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Robo-Advisors

in-scope

  • Automated online portfolio management of private assets
  • Financial advisory based on smart algorithms, lead investors or swarm intelligence (social trading)
  • Notable robo-advisors, e.g. Betterment, Wealthfront, Scalable Capital

out-of-scope

  • Traditional online brokers
  • Human wealth manager advisory
Market definition

Highlights

United States

Currency

$ USD
€ EUR (2016: 1 USD = 0.90554 EUR)
£ GBP (2016: 1 USD = 0.75014 GBP)
  • Assets under Manegement in the "Robo-Advisors" segment amounts to US$266,190m in 2018.
  • Assets under Management are expected to show an annual growth rate (CAGR 2018-2022) of 21.3% resulting in the total amount of US$576,449m in 2022.
  • In the "Robo-Advisors" segment, the number of users is expected to amount to 12,652.9thousand by 2022.
  • The average assets under management per user in the "Robo-Advisors" segment amounts to US$40,420 in 2018.
  • From a global comparison perspective it is shown that the highest assets under management is reached in the United States (US$266,190m in 2018).
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Assets under Management Assets under Management Growth

in the Robo-Advisors market in million US$ in percent

Reading Support Assets under Management in the "Robo-Advisors" segment amounts to US$266,190m in 2018. Reading Support The "Robo-Advisors" segment is expected to show a growth in Assets under Management of 32.8% in 2019.

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  • Assets under Management
  • Assets under Management Growth
Info

Assets under Management:

The “Assets under Management” (AuM) box shows the forecasted AuM development of the selected market (market segment, region) in for each year (stock). Assets under Management Growth :The "AuM Growth" box shows the year-over-year changes in assets under management of the selected market (market segment, region) in percentage terms. A definition and detailed explanation of the displayed markets can be found here.

A definition and detailed explanation of the displayed markets can be found here.
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User Penetration Rate

in the Robo-Advisors market in thousand in percent

Reading Support In the "Robo-Advisors" segment, the number of users is expected to amount to 12,652.9thousand by 2022. Reading Support User penetration in the "Robo-Advisors" segment is at 2.0% in 2018.

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  • User
  • Penetration Rate
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User:

The “User” box shows the number of active paying customers (or accounts) of the selected market (market segment, region) in millions for each year.


Penetration Rate:

The “Penetration Rate” box shows the share of active paying customers (or accounts) from the total population of the selected market (market segment, region) for each year.

A definition and detailed explanation of the displayed markets can be found here.
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av. Assets under Management per User

in the Robo-Advisors market in US$

Reading Support The average assets under management per user in the "Robo-Advisors" segment amounts to US$40,420 in 2018.

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Average Assets under Management per User:

The box shows the average annual stock of assets under management per user (or potential user) of the selected market (market segment, region) for each year. A definition and detailed explanation of the displayed markets can be found here.

A definition and detailed explanation of the displayed markets can be found here.
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Global Comparison - Assets under Management

in the Robo-Advisors market in million US$ in 2018

Reading Support With a total transaction value of US$266,190m in 2018, the highest value worldwide is reached in the United States.

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Top Countries
United States
China
United Kingdom
Germany
Canada
Info

Global Comparison – Assets under Management:

The box shows a comparison of assets under management for 50 of the world’s leading digital economies in the selected market (market segment, region) and year. A definition and detailed explanation of the displayed markets can be found here.


A definition and detailed explanation of the displayed markets can be found here.
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Key Market Indicators

The following Key Market Indicators give an overview of the demographic, economic and technological development of the selected region on the basis of general KPIs. The calculation of Statista’s Market Outlook is based on a complex market-driver logic including over 400 region-specific data sets.

2016201720182019202020212022 CAGR
(2016-2022)
Mobile Phones Volume / Capita in units
Average per capita sales of mobile phones in units
x.xx x.xx x.xx x.xx x.xx x.xx x.xx
Laptops Volume / Capita in units
Average per capita sales of laptops and tablets in units
x.xx x.xx x.xx x.xx x.xx x.xx x.xx
Desktop-PCs Volume / Capita in units
Average per capita sales of Desktop-PCs in units
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Mobile Phones Revenue / Capita in US$
Average revenue of mobile phones per capita
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Laptops Revenue / Capita in US$
Average revenue of laptops and tablets per capita
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Desktop-PC Revenue / Capita in US$
Average revenue of Desktop-PCs per capita
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New registered companies
Number of newly established and registered companies (within the past 12 months) in the selected region
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Smartphone Penetration in %
Percentage of individuals from the total population using a smartphone on a monthly basis
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Internet Penetration in %
Percentage of individuals from the total population using the internet on a monthly basis
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Consumer Spending / Capita in US$
Consumer Spending per Capita in the selected region
xx,xxx xx,xxx xx,xxx xx,xxx xx,xxx xx,xxx xx,xxx
GDP / Capita in US$
Gross domestic product of the selected region in relation to the total population
xx,xxx xx,xxx xx,xxx xx,xxx xx,xxx xx,xxx xx,xxx
Households in m
Total number of households in the selected region
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Population in m
Number of individuals (all ages) living in the selected region
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0-15 years in m
Number of individuals (age 0-15) living in the selected region
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16-24 years in m
Number of individuals (age 16-24) living in the selected region
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25-34 years in m
Number of individuals (age 25-34) living in the selected region
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35-44 years in m
Number of individuals (age 35-44) living in the selected region
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45-54 years in m
Number of individuals (age 45-54) living in the selected region
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55+ years in m
Number of individuals (age 55 and older) living in the selected region
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Telecommunication
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Average Connection Speed in kbits/s
Average internet connection speed in Kbits/s
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Fixed Broadband Subscription / 100 Capita
Number of fixed broadband subscriptions per 100 inhabitants
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Fixed Telephone Subscriptions / 100 Capita
Fixed telephone subscriptions refers to the sum of active number of analogue fixed telephone lines, voice-over-IP (VoIP) subscriptions, fixed wireless local loop (WLL) subscriptions, ISDN voice-channel equivalents and fixed public payphones.
xx.x xx.x xx.x xx.x xx.x xx.x xx.x
Mobile cellular subscriptions / 100 Capita
Includes subscriptions to a public mobile telephone service that provide access to the PSTN using cellular technology.
xxx.x xxx.x xxx.x xxx.x xxx.x xxx.x xxx.x
Finance
Click arrow to expand
Online Banking Penetration in %
Percentage of individuals (total population over 16 years) using online-banking services at least once a year (e.g. bank transfers, account information)
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Debit Card Penetration in %
Percentage of individuals (total population over 16 years) who own at least one debit card
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Risk premium on lending in %
Risk premium on lending is the interest rate charged by banks on loans to private sector customers minus the "risk free" treasury bill interest rate at which short-term government securities are issued or traded in the market.
x.xx x.xx x.xx x.xx x.xx x.xx x.xx
Lending interest rate in %
Lending rate is the bank rate that usually meets the short- and medium-term financing needs of the private sector.
x.xx x.xx x.xx x.xx x.xx x.xx x.xx
ATMs / 100,000 Capita
Number of ATMs, Automated teller machines are computerized telecommunications devices that provide clients of a financial institution with access to financial transactions in a public place.
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Source: Statista, April 2018
Source: Statista, April 2018, based on IMF, World Bank, UN and Eurostat
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