Entrepreneurial Opportunity Landscape in Wealth Management: Technology-Driven Entrepreneurship (OpenAlex (recherche mondiale))

Summary

• Global financial wealth is projected to grow by 10.7% in 2025 to reach US$333 trillion according to BCG's report.p.2
• China's asset management market size is expected to reach RMB 175.2 trillion by 2025, representing a year-on-year increase of 12.1%.p.2
• Total assets under management by global robo-advisory platforms are expected to grow from approximately US$1.4 trillion in 2020 to US$5.9 trillion by 2027.p.7
• Global spending on the RegTech market is expected to grow from approximately US$33 billion in 2020 to approximately US$204 billion by 2027.p.12
• The number of participants in China's individual pension system exceeded 150 million households as of June 2025.p.14
• Ant Fortune's total asset management scale (including Yu'ebao) exceeds RMB 4 trillion as of 2025, making it China's largest third-party wealth management platform.p.16

Key insights

1. Hong Kong surpassed Switzerland for the first time in cross-border wealth management assets under management with US$2.95 trillion versus US$2.94 trillion.p.2
2. Over 60% of global wealth management firms have deployed AI tools across investment research, customer service, and risk management.p.7
3. The global alternative data market is projected to expand from approximately US$2 billion in 2018 to approximately US$14 billion by 2025.p.7
4. Boston Consulting Group predicts the global tokenized asset market could reach US$16 trillion by 2030.p.8
5. Valuation multiples for B2B infrastructure-based wealth technology companies can reach 10 to 15 times their revenue.p.13
6. Betterment manages assets worth more than US$80 billion and serves over 850,000 clients as of 2025.p.17
7. Global wealth technology financing fell to US$932 million in the second quarter of 2026, representing a 62% quarter-on-quarter decline.p.22