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Personal Finance


  • Peer-to-peer lending platforms (marketplace lending)
  • Robo-advisors (automated wealth management services)


  • Bank loans and metasearch engines for credit and insurance offers
  • Non-automated financial advisory, financial planning or broker services
  • Personal finance management services (PFM) and budgeting manager
Market definition


United States

  • Total Transaction Value in the "Personal Finance" segment amounts to US$267,106m in 2017.
  • Total Transaction Value is expected to show an annual growth rate (CAGR 2017-2021) of 27.6 % resulting in the total amount of US$706,978m in 2021.
  • The market's largest segment is the segment "Robo-Advisors" with a total transaction value of US$182,505m in 2017.
  • From a global comparison perspective it is shown that the highest cumulated transaction value is reached in China (US$143,409m in 2017).
Outlook Report: Personal Finance

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