Hybrid Digital Advice Providers:
Digital Advice Programs with Video, Telephone, or Chat Access to Human Advisors

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Date Published: May 31, 2023
Summary PowerPoint Deck: 288 Slides
Reference PowerPoint Deck: 1,014 Slides

The purpose of this research is to provide readers with a comprehensive understanding of hybrid digital advice providers. This market emerged in the 2010s and includes competitors such as The Vanguard Group's Personal Advisor Services, Fidelity Investments' Personalized Planning & Advice, The Charles Schwab Corporation's Schwab Intelligent Portfolios Premium, as well as standalone firms such as Facet & Personal Capital Corporation. This research combines with Tiburon research coverage of robo advisors to form its robo advisors & hybrid digital advice providers research series.

This research summarizes the market growth & leaders within the hybrid digital advice providers market.

And this research makes several future predictions for hybrid digital advice providers, including:
  • Substantial Growth for Hybrid Digital Advice Providers
  • Fastest Growth in Consumer Market for Hybrid Digital Advice Providers
  • Continuing Dominance of Discount Brokerage Firms in the Hybrid Digital Advice Providers Market


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