Events & Resources
Events
Register for an upcoming webinar and track which industry events our analysts attend.
Learn More →Topics
See All Topics →Latest Articles
Explore our Research →Financial and insurance brands pushed ad spending to new heights in the first half of 2025
Article |
Mar 25, 2026
Revolut mints £4.7 billion as it dives deeper into global markets
Article |
Mar 25, 2026
Starling Bank launches a Gemini-powered virtual assistant
Article |
Mar 25, 2026
Consumers living paycheck to paycheck see a poor financial outlook
Article |
Mar 25, 2026
Amazon retail media marketers are laser-focused on ROI
Article |
Mar 24, 2026
Retail media’s offsite opportunities require measurement and careful planning
Article |
Mar 24, 2026
For B2B marketers, trust in GEO strategies is key
Article |
Mar 24, 2026
TikTok’s high-frequency ad push courts brand dollars, risks user friction
Article |
Mar 24, 2026
Pharma sports sponsorships gain traction as AbbVie signs Major League Baseball deal
Article |
Mar 24, 2026
‘AI doctor’ platform raises $40M, faces safety concerns
Article |
Mar 24, 2026
About
Our Methodology
Rigorous proprietary data vetting strips biases and produces superior insights.
Learn More →The Evolution of US Robo-Advisors
How Innovative Players Can Distinguish Their Offerings to Capture New Users
Download
Table of Contents
Executive Summary
Key Points
Introduction
Definitions and Scope
The US Robo-Advisor Landscape
Plummeting Account Holder Growth Threatens Revenues
What’s in Store for US Robo-Advisors?
Growth Vectors Remain for Innovative Players
Strategies to Stand Out and Lure New Users
Insider Intelligence Interviews
Read Next
Sources
Media Gallery
About This Report
Ranks of new customers are dwindling, jeopardizing US robo-advisors' ability to attract new wealth. This report details how robo-advisors can expand into new products and services to boost customer acquisition and revenues.
Table of Contents
Executive Summary
Key Points
Introduction
Definitions and Scope
The US Robo-Advisor Landscape
Plummeting Account Holder Growth Threatens Revenues
What’s in Store for US Robo-Advisors?
Growth Vectors Remain for Innovative Players
Strategies to Stand Out and Lure New Users
Insider Intelligence Interviews
Read Next
Sources
Media Gallery
Executive Summary
Ranks of new customers are dwindling, jeopardizing US robo-advisors' ability to attract new wealth. A way forward for robo-advisors is to expand into new products and services.
3 KEY QUESTIONS THIS REPORT WILL ANSWER
- How much will newly opened US robo-advisory account numbers grow through 2025, and what’s driving it?
- What challenges and opportunities must US robo-advisors anticipate and address?
- How can robo-advisors capture new users?
WHAT’S IN THIS REPORT? A dive into the strategies that innovative robo-advisors can implement to overcome shrinking account holder growth, as well as boost revenues and customer acquisitions.
%20scale(0.100000,-0.100000)%22%0A%20%20fill=%22%23000000%22%20stroke=%22none%22%3E%0A%20%20%3C/g%3E%0A%3C/svg%3E%0A)
KEY STAT: Competition for new US robo-advisor account holders will heat up with growth declining 7.8 percentage points this year and plummeting to single digits by 2024.
US Robo-Advisor Account Holders, 2018-2025 (millions and % change)
US Robo-Advisor Account Holders, 2018-2025 (millions and % change)
Preferred Method of Engagement According to Wealth Management Investors Worldwide, by Wealth Segment, Q4 2020 (% of respondents in each group)
US Adults Who Would Invest in Cryptocurrencies vs. Traditional Stocks, June 2021 & Dec 2021 (% of responses)
US Robo-Advisor Account Holders, 2018-2025 (millions and % change)
Preferred Method of Engagement According to Wealth Management Investors Worldwide, by Wealth Segment, Q4 2020 (% of respondents in each group)
US Adults Who Would Invest in Cryptocurrencies vs. Traditional Stocks, June 2021 & Dec 2021 (% of responses)
authors
Michael Tattersall
Contributors
- Tyler Brown
- Senior Analyst
- Eleni Digalaki
- Principal Analyst
- Daniel Ramirez
- Researcher, Financial Services
Already have a subscription?Sign In
Access All Charts and Data
Gain access to reliable data presented in clear and intelligible displays for quick understanding and decision making on the most important topics related to your industry
Unlock Unlimited Insights with PRO+
Contact Us →
Worldwide HQ
685 Third Avenue21st FloorNew York, NY 100171-800-405-0844
Sales Inquiries
1-800-405-0844[email protected]
* Copyright © 2026
EMARKETER Inc. All Rights Reserved.