises and Small & Medium-sized Enterprises. With a compound annual growth rate (CAGR) of 14.6% over the projection period, the Large Enterprises Market, dominate the Canada Wealth Tech Solution Market by Enterprise Size in 2024 and would be a prominent market until 2032. The Small & Medium-sized Enterprises market is expected to witness a CAGR of 16.8% during (2025 - 2032).
Solution Type Outlook
Based on Solution Type, the market is segmented into Robo-Advisory Platforms, Portfolio Management & Reporting Software, Data, Analytics & AI Engines, Client Engagement & Digital Advisory Tools, API / Integration & Wealth-as-a-Service Infrastructure, Risk, Compliance & RegTech Modules and Other Solution Type. Among various Mexico Wealth Tech Solution Market by Solution Type; The Robo-Advisory Platforms market achieved a market size of USD $41.6 Million in 2024 and is expected to grow at a CAGR of 13.9 % during the forecast period. The API / Integration & Wealth-as-a-Service Infrastructure market is predicted to experience a CAGR of 15.5% throughout the forecast period from (2025 - 2032).
Country Outlook
The United States has the most advanced WealthTech market in the world because it has a strong financial ecosystem, new fintech ideas, and a lot of investors who use digital tools. Wealth management is changing from traditional methods to hybrid advisory models that combine automation with personalization for both wealthy and high-net-worth clients. The market keeps growing thanks to open innovation, good rules, and investors who know a lot about technology. Some important trends are AI-powered portfolio management, cloud-based platforms, ESG and thematic investing, and easy digital onboarding. Even though things are getting better, problems like complicated rules and a continued reliance on traditional advisers remain. Competition remains intense as incumbents digitise and fintechs disrupt, with success hinging on technology-enabled personalisation, agility, and trust.
List of Key Companies Profiled
- DriveWealth, LLC
- Wealthfront Corporation
- InvestCloud, Inc.
- Avaloq Group Ltd. (NEC Corporation)
- FNZ Group
- Envestnet Inc. (Bain Capital, LP.)
- Temenos AG
- Addepar, Inc.
- Cube Consumer Services Pvt. Ltd. (Cube Wealth)
- Equirus Wealth Private Limited
North America Wealth Tech Solution Market Report Segmentation
By Enterprise Size
- Large Enterprises
- Small & Medium-sized Enterprises
By Deployment Mode
- Cloud
- On-Premise
- Hybrid
By Business Model
- B2B
- B2C
- B2B2C / White-Label Platforms
By End User
- Banks
- Wealth Management Firms
- FinTech Platforms & Neobanks
- Registered Investment Advisors
- Other End User
By Solution Type
- Robo-Advisory Platforms
- Portfolio Management & Reporting Software
- Data, Analytics & AI Engines
- Client Engagement & Digital Advisory Tools
- API / Integration & Wealth-as-a-Service Infrastructure
- Risk, Compliance & RegTech Modules
- Other Solution Type
By Country
- US
- Canada
- Mexico
- Rest of North America
Table of contents
Chapter 1. Market Scope & Methodology
1.1 Market Definition
1.2 Objectives
1.3 Market Scope
1.4 Segmentation
1.4.1 North America Wealth Tech Solution Market, by Enterprise Size
1.4.2 North America Wealth Tech Solution Market, by Deployment Mode
1.4.3 North America Wealth Tech Solution Market, by Business Model
1.4.4 North America Wealth Tech Solution Market, by End User
1.4.5 North America Wealth Tech Solution Market, by Solution Type
1.4.6 North America Wealth Tech Solution Market, by Country
1.5 Methodology for the research
Chapter 2. Market at a Glance
2.1 Key Highlights
Chapter 3. Market Overview
3.1 Introduction
3.1.1 Overview
3.1.1.1 Market Composition and Scenario
3.2 Key Factors Impacting the Market
3.2.1 Market Drivers
3.2.2 Market Restraints
3.2.3 Market Opportunities
3.2.4 Market Challenges
Chapter 4. Market Trends – North America Wealth Tech Solution Market
Chapter 5. State of Competition – North America Wealth Tech Solution Market
Chapter 6. Value Chain Analysis of Wealth Tech Solution Market
Chapter 7. Product Life Cycle – Wealth Tech Solution Market
Chapter 8. Market Consolidation – Wealth Tech Solution Market
Chapter 9. Key Customer Criteria – Wealth Tech Solution Market
Chapter 10. Competition Analysis - Global
10.1 KBV Cardinal Matrix
10.2 Recent Industry Wide Strategic Developments
10.2.1 Partnerships, Collaborations and Agreements
10.2.2 Product Launches and Product Expansions
10.2.3 Acquisition and Mergers
10.3 Market Share Analysis, 2024
10.4 Top Winning Strategies
10.4.1 Key Leading Strategies: Percentage Distribution (2021-2025)
10.4.2 Key Strategic Move: (Product Launches and Product Expansions : 2023, Oct – 2025, Oct) Leading Players
10.5 Porter Five Forces Analysis
Chapter 11. North America Wealth Tech Solution Market by Enterprise Size
11.1 North America Large Enterprises Market by Region
11.2 North America Small & Medium-sized Enterprises Market by Region
Chapter 12. North America Wealth Tech Solution Market by Deployment Mode
12.1 North America Cloud Market by Country
12.2 North America On-Premise Market by Country
12.3 North America Hybrid Market by Country
Chapter 13. North America Wealth Tech Solution Market by Business Model
13.1 North America B2B Market by Country
13.2 North America B2C Market by Country
13.3 North America B2B2C / White-Label Platforms Market by Country
Chapter 14. North America Wealth Tech Solution Market by End User
14.1 North America Banks Market by Country
14.2 North America Wealth Management Firms Market by Country
14.3 North America FinTech Platforms & Neobanks Market by Country
14.4 North America Registered Investment Advisors Market by Country
14.5 North America Other End User Market by Country
Chapter 15. North America Wealth Tech Solution Market by Solution Type
15.1 North America Robo-Advisory Platforms Market by Country
15.2 North America Portfolio Management & Reporting Software Market by Country
15.3 North America Data, Analytics & AI Engines Market by Country
15.4 North America Client Engagement & Digital Advisory Tools Market by Country
15.5 North America API / Integration & Wealth-as-a-Service Infrastructure Market by Country
15.6 North America Risk, Compliance & RegTech Modules Market by Country
15.7 North America Other Solution Type Market by Country
Chapter 16. North America Wealth Tech Solution Market by Country
16.1 US Wealth Tech Solution Market
16.1.1 US Wealth Tech Solution Market by Enterprise Size
16.1.2 US Wealth Tech Solution Market by Deployment Mode
16.1.3 US Wealth Tech Solution Market by Business Model
16.1.4 US Wealth Tech Solution Market by End User
16.1.5 US Wealth Tech Solution Market by Solution Type
16.2 Canada Wealth Tech Solution Market
16.2.1 Canada Wealth Tech Solution Market by Enterprise Size
16.2.2 Canada Wealth Tech Solution Market by Deployment Mode
16.2.3 Canada Wealth Tech Solution Market by Business Model
16.2.4 Canada Wealth Tech Solution Market by End User
16.2.5 Canada Wealth Tech Solution Market by Solution Type
16.3 Mexico Wealth Tech Solution Market
16.3.1 Mexico Wealth Tech Solution Market by Enterprise Size
16.3.2 Mexico Wealth Tech Solution Market by Deployment Mode
16.3.3 Mexico Wealth Tech Solution Market by Business Model
16.3.4 Mexico Wealth Tech Solution Market by End User
16.3.5 Mexico Wealth Tech Solution Market by Solution Type
16.4 Rest of North America Wealth Tech Solution Market
16.4.1 Rest of North America Wealth Tech Solution Market by Enterprise Size
16.4.2 Rest of North America Wealth Tech Solution Market by Deployment Mode
16.4.3 Rest of North America Wealth Tech Solution Market by Business Model
16.4.4 Rest of North America Wealth Tech Solution Market by End User
16.4.5 Rest of North America Wealth Tech Solution Market by Solution Type
Chapter 17. Company Profiles
17.1 DriveWealth, LLC
17.1.1 Company Overview
17.1.2 Recent strategies and developments:
17.1.2.1 Partnerships, Collaborations, and Agreements:
17.1.2.2 Product Launches and Product Expansions:
17.1.2.3 Acquisition and Mergers:
17.2 Wealthfront Corporation
17.2.1 Company Overview
17.2.2 Recent strategies and developments:
17.2.2.1 Product Launches and Product Expansions:
17.3 InvestCloud, Inc.
17.3.1 Company Overview
17.3.2 Recent strategies and developments:
17.3.2.1 Acquisition and Mergers:
17.4 Avaloq Group Ltd. (NEC Corporation)
17.4.1 Company Overview
17.4.2 Financial Analysis
17.4.3 Segmental and Regional Analysis
17.4.4 Research & Development Expenses
17.4.5 Recent strategies and developments:
17.4.5.1 Partnerships, Collaborations, and Agreements:
17.5 FNZ Group
17.5.1 Company Overview
17.5.2 Recent strategies and developments:
17.5.2.1 Partnerships, Collaborations, and Agreements:
17.5.2.2 Product Launches and Product Expansions:
17.5.2.3 Acquisition and Mergers:
17.6 Envestnet Inc. (Bain Capital, LP.)
17.6.1 Company Overview
17.7 Temenos AG
17.7.1 Company Overview
17.7.2 Financial Analysis
17.7.3 Segmental Analysis
17.7.4 Recent strategies and developments:
17.7.4.1 Product Launches and Product Expansions:
17.7.5 SWOT Analysis
17.8 Addepar, Inc.
17.8.1 Company Overview
17.8.2 Recent strategies and developments:
17.8.2.1 Product Launches and Product Expansions:
17.8.2.2 Acquisition and Mergers:
17.9 Cube Consumer Services Pvt. Ltd. (Cube Wealth)
17.9.1 Company Overview
17.9.2 Recent strategies and developments:
17.9.2.1 Product Launches and Product Expansions:
17.9.2.2 Acquisition and Mergers:
17.10. Equirus Wealth Private Limited
17.10.1 Company Overview
17.10.2 Recent strategies and developments:
17.10.2.1 Product Launches and Product Expansions:
1.1 Market Definition
1.2 Objectives
1.3 Market Scope
1.4 Segmentation
1.4.1 North America Wealth Tech Solution Market, by Enterprise Size
1.4.2 North America Wealth Tech Solution Market, by Deployment Mode
1.4.3 North America Wealth Tech Solution Market, by Business Model
1.4.4 North America Wealth Tech Solution Market, by End User
1.4.5 North America Wealth Tech Solution Market, by Solution Type
1.4.6 North America Wealth Tech Solution Market, by Country
1.5 Methodology for the research
Chapter 2. Market at a Glance
2.1 Key Highlights
Chapter 3. Market Overview
3.1 Introduction
3.1.1 Overview
3.1.1.1 Market Composition and Scenario
3.2 Key Factors Impacting the Market
3.2.1 Market Drivers
3.2.2 Market Restraints
3.2.3 Market Opportunities
3.2.4 Market Challenges
Chapter 4. Market Trends – North America Wealth Tech Solution Market
Chapter 5. State of Competition – North America Wealth Tech Solution Market
Chapter 6. Value Chain Analysis of Wealth Tech Solution Market
Chapter 7. Product Life Cycle – Wealth Tech Solution Market
Chapter 8. Market Consolidation – Wealth Tech Solution Market
Chapter 9. Key Customer Criteria – Wealth Tech Solution Market
Chapter 10. Competition Analysis - Global
10.1 KBV Cardinal Matrix
10.2 Recent Industry Wide Strategic Developments
10.2.1 Partnerships, Collaborations and Agreements
10.2.2 Product Launches and Product Expansions
10.2.3 Acquisition and Mergers
10.3 Market Share Analysis, 2024
10.4 Top Winning Strategies
10.4.1 Key Leading Strategies: Percentage Distribution (2021-2025)
10.4.2 Key Strategic Move: (Product Launches and Product Expansions : 2023, Oct – 2025, Oct) Leading Players
10.5 Porter Five Forces Analysis
Chapter 11. North America Wealth Tech Solution Market by Enterprise Size
11.1 North America Large Enterprises Market by Region
11.2 North America Small & Medium-sized Enterprises Market by Region
Chapter 12. North America Wealth Tech Solution Market by Deployment Mode
12.1 North America Cloud Market by Country
12.2 North America On-Premise Market by Country
12.3 North America Hybrid Market by Country
Chapter 13. North America Wealth Tech Solution Market by Business Model
13.1 North America B2B Market by Country
13.2 North America B2C Market by Country
13.3 North America B2B2C / White-Label Platforms Market by Country
Chapter 14. North America Wealth Tech Solution Market by End User
14.1 North America Banks Market by Country
14.2 North America Wealth Management Firms Market by Country
14.3 North America FinTech Platforms & Neobanks Market by Country
14.4 North America Registered Investment Advisors Market by Country
14.5 North America Other End User Market by Country
Chapter 15. North America Wealth Tech Solution Market by Solution Type
15.1 North America Robo-Advisory Platforms Market by Country
15.2 North America Portfolio Management & Reporting Software Market by Country
15.3 North America Data, Analytics & AI Engines Market by Country
15.4 North America Client Engagement & Digital Advisory Tools Market by Country
15.5 North America API / Integration & Wealth-as-a-Service Infrastructure Market by Country
15.6 North America Risk, Compliance & RegTech Modules Market by Country
15.7 North America Other Solution Type Market by Country
Chapter 16. North America Wealth Tech Solution Market by Country
16.1 US Wealth Tech Solution Market
16.1.1 US Wealth Tech Solution Market by Enterprise Size
16.1.2 US Wealth Tech Solution Market by Deployment Mode
16.1.3 US Wealth Tech Solution Market by Business Model
16.1.4 US Wealth Tech Solution Market by End User
16.1.5 US Wealth Tech Solution Market by Solution Type
16.2 Canada Wealth Tech Solution Market
16.2.1 Canada Wealth Tech Solution Market by Enterprise Size
16.2.2 Canada Wealth Tech Solution Market by Deployment Mode
16.2.3 Canada Wealth Tech Solution Market by Business Model
16.2.4 Canada Wealth Tech Solution Market by End User
16.2.5 Canada Wealth Tech Solution Market by Solution Type
16.3 Mexico Wealth Tech Solution Market
16.3.1 Mexico Wealth Tech Solution Market by Enterprise Size
16.3.2 Mexico Wealth Tech Solution Market by Deployment Mode
16.3.3 Mexico Wealth Tech Solution Market by Business Model
16.3.4 Mexico Wealth Tech Solution Market by End User
16.3.5 Mexico Wealth Tech Solution Market by Solution Type
16.4 Rest of North America Wealth Tech Solution Market
16.4.1 Rest of North America Wealth Tech Solution Market by Enterprise Size
16.4.2 Rest of North America Wealth Tech Solution Market by Deployment Mode
16.4.3 Rest of North America Wealth Tech Solution Market by Business Model
16.4.4 Rest of North America Wealth Tech Solution Market by End User
16.4.5 Rest of North America Wealth Tech Solution Market by Solution Type
Chapter 17. Company Profiles
17.1 DriveWealth, LLC
17.1.1 Company Overview
17.1.2 Recent strategies and developments:
17.1.2.1 Partnerships, Collaborations, and Agreements:
17.1.2.2 Product Launches and Product Expansions:
17.1.2.3 Acquisition and Mergers:
17.2 Wealthfront Corporation
17.2.1 Company Overview
17.2.2 Recent strategies and developments:
17.2.2.1 Product Launches and Product Expansions:
17.3 InvestCloud, Inc.
17.3.1 Company Overview
17.3.2 Recent strategies and developments:
17.3.2.1 Acquisition and Mergers:
17.4 Avaloq Group Ltd. (NEC Corporation)
17.4.1 Company Overview
17.4.2 Financial Analysis
17.4.3 Segmental and Regional Analysis
17.4.4 Research & Development Expenses
17.4.5 Recent strategies and developments:
17.4.5.1 Partnerships, Collaborations, and Agreements:
17.5 FNZ Group
17.5.1 Company Overview
17.5.2 Recent strategies and developments:
17.5.2.1 Partnerships, Collaborations, and Agreements:
17.5.2.2 Product Launches and Product Expansions:
17.5.2.3 Acquisition and Mergers:
17.6 Envestnet Inc. (Bain Capital, LP.)
17.6.1 Company Overview
17.7 Temenos AG
17.7.1 Company Overview
17.7.2 Financial Analysis
17.7.3 Segmental Analysis
17.7.4 Recent strategies and developments:
17.7.4.1 Product Launches and Product Expansions:
17.7.5 SWOT Analysis
17.8 Addepar, Inc.
17.8.1 Company Overview
17.8.2 Recent strategies and developments:
17.8.2.1 Product Launches and Product Expansions:
17.8.2.2 Acquisition and Mergers:
17.9 Cube Consumer Services Pvt. Ltd. (Cube Wealth)
17.9.1 Company Overview
17.9.2 Recent strategies and developments:
17.9.2.1 Product Launches and Product Expansions:
17.9.2.2 Acquisition and Mergers:
17.10. Equirus Wealth Private Limited
17.10.1 Company Overview
17.10.2 Recent strategies and developments:
17.10.2.1 Product Launches and Product Expansions:
List of Tables
TABLE 1 North America Wealth Tech Solution Market, 2021 - 2024, USD Million
TABLE 2 North America Wealth Tech Solution Market, 2025 - 2032, USD Million
TABLE 3 Key Customer Criteria – Wealth Tech Solution Market
TABLE 4 Partnerships, Collaborations and Agreements– Wealth Tech Solution Market
TABLE 5 Product Launches And Product Expansions– Wealth Tech Solution Market
TABLE 6 Acquisition and Mergers– Wealth Tech Solution Market
TABLE 7 North America Wealth Tech Solution Market by Enterprise Size, 2021 - 2024, USD Million
TABLE 8 North America Wealth Tech Solution Market by Enterprise Size, 2025 - 2032, USD Million
TABLE 9 North America Large Enterprises Market by Region, 2021 - 2024, USD Million
TABLE 10 North America Large Enterprises Market by Region, 2025 - 2032, USD Million
TABLE 11 North America Small & Medium-sized Enterprises Market by Region, 2021 - 2024, USD Million
TABLE 12 North America Small & Medium-sized Enterprises Market by Region, 2025 - 2032, USD Million
TABLE 13 North America Wealth Tech Solution Market by Deployment Mode, 2021 - 2024, USD Million
TABLE 14 North America Wealth Tech Solution Market by Deployment Mode, 2025 - 2032, USD Million
TABLE 15 North America Cloud Market by Country, 2021 - 2024, USD Million
TABLE 16 North America Cloud Market by Country, 2025 - 2032, USD Million
TABLE 17 North America On-Premise Market by Country, 2021 - 2024, USD Million
TABLE 18 North America On-Premise Market by Country, 2025 - 2032, USD Million
TABLE 19 North America Hybrid Market by Country, 2021 - 2024, USD Million
TABLE 20 North America Hybrid Market by Country, 2025 - 2032, USD Million
TABLE 21 North America Wealth Tech Solution Market by Business Model, 2021 - 2024, USD Million
TABLE 22 North America Wealth Tech Solution Market by Business Model, 2025 - 2032, USD Million
TABLE 23 North America B2B Market by Country, 2021 - 2024, USD Million
TABLE 24 North America B2B Market by Country, 2025 - 2032, USD Million
TABLE 25 North America B2C Market by Country, 2021 - 2024, USD Million
TABLE 26 North America B2C Market by Country, 2025 - 2032, USD Million
TABLE 27 North America B2B2C / White-Label Platforms Market by Country, 2021 - 2024, USD Million
TABLE 28 North America B2B2C / White-Label Platforms Market by Country, 2025 - 2032, USD Million
TABLE 29 North America Wealth Tech Solution Market by End User, 2021 - 2024, USD Million
TABLE 30 North America Wealth Tech Solution Market by End User, 2025 - 2032, USD Million
TABLE 31 North America Banks Market by Country, 2021 - 2024, USD Million
TABLE 32 North America Banks Market by Country, 2025 - 2032, USD Million
TABLE 33 North America Wealth Management Firms Market by Country, 2021 - 2024, USD Million
TABLE 34 North America Wealth Management Firms Market by Country, 2025 - 2032, USD Million
TABLE 35 North America FinTech Platforms & Neobanks Market by Country, 2021 - 2024, USD Million
TABLE 36 North America FinTech Platforms & Neobanks Market by Country, 2025 - 2032, USD Million
TABLE 37 North America Registered Investment Advisors Market by Country, 2021 - 2024, USD Million
TABLE 38 North America Registered Investment Advisors Market by Country, 2025 - 2032, USD Million
TABLE 39 North America Other End User Market by Country, 2021 - 2024, USD Million
TABLE 40 North America Other End User Market by Country, 2025 - 2032, USD Million
TABLE 41 North America Wealth Tech Solution Market by Solution Type, 2021 - 2024, USD Million
TABLE 42 North America Wealth Tech Solution Market by Solution Type, 2025 - 2032, USD Million
TABLE 43 North America Robo-Advisory Platforms Market by Country, 2021 - 2024, USD Million
TABLE 44 North America Robo-Advisory Platforms Market by Country, 2025 - 2032, USD Million
TABLE 45 North America Portfolio Management & Reporting Software Market by Country, 2021 - 2024, USD Million
TABLE 46 North America Portfolio Management & Reporting Software Market by Country, 2025 - 2032, USD Million
TABLE 47 North America Data, Analytics & AI Engines Market by Country, 2021 - 2024, USD Million
TABLE 48 North America Data, Analytics & AI Engines Market by Country, 2025 - 2032, USD Million
TABLE 49 North America Client Engagement & Digital Advisory Tools Market by Country, 2021 - 2024, USD Million
TABLE 50 North America Client Engagement & Digital Advisory Tools Market by Country, 2025 - 2032, USD Million
TABLE 51 North America API / Integration & Wealth-as-a-Service Infrastructure Market by Country, 2021 - 2024, USD Million
TABLE 52 North America API / Integration & Wealth-as-a-Service Infrastructure Market by Country, 2025 - 2032, USD Million
TABLE 53 North America Risk, Compliance & RegTech Modules Market by Country, 2021 - 2024, USD Million
TABLE 54 North America Risk, Compliance & RegTech Modules Market by Country, 2025 - 2032, USD Million
TABLE 55 North America Other Solution Type Market by Country, 2021 - 2024, USD Million
TABLE 56 North America Other Solution Type Market by Country, 2025 - 2032, USD Million
TABLE 57 North America Wealth Tech Solution Market by Country, 2021 - 2024, USD Million
TABLE 58 North America Wealth Tech Solution Market by Country, 2025 - 2032, USD Million
TABLE 59 US Wealth Tech Solution Market, 2021 - 2024, USD Million
TABLE 60 US Wealth Tech Solution Market, 2025 - 2032, USD Million
TABLE 61 US Wealth Tech Solution Market by Enterprise Size, 2021 - 2024, USD Million
TABLE 62 US Wealth Tech Solution Market by Enterprise Size, 2025 - 2032, USD Million
TABLE 63 US Wealth Tech Solution Market by Deployment Mode, 2021 - 2024, USD Million
TABLE 64 US Wealth Tech Solution Market by Deployment Mode, 2025 - 2032, USD Million
TABLE 65 US Wealth Tech Solution Market by Business Model, 2021 - 2024, USD Million
TABLE 66 US Wealth Tech Solution Market by Business Model, 2025 - 2032, USD Million
TABLE 67 US Wealth Tech Solution Market by End User, 2021 - 2024, USD Million
TABLE 68 US Wealth Tech Solution Market by End User, 2025 - 2032, USD Million
TABLE 69 US Wealth Tech Solution Market by Solution Type, 2021 - 2024, USD Million
TABLE 70 US Wealth Tech Solution Market by Solution Type, 2025 - 2032, USD Million
TABLE 71 Canada Wealth Tech Solution Market, 2021 - 2024, USD Million
TABLE 72 Canada Wealth Tech Solution Market, 2025 - 2032, USD Million
TABLE 73 Canada Wealth Tech Solution Market by Enterprise Size, 2021 - 2024, USD Million
TABLE 74 Canada Wealth Tech Solution Market by Enterprise Size, 2025 - 2032, USD Million
TABLE 75 Canada Wealth Tech Solution Market by Deployment Mode, 2021 - 2024, USD Million
TABLE 76 Canada Wealth Tech Solution Market by Deployment Mode, 2025 - 2032, USD Million
TABLE 77 Canada Wealth Tech Solution Market by Business Model, 2021 - 2024, USD Million
TABLE 78 Canada Wealth Tech Solution Market by Business Model, 2025 - 2032, USD Million
TABLE 79 Canada Wealth Tech Solution Market by End User, 2021 - 2024, USD Million
TABLE 80 Canada Wealth Tech Solution Market by End User, 2025 - 2032, USD Million
TABLE 81 Canada Wealth Tech Solution Market by Solution Type, 2021 - 2024, USD Million
TABLE 82 Canada Wealth Tech Solution Market by Solution Type, 2025 - 2032, USD Million
TABLE 83 Mexico Wealth Tech Solution Market, 2021 - 2024, USD Million
TABLE 84 Mexico Wealth Tech Solution Market, 2025 - 2032, USD Million
TABLE 85 Mexico Wealth Tech Solution Market by Enterprise Size, 2021 - 2024, USD Million
TABLE 86 Mexico Wealth Tech Solution Market by Enterprise Size, 2025 - 2032, USD Million
TABLE 87 Mexico Wealth Tech Solution Market by Deployment Mode, 2021 - 2024, USD Million
TABLE 88 Mexico Wealth Tech Solution Market by Deployment Mode, 2025 - 2032, USD Million
TABLE 89 Mexico Wealth Tech Solution Market by Business Model, 2021 - 2024, USD Million
TABLE 90 Mexico Wealth Tech Solution Market by Business Model, 2025 - 2032, USD Million
TABLE 91 Mexico Wealth Tech Solution Market by End User, 2021 - 2024, USD Million
TABLE 92 Mexico Wealth Tech Solution Market by End User, 2025 - 2032, USD Million
TABLE 93 Mexico Wealth Tech Solution Market by Solution Type, 2021 - 2024, USD Million
TABLE 94 Mexico Wealth Tech Solution Market by Solution Type, 2025 - 2032, USD Million
TABLE 95 Rest of North America Wealth Tech Solution Market, 2021 - 2024, USD Million
TABLE 96 Rest of North America Wealth Tech Solution Market, 2025 - 2032, USD Million
TABLE 97 Rest of North America Wealth Tech Solution Market by Enterprise Size, 2021 - 2024, USD Million
TABLE 98 Rest of North America Wealth Tech Solution Market by Enterprise Size, 2025 - 2032, USD Million
TABLE 99 Rest of North America Wealth Tech Solution Market by Deployment Mode, 2021 - 2024, USD Million
TABLE 100 Rest of North America Wealth Tech Solution Market by Deployment Mode, 2025 - 2032, USD Million
TABLE 101 Rest of North America Wealth Tech Solution Market by Business Model, 2021 - 2024, USD Million
TABLE 102 Rest of North America Wealth Tech Solution Market by Business Model, 2025 - 2032, USD Million
TABLE 103 Rest of North America Wealth Tech Solution Market by End User, 2021 - 2024, USD Million
TABLE 104 Rest of North America Wealth Tech Solution Market by End User, 2025 - 2032, USD Million
TABLE 105 Rest of North America Wealth Tech Solution Market by Solution Type, 2021 - 2024, USD Million
TABLE 106 Rest of North America Wealth Tech Solution Market by Solution Type, 2025 - 2032, USD Million
TABLE 107 Key Information – DriveWealth, LLC
TABLE 108 Key Information – Wealthfront Corporation
TABLE 109 Key Information – InvestCloud, Inc.
TABLE 110 Key Information – Avaloq Group Ltd.
TABLE 111 Key Information – FNZ Group
TABLE 112 Key Information – Envestnet, Inc.
TABLE 113 Key Information – Temenos AG
TABLE 114 Key Information – Addepar, Inc.
TABLE 115 Key Information – Cube Consumer Services Pvt. Ltd.
TABLE 116 Key Information – Equirus Wealth Private Limited
List of Figures
FIG 1 Methodology for the research
FIG 2 North America Wealth Tech Solution Market, 2021 - 2032, USD Million
FIG 3 Key Factors Impacting North America Wealth Tech Solution Market
FIG 4 Value Chain Analysis of Wealth Tech Solution Market
FIG 5 Product Life Cycle – Wealth Tech Solution Market
FIG 6 Market Consolidation – Wealth Tech Solution Market
FIG 7 Key Customer Criteria – Wealth Tech Solution Market
FIG 8 KBV Cardinal Matrix
FIG 9 Market Share Analysis, 2024
FIG 10 Key Leading Strategies: Percentage Distribution (2021-2025)
FIG 11 Key Strategic Move: (Product Launches and Product Expansions : 2023, Oct – 2025, Oct) Leading Players
FIG 12 Porter’s Five Forces Analysis – Wealth Tech Solution Market
FIG 13 North America Wealth Tech Solution Market share by Enterprise Size, 2024
FIG 14 North America Wealth Tech Solution Market share by Enterprise Size, 2032
FIG 15 North America Wealth Tech Solution Market by Enterprise Size, 2021 - 2032, USD Million
FIG 16 North America Wealth Tech Solution Market share by Deployment Mode, 2024
FIG 17 North America Wealth Tech Solution Market share by Deployment Mode, 2032
FIG 18 North America Wealth Tech Solution Market by Deployment Mode, 2021 - 2032, USD Million
FIG 19 North America Wealth Tech Solution Market share by Business Model, 2024
FIG 20 North America Wealth Tech Solution Market share by Business Model, 2032
FIG 21 North America Wealth Tech Solution Market by Business Model, 2021 - 2032, USD Million
FIG 22 North America Wealth Tech Solution Market share by End User, 2024
FIG 23 North America Wealth Tech Solution Market share by End User, 2032
FIG 24 North America Wealth Tech Solution Market by End User, 2021 - 2032, USD Million
FIG 25 North America Wealth Tech Solution Market share by Solution Type, 2024
FIG 26 North America Wealth Tech Solution Market share by Solution Type, 2032
FIG 27 North America Wealth Tech Solution Market by Solution Type, 2021 - 2032, USD Million
FIG 28 North America Wealth Tech Solution Market share by Country, 2024
FIG 29 North America Wealth Tech Solution Market share by Country, 2032
FIG 30 North America Wealth Tech Solution Market by Country, 2021 - 2032, USD Million
FIG 31 Recent strategies and developments: DriveWealth, LLC
FIG 32 Recent strategies and developments: FNZ Group
FIG 33 Swot Analysis: Temenos AG
FIG 34 Recent strategies and developments: Addepar, Inc.
FIG 35 Recent strategies and developments: Cube Consumer Services Pvt. Ltd.
TABLE 2 North America Wealth Tech Solution Market, 2025 - 2032, USD Million
TABLE 3 Key Customer Criteria – Wealth Tech Solution Market
TABLE 4 Partnerships, Collaborations and Agreements– Wealth Tech Solution Market
TABLE 5 Product Launches And Product Expansions– Wealth Tech Solution Market
TABLE 6 Acquisition and Mergers– Wealth Tech Solution Market
TABLE 7 North America Wealth Tech Solution Market by Enterprise Size, 2021 - 2024, USD Million
TABLE 8 North America Wealth Tech Solution Market by Enterprise Size, 2025 - 2032, USD Million
TABLE 9 North America Large Enterprises Market by Region, 2021 - 2024, USD Million
TABLE 10 North America Large Enterprises Market by Region, 2025 - 2032, USD Million
TABLE 11 North America Small & Medium-sized Enterprises Market by Region, 2021 - 2024, USD Million
TABLE 12 North America Small & Medium-sized Enterprises Market by Region, 2025 - 2032, USD Million
TABLE 13 North America Wealth Tech Solution Market by Deployment Mode, 2021 - 2024, USD Million
TABLE 14 North America Wealth Tech Solution Market by Deployment Mode, 2025 - 2032, USD Million
TABLE 15 North America Cloud Market by Country, 2021 - 2024, USD Million
TABLE 16 North America Cloud Market by Country, 2025 - 2032, USD Million
TABLE 17 North America On-Premise Market by Country, 2021 - 2024, USD Million
TABLE 18 North America On-Premise Market by Country, 2025 - 2032, USD Million
TABLE 19 North America Hybrid Market by Country, 2021 - 2024, USD Million
TABLE 20 North America Hybrid Market by Country, 2025 - 2032, USD Million
TABLE 21 North America Wealth Tech Solution Market by Business Model, 2021 - 2024, USD Million
TABLE 22 North America Wealth Tech Solution Market by Business Model, 2025 - 2032, USD Million
TABLE 23 North America B2B Market by Country, 2021 - 2024, USD Million
TABLE 24 North America B2B Market by Country, 2025 - 2032, USD Million
TABLE 25 North America B2C Market by Country, 2021 - 2024, USD Million
TABLE 26 North America B2C Market by Country, 2025 - 2032, USD Million
TABLE 27 North America B2B2C / White-Label Platforms Market by Country, 2021 - 2024, USD Million
TABLE 28 North America B2B2C / White-Label Platforms Market by Country, 2025 - 2032, USD Million
TABLE 29 North America Wealth Tech Solution Market by End User, 2021 - 2024, USD Million
TABLE 30 North America Wealth Tech Solution Market by End User, 2025 - 2032, USD Million
TABLE 31 North America Banks Market by Country, 2021 - 2024, USD Million
TABLE 32 North America Banks Market by Country, 2025 - 2032, USD Million
TABLE 33 North America Wealth Management Firms Market by Country, 2021 - 2024, USD Million
TABLE 34 North America Wealth Management Firms Market by Country, 2025 - 2032, USD Million
TABLE 35 North America FinTech Platforms & Neobanks Market by Country, 2021 - 2024, USD Million
TABLE 36 North America FinTech Platforms & Neobanks Market by Country, 2025 - 2032, USD Million
TABLE 37 North America Registered Investment Advisors Market by Country, 2021 - 2024, USD Million
TABLE 38 North America Registered Investment Advisors Market by Country, 2025 - 2032, USD Million
TABLE 39 North America Other End User Market by Country, 2021 - 2024, USD Million
TABLE 40 North America Other End User Market by Country, 2025 - 2032, USD Million
TABLE 41 North America Wealth Tech Solution Market by Solution Type, 2021 - 2024, USD Million
TABLE 42 North America Wealth Tech Solution Market by Solution Type, 2025 - 2032, USD Million
TABLE 43 North America Robo-Advisory Platforms Market by Country, 2021 - 2024, USD Million
TABLE 44 North America Robo-Advisory Platforms Market by Country, 2025 - 2032, USD Million
TABLE 45 North America Portfolio Management & Reporting Software Market by Country, 2021 - 2024, USD Million
TABLE 46 North America Portfolio Management & Reporting Software Market by Country, 2025 - 2032, USD Million
TABLE 47 North America Data, Analytics & AI Engines Market by Country, 2021 - 2024, USD Million
TABLE 48 North America Data, Analytics & AI Engines Market by Country, 2025 - 2032, USD Million
TABLE 49 North America Client Engagement & Digital Advisory Tools Market by Country, 2021 - 2024, USD Million
TABLE 50 North America Client Engagement & Digital Advisory Tools Market by Country, 2025 - 2032, USD Million
TABLE 51 North America API / Integration & Wealth-as-a-Service Infrastructure Market by Country, 2021 - 2024, USD Million
TABLE 52 North America API / Integration & Wealth-as-a-Service Infrastructure Market by Country, 2025 - 2032, USD Million
TABLE 53 North America Risk, Compliance & RegTech Modules Market by Country, 2021 - 2024, USD Million
TABLE 54 North America Risk, Compliance & RegTech Modules Market by Country, 2025 - 2032, USD Million
TABLE 55 North America Other Solution Type Market by Country, 2021 - 2024, USD Million
TABLE 56 North America Other Solution Type Market by Country, 2025 - 2032, USD Million
TABLE 57 North America Wealth Tech Solution Market by Country, 2021 - 2024, USD Million
TABLE 58 North America Wealth Tech Solution Market by Country, 2025 - 2032, USD Million
TABLE 59 US Wealth Tech Solution Market, 2021 - 2024, USD Million
TABLE 60 US Wealth Tech Solution Market, 2025 - 2032, USD Million
TABLE 61 US Wealth Tech Solution Market by Enterprise Size, 2021 - 2024, USD Million
TABLE 62 US Wealth Tech Solution Market by Enterprise Size, 2025 - 2032, USD Million
TABLE 63 US Wealth Tech Solution Market by Deployment Mode, 2021 - 2024, USD Million
TABLE 64 US Wealth Tech Solution Market by Deployment Mode, 2025 - 2032, USD Million
TABLE 65 US Wealth Tech Solution Market by Business Model, 2021 - 2024, USD Million
TABLE 66 US Wealth Tech Solution Market by Business Model, 2025 - 2032, USD Million
TABLE 67 US Wealth Tech Solution Market by End User, 2021 - 2024, USD Million
TABLE 68 US Wealth Tech Solution Market by End User, 2025 - 2032, USD Million
TABLE 69 US Wealth Tech Solution Market by Solution Type, 2021 - 2024, USD Million
TABLE 70 US Wealth Tech Solution Market by Solution Type, 2025 - 2032, USD Million
TABLE 71 Canada Wealth Tech Solution Market, 2021 - 2024, USD Million
TABLE 72 Canada Wealth Tech Solution Market, 2025 - 2032, USD Million
TABLE 73 Canada Wealth Tech Solution Market by Enterprise Size, 2021 - 2024, USD Million
TABLE 74 Canada Wealth Tech Solution Market by Enterprise Size, 2025 - 2032, USD Million
TABLE 75 Canada Wealth Tech Solution Market by Deployment Mode, 2021 - 2024, USD Million
TABLE 76 Canada Wealth Tech Solution Market by Deployment Mode, 2025 - 2032, USD Million
TABLE 77 Canada Wealth Tech Solution Market by Business Model, 2021 - 2024, USD Million
TABLE 78 Canada Wealth Tech Solution Market by Business Model, 2025 - 2032, USD Million
TABLE 79 Canada Wealth Tech Solution Market by End User, 2021 - 2024, USD Million
TABLE 80 Canada Wealth Tech Solution Market by End User, 2025 - 2032, USD Million
TABLE 81 Canada Wealth Tech Solution Market by Solution Type, 2021 - 2024, USD Million
TABLE 82 Canada Wealth Tech Solution Market by Solution Type, 2025 - 2032, USD Million
TABLE 83 Mexico Wealth Tech Solution Market, 2021 - 2024, USD Million
TABLE 84 Mexico Wealth Tech Solution Market, 2025 - 2032, USD Million
TABLE 85 Mexico Wealth Tech Solution Market by Enterprise Size, 2021 - 2024, USD Million
TABLE 86 Mexico Wealth Tech Solution Market by Enterprise Size, 2025 - 2032, USD Million
TABLE 87 Mexico Wealth Tech Solution Market by Deployment Mode, 2021 - 2024, USD Million
TABLE 88 Mexico Wealth Tech Solution Market by Deployment Mode, 2025 - 2032, USD Million
TABLE 89 Mexico Wealth Tech Solution Market by Business Model, 2021 - 2024, USD Million
TABLE 90 Mexico Wealth Tech Solution Market by Business Model, 2025 - 2032, USD Million
TABLE 91 Mexico Wealth Tech Solution Market by End User, 2021 - 2024, USD Million
TABLE 92 Mexico Wealth Tech Solution Market by End User, 2025 - 2032, USD Million
TABLE 93 Mexico Wealth Tech Solution Market by Solution Type, 2021 - 2024, USD Million
TABLE 94 Mexico Wealth Tech Solution Market by Solution Type, 2025 - 2032, USD Million
TABLE 95 Rest of North America Wealth Tech Solution Market, 2021 - 2024, USD Million
TABLE 96 Rest of North America Wealth Tech Solution Market, 2025 - 2032, USD Million
TABLE 97 Rest of North America Wealth Tech Solution Market by Enterprise Size, 2021 - 2024, USD Million
TABLE 98 Rest of North America Wealth Tech Solution Market by Enterprise Size, 2025 - 2032, USD Million
TABLE 99 Rest of North America Wealth Tech Solution Market by Deployment Mode, 2021 - 2024, USD Million
TABLE 100 Rest of North America Wealth Tech Solution Market by Deployment Mode, 2025 - 2032, USD Million
TABLE 101 Rest of North America Wealth Tech Solution Market by Business Model, 2021 - 2024, USD Million
TABLE 102 Rest of North America Wealth Tech Solution Market by Business Model, 2025 - 2032, USD Million
TABLE 103 Rest of North America Wealth Tech Solution Market by End User, 2021 - 2024, USD Million
TABLE 104 Rest of North America Wealth Tech Solution Market by End User, 2025 - 2032, USD Million
TABLE 105 Rest of North America Wealth Tech Solution Market by Solution Type, 2021 - 2024, USD Million
TABLE 106 Rest of North America Wealth Tech Solution Market by Solution Type, 2025 - 2032, USD Million
TABLE 107 Key Information – DriveWealth, LLC
TABLE 108 Key Information – Wealthfront Corporation
TABLE 109 Key Information – InvestCloud, Inc.
TABLE 110 Key Information – Avaloq Group Ltd.
TABLE 111 Key Information – FNZ Group
TABLE 112 Key Information – Envestnet, Inc.
TABLE 113 Key Information – Temenos AG
TABLE 114 Key Information – Addepar, Inc.
TABLE 115 Key Information – Cube Consumer Services Pvt. Ltd.
TABLE 116 Key Information – Equirus Wealth Private Limited
List of Figures
FIG 1 Methodology for the research
FIG 2 North America Wealth Tech Solution Market, 2021 - 2032, USD Million
FIG 3 Key Factors Impacting North America Wealth Tech Solution Market
FIG 4 Value Chain Analysis of Wealth Tech Solution Market
FIG 5 Product Life Cycle – Wealth Tech Solution Market
FIG 6 Market Consolidation – Wealth Tech Solution Market
FIG 7 Key Customer Criteria – Wealth Tech Solution Market
FIG 8 KBV Cardinal Matrix
FIG 9 Market Share Analysis, 2024
FIG 10 Key Leading Strategies: Percentage Distribution (2021-2025)
FIG 11 Key Strategic Move: (Product Launches and Product Expansions : 2023, Oct – 2025, Oct) Leading Players
FIG 12 Porter’s Five Forces Analysis – Wealth Tech Solution Market
FIG 13 North America Wealth Tech Solution Market share by Enterprise Size, 2024
FIG 14 North America Wealth Tech Solution Market share by Enterprise Size, 2032
FIG 15 North America Wealth Tech Solution Market by Enterprise Size, 2021 - 2032, USD Million
FIG 16 North America Wealth Tech Solution Market share by Deployment Mode, 2024
FIG 17 North America Wealth Tech Solution Market share by Deployment Mode, 2032
FIG 18 North America Wealth Tech Solution Market by Deployment Mode, 2021 - 2032, USD Million
FIG 19 North America Wealth Tech Solution Market share by Business Model, 2024
FIG 20 North America Wealth Tech Solution Market share by Business Model, 2032
FIG 21 North America Wealth Tech Solution Market by Business Model, 2021 - 2032, USD Million
FIG 22 North America Wealth Tech Solution Market share by End User, 2024
FIG 23 North America Wealth Tech Solution Market share by End User, 2032
FIG 24 North America Wealth Tech Solution Market by End User, 2021 - 2032, USD Million
FIG 25 North America Wealth Tech Solution Market share by Solution Type, 2024
FIG 26 North America Wealth Tech Solution Market share by Solution Type, 2032
FIG 27 North America Wealth Tech Solution Market by Solution Type, 2021 - 2032, USD Million
FIG 28 North America Wealth Tech Solution Market share by Country, 2024
FIG 29 North America Wealth Tech Solution Market share by Country, 2032
FIG 30 North America Wealth Tech Solution Market by Country, 2021 - 2032, USD Million
FIG 31 Recent strategies and developments: DriveWealth, LLC
FIG 32 Recent strategies and developments: FNZ Group
FIG 33 Swot Analysis: Temenos AG
FIG 34 Recent strategies and developments: Addepar, Inc.
FIG 35 Recent strategies and developments: Cube Consumer Services Pvt. Ltd.