The Financial Planning Software Market Overview 2025 report reveals that the market size has grown significantly over the past few years, with projections indicating further expansion.
What are the Historical Growth Trends in the Financial Planning Software Market?
The market size of the financial planning software has seen significant growth lately. The size is expected to increase from $4.91 billion in 2024 to $5.74 billion in 2025, with a compound annual growth rate (CAGR) of 16.8%.
What are the 2025 Market Projections: Forecasted Size & Growth Rate for the Financial Planning Software Industry?
By 2029, the financial planning software market is expected to reach a size of $10.92 billion, growing at a compounded annual growth rate (CAGR) of 17.5%.
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What are the Key Growth Drivers Fueling the Financial Planning Software Market?
The key drivers in the financial planning software market are:
• Initiatives improving financial literacy
• Focus on Environmental, Social, and Governance (ESG) investing
• Move towards subscription-based business models
• Enhanced cybersecurity measures in financial planning software
Global Market Segmentation: Identifying Major Financial Planning Software Industry Segments
The financial planning software market covered in this report is segmented –
1) By Component: Solution, Services
2) By Deployment Mode: On-Premises, Cloud
3) By Application: Financial Advice And Management, Portfolio, Accounting And Trading Management, Wealth Management, Personal Banking, Other Applications
4) By End-Uses: Small And Medium-Sized Enterprises (SMEs), Large Enterprises, Individual Purpose, Other End-Uses
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What are the Emerging Trends Shaping the Future of the Financial Planning Software Market?
The key trends in the financial planning software market are:
• The integration of AI and machine learning is emerging as a significant trend.
• The adoption of robo-advisors is largely shaping the market's future.
• The inclusion of blockchain technology is another important emerging trend.
• Collaborations with fintech startups and a focus on making platforms more user-friendly are also key trends.
Who Are the Top Competitors & Leading Players in the Financial Planning Software Market?
Major companies in the financial planning software market are:
• PIEtech Inc.
• eMoney Advisor LLC
• Advicent Solutions
• Moneytree Software
• WealthTec LLC
• Advisor Software
• Envestnet Inc.
• InStream LLC
• Advizr Inc.
• RightCapital Inc.
• Razor Logic Systems
• Futurewise Technologies Private Limited
• ESPlanner Inc.
• iSoftware Limited
• Cheshire Software Inc.
• Miles Software
• Orion Advisor Technology
• Personal Capital Corporation
• Quicken Inc.
• SAP SE
• Oltis Software
• WealthTrace
• Moneywise Software
• Sigma Conso
• GetRealList
• Wealth Access
Regional Dominance: Which Area Leads the Global Template Market?
North America was the largest region in the financial planning software market in 2024
