According to a new report, published by KBV research, The Global Wealth Management Software Market size is expected to reach $14.52 billion by 2032, rising at a market growth of 13.6% CAGR during the forecast period.
The Large Enterprises segment is poised to grow at a CAGR of 13.1 % during the forecast period. These organizations often require sophisticated software solutions to handle the intricacies of wealth management, including portfolio management, investment tracking, financial planning, risk assessment, and client reporting. Furthermore, large enterprises have the financial resources to invest in advanced, high-end solutions that offer greater customization, scalability, and integration with other enterprise systems. The need for enhanced data security, regulatory compliance, and real-time analytics also drives the demand for such specialized software.
The Human Advisory segment captured the maximum revenue in the Global Wealth Management Software Market by Advisory Mode in 2024, thereby, achieving a market value of $7.9 billion by 2032. The Human Advisory segment remains foundational, especially among high-net-worth individuals (HNWIs), ultra-HNWIs, and institutional investors who prioritize trust, personalization, and in-depth financial planning. This segment relies on relationship managers and licensed advisors, and the software supporting it is built to augment advisor workflows through features like CRM integration, portfolio management, estate planning tools, compliance tracking, and client communication modules.
The Cloud segment is experiencing a CAGR of 13.2 % during the forecast period. The Cloud deployment model has become increasingly dominant in recent years, driven by its scalability, cost-effectiveness, faster implementation cycles, and ease of remote access. Cloud-based platforms allow wealth management firms to deliver digital experiences—such as real-time portfolio dashboards, AI-based financial planning, and mobile access—without significant capital expenditure.
The Banks segment led the maximum revenue in the Global Wealth Management Software Market by End-use in 2024, thereby, achieving a market value of $3.8 billion by 2032. Banks, especially those with private banking and wealth divisions, are among the largest users of wealth platforms. They require end-to-end solutions that span client onboarding, risk profiling, regulatory reporting, portfolio construction, and integration with core banking systems. These institutions prioritize compliance (e.g., AML, KYC, FATCA), security, and legacy system compatibility, often deploying hybrid cloud or on-premise models to balance innovation with regulatory demands.
The Portfolio, Accounting, & Trading Management segment is growing at a CAGR of 12.5 % during the forecast period. These modules allow wealth firms to build, execute, and monitor investment portfolios across asset classes, integrating functions such as order management systems (OMS), tax lot accounting, cash flow monitoring, and custodial reconciliation. They support both discretionary and non-discretionary investment mandates, with real-time integration into trading platforms, brokers, and market feeds.
Full Report: https://www.kbvresearch.com/wealth-management-software-market/
The North America region dominated the Global Wealth Management Software Market by Region in 2024, and would continue to be a dominant market till 2032; thereby, achieving a market value of $5.0 billion by 2032. The Europe region is anticipated to grow at a CAGR of 13.2% during (2025 - 2032). Additionally, The Asia Pacific region would witness a CAGR of 14.4% during (2025 - 2032).
By Enterprise Size
By Advisory Mode
By Deployment
By End-use
By Application
By Geography
Unique Offerings 
