According to a new report, published by KBV research, The Global Wealth Tech Solution Market size is expected to reach USD 16.48 billion by 2032, rising at a market growth of 13.9% CAGR during the forecast period.
The global wealth technology (“WealthTech”) solutions market has evolved significantly during the past decade, as wealth management firms, banks, and financial advisors have increasingly turned to digital platforms, analytics, automation and artificial intelligence to serve clients, manage assets and streamline operations. Initially, wealth management firms relied heavily on human advisors, manual processes and on-premise systems, but as the cost pressures, changing client expectations and technology capabilities advanced, the industry began integrating digital advisory tools, robo-advisors and portfolio-management platforms.
The Large Enterprises segment is leading the Global Wealth Tech Solution Market by Enterprise Size in 2024, growing at a CAGR of 13.1 % during the forecast period. These large financial institutions and global wealth-management firms typically have significant budgets and robust IT infrastructures, enabling them to adopt and deploy advanced wealth-tech platforms at scale. They benefit from economies of scale, enabling them to integrate data-analytics, AI engines, robo-advisory modules and legacy-system replacement in a holistic way. Moreover, regulatory mandates (such as open-finance and client-advisory transparency) and client demand for personalised wealth-management services have accelerated uptake among these large enterprises.
The Cloud segment is generating the Global Wealth Tech Solution Market by Deployment Mode in 2024; thereby, achieving a market value of $7.78 billion by 2032. Organisations opted for cloud-based solutions to benefit from scalability, lower upfront infrastructure costs, rapid updates and easier remote access. This segment’s strength reflects a shift in the wealth-management technology space toward agile, SaaS-style offerings and away from legacy on-premise systems. Cloud solutions also enable faster integration of analytics, AI and real-time data streams, which are becoming must-haves in wealth-tech deployments.
The B2B segment is leading the Global Wealth Tech Solution Market by Business Model in 2024, growing at a CAGR of 13.4 % during the forecast period. Organisations such as wealth-management firms, banks and other institutional players procure technology solutions from vendors and system integrators, and this represents the largest segment of monetisation. The high share reflects the fact that institutional clients often demand full-fledged platforms, customised workflows, and integration with legacy systems — enabling deeper and higher-value deployments. Vendors working in this space can capture higher average contract values, recurring service fees, and additional revenue streams (implementation, customisation, consulting).
The Banks segment is registering maximum revenue share in the Global Wealth Tech Solution Market by End User in 2024,; thereby, achieving a market value of $6.74 billion by 2032. This dominance reflects banks’ broad client-base, regulatory pressures to modernise wealth services, and their willingness to invest in large-scale platform upgrades. Banks often integrate wealth-tech solutions across retail, high-net-worth and private banking lines, thereby driving higher overall spend. Their legacy systems and large operations also mean that vendors often engage in comprehensive digital-transformation programmes with these institutions.
The Robo-Advisory Platforms segment led the Global Wealth Tech Solution Market by Solution Type in 2024, growing at a CAGR of 13 % during the forecast period. These platforms automate investment management through algorithm-driven financial planning, portfolio rebalancing, and goal-based investment for both retail and institutional clients. Their popularity stems from reduced advisory costs, scalability, and the ability to democratize wealth management for mass-affluent investors. Financial institutions increasingly partner with robo-advisory vendors to complement human advisors and expand digital channels. The segment’s leadership reflects its ability to balance automation with personalization through AI and analytics.
The North America market dominated the Global Wealth Tech Solution Market by Region in 2024, and would continue to be a dominant market till 2032; thereby, achieving a market value of $5,883.2 million by 2032. The Europe market is expected to witness a CAGR of 13.5% during (2025 - 2032). Additionally, The Asia Pacific market is expected to witness a CAGR of 14.8% during (2025 - 2032).
By Enterprise Size
By Deployment Mode
By Business Model
By End User
By Solution Type
By Geography
Unique Offerings
