Largest online portfolio management tools used by advisory firms worldwide 2023

Published by Statista Research Department, Nov 29, 2023
The most commonly used online portfolio management tool used by advisory firms worldwide in 2023 was Envestnet, with a market share of roughly 5.77. Schwab Intelligent Portfolios and SEI had the second and third largest market share at this time.

Market share of the largest online portfolio management tools used by advisory firms worldwide in 2023

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Release date

March 2023

Region

Worldwide

Survey time period

January to February 2023

Number of respondents

3,309 respondents

Special properties

Survey respondents are from advisory firms

Supplementary notes

Only the top 10 tools are displayed.

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