Market share of leading financial planning tools globally 2024

Published by Statista Research Department, Nov 13, 2024

In 2024, MoneyGuidePro Elite led the global financial planning software market, being used by over 33 percent of surveyed financial planning and advisory companies worldwide. eMoney Pro held second place with a market share of 29.55 percent, and Right Capital ranked third, with a market share of 14.64 percent. 

Market share of most popular financial planning softwares worldwide in 2024

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Release date

January 2024

Region

Worldwide

Survey time period

November and December 2023

Number of respondents

2,917 respondents

Special properties

members of the financial planning/investment advisory community

Supplementary notes

The source adds the following information: Market share figures are based on the number of advisors who gave the displayed software a rating, divided by the total number of survey respondents. The market share figure is not calculated as a percentage of the firms that are using the software or service, but a percentage of the total marketplace at large.

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