Table of Content


1 INTRODUCTION
1.1 Study Assumptions & Market Definition
1.2 Scope of the Study


2 RESEARCH METHODOLOGY


3 EXECUTIVE SUMMARY


4 MARKET DYNAMICS
4.1 Market Overview
4.2 Market Drivers
4.2.1 Digitization of the BFSI Industry
4.2.2 Cost-efficiency in Managing Personal Finance
4.3 Market Restraints
4.3.1 Lack of Human Expertise and Empathy
4.3.2 Nascency of the Technology
4.4 Industry Attractiveness - Porters 5 Force Analysis
4.4.1 Bargaining Power of Suppliers
4.4.2 Bargaining Power of Buyers/Consumers
4.4.3 Threat of New Entrants
4.4.4 Threat of Substitute Products
4.4.5 Intensity of Competitive Rivalry
4.5 Analysis of Impact of Covid-19 on the Market


5 MARKET SEGMENTATION
5.1 By Type of Services
5.1.1 Investment Advisors
5.1.2 Wealth Management
5.1.3 Retirement Planning
5.1.4 Tax-loss Harvesting
5.2 Geography
5.2.1 North America
5.2.2 Europe
5.2.3 Asia-Pacific
5.2.4 Rest of the World


6 COMPETITIVE LANDSCAPE
6.1 Company Profiles
6.1.1 Betterment LLC
6.1.2 Wealthfront Corporation
6.1.3 The Vanguard Group, Inc.
6.1.4 Charles Schwab & Co., Inc.
6.1.5 BlackRock, Inc. (FutureAdvisor)
6.1.6 FMR LLC (Fidelity Go)
6.1.7 Roboadviso
6.1.8 M1 Holdings Inc.


7 INVESTMENT ANALYSIS


8 MARKET OPPORTUNITIES AND FUTURE TRENDS