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. This substantial growth is primarily driven by the increasing adoption of advanced technologies within wealth management advisory services. As financial institutions and advisors embrace digital tools, the demand for sophisticated software solutions continues to accelerate.

Advancements in financial technology have introduced a completely new approach to delivering financial services, emphasizing automation, efficiency, and enhanced client experience. These technological progressions are expected to significantly contribute to market growth throughout the forecast period. The rising utilization of fintech solutions in wealth management—ranging from AI-driven analytics to automated advisory platforms—strongly supports the positive trajectory of the market.

The increasing need to automate the wealth management process is also expected to propel market expansion. Wealth management platforms provide a cost-effective solution for users seeking to automate workflows, streamline operations, and efficiently manage their financial portfolios. Beyond offering open architecture, these platforms facilitate omnibus access and support the digital transformation of wealth management processes. Their flexibility allows seamless integration with a wide range of wealth administration applications.

Wealth managers have observed that affluent clients are becoming more proactive in diversifying their investments, aligning financial decisions with personal goals, maintaining long-term financial security, and safeguarding their wealth. This shift in client expectations further emphasizes the demand for advanced technological tools, reinforcing the adoption of wealth management software across the industry.

Key Market Trends & Insights:

• The North America wealth management software market held the largest share of 37.22% in 2024, reflecting the region’s strong technological infrastructure, high adoption of digital financial tools, and the presence of major industry players. This leadership position is also supported by the region’s mature financial services sector and increasing demand for advanced wealth management solutions.

• Within the region, the U.S. wealth management software market maintained a dominant position in 2024, driven by the country’s large base of high-net-worth individuals, rapid fintech innovation, and growing emphasis on automated and technology-enabled advisory services. Financial institutions across the U.S. continue to invest heavily in digital platforms, further strengthening its market prominence.

• In terms of advisory mode, the human advisory segment accounted for the largest revenue share of 57.31% in 2024. Despite advancements in automation and robo-advisory tools, many clients still prefer personalized financial guidance, especially for complex portfolio decisions, long-term planning, and wealth preservation strategies.

• By deployment, the cloud segment held the largest market share in 2024, driven by the increasing shift toward scalable, flexible, and cost-efficient cloud-based platforms. Cloud deployment supports seamless integration, improved data accessibility, strong security features, and faster implementation, making it a preferred choice for financial institutions.

• By application, the portfolio, accounting, & trading management segment dominated the market in 2024. This segment plays a crucial role in helping advisors and investors manage assets, track performance, execute trades, and maintain accurate financial records. Its leading position reflects the essential role these functions play in ensuring efficient and transparent wealth management operations.

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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. These organizations are increasingly prioritizing the integration of advanced technologies—such as automation, artificial intelligence, data analytics, and cloud computing—into their product offerings to sustain and strengthen their competitive edge. As a result, leading players are undertaking a range of strategic initiatives, including new product launches, mergers and acquisitions, partnerships, and technological collaborations, to expand their market presence and enhance solution capabilities.

Comarch SA offers a comprehensive wealth management platform designed to ensure that both financial advisors and clients benefit from a superior digital wealth management experience. The company’s software enables the delivery of personalized, relevant, and high-quality wealth services by blending traditional advisory expertise with an intuitive, multi-module, and cloud-enabled system. This combination allows advisors to streamline processes, improve client engagement, and support more effective financial decision-making.

Dorsum Ltd. is recognized as a leading provider of investment software solutions with a strong focus on the wealth management sector. The company is known for delivering innovative, high-performance technology that enables financial institutions to enhance the efficiency, accuracy, and sophistication of their wealth management services. Through its tailored solutions, Dorsum Ltd. helps organizations optimize portfolio management, strengthen advisor productivity, and elevate the overall client experience.

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 poised for rapid growth, driven by growing demand from financial advisors and high-net-worth clients seeking streamlined, tech-enabled wealth services. Advances in financial technology — including cloud deployment, AI and data analytics — are accelerating adoption. Digital platforms that automate portfolio, accounting, and trading management are becoming core tools for wealth managers. As institutions embrace these platforms for efficiency and scalability, the broader shift toward digital, transparent, and personalized wealth management solutions positions the market for sustained expansion and strong long-term demand.