Robo Advisors & Hybrid Digital Advice Providers:
Some of the Fastest Organically Growing Fee-Based Financial Advisors (RIAs)

Recently Released!!!
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 robo advisors & hybrid digital advice providers, meaning both pure online players as well as hybrid digital advice providers that include chat, telephone, and/or video support. This research includes online advice firms which target the consumer market as well as those that target defined contribution plan participants. Furthermore, this research includes offers by start-ups, discount brokerage firms, and more traditional full-service brokerage firms. Robo advisors & hybrid digital advice providers are registered investment advisors (RIAs) so this research is incorporated into Tiburon's broader coverage of fee-based financial advisors (RIAs).

This research starts with a history of robo advisors & hybrid digital advice providers, including these phases:
  • Dot Com Phase
  • Robo Advisors Emergence Phase
  • Hybrid Digital Advice Providers Phase
  • Maturization & Consolidation Phase
This research defines distinct markets segments of robo advisors & hybrid digital advice providers, including:
  • Robo Advisors
  • Hybrid Digital Advice Providers
This research includes robo advisors & hybrid digital advice providers that market into both the consumer and plan participant markets.

This research includes robo advisors & hybrid digital advice providers started as stand alone firms, as well as those founded by discount brokerage firms and full-service brokerage firms.

And this research makes several future predictions for robo advisors & hybrid digital advice providers, including:
  • Substantial Growth for Robo Advisors & Hybrid Digital Advice Providers
  • Fastest Growth for Hybrid Digital Advice Providers
  • Fastest Growth for Consumer Focused Robo Advisors & Hybrid Digital Advice Providers
  • Fastest Growth for Discount Brokerage Firm Robo Advisors & Hybrid Digital Advice Providers
  • Increasing Regulation for Robo Advisors & Hybrid Digital Advice Providers
  • Expansion of Investment Product Offerings for Robo Advisors & Hybrid Digital Advice Providers, Including Alternative Investments, Real Estate, & Cryptocurrencies (Digital Assets)
  • Increasing Utilization of Artificial Intelligence by Robo Advisors & Hybrid Digital Advice Providers
  • Continual Blurring of the Traditional Definition of Financial Advisors with that of Robo Advisors & Hybrid Digital Advice Providers (Integration of Robo Advisor Technology, Heavier Reliance on Video Technology, & Pricing Pressure)
  • Growing Technology Market for Wholesale Robo Advisor Technology Offers
  • Growing International Opportunities for Robo Advisors & Hybrid Digital Advice Providers
  • Moderate Additional Venture Capital Investments in Robo Advisors & Hybrid Digital Advice Providers and Limited Initial Public Offerings (IPOs)
  • Continuing Consolidation of Robo Advisors & Hybrid Digital Advice Providers


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