Global Personal Financial Services Industry Research Report, Growth Trends and Competitive Analysis 2022-2028
Table of Contents1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Personal Financial Services Market Size Growth Rate by Type: 2017 VS 2021 VS 2028
1.2.2 Cloud-Based
1.2.3 On-Premise
1.3 Market by Application
1.3.1 Global Personal Financial Services Market Growth Rate by Application: 2017 VS 2021 VS 2028
1.3.2 Spending Analysis
1.3.3 Expense Tracking
1.3.4 Money Management
1.3.5 Budgeting
1.3.6 Other
1.4 Study Objectives
1.5 Years Considered
2 Market Perspective
2.1 Global Personal Financial Services Market Size (2017-2028)
2.2 Personal Financial Services Market Size across Key Geographies Worldwide: 2017 VS 2021 VS 2028
2.3 Global Personal Financial Services Market Size by Region (2017-2022)
2.4 Global Personal Financial Services Market Size Forecast by Region (2023-2028)
2.5 Global Top Personal Financial Services Countries Ranking by Market Size
3 Personal Financial Services Competitive by Company
3.1 Global Personal Financial Services Revenue by Players
3.1.1 Global Personal Financial Services Revenue by Players (2017-2022)
3.1.2 Global Personal Financial Services Market Share by Players (2017-2022)
3.2 Global Personal Financial Services Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Company Covered: Ranking by Personal Financial Services Revenue
3.4 Global Personal Financial Services Market Concentration Ratio
3.4.1 Global Personal Financial Services Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Personal Financial Services Revenue in 2021
3.5 Global Personal Financial Services Key Players Head office and Area Served
3.6 Key Players Personal Financial Services Product Solution and Service
3.7 Date of Enter into Personal Financial Services Market
3.8 Mergers & Acquisitions, Expansion Plans
4 Global Personal Financial Services Breakdown Data by Type
4.1 Global Personal Financial Services Historic Revenue by Type (2017-2022)
4.2 Global Personal Financial Services Forecasted Revenue by Type (2023-2028)
5 Global Personal Financial Services Breakdown Data by Application
5.1 Global Personal Financial Services Historic Market Size by Application (2017-2022)
5.2 Global Personal Financial Services Forecasted Market Size by Application (2023-2028)
6 North America
6.1 North America Personal Financial Services Revenue by Company (2020-2022)
6.2 North America Personal Financial Services Revenue by Type (2017-2028)
6.3 North America Personal Financial Services Revenue by Application (2017-2028)
6.4 North America Personal Financial Services Revenue by Country (2017-2028)
6.4.1 U.S.
6.4.2 Canada
7 Europe
7.1 Europe Personal Financial Services Revenue by Company (2020-2022)
7.2 Europe Personal Financial Services Revenue by Type (2017-2028)
7.3 Europe Personal Financial Services Revenue by Application (2017-2028)
7.4 Europe Personal Financial Services Revenue by Country (2017-2028)
7.4.1 Germany
7.4.2 France
7.4.3 U.K.
7.4.4 Italy
7.4.5 Russia
8 Asia Pacific
8.1 Asia Pacific Personal Financial Services Revenue by Company (2020-2022)
8.2 Asia Pacific Personal Financial Services Revenue by Type (2017-2028)
8.3 Asia Pacific Personal Financial Services Revenue by Application (2017-2028)
8.4 Asia Pacific Personal Financial Services Revenue by Region (2017-2028)
8.4.1 China
8.4.2 Japan
8.4.3 South Korea
8.4.4 India
8.4.5 Australia
8.4.6 Taiwan
8.4.7 Indonesia
8.4.8 Thailand
8.4.9 Malaysia
8.4.10 Philippines
8.4.11 Vietnam
9 Latin America
9.1 Latin America Personal Financial Services Revenue by Company (2020-2022)
9.2 Latin America Personal Financial Services Revenue by Type (2017-2028)
9.3 Latin America Personal Financial Services Revenue by Application (2017-2028)
9.4 Latin America Personal Financial Services Revenue by Country (2017-2028)
9.4.1 Mexico
9.4.2 Brazil
9.4.3 Argentina
10 Middle East and Africa
10.1 Middle East and Africa Personal Financial Services Revenue by Company (2020-2022)
10.2 Middle East and Africa Personal Financial Services Revenue by Type (2017-2028)
10.3 Middle East and Africa Personal Financial Services Revenue by Application (2017-2028)
10.4 Middle East and Africa Personal Financial Services Revenue by Country (2017-2028)
10.4.1 Turkey
10.4.2 Saudi Arabia
10.4.3 UAE
11 Company Profiles
11.1 Mint
11.1.1 Mint Company Details
11.1.2 Mint Business Overview
11.1.3 Mint Personal Financial Services Products and Services
11.1.4 Mint Personal Financial Services Revenue in Personal Financial Services Business (2017-2022)
11.1.5 Mint Personal Financial Services SWOT Analysis
11.1.6 Mint Recent Developments
11.2 OfficeTime
11.2.1 OfficeTime Company Details
11.2.2 OfficeTime Business Overview
11.2.3 OfficeTime Personal Financial Services Products and Services
11.2.4 OfficeTime Personal Financial Services Revenue in Personal Financial Services Business (2017-2022)
11.2.5 OfficeTime Personal Financial Services SWOT Analysis
11.2.6 OfficeTime Recent Developments
11.3 LearnVest
11.3.1 LearnVest Company Details
11.3.2 LearnVest Business Overview
11.3.3 LearnVest Personal Financial Services Products and Services
11.3.4 LearnVest Personal Financial Services Revenue in Personal Financial Services Business (2017-2022)
11.3.5 LearnVest Personal Financial Services SWOT Analysis
11.3.6 LearnVest Recent Developments
11.4 Quicken
11.4.1 Quicken Company Details
11.4.2 Quicken Business Overview
11.4.3 Quicken Personal Financial Services Products and Services
11.4.4 Quicken Personal Financial Services Revenue in Personal Financial Services Business (2017-2022)
11.4.5 Quicken Personal Financial Services SWOT Analysis
11.4.6 Quicken Recent Developments
11.5 YNAB
11.5.1 YNAB Company Details
11.5.2 YNAB Business Overview
11.5.3 YNAB Personal Financial Services Products and Services
11.5.4 YNAB Personal Financial Services Revenue in Personal Financial Services Business (2017-2022)
11.5.5 YNAB Personal Financial Services SWOT Analysis
11.5.6 YNAB Recent Developments
11.6 WalletHub
11.6.1 WalletHub Company Details
11.6.2 WalletHub Business Overview
11.6.3 WalletHub Personal Financial Services Products and Services
11.6.4 WalletHub Personal Financial Services Revenue in Personal Financial Services Business (2017-2022)
11.6.5 WalletHub Personal Financial Services SWOT Analysis
11.6.6 WalletHub Recent Developments
12 Personal Financial Services Market Dynamics
12.1 Personal Financial Services Market Trends
12.2 Personal Financial Services Market Drivers
12.3 Personal Financial Services Market Challenges
12.4 Personal Financial Services Market Restraints
13 Research Findings and Conclusion
14 Appendix
14.1 Research Methodology
14.1.1 Methodology/Research Approach
14.1.2 Data Source
14.2 Author Details
List of TablesTable 1. Global Personal Financial Services Market Size Growth Rate by Type (US$ Million), 2017 VS 2021 VS 2028
Table 2. Key Players of Cloud-Based
Table 3. Key Players of On-Premise
Table 4. Global Personal Financial Services Market Size Growth Rate by Application (US$ Million), 2017 VS 2021 VS 2028
Table 5. Global Personal Financial Services Market Size (US$ Million) by Region: 2017 VS 2021 VS 2028
Table 6. Global Personal Financial Services Revenue by Region (2017-2022) & (US$ Million)
Table 7. Global Personal Financial Services Revenue Market Share by Region (2017-2022)
Table 8. Global Personal Financial Services Revenue by Players (2017-2022) & (US$ Million)
Table 9. Global Personal Financial Services Market Share by Players (2017-2022)
Table 10. Global Top Personal Financial Services Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Personal Financial Services as of 2021)
Table 11. Ranking of Global Top Personal Financial Services Companies by Revenue (US$ Million) in 2021
Table 12. Global 5 Largest Players Market Share by Personal Financial Services Revenue (CR5 and HHI) & (2017-2022)
Table 13. Key Players Headquarters and Area Served
Table 14. Key Players Personal Financial Services Product Solution and Service
Table 15. Date of Key Manufacturers Enter into Personal Financial Services Market
Table 16. Mergers & Acquisitions, Expansion Plans
Table 17. Global Personal Financial Services Market Size by Type (2017-2022) & (US$ Million)
Table 18. Global Personal Financial Services Revenue Market Share by Type (2017-2022)
Table 19. Global Personal Financial Services Forecasted Market Size by Type (2023-2028) & (US$ Million)
Table 20. Global Personal Financial Services Revenue Market Share by Type (2023-2028)
Table 21. Global Personal Financial Services Market Size by Application (2017-2022) & (US$ Million)
Table 22. Global Personal Financial Services Revenue Market Share by Application (2017-2022)
Table 23. Global Personal Financial Services Forecasted Market Size by Application (2023-2028) & (US$ Million)
Table 24. Global Personal Financial Services Revenue Market Share by Application (2023-2028)
Table 25. North America Personal Financial Services Revenue by Company (2020-2022) & (US$ Million)
Table 26. North America Personal Financial Services Revenue by Type (2017-2022) & (US$ Million)
Table 27. North America Personal Financial Services Revenue by Type (2023-2028) & (US$ Million)
Table 28. North America Personal Financial Services Revenue by Application (2017-2022) & (US$ Million)
Table 29. North America Personal Financial Services Revenue by Application (2023-2028) & (US$ Million)
Table 30. North America Personal Financial Services Revenue by Country (2017-2022) & (US$ Million)
Table 31. North America Personal Financial Services Revenue by Country (2023-2028) & (US$ Million)
Table 32. Europe Personal Financial Services Revenue by Company (2020-2022) & (US$ Million)
Table 33. Europe Personal Financial Services Revenue by Type (2017-2022) & (US$ Million)
Table 34. Europe Personal Financial Services Revenue by Type (2023-2028) & (US$ Million)
Table 35. Europe Personal Financial Services Revenue by Application (2017-2022) & (US$ Million)
Table 36. Europe Personal Financial Services Revenue by Application (2023-2028) & (US$ Million)
Table 37. Europe Personal Financial Services Revenue by Country (2017-2022) & (US$ Million)
Table 38. Europe Personal Financial Services Revenue by Country (2023-2028) & (US$ Million)
Table 39. Asia Pacific Personal Financial Services Revenue by Company (2020-2022) & (US$ Million)
Table 40. Asia Pacific Personal Financial Services Revenue by Type (2017-2022) & (US$ Million)
Table 41. Asia Pacific Personal Financial Services Revenue by Type (2023-2028) & (US$ Million)
Table 42. Asia Pacific Personal Financial Services Revenue by Application (2017-2022) & (US$ Million)
Table 43. Asia Pacific Personal Financial Services Revenue by Application (2023-2028) & (US$ Million)
Table 44. Asia Pacific Personal Financial Services Revenue by Region (2017-2022) & (US$ Million)
Table 45. Asia Pacific Personal Financial Services Revenue by Region (2023-2028) & (US$ Million)
Table 46. Latin America Personal Financial Services Revenue by Company (2020-2022) & (US$ Million)
Table 47. Latin America Personal Financial Services Revenue by Type (2017-2022) & (US$ Million)
Table 48. Latin America Personal Financial Services Revenue by Type (2023-2028) & (US$ Million)
Table 49. Latin America Personal Financial Services Revenue by Application (2017-2022) & (US$ Million)
Table 50. Latin America Personal Financial Services Revenue by Application (2023-2028) & (US$ Million)
Table 51. Latin America Personal Financial Services Revenue by Country (2017-2022) & (US$ Million)
Table 52. Latin America Personal Financial Services Revenue by Country (2023-2028) & (US$ Million)
Table 53. Middle East and Africa Personal Financial Services Revenue by Company (2020-2022) & (US$ Million)
Table 54. Middle East and Africa Personal Financial Services Revenue by Type (2017-2022) & (US$ Million)
Table 55. Middle East and Africa Personal Financial Services Revenue by Type (2023-2028) & (US$ Million)
Table 56. Middle East and Africa Personal Financial Services Revenue by Application (2017-2022) & (US$ Million)
Table 57. Middle East and Africa Personal Financial Services Revenue by Application (2023-2028) & (US$ Million)
Table 58. Middle East and Africa Personal Financial Services Revenue by Country (2017-2022) & (US$ Million)
Table 59. Middle East and Africa Personal Financial Services Revenue by Country (2023-2028) & (US$ Million)
Table 60. Mint Company Details
Table 61. Mint Business Overview
Table 62. Mint Personal Financial Services Product and Services
Table 63. Mint Personal Financial Services Revenue in Personal Financial Services Business (2017-2022) & (US$ Million)
Table 64. Mint Personal Financial Services SWOT Analysis
Table 65. Mint Recent Developments
Table 66. OfficeTime Company Details
Table 67. OfficeTime Business Overview
Table 68. OfficeTime Personal Financial Services Product and Services
Table 69. OfficeTime Personal Financial Services Revenue in Personal Financial Services Business (2017-2022) & (US$ Million)
Table 70. OfficeTime Personal Financial Services SWOT Analysis
Table 71. OfficeTime Recent Developments
Table 72. LearnVest Company Details
Table 73. LearnVest Business Overview
Table 74. LearnVest Personal Financial Services Product and Services
Table 75. LearnVest Personal Financial Services Revenue in Personal Financial Services Business (2017-2022) & (US$ Million)
Table 76. LearnVest Personal Financial Services SWOT Analysis
Table 77. LearnVest Recent Developments
Table 78. Quicken Company Details
Table 79. Quicken Business Overview
Table 80. Quicken Personal Financial Services Product and Services
Table 81. Quicken Personal Financial Services Revenue in Personal Financial Services Business (2017-2022) & (US$ Million)
Table 82. Quicken Personal Financial Services SWOT Analysis
Table 83. Quicken Recent Developments
Table 84. YNAB Company Details
Table 85. YNAB Business Overview
Table 86. YNAB Personal Financial Services Product and Services
Table 87. YNAB Personal Financial Services Revenue in Personal Financial Services Business (2017-2022) & (US$ Million)
Table 88. YNAB Personal Financial Services SWOT Analysis
Table 89. YNAB Recent Developments
Table 90. WalletHub Company Details
Table 91. WalletHub Business Overview
Table 92. WalletHub Personal Financial Services Product and Services
Table 93. WalletHub Personal Financial Services Revenue in Personal Financial Services Business (2017-2022) & (US$ Million)
Table 94. WalletHub Personal Financial Services SWOT Analysis
Table 95. WalletHub Recent Developments
Table 96. Personal Financial Services Market Trends
Table 97. Personal Financial Services Market Drivers
Table 98. Personal Financial Services Market Challenges
Table 99. Personal Financial Services Market Restraints
Table 100. Research Programs/Design for This Report
Table 101. Key Data Information from Secondary Sources
Table 102. Key Data Information from Primary Sources
List of FiguresFigure 1. Global Personal Financial Services Sales Market Share by Type: 2021 VS 2028
Figure 2. Cloud-Based Features
Figure 3. On-Premise Features
Figure 4. Global Personal Financial Services Sales Market Share by Application: 2021 VS 2028
Figure 5. Spending Analysis Case Studies
Figure 6. Expense Tracking Case Studies
Figure 7. Money Management Case Studies
Figure 8. Budgeting Case Studies
Figure 9. Other Case Studies
Figure 10. Personal Financial Services Report Years Considered
Figure 11. Global Personal Financial Services Revenue, (US$ Million), 2017 VS 2021 VS 2028
Figure 12. Global Personal Financial Services Market Size 2017-2028 (US$ Million)
Figure 13. Global Personal Financial Services Market Size Market Share by Region: 2021 VS 2028
Figure 14. Global Personal Financial Services Revenue Market Share by Region in 2017 VS 2022
Figure 15. Global Top 10 Personal Financial Services Countries Ranking by Market Size (US$ Million) in 2021
Figure 16. Global Personal Financial Services Market Share by Players in 2021
Figure 17. Global Top Personal Financial Services Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Personal Financial Services as of 2021)
Figure 18. The Top 10 and 5 Players Market Share by Personal Financial Services Revenue in 2021
Figure 19. North America Personal Financial Services Revenue Market Share by Company in 2021
Figure 20. North America Personal Financial Services Revenue Market Share by Type (2017-2028)
Figure 21. North America Personal Financial Services Revenue Market Share by Application (2017-2028)
Figure 22. North America Personal Financial Services Revenue Share by Country (2017-2028)
Figure 23. U.S. Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 24. Canada Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 25. Europe Personal Financial Services Revenue Market Share by Company in 2021
Figure 26. Europe Personal Financial Services Revenue Market Share by Type (2017-2028)
Figure 27. Europe Personal Financial Services Revenue Market Share by Application (2017-2028)
Figure 28. Europe Personal Financial Services Revenue Share by Country (2017-2028)
Figure 29. Germany Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 30. France Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 31. U.K. Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 32. Italy Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 33. Russia Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 34. Asia Pacific Personal Financial Services Revenue Market Share by Company in 2021
Figure 35. Asia Pacific Personal Financial Services Revenue Market Share by Type (2017-2028)
Figure 36. Asia Pacific Personal Financial Services Revenue Market Share by Application (2017-2028)
Figure 37. Asia Pacific Personal Financial Services Revenue Share by Region (2017-2028)
Figure 38. China Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 39. Japan Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 40. South Korea Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 41. India Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 42. Australia Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 43. Taiwan Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 44. Indonesia Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 45. Thailand Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 46. Malaysia Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 47. Philippines Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 48. Vietnam Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 49. Latin America Personal Financial Services Revenue Market Share by Company in 2021
Figure 50. Latin America Personal Financial Services Revenue Market Share by Type (2017-2028)
Figure 51. Latin America Personal Financial Services Revenue Market Share by Application (2017-2028)
Figure 52. Latin America Personal Financial Services Revenue Share by Country (2017-2028)
Figure 53. Mexico Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 54. Brazil Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 55. Argentina Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 56. Middle East and Africa Personal Financial Services Revenue Market Share by Company in 2021
Figure 57. Middle East and Africa Personal Financial Services Revenue Market Share by Type (2017-2028)
Figure 58. Middle East and Africa Personal Financial Services Revenue Market Share by Application (2017-2028)
Figure 59. Middle East and Africa Personal Financial Services Revenue Share by Country (2017-2028)
Figure 60. Turkey Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 61. Saudi Arabia Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 62. UAE Personal Financial Services Revenue (2017-2028) & (US$ Million)
Figure 63. Mint Revenue Growth Rate in Personal Financial Services Business (2017-2022)
Figure 64. OfficeTime Revenue Growth Rate in Personal Financial Services Business (2017-2022)
Figure 65. LearnVest Revenue Growth Rate in Personal Financial Services Business (2017-2022)
Figure 66. Quicken Revenue Growth Rate in Personal Financial Services Business (2017-2022)
Figure 67. YNAB Revenue Growth Rate in Personal Financial Services Business (2017-2022)
Figure 68. WalletHub Revenue Growth Rate in Personal Financial Services Business (2017-2022)
Figure 69. Bottom-up and Top-down Approaches for This Report
Figure 70. Data Triangulation
Figure 71. Key Executives Interviewed