U.S. Digital Investment Management Market Monitor, Q2 2019

Aite Group estimates that client assets under management on robo-advice platforms will reach US$1.26 trillion by 2023.

Boston, May 22, 2019 – Digital investment management is a disruptive trend that continues to evolve, and new offerings are announced often. But the hype around this industry trend has been a bit inflated, as Aite Group estimates that assets on digital investment management platforms was around US$257 billion at the end of 2018. Nevertheless, solid growth opportunities lie ahead for firms that can leverage their brand, market reach, and technical capabilities.

With this new biannual report series, Aite Group aims to follow the growth and developments in the digital investment management market as well as illustrate where the market is currently and forecast where it is heading by contextualizing the latest events in the market, tracking new entrants and exits, and speaking to multiple digital investment firms. This report is based on Securities and Exchange Commission Form ADV data, direct reports from firms via interviews, and media reports.

This 19-page Impact Report contains four figures and four tables. Clients of Aite Group’s Wealth Management service can download this report, the Executive Impact Deck, and the corresponding charts.

This report mentions Acorns, Ally, Alpha Architect, Apex Clearing, AssetBuilder, Betterment, Bicycle, BlackRock, blooom, Brighton Jones, Charles Schwab, Citizens Bank, Covenant Multi-Family Offices, Ellevest, Empower Retirement, E-Trade, Fidelity Investments, Fifth Third Bank, Folio Financial, Goldman Sachs, Hedgeable, HedgeCoVest, HSBC, Interactive Brokers, InvestmentPOD, J.P. Morgan, John Hancock, Mariner Wealth Advisors, Marstone, Merrill Lynch, Morgan Stanley, NextCapital,, Personal Capital, RBC, Rebalance, Ritholtz Wealth Management, SheCapital, SigFig, Smart Asset, SoFi, Stash, T. Rowe Price, TD Ameritrade, TIAA, tZero Advisors, UBS, United Income, US Bancorp, Vanguard, Wealthfront, Wealthsimple, Wells Fargo, and WiseBanyan.

Related Content

Get Summary Report

"*" indicates required fields

This field is for validation purposes and should be left unchanged.