The global wealth management software market size was estimated at USD 5.5 billion in 2024 and is projected to reach USD 12.07 billion by 2030, growing at a CAGR of 14.0% from 2025 to 2030. The market’s expansion is primarily driven by the increasing adoption of advanced technologies in wealth management advisory services, which are transforming the way financial services are delivered.

Recent advances in financial technology (FinTech) are introducing a completely new approach to automating and enhancing financial service delivery, which is expected to significantly contribute to market growth over the forecast period. The adoption of FinTech solutions for wealth management is enabling wealth managers to deliver more efficient, personalized, and comprehensive services to clients.

The growing need to automate wealth management processes is anticipated to further propel market growth. Wealth management platforms offer cost-effective alternatives for users seeking to automate workflow and manage wealth efficiently. These platforms typically feature open architecture, provide omnibus access, and support the digitalization of the entire wealth management process. Moreover, they can be easily integrated with various wealth administration applications, making them highly versatile. Wealth managers have recognized that affluent clients are increasingly focused on diversifying their investments, achieving personal financial goals, maintaining financial security, and protecting their wealth, which has elevated the demand for advanced software solutions.

However, a lack of adequate investment knowledge among affluent clients often prevents them from fully achieving their financial objectives. To address this, wealth managers are increasingly utilizing wealth management software to offer tailored and holistic investment services. The growing preference for digital investment management solutions among High-Net-Worth Individuals (HNWIs) is expected to drive further market growth. HNWIs are seeking greater control and transparency in how their wealth is managed, and wealth management software can provide the level of control, visibility, and transparency that meets their expectations, thereby enhancing client satisfaction and adoption rates.

Key Market Trends & Insights:

• The North America wealth management software market held the largest share of 37.22% in 2024, reflecting the region’s advanced financial infrastructure, high adoption of digital technologies, and strong presence of wealth management firms leveraging software solutions to enhance service delivery.

• Within North America, the U.S. wealth management software market maintained a dominant position in 2024, driven by the country’s high number of High-Net-Worth Individuals (HNWIs), increasing demand for automated investment solutions, and widespread integration of financial technology platforms across advisory services.

• By advisory mode, the human advisory mode segment accounted for the largest revenue share of 57.31% in 2024. This indicates that despite the rise of digital platforms, a majority of clients still prefer personalized guidance from human advisors, particularly for complex investment decisions and wealth planning strategies.

• By deployment type, the cloud segment held the largest market in 2024, underscoring the growing preference for cloud-based platforms that offer scalability, ease of access, enhanced data security, and seamless integration with other financial management tools.

• By application, the portfolio, accounting, & trading management segment dominated the market in 2024. This dominance highlights the critical role of software solutions in enabling wealth managers to efficiently track investments, monitor portfolios, execute trades, and manage accounting processes, thereby improving operational efficiency and client satisfaction.

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Market Size & Forecast:

• 2024 Market Size: USD 5.5 Billion

• 2030 Projected Market Size: USD 12.07 Billion

• CAGR (2025-2030): 14.0%

• North America: Largest market in 2024

Key Companies & Market Share Insights:

• Some of the key companies operating in the wealth management software market include Comarch SA, Dorsum Ltd., Fidelity National Information Services, Inc., and several others. To maintain a competitive advantage in this rapidly evolving market, organizations are focusing on integrating advanced technologies into their software offerings. As a result, leading market players are adopting a variety of strategic initiatives, such as new product launches, mergers and acquisitions, partnerships, and collaborations, to expand their capabilities, broaden market reach, and strengthen their positions against competitors.

• Comarch SA offers a comprehensive wealth management platform designed to ensure that both financial advisors and clients experience an exceptional level of digital wealth services. The platform allows users to deliver personalized and highly relevant wealth management solutions by combining traditional human expertise with an intuitive, multi-module, and cloud-enabled system, enabling efficient portfolio management, client engagement, and digital advisory services.

• Dorsum Ltd. is a well-known provider of investment software solutions, with a strong focus on the wealth management sector. The company specializes in innovative technological solutions that assist financial institutions in enhancing their wealth management services, optimizing operations, and providing more effective advisory capabilities for clients.

Key Players

• Comarch SA

• Dorsum Ltd.

• Fidelity National Information Services, Inc.

• Finantix

• Fiserv, Inc.

• Objectway S.p.A.

• Profile Software

• SEI Investments Company

• SS&C Technologies Holdings, Inc.

• Temenos Headquarters SA

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Conclusion:

The wealth management software market is set for strong growth over the next several years. This expansion is driven by increasing adoption of advanced technology by financial advisors and institutions, rising demand from high net worth and affluent clients for personalized, transparent and efficient wealth management services, and a shift toward digital and cloud based platforms. As firms continue to integrate automation, cloud deployments, and broader application support (from portfolio/trading management to comprehensive financial advice), the market is likely to see widening acceptance globally.