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EMARKETER

The Evolution of US Robo-Advisors

How Innovative Players Can Distinguish Their Offerings to Capture New Users

Report by Michael Tattersall  |  Feb 16, 2022
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Report
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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.
Topics
Robo-advisors
United States
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.

US Robo-Advisor Account Holders, 2018-2025 (millions and % change)
E-Mail ChartDownload

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.

authors

Michael Tattersall

Contributors

Tyler Brown
Senior Analyst
Eleni Digalaki
Principal Analyst
Daniel Ramirez
Researcher, Financial Services
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