Wealth Management Platform Market Size, Share, Growth Analysis, By Advisory Model, By Business Function, By Deployment, By End User, By Region -Industry Forecast 2025-2032

Wealth Management Platform Market size was valued at USD 3.31 Billion in 2023 and is poised to grow from USD 3.72 Billion in 2024 to USD 9.51 Billion by 2032, growing at a CAGR of 12.5% during the forecast period (2025-2032).

The wealth management platform market share is predicted to grow over the period of forecast, due to the fact that more and more people strive for the automation of the wealth management process. These platforms may prove to be an affordable option for customers willing to manage their assets and automate procedures. High net-worth individuals place a strong emphasis on saving money, capitalizing on personal goals, maintaining diversification in investments, and maintaining finance stability. However, even the wealthiest of individuals are not reaching full potential in financial goals due to a persistent gap in basic investment knowledge. With this realization, most wealth managers have taken to embracing the use of wealth management platforms as part of providing their clients with more customized and holistic services.

This is fast becoming one of the prime drivers for the usage of wealth management software. It is expected to grow as HNWIs increasingly seek digital wealth management solutions. Moreover, the market witnessed a little growth during the COVID-19 pandemic. It is trying to recover losses incurred by the pandemic through higher investments it has made in the financial sector. These investments will be the base for global products and services to serve the needs and passions of the target audience in other parts of the world.

For instance, India Brand Equity Foundation reported in September 2021 that due to the exceptional growth experienced by the HNI and UHNWI categories over the last decade, the demand for wealth management services has also increased. The methodology needed for wealth management solutions can also help HNWIs in more structured wealth management objectives. Several analytical methodologies are provided to HNWIs by wealth management solutions. Advanced adviser technology implementation is gaining momentum.