LPI (LP Information)' newest research report, the “Personal Financial Services Industry Forecast” looks at past sales and reviews total world Personal Financial Services sales in 2022, providing a comprehensive analysis by region and market sector of projected Personal Financial Services sales for 2023 through 2029. With Personal Financial Services sales broken down by region, market sector and sub-sector, this report provides a detailed analysis in US$ millions of the world Personal Financial Services industry.
This Insight Report provides a comprehensive analysis of the global Personal Financial Services landscape and highlights key trends related to product segmentation, company formation, revenue, and market share, latest development, and M&A activity. This report also analyzes the strategies of leading global companies with a focus on Personal Financial Services portfolios and capabilities, market entry strategies, market positions, and geographic footprints, to better understand these firms’ unique position in an accelerating global Personal Financial Services market.
This Insight Report evaluates the key market trends, drivers, and affecting factors shaping the global outlook for Personal Financial Services and breaks down the forecast by type, by application, geography, and market size to highlight emerging pockets of opportunity. With a transparent methodology based on hundreds of bottom-up qualitative and quantitative market inputs, this study forecast offers a highly nuanced view of the current state and future trajectory in the global Personal Financial Services.
The global Personal Financial Services market size is projected to grow from US$ million in 2022 to US$ million in 2029; it is expected to grow at a CAGR of % from 2023 to 2029.
United States market for Personal Financial Services is estimated to increase from US$ million in 2022 to US$ million by 2029, at a CAGR of % from 2023 through 2029.
China market for Personal Financial Services is estimated to increase from US$ million in 2022 to US$ million by 2029, at a CAGR of % from 2023 through 2029.
Europe market for Personal Financial Services is estimated to increase from US$ million in 2022 to US$ million by 2029, at a CAGR of % from 2023 through 2029.
Global key Personal Financial Services players cover Mint, OfficeTime, LearnVest, Quicken, YNAB and WalletHub, etc. In terms of revenue, the global two largest companies occupied for a share nearly % in 2022.
This report presents a comprehensive overview, market shares, and growth opportunities of Personal Financial Services market by product type, application, key players and key regions and countries.
Market Segmentation:
Segmentation by type
Cloud-Based
On-Premise
Segmentation by application
Spending Analysis
Expense Tracking
Money Management
Budgeting
Other
This report also splits the market by region:
Americas
United States
Canada
Mexico
Brazil
APAC
China
Japan
Korea
Southeast Asia
India
Australia
Europe
Germany
France
UK
Italy
Russia
Middle East & Africa
Egypt
South Africa
Israel
Turkey
GCC Countries
The below companies that are profiled have been selected based on inputs gathered from primary experts and analyzing the company's coverage, product portfolio, its market penetration.
Mint
OfficeTime
LearnVest
Quicken
YNAB
WalletHub

1 Scope of the Report 1.1 Market Introduction 1.2 Years Considered 1.3 Research Objectives 1.4 Market Research Methodology 1.5 Research Process and Data Source 1.6 Economic Indicators 1.7 Currency Considered 1.8 Market Estimation Caveats 2 Executive Summary 2.1 World Market Overview 2.1.1 Global Personal Financial Services Market Size 2018-2029 2.1.2 Personal Financial Services Market Size CAGR by Region 2018 VS 2022 VS 2029 2.2 Personal Financial Services Segment by Type 2.2.1 Cloud-Based 2.2.2 On-Premise 2.3 Personal Financial Services Market Size by Type 2.3.1 Personal Financial Services Market Size CAGR by Type (2018 VS 2022 VS 2029) 2.3.2 Global Personal Financial Services Market Size Market Share by Type (2018-2023) 2.4 Personal Financial Services Segment by Application 2.4.1 Spending Analysis 2.4.2 Expense Tracking 2.4.3 Money Management 2.4.4 Budgeting 2.4.5 Other 2.5 Personal Financial Services Market Size by Application 2.5.1 Personal Financial Services Market Size CAGR by Application (2018 VS 2022 VS 2029) 2.5.2 Global Personal Financial Services Market Size Market Share by Application (2018-2023) 3 Personal Financial Services Market Size by Player 3.1 Personal Financial Services Market Size Market Share by Players 3.1.1 Global Personal Financial Services Revenue by Players (2018-2023) 3.1.2 Global Personal Financial Services Revenue Market Share by Players (2018-2023) 3.2 Global Personal Financial Services Key Players Head office and Products Offered 3.3 Market Concentration Rate Analysis 3.3.1 Competition Landscape Analysis 3.3.2 Concentration Ratio (CR3, CR5 and CR10) & (2021-2023) 3.4 New Products and Potential Entrants 3.5 Mergers & Acquisitions, Expansion 4 Personal Financial Services by Regions 4.1 Personal Financial Services Market Size by Regions (2018-2023) 4.2 Americas Personal Financial Services Market Size Growth (2018-2023) 4.3 APAC Personal Financial Services Market Size Growth (2018-2023) 4.4 Europe Personal Financial Services Market Size Growth (2018-2023) 4.5 Middle East & Africa Personal Financial Services Market Size Growth (2018-2023) 5 Americas 5.1 Americas Personal Financial Services Market Size by Country (2018-2023) 5.2 Americas Personal Financial Services Market Size by Type (2018-2023) 5.3 Americas Personal Financial Services Market Size by Application (2018-2023) 5.4 United States 5.5 Canada 5.6 Mexico 5.7 Brazil 6 APAC 6.1 APAC Personal Financial Services Market Size by Region (2018-2023) 6.2 APAC Personal Financial Services Market Size by Type (2018-2023) 6.3 APAC Personal Financial Services Market Size by Application (2018-2023) 6.4 China 6.5 Japan 6.6 Korea 6.7 Southeast Asia 6.8 India 6.9 Australia 7 Europe 7.1 Europe Personal Financial Services by Country (2018-2023) 7.2 Europe Personal Financial Services Market Size by Type (2018-2023) 7.3 Europe Personal Financial Services Market Size by Application (2018-2023) 7.4 Germany 7.5 France 7.6 UK 7.7 Italy 7.8 Russia 8 Middle East & Africa 8.1 Middle East & Africa Personal Financial Services by Region (2018-2023) 8.2 Middle East & Africa Personal Financial Services Market Size by Type (2018-2023) 8.3 Middle East & Africa Personal Financial Services Market Size by Application (2018-2023) 8.4 Egypt 8.5 South Africa 8.6 Israel 8.7 Turkey 8.8 GCC Countries 9 Market Drivers, Challenges and Trends 9.1 Market Drivers & Growth Opportunities 9.2 Market Challenges & Risks 9.3 Industry Trends 10 Global Personal Financial Services Market Forecast 10.1 Global Personal Financial Services Forecast by Regions (2024-2029) 10.1.1 Global Personal Financial Services Forecast by Regions (2024-2029) 10.1.2 Americas Personal Financial Services Forecast 10.1.3 APAC Personal Financial Services Forecast 10.1.4 Europe Personal Financial Services Forecast 10.1.5 Middle East & Africa Personal Financial Services Forecast 10.2 Americas Personal Financial Services Forecast by Country (2024-2029) 10.2.1 United States Personal Financial Services Market Forecast 10.2.2 Canada Personal Financial Services Market Forecast 10.2.3 Mexico Personal Financial Services Market Forecast 10.2.4 Brazil Personal Financial Services Market Forecast 10.3 APAC Personal Financial Services Forecast by Region (2024-2029) 10.3.1 China Personal Financial Services Market Forecast 10.3.2 Japan Personal Financial Services Market Forecast 10.3.3 Korea Personal Financial Services Market Forecast 10.3.4 Southeast Asia Personal Financial Services Market Forecast 10.3.5 India Personal Financial Services Market Forecast 10.3.6 Australia Personal Financial Services Market Forecast 10.4 Europe Personal Financial Services Forecast by Country (2024-2029) 10.4.1 Germany Personal Financial Services Market Forecast 10.4.2 France Personal Financial Services Market Forecast 10.4.3 UK Personal Financial Services Market Forecast 10.4.4 Italy Personal Financial Services Market Forecast 10.4.5 Russia Personal Financial Services Market Forecast 10.5 Middle East & Africa Personal Financial Services Forecast by Region (2024-2029) 10.5.1 Egypt Personal Financial Services Market Forecast 10.5.2 South Africa Personal Financial Services Market Forecast 10.5.3 Israel Personal Financial Services Market Forecast 10.5.4 Turkey Personal Financial Services Market Forecast 10.5.5 GCC Countries Personal Financial Services Market Forecast 10.6 Global Personal Financial Services Forecast by Type (2024-2029) 10.7 Global Personal Financial Services Forecast by Application (2024-2029) 11 Key Players Analysis 11.1 Mint 11.1.1 Mint Company Information 11.1.2 Mint Personal Financial Services Product Offered 11.1.3 Mint Personal Financial Services Revenue, Gross Margin and Market Share (2018-2023) 11.1.4 Mint Main Business Overview 11.1.5 Mint Latest Developments 11.2 OfficeTime 11.2.1 OfficeTime Company Information 11.2.2 OfficeTime Personal Financial Services Product Offered 11.2.3 OfficeTime Personal Financial Services Revenue, Gross Margin and Market Share (2018-2023) 11.2.4 OfficeTime Main Business Overview 11.2.5 OfficeTime Latest Developments 11.3 LearnVest 11.3.1 LearnVest Company Information 11.3.2 LearnVest Personal Financial Services Product Offered 11.3.3 LearnVest Personal Financial Services Revenue, Gross Margin and Market Share (2018-2023) 11.3.4 LearnVest Main Business Overview 11.3.5 LearnVest Latest Developments 11.4 Quicken 11.4.1 Quicken Company Information 11.4.2 Quicken Personal Financial Services Product Offered 11.4.3 Quicken Personal Financial Services Revenue, Gross Margin and Market Share (2018-2023) 11.4.4 Quicken Main Business Overview 11.4.5 Quicken Latest Developments 11.5 YNAB 11.5.1 YNAB Company Information 11.5.2 YNAB Personal Financial Services Product Offered 11.5.3 YNAB Personal Financial Services Revenue, Gross Margin and Market Share (2018-2023) 11.5.4 YNAB Main Business Overview 11.5.5 YNAB Latest Developments 11.6 WalletHub 11.6.1 WalletHub Company Information 11.6.2 WalletHub Personal Financial Services Product Offered 11.6.3 WalletHub Personal Financial Services Revenue, Gross Margin and Market Share (2018-2023) 11.6.4 WalletHub Main Business Overview 11.6.5 WalletHub Latest Developments 12 Research Findings and Conclusion