AI in Financial Planning Market Summary

“The global AI in Financial Planning Market is expected to reach to USD 53.3 billion by 2032, growing at a CAGR of 20.3% during 2025 to 2032”

The TrendBridge Insights Research report, “Global AI in Financial Planning Market Report 2025 – Future Opportunities, Latest Trends, In-depth Analysis, and Forecast To 2032”, delivers strategic insights into the global AI in Financial Planning Market. It includes market size projections (in million units for volume and US$ billion for revenue) from 2026 to 2032. The analysis delves into segments by type, application, and geography, alongside competitive profiles of leading vendors and their recent developments.

The report analyzes the global AI in Financial Planning Market drivers, restraints/challenges, and the effect they have on the demands during the projection period. In addition, the report explores emerging opportunities in the AI in Financial Planning Market.

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Global AI in Financial Planning Market Competitive Landscape & Key Players

The key players operating the target market includes,

  1. Wealthfront
  2. Betterment
  3. Personal Capital
  4. FutureAdvisor
  5. SigFig
  6. WiseBanyan
  7. Nutmeg
  8. Acorns
  9. Charles Schwab Intelligent Portfolios
  10. Vanguard Personal Advisor Services
  11. BlackRock
  12. Fidelity Go
  13. IBM
  14. Oracle
  15. SAP
  16. SAS
  17. FICO
  18. SSC Technologies
  19. Charles River Development
  20. MSCI Inc
  21. FactSet
  22. Morningstar
  23. Bloomberg
  24. Thomson Reuters
  25. Yodlee
  26. Envestnet
  27. TCS
  28. Wipro
  29. Infosys
  30. Accenture
  31. Genpact

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Segments Covered in the Report:

TrendBridge Insights Group provides an analysis of the key trends in each segment of the global AI in Financial Planning Market, along with forecasts at the global and regional levels from 2025-2032.

By Technology: Machine Learning, Deep Learning, Natural Language Processing, Others

By Deployment: On - Premises, Cloud

By Application: Portfolio Optimization, Conversational Platform, Risk & Compliance, Data Analysis, Process Automation, Others

Regional Analysis

North America - U.S., Canada

Europe - UK, Germany, Spain, France, Italy, Russia, Rest of Europe

Asia Pacific - Japan, India, China, South Korea, Australia, Rest of Asia-Pacific

Latin America - Brazil, Mexico, Argentina, Rest of Latin America

Middle East & Africa - South Africa, Saudi Arabia, UAE, Rest of Middle East & Africa

Report Scope:

Base year for estimation: 2025

Forecast period: 2026-2032

Market representation: Revenue in USD Billion & CAGR from 2025 to 2032

Report coverage: Revenue forecast, company share, competitive landscape, growth factors, and trends

Various Analyses Covered: Global, Regional & Country Level Analysis, Segment-Level Analysis, DROC, PESTLE Analysis, Porter’s Five Forces Analysis, Competitive Landscape, Analyst Overview of Investment Opportunities

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