United States Financial Planning Software Market Report & Forecast 2021-2027

United States Financial Planning Software Market Report & Forecast 2021-2027

Table of Contents
1 Introduction to Research & Analysis Reports
1.1 Financial Planning Software Market Definition
1.2 Market Segments
1.2.1 Segment by Type
1.2.2 Segment by Application
1.3 United States Financial Planning Software Market Overview
1.4 Methodology & Sources of Information
1.4.1 Research Methodology
1.4.2 Research Process
1.4.3 Base Year
2 United States Financial Planning Software Overall Market Size
2.1 United States Financial Planning Software Market Size: 2021 VS 2027
2.2 United States Financial Planning Software Revenue, Prospects & Forecasts: 2016-2027
2.3 Key Market Trends, Opportunity, Drivers and Restraints
2.3.1 Market Opportunities & Trends
2.3.2 Market Drivers
2.3.3 Market Restraints
3 Company Landscape
3.1 Top Financial Planning Software Players in United States Market
3.2 Top United States Financial Planning Software Companies Ranked by Revenue
3.3 United States Financial Planning Software Revenue by Companies
3.4 Top 3 and Top 5 Financial Planning Software Companies in United States Market, by Revenue in 2020
3.5 Companies Financial Planning Software Product Type
3.6 Tier 1, Tier 2 and Tier 3 Financial Planning Software Players in United States Market
3.6.1 List of Tier 1 Financial Planning Software Companies in United States
3.6.2 List of Tier 2 and Tier 3 Financial Planning Software Companies in United States
4 Sights by Type
4.1 Overview
4.1.1 By Type - United States Financial Planning Software Market Size Markets, 2021 & 2027
4.1.2 Cloud-based Financial Planning Software
4.1.3 On-promise Type Financial Planning Software
4.2 By Type - United States Financial Planning Software Revenue & Forecasts
4.2.1 By Type - United States Financial Planning Software Revenue, 2016-2021
4.2.2 By Type - United States Financial Planning Software Revenue, 2022-2027
4.2.3 By Type - United States Financial Planning Software Revenue Market Share, 2016-2027
5 Sights by Application
5.1 Overview
5.1.1 By Application - United States Financial Planning Software Market Size, 2021 & 2027
5.1.2 SME
5.1.3 Large Enterprise
5.1.4 Personal Purpose
5.1.5 Others
5.2 By Application - United States Financial Planning Software Revenue & Forecasts
5.2.1 By Application - United States Financial Planning Software Revenue, 2016-2021
5.2.2 By Application - United States Financial Planning Software Revenue, 2022-2027
5.2.3 By Application - United States Financial Planning Software Revenue Market Share, 2016-2027
6 Financial Planning Software Companies Profiles
6.1 PIEtech, Inc.
6.1.1 PIEtech, Inc. Company Details
6.1.2 PIEtech, Inc. Business Overview
6.1.3 PIEtech, Inc. Financial Planning Software Introduction
6.1.4 PIEtech, Inc. Financial Planning Software Revenue in United States Market (2016-2021)
6.1.5 PIEtech, Inc. Recent Developments
6.2 EMoney Advisor
6.2.1 EMoney Advisor Company Details
6.2.2 EMoney Advisor Business Overview
6.2.3 EMoney Advisor Financial Planning Software Introduction
6.2.4 EMoney Advisor Financial Planning Software Revenue in United States Market (2016-2021)
6.2.5 EMoney Advisor Recent Developments
6.3 Advicent
6.3.1 Advicent Company Details
6.3.2 Advicent Business Overview
6.3.3 Advicent Financial Planning Software Introduction
6.3.4 Advicent Financial Planning Software Revenue in United States Market (2016-2021)
6.3.5 Advicent Recent Developments
6.4 Money Tree
6.4.1 Money Tree Company Details
6.4.2 Money Tree Business Overview
6.4.3 Money Tree Financial Planning Software Introduction
6.4.4 Money Tree Financial Planning Software Revenue in United States Market (2016-2021)
6.4.5 Money Tree Recent Developments
6.5 WealthTec
6.5.1 WealthTec Company Details
6.5.2 WealthTec Business Overview
6.5.3 WealthTec Financial Planning Software Introduction
6.5.4 WealthTec Financial Planning Software Revenue in United States Market (2016-2021)
6.5.5 WealthTec Recent Developments
6.6 Oltis Software
6.6.1 Oltis Software Company Details
6.6.2 Oltis Software Business Overview
6.6.3 Oltis Software Financial Planning Software Introduction
6.6.4 Oltis Software Financial Planning Software Revenue in United States Market (2016-2021)
6.6.5 Oltis Software Recent Developments
6.7 Advisor Software
6.7.1 Advisor Software Company Details
6.7.2 Advisor Software Business Overview
6.7.3 Advisor Software Financial Planning Software Introduction
6.7.4 Advisor Software Financial Planning Software Revenue in United States Market (2016-2021)
6.7.5 Advisor Software Recent Developments
6.8 Envestnet
6.8.1 Envestnet Company Details
6.8.2 Envestnet Business Overview
6.8.3 Envestnet Financial Planning Software Introduction
6.8.4 Envestnet Financial Planning Software Revenue in United States Market (2016-2021)
6.8.5 Envestnet Recent Developments
6.9 InStream Solutions
6.9.1 InStream Solutions Company Details
6.9.2 InStream Solutions Business Overview
6.9.3 InStream Solutions Financial Planning Software Introduction
6.9.4 InStream Solutions Financial Planning Software Revenue in United States Market (2016-2021)
6.9.5 InStream Solutions Recent Developments
6.10 Wealthcare Capital Management
6.10.1 Wealthcare Capital Management Company Details
6.10.2 Wealthcare Capital Management Business Overview
6.10.3 Wealthcare Capital Management Financial Planning Software Introduction
6.10.4 Wealthcare Capital Management Financial Planning Software Revenue in United States Market (2016-2021)
6.10.5 Wealthcare Capital Management Recent Developments
6.11 SunGard WealthStation (FIS)
6.11.1 SunGard WealthStation (FIS) Company Details
6.11.2 SunGard WealthStation (FIS) Business Overview
6.11.3 SunGard WealthStation (FIS) Financial Planning Software Introduction
6.11.4 SunGard WealthStation (FIS) Financial Planning Software Revenue in United States Market (2016-2021)
6.11.5 SunGard WealthStation (FIS) Recent Developments
6.12 Advizr
6.12.1 Advizr Company Details
6.12.2 Advizr Business Overview
6.12.3 Advizr Financial Planning Software Introduction
6.12.4 Advizr Financial Planning Software Revenue in United States Market (2016-2021)
6.12.5 Advizr Recent Developments
6.13 RightCapital
6.13.1 RightCapital Company Details
6.13.2 RightCapital Business Overview
6.13.3 RightCapital Financial Planning Software Introduction
6.13.4 RightCapital Financial Planning Software Revenue in United States Market (2016-2021)
6.13.5 RightCapital Recent Developments
6.14 Cheshire Software
6.14.1 Cheshire Software Company Details
6.14.2 Cheshire Software Business Overview
6.14.3 Cheshire Software Financial Planning Software Introduction
6.14.4 Cheshire Software Financial Planning Software Revenue in United States Market (2016-2021)
6.14.5 Cheshire Software Recent Developments
6.15 Razor Logic Systems
6.15.1 Razor Logic Systems Company Details
6.15.2 Razor Logic Systems Business Overview
6.15.3 Razor Logic Systems Financial Planning Software Introduction
6.15.4 Razor Logic Systems Financial Planning Software Revenue in United States Market (2016-2021)
6.15.5 Razor Logic Systems Recent Developments
6.16 Moneywise Software
6.16.1 Moneywise Software Company Details
6.16.2 Moneywise Software Business Overview
6.16.3 Moneywise Software Financial Planning Software Introduction
6.16.4 Moneywise Software Financial Planning Software Revenue in United States Market (2016-2021)
6.16.5 Moneywise Software Recent Developments
6.17 Struktur AG
6.17.1 Struktur AG Company Details
6.17.2 Struktur AG Business Overview
6.17.3 Struktur AG Financial Planning Software Introduction
6.17.4 Struktur AG Financial Planning Software Revenue in United States Market (2016-2021)
6.17.5 Struktur AG Recent Developments
6.18 Futurewise Technologies
6.18.1 Futurewise Technologies Company Details
6.18.2 Futurewise Technologies Business Overview
6.18.3 Futurewise Technologies Financial Planning Software Introduction
6.18.4 Futurewise Technologies Financial Planning Software Revenue in United States Market (2016-2021)
6.18.5 Futurewise Technologies Recent Developments
6.19 ESPlanner Inc.
6.19.1 ESPlanner Inc. Company Details
6.19.2 ESPlanner Inc. Business Overview
6.19.3 ESPlanner Inc. Financial Planning Software Introduction
6.19.4 ESPlanner Inc. Financial Planning Software Revenue in United States Market (2016-2021)
6.19.5 ESPlanner Inc. Recent Developments
6.20 ISoftware Limited
6.20.1 ISoftware Limited Company Details
6.20.2 ISoftware Limited Business Overview
6.20.3 ISoftware Limited Financial Planning Software Introduction
6.20.4 ISoftware Limited Financial Planning Software Revenue in United States Market (2016-2021)
6.20.5 ISoftware Limited Recent Developments
6.21 FinPal Pty Ltd
6.21.1 FinPal Pty Ltd Company Details
6.21.2 FinPal Pty Ltd Business Overview
6.21.3 FinPal Pty Ltd Financial Planning Software Introduction
6.21.4 FinPal Pty Ltd Financial Planning Software Revenue in United States Market (2016-2021)
6.21.5 FinPal Pty Ltd Recent Developments
6.22 WealthTrace
6.22.1 WealthTrace Company Details
6.22.2 WealthTrace Business Overview
6.22.3 WealthTrace Financial Planning Software Introduction
6.22.4 WealthTrace Financial Planning Software Revenue in United States Market (2016-2021)
6.22.5 WealthTrace Recent Developments
6.23 Sigma Conso
6.23.1 Sigma Conso Company Details
6.23.2 Sigma Conso Business Overview
6.23.3 Sigma Conso Financial Planning Software Introduction
6.23.4 Sigma Conso Financial Planning Software Revenue in United States Market (2016-2021)
6.23.5 Sigma Conso Recent Developments
6.24 Prevero GmbH (Unit4)
6.24.1 Prevero GmbH (Unit4) Company Details
6.24.2 Prevero GmbH (Unit4) Business Overview
6.24.3 Prevero GmbH (Unit4) Financial Planning Software Introduction
6.24.4 Prevero GmbH (Unit4) Financial Planning Software Revenue in United States Market (2016-2021)
6.24.5 Prevero GmbH (Unit4) Recent Developments
6.25 SAP
6.25.1 SAP Company Details
6.25.2 SAP Business Overview
6.25.3 SAP Financial Planning Software Introduction
6.25.4 SAP Financial Planning Software Revenue in United States Market (2016-2021)
6.25.5 SAP Recent Developments
7 Conclusion
8 Appendix
8.1 Note
8.2 Examples of Clients
8.3 Author Details
8.4 Disclaimer
List of Tables
Table 1. Financial Planning Software Market Opportunities & Trends in United States Market
Table 2. Financial Planning Software Market Drivers in United States Market
Table 3. Financial Planning Software Market Restraints in United States Market
Table 4. Key Players of Financial Planning Software in United States Market
Table 5. Top Financial Planning Software Players in United States Market, Ranking by Revenue (2019)
Table 6. United States Financial Planning Software Revenue by Companies, (US$, Mn), 2016-2021
Table 7. United States Financial Planning Software Revenue Share by Companies, 2016-2021
Table 8. Companies Financial Planning Software Product Type
Table 9. List of Tier 1 Financial Planning Software Companies, Revenue (US$, Mn) in 2020 and Market Share
Table 10. List of Tier 2 and Tier 3 Financial Planning Software Companies, Revenue (US$, Mn) in 2020 and Market Share
Table 11. By Type - United States Financial Planning Software Revenue, (US$, Mn), 2021 & 2027
Table 12. By Type - United States Financial Planning Software Revenue (US$, Mn), 2016-2021
Table 13. By Type - United States Financial Planning Software Revenue (US$, Mn), 2022-2027
Table 14. By Application - United States Financial Planning Software Revenue, (US$, Mn), 2021 VS 2027
Table 15. By Application - United States Financial Planning Software Revenue (US$, Mn), 2016-2021
Table 16. By Application - United States Financial Planning Software Revenue (US$, Mn), 2022-2027
Table 17. PIEtech, Inc. Company Details
Table 18. PIEtech, Inc. Business Overview
Table 19. PIEtech, Inc. Financial Planning Software Product
Table 20. PIEtech, Inc. Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 21. PIEtech, Inc. Recent Developments
Table 22. EMoney Advisor Company Details
Table 23. EMoney Advisor Business Overview
Table 24. EMoney Advisor Financial Planning Software Product
Table 25. EMoney Advisor Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 26. EMoney Advisor Recent Developments
Table 27. Advicent Company Details
Table 28. Advicent Business Overview
Table 29. Advicent Financial Planning Software Product
Table 30. Advicent Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 31. Advicent Recent Developments
Table 32. Money Tree Company Details
Table 33. Money Tree Business Overview
Table 34. Money Tree Financial Planning Software Product
Table 35. Money Tree Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 36. Money Tree Recent Developments
Table 37. WealthTec Company Details
Table 38. WealthTec Business Overview
Table 39. WealthTec Financial Planning Software Product
Table 40. WealthTec Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 41. WealthTec Recent Developments
Table 42. Oltis Software Company Details
Table 43. Oltis Software Business Overview
Table 44. Oltis Software Financial Planning Software Product
Table 45. Oltis Software Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 46. Oltis Software Recent Developments
Table 47. Advisor Software Company Details
Table 48. Advisor Software Business Overview
Table 49. Advisor Software Financial Planning Software Product
Table 50. Advisor Software Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 51. Advisor Software Recent Developments
Table 52. Envestnet Company Details
Table 53. Envestnet Business Overview
Table 54. Envestnet Financial Planning Software Product
Table 55. Envestnet Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 56. Envestnet Recent Developments
Table 57. InStream Solutions Company Details
Table 58. InStream Solutions Business Overview
Table 59. InStream Solutions Financial Planning Software Product
Table 60. InStream Solutions Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 61. InStream Solutions Recent Developments
Table 62. Wealthcare Capital Management Company Details
Table 63. Wealthcare Capital Management Business Overview
Table 64. Wealthcare Capital Management Financial Planning Software Product
Table 65. Wealthcare Capital Management Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 66. Wealthcare Capital Management Recent Developments
Table 67. SunGard WealthStation (FIS) Company Details
Table 68. SunGard WealthStation (FIS) Business Overview
Table 69. SunGard WealthStation (FIS) Financial Planning Software Product
Table 70. SunGard WealthStation (FIS) Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 71. SunGard WealthStation (FIS) Recent Developments
Table 72. Advizr Company Details
Table 73. Advizr Business Overview
Table 74. Advizr Financial Planning Software Product
Table 75. Advizr Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 76. Advizr Recent Developments
Table 77. RightCapital Company Details
Table 78. RightCapital Business Overview
Table 79. RightCapital Financial Planning Software Product
Table 80. RightCapital Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 81. RightCapital Recent Developments
Table 82. Cheshire Software Company Details
Table 83. Cheshire Software Business Overview
Table 84. Cheshire Software Financial Planning Software Product
Table 85. Cheshire Software Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 86. Cheshire Software Recent Developments
Table 87. Razor Logic Systems Business Overview
Table 88. Razor Logic Systems Company Details
Table 89. Razor Logic Systems Financial Planning Software Product
Table 90. Razor Logic Systems Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 91. Razor Logic Systems Recent Developments
Table 92. Moneywise Software Company Details
Table 93. Moneywise Software Business Overview
Table 94. Moneywise Software Financial Planning Software Product
Table 95. Moneywise Software Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 96. Moneywise Software Recent Developments
Table 97. Struktur AG Company Details
Table 98. Struktur AG Business Overview
Table 99. Struktur AG Financial Planning Software Product
Table 100. Struktur AG Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 101. Struktur AG Recent Developments
Table 102. Futurewise Technologies Company Details
Table 103. Futurewise Technologies Business Overview
Table 104. Futurewise Technologies Financial Planning Software Product
Table 105. Futurewise Technologies Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 106. Futurewise Technologies Recent Developments
Table 107. ESPlanner Inc. Company Details
Table 108. ESPlanner Inc. Business Overview
Table 109. ESPlanner Inc. Financial Planning Software Product
Table 110. ESPlanner Inc. Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 111. ESPlanner Inc. Recent Developments
Table 112. ISoftware Limited Company Details
Table 113. ISoftware Limited Business Overview
Table 114. ISoftware Limited Financial Planning Software Product
Table 115. ISoftware Limited Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 116. ISoftware Limited Recent Developments
Table 117. FinPal Pty Ltd Company Details
Table 118. FinPal Pty Ltd Business Overview
Table 119. FinPal Pty Ltd Financial Planning Software Product
Table 120. FinPal Pty Ltd Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 121. FinPal Pty Ltd Recent Developments
Table 122. WealthTrace Company Details
Table 123. WealthTrace Business Overview
Table 124. WealthTrace Financial Planning Software Product
Table 125. WealthTrace Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 126. WealthTrace Recent Developments
Table 127. Sigma Conso Company Details
Table 128. Sigma Conso Business Overview
Table 129. Sigma Conso Financial Planning Software Product
Table 130. Sigma Conso Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 131. Sigma Conso Recent Developments
Table 132. Prevero GmbH (Unit4) Company Details
Table 133. Prevero GmbH (Unit4) Business Overview
Table 134. Prevero GmbH (Unit4) Financial Planning Software Product
Table 135. Prevero GmbH (Unit4) Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 136. Prevero GmbH (Unit4) Recent Developments
Table 137. SAP Company Details
Table 138. SAP Business Overview
Table 139. SAP Financial Planning Software Product
Table 140. SAP Financial Planning Software Revenue in United States Market (2016-2021) & (US$ Million)
Table 141. SAP Recent Developments
List of Figures
Figure 1. Financial Planning Software Segment by Type
Figure 2. Financial Planning Software Segment by Application
Figure 3. United States Financial Planning Software Market Overview: 2020
Figure 4. United States Financial Planning Software Market Size: 2021 VS 2027 (US$, Mn)
Figure 5. United States Financial Planning Software Revenue, 2016-2027 (US$, Mn)
Figure 6. The Top 3 and 5 Players Market Share by Financial Planning Software Revenue in 2020
Figure 7. By Type - United States Financial Planning Software Revenue Market Share, 2016-2027
Figure 8. By Application - United States Financial Planning Software Revenue Market Share, 2016-2027
Figure 9. PIEtech, Inc. Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 10. EMoney Advisor Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 11. Advicent Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 12. Money Tree Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 13. WealthTec Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 14. Oltis Software Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 15. Advisor Software Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 16. Envestnet Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 17. InStream Solutions Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 18. Wealthcare Capital Management Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 19. SunGard WealthStation (FIS) Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 20. Advizr Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 21. RightCapital Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 22. Cheshire Software Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 23. Razor Logic Systems Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 24. Moneywise Software Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 25. Struktur AG Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 26. Futurewise Technologies Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 27. ESPlanner Inc. Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 28. ISoftware Limited Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 29. FinPal Pty Ltd Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 30. WealthTrace Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 31. Sigma Conso Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 32. Prevero GmbH (Unit4) Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)
Figure 33. SAP Financial Planning Software Revenue Year Over Year Growth (US$, Mn) & (2016-2021)

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