In today’s fast-paced, digitized world, automation has successfuly permeated various sectors, and wealth management is no exception. It has drastically transformed the conventional way of conducting financial advisory services, paving the path for a more efficient, precise, and personalized approach. This blog post delves into the intriguing world of automation in wealth management, presenting an array of compelling statistics to enlighten you on the rapid advancements, significant shifts, and monumental impact it is creating in the financial landscape. Sit tight, as we take you on a journey through the evolving dynamics, revealing how automation is not merely a passing trend, but the future of wealth management.

The Latest Automation In Wealth Management Statistics Unveiled

61% of wealth management tenants in east coast technology hubs are fintech firms.

Picturing the landscape of wealth management, the statistic in focus acts as a revealing lens, unraveling the growing influence of fintech firms. Engineered by the rapid advancement in technology, Automation has substantially penetrated into the field of wealth management.

Front-and-center in this evolution are fintech firms, sprouting up like vibrant saplings in the technology hubs of the east coast. An impressive 61% of wealth management tenants being these fintech firms underlines their substantial occupancy in the market. This suggests a redefining shift, where traditional wealth management practices are being outpaced by these tech-savvy tenants.

More than just numbers, this 61% emphasizes the impact of automation, a story of transformation and trendsetting. Highlighting the strength of fintech firms, it casts a light on their role in designing tomorrow’s wealth management patterns, inevitable and imperative. No longer seen merely as disrupters, automatons are the ‘New Normal’ in wealth management, and this statistic stands as a potent testimony to this transition.

According to Accenture, automated advice, or robo-advice, could account for 10% of all global Assets Under Management (AUM) by 2025.

Peeking into the crystal ball of wealth management, nothing is clearer than how Accenture prophesies the rise of automated advice, or robo-advice. The nugget of wisdom the consulting giant shares is colossal: Robo-advisors are tipped to govern a staggering 10% of all global Assets Under Management (AUM) by 2025. Contextualized within the vaster terrain of wealth management, this statistic carries profound implications. It pinpoints to a tectonic shift, where algorithms and artificial intelligence are not just disrupters on the fringe; they are heading towards becoming mainstream. They are en route to tap a tenth of the world’s wealth trapped across various asset classes. If you’ve worn the wealth manager hat, it’s an alarm clock telling you it’s time to dance with digitalization and leverage clever algorithms to optimize client portfolios. But if you’re an investor, on the other hand, it’s a flashing billboard sign proclaiming automation might well be your portfolio’s sidekick in the future as you journey towards accumulating wealth.

Deloitte projects that by 2025, hybrid robo-advisors will manage about 5.6 trillion dollars.

In the labyrinth of Automation in Wealth Management Statistics, the Deloitte projection about hybrid robo-advisors managing around 5.6 trillion dollars by 2025 is a diamond that shines with particular brilliance. It’s a future forecast that essentially encapsulates the speed and magnitude of technology’s influence on this sector. This staggering figure doesn’t merely whisper, but shouts loud and clear about an impending shift from traditional methods towards a more digitized, automated approach in managing wealth. It paints a picture where humans and machines are joining forces, fully exploiting each other’s strengths for maximizing returns. Welcome to the future, where robo-advisors with a human touch become the stalwarts of wealth management.

Investments in technology by wealth managers have increased by 4% in 2020.

Illuminating the rising spotlight on technology investments in the realm of wealth management, a noteworthy point of discussion from 2020 highlights an intriguing development. Technological adoption witnessed a noteworthy uptick in 2020, as wealth managers ramped up their investments by 4%. This numerically quantified ascent, though ostensibly modest at first glance, speaks volumes about the evolving landscape of the wealth management sector. In the context of a blog post about Automation in Wealth Management Statistics, this rise in investments underlines a concerted industry-wide move towards automation. It boosts the narrative of rapidly digitizing and increasingly automated financial services, reinforcing the expanding role and significance of technology in the wealth management arena.

More than 80% of wealth management firms in the US plan to invest in digital technology over the next three years.

Illuminating a digital landscape, the data point that boldly states over 80% of US wealth management firms have plans to infuse funds into digital technology in the upcoming three years sits at a strategic crossroad. This forecasts a seismic shift, moving away from traditional nurturing of financial wealth towards a more digitized, automated way. In the realm of wealth management, automation is not just the future, it’s the ticking clock of the present. Underpinning numerous revolutionary changes such as better client service, enhanced advisor productivity and more efficient processes, digitalization is injecting a heavy dose of adrenaline into the wealth management industry. Our blog post about Automation In Wealth Management Statistics thus sets the stage, encapsulating this transformation and articulating a future where finance and technology not only cross paths but walk hand in hand.

A report says that by 2021, 90% of wealth management firms were expected to make use of digital solutions like AI-based robo-advisories.

Drawing attention to the potent forecast that by 2021, a hefty 90% of wealth management firms were projected to leverage digital solutions such as AI-based robo-advisors, underscores the rapid transformation taking place in the wealth management industry. As the spotlight of the blog post is Automation in Wealth Management Statistics, this predictive insight serves as a remarkable piece of the puzzle.

With technology playing an increasingly important role, it pinpoints that wealth management firms are not just embracing digitisation, but are riding the wave of automation, including AI-powered solutions. This underlines the vital role of innovative technologies in revolutionizing the traditional wealth management methodologies.

It also hints at a paradigm shift towards automation, emphasizing how firms are gearing up to stay competitive and meet the burgeoning demand for meticulous, yet swift financial advice. This predicted drift to digital solutions characterizes the future direction of the industry and the emphasis on providing high-end, automated wealth management services. This is shaping into a critical aspect of the firms’ strategies to enhance customer experience, improve productivity, and achieve sustained growth.

Wealthtech Market Size was valued at around USD 4.3 billion in 2017 and is anticipated to grow at a CAGR of over 10.4% from 2018 to 2024.

Diving into the world of Automation in Wealth Management, viewing the statistic of a Wealthtech market valuation at around USD 4.3 billion in 2017 and its projected growth of 10.4% CAGR from 2018 to 2024 presents quite an intriguing context. The figure initiates us into a realm of digitization and automation, emphasizing an emergent trend of tech-based financial services. It doesn’t just highlight the ascendancy of automated solutions in wealth management, but also holds a mirror up to the future, projecting a significant growth trajectory and hinting at the potential magnitude of the market. Thus, wielding it as a stepping-stone, the statistic unfolds an engaging narrative of technological advancements redefining the wealth management industry and the latent potential that is yet to be unlocked within the Wealthtech sphere.

Automation in wealth management helped firms reduce the time spent on administrative tasks by 20% in 2019.

Delving into the numeric nuances of automation in the realm of wealth management, it is strikingly clear that a notable evolution is occurring. Glimpsing into the year 2019, it is quite insightful to observe that automation was instrumental in slashing the time dedicated to administrative duties by a whole fifth.

In the pulsating heart of a blog post dissecting Automation in Wealth Management Statistics, the potency of this revelation cannot be understated. This paints a storyline of efficiency enhancement, nodding to the promising potential of further streamlining operations. It epitomizes an invaluable model for businesses as they constantly navigate the complex waters of optimizing functionality in a demanding digital era.

To a reader, this is a wake-up call to the increasingly significant role automation is playing in reshaping the financial industry. It acts as a catalyst to further curiosity, coaxing them to explore more on how automation may revolutionize the financial landscape in upcoming years. Ultimately, in the grand scheme of wealth management, the powerful ripple effect of this 20% time reduction reverberates across profitability, productivity, and pioneer advancements.

68% of wealth managers believe integrating AI technology into asset management can significantly improve portfolio returns.

An insightful glimpse into the future of wealth management is provided by this intriguing statistic. An overwhelming 68% of wealth managers are not just considering, but firmly believing in the potential of AI technology to supercharge portfolio returns significantly. This nugget of wisdom paints a picture of an industry ready to embrace automation, signifying the potential transformation of traditional wealth management methods. Within a blog post focused on automation in wealth management, this data point is akin to a compass, guiding the audience towards a horizon where AI and automation could potentially deliver superior portfolio performance. It also serves as a benchmark, reflecting the current mood and conviction within the industry, thus enabling comparisons and progress monitoring in future studies on the topic.

The global robo-advisory market size was valued at $25.12 billion in 2019 and is projected to reach $987.4 billion by 2027, growing at a CAGR of 32.8%.

Delving into the realm of wealth management, the transformative wave of automation paints a highly promising picture. Imagine a landscape where the robo-advisory market, merely valued at $25.12 billion in 2019, catapults to an astounding $987.4 billion by 2027. That’s quite a leap, wouldn’t you agree?

This dramatic surge is not just an arbitrary number but a testament to the escalating acceptance of automation in the financial sector. It epitomizes a remarkable Compound Annual Growth Rate (CAGR) of 32.8%. Now, this rate is far from ordinary as it signifies a robust and rapidly advancing market.

When one juxtaposes this insight with wealth management automation, it transcends the obvious—it underlines a future where automation becomes the cornerstone of financial advisory services. The machinery isn’t on the way; it has arrived, brought along by high-speed growth and ever-evolving consumer demands. Hence, this projection is not mere trivia; instead, it narrates the fascinating story of the unfolding future of wealth management.

Almost a third (30%) of investors worldwide have confirmed that they use robo-advisor platforms to manage their investments.

In the unfolding narrative of automation in wealth management, this statistic creates a pulsating rhythmm- showcasing the increasing reliance on robo-advisor platforms by 30% of investors around the globe. This percentage signifies the shift from traditional human advisory to the digitized, algorithm driven investment advice which is becoming the new normal. It strategically highlights the fact that the transition of wealth management into the autonomous sphere is not just a sporadic trend but a conscious and informed choice adopted by a large chunk of investors worldwide. This encodes a powerful message – it’s more than a wave; it’s an inevitable tide of change in wealth management.

In 2019, over 75% of personal wealth in North America was managed through some type of digital investment platform.

Evidently, the statistic that over 75% of personal wealth in North America was managed through some type of digital investment platform in 2019 lays a compelling foundation for the unfolding narrative of automation in wealth management. It underscores the extent to which technology is altering the financial landscape, making wealth management more accessible and efficient.

A staggering three-quarters of North American wealth being managed digitally, brings to light both the trust and dependency that investors have on automated systems. This affirms the belief that these platforms are reliable and are instrumental in meeting their financial goals.

Furthermore, this digital trend in wealth management alludes to how firms are applying innovative solutions to accommodate the growing demand. This shift doesn’t only emphasize the increasing role of technology, but also propels a discussion on the implications for traditional wealth managers.

This seismic shift toward digital platforms in managing personal wealth magnifies the anticipation for what the future holds for wealth management. As one navigates the exciting wave of automation in wealth management, this staggering statistic becomes a signpost indicating not just the current stride, but also casting a light on the path ahead.

43% of investors feel that automated advice platforms are cheaper than human advisors.

In the realm of wealth management, the advance of automation tugs at the money-strings of investors, where 43% are convinced automated advice platforms are a thriftier choice than their human counterparts. This statistic drives a compelling argument, targeting not only the cost-conscious investor, but also the industry at large, stirring dialogue about the financial utilities and benefits of automation. Its importance is underlined in a blog post about automation in wealth management statistics, as it cements the increasing trend towards technological adoption in financial management and pushes traditional firms to re-evaluate their service delivery, offering a cost-effective and competitive alternative.

Deloitte predicts that by 2025, 70% of wealth management relationships will be digital.

Underscoring the accelerating pace of technological integration in the financial sector, Deloitte’s prediction that a whopping 70% of wealth management relations will be digital by 2025 is a striking signpost along the highway to a more automated future. In the unfolding narrative of automation in wealth management, this statistic wields the power of a thousand words. It conveys dramatic transformation, as the institutions that move wealth around our planet anticipate a shift towards automation and digitisation.

This figure is a clarion call, highlighting a shift away from traditional, human-led wealth management towards digital platforms and technology-based solutions. Whether for personal finances or multinational corporations, the implications are vast. As digital natives come of age, the realm of wealth management, too, is evolving to align with their expectations and digital-first habits. Automation, with its promises of increased efficiency, reduced cost, and optimized processes, is on track to dominate the industry. This profound shift represented in one single statistic serves as a compelling anchor for any discourse on automation in wealth management.

According to FIS Global, 46 percent of U.S. millennials use robo-advisors, compared to only 8 percent of baby boomers.

In crafting a tale about automation in wealth management statistics, these figures provide striking color. They vividly outline the generational divide when it comes to reliance on technology in managing wealth. FIS Global reveals that nearly half of U.S. millennials have embraced robo-advisors, underscoring their comfort and trust in automated systems for financial management. A mere 8 percent of baby boomers, however, echo this sentiment. This stark contrast emphasizes the current evolution in wealth management; automation, once a far-fetched concept, now drives the financial decisions of the younger generation. The future, therefore, rests in the hands of tech-driven platforms, with traditional wealth management methods gradually fading into the background.

65% of respondents in a Capgemini survey said they would leave wealth management firms that do not have good digital capabilities.

The pulse of today’s era is digitally driven, and the financial landscape is no exception – a notion evidently supported by the Capgemini survey wherein 65% of respondents threatened to move away from wealth management firms lacking strong digital capabilities. Interpreted in the context of a blog post about Automation in Wealth Management, this statistic is the drumbeat echoing the critical role of incorporating automation into wealth management. It’s a revealing testament to the fact that clients not only seek, but demand advanced technical integration for optimal financial management. It’s a stark reminder for firms to navigate the tide of change, embrace automation, and stay on par with client expectations on their journey towards digital transformation.

Almost half (47%) of high net worth individuals are open to having a robo-advisor manage some portion of their wealth.

The revelation that a remarkable 47% of wealthy individuals are open to robo-advisors managing a part of their wealth builds an intriguing narrative for the potency of automation in wealth management. This statistic thunders in the ongoing revolution, emphasizing the shifting sentiment of affluent investors, many of whom have traditionally relied on human advisors. It also acts as a strong testament to their evolving confidence in technology for managing their financial affairs. This pivot to automated solutions could further stimulate innovative developments in digital wealth management platforms, enhancing efficiencies and making investment decisions more data-driven and precise. Such a digitized transformation, as the figure suggests, is not just a fad, but a rapidly growing trend embraced by the high net worth populace, having substantial implications on the future trajectory of the wealth management industry.

Automated asset allocation strategies in wealth management can help increase returns by up to 15 percent.

Illustrating the efficacy of automation in wealth management, the statistic highlights a potential increase of up to 15 percent in returns when automated asset allocation strategies are employed. It thus serves as a compelling testament to the undeniable advantages of automation, particularly in the realm of wealth management. The statistic not only emphasizes the potential financial benefits of automation but also implies enhanced efficiency and accuracy in asset allocation. Hence, in shaping discourse on automation in wealth management, this statistic is indispensable, providing valuable insight and substantiating the potential for increased yield. It further underscores the need for wealth managers to embrace cutting-edge technology and automated systems for optimized financial outcomes.


The influx of automation in wealth management is unmistakable, offering noteworthy potential for both wealth managers and clients alike. As the statistics show, this blend of technology and financial planning can streamline processes, reduce costs, mitigate risk, and create a more personalized client-focused approach. As we venture deeper into the digital era, we’ll likely see these trends continue to evolve, reshaping the landscapes of wealth management and financial services for the better. This wealth of data is an invaluable commodity for those in the industry looking to harness the power of automation. It is, indeed, an exciting time to participate in and anticipate the future of automated wealth management.


0. –

1. –

2. –

3. –

4. –

5. –

6. –

7. –

8. –

9. –

10. –

11. –

12. –

13. –

14. –

15. –

16. –

17. –