Personal Finance Software

Global Market Trajectory & Analytics

MCP13933

EXECUTIVE ENGAGEMENTS

POOL

10348
Number of executives repeatedly engaged by snail & email outreach

INTERACTIONS

1242
Interactions with Platform & by Email

PARTICIPANTS

312
Unique # Participated

VALIDATIONS

76
Responses Validated*

COMPANIES

41
Responses Validated*
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DATE

APR 2021

TABLES

99

PAGES

170

EDITION

9

PRICE

USD 4950

CODE

MCP13933


COMPETITIVE METRICS

COMPANY

D S N T

% *

Abe AI

Addika

AdvanceCare - Gestao de ServiCos de Saude, S.A.

Appellation Marlborough Wine

Arkera

AskSebby

Automotive Data Services Pty Limited

Bankify

Bendigo and Adelaide Bank

Blockpit GmbH

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HIGHLIGHTS & REPORT INDEX

Amid the COVID-19 crisis, the global market for Personal Finance Software estimated at US$919.8 Million in the year 2020, is projected to reach a revised size of US$1.3 Billion by 2027, growing at aCAGR of 5% over the period 2020-2027. Web-based Software, one of the segments analyzed in the report, is projected to record 4.6% CAGR and reach US$704.3 Million by the end of the analysis period. After an early analysis of the business implications of the pandemic and its induced economic crisis, growth in the Mobile-based Software segment is readjusted to a revised 5.5% CAGR for the next 7-year period.
The Personal Finance Software market in the U.S. is estimated at US$270.9 Million in the year 2020. China, the world`s second largest economy, is forecast to reach a projected market size of US$228.7 Million by the year 2027 trailing a CAGR of 4.7% over the analysis period 2020 to 2027. Among the other noteworthy geographic markets are Japan and Canada, each forecast to grow at 4.7% and 4% respectively over the 2020-2027 period. Within Europe, Germany is forecast to grow at approximately 4.2% CAGR.

SELECT PLAYERS

BUXFER Inc.; Doxo Inc.; Microsoft Corporation; Money Dashboard; Moneyspire Inc.; Personal Capital Corporation; PocketSmith Ltd.; Quicken Inc.; The Infinite Kind Ltd.; You Need A Budget LLC

SEGMENTS

» End-Use (Small Businesses Users, Individual Consumers) » Product Type (Web-based Software, Mobile-based Software)

GEOGRAPHIES

» World » United States » Canada » Japan » China » Europe » France » Germany » Italy » United Kingdom » and Rest of Europe » Asia-Pacific » Rest of World

TABLE OF CONTENTS

1. MARKET OVERVIEW
Influencer Market Insights
World Market Trajectories
Impact of Covid-19 and a Looming Global Recession
2. FOCUS ON SELECT PLAYERS
3. MARKET TRENDS & DRIVERS
4. GLOBAL MARKET PERSPECTIVE
World Current & Future Analysis for Personal Finance Software by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2020 through 2027 and % CAGR
World Historic Review for Personal Finance Software by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
World 15-Year Perspective for Personal Finance Software by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets for Years 2012, 2020 & 2027
World Current & Future Analysis for Web-based Software by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2020 through 2027 and % CAGR
World Historic Review for Web-based Software by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
World 15-Year Perspective for Web-based Software by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2012, 2020 & 2027
World Current & Future Analysis for Mobile-based Software by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2020 through 2027 and % CAGR
World Historic Review for Mobile-based Software by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
World 15-Year Perspective for Mobile-based Software by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2012, 2020 & 2027
World Current & Future Analysis for Small Businesses Users by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2020 through 2027 and % CAGR
World Historic Review for Small Businesses Users by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
World 15-Year Perspective for Small Businesses Users by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2012, 2020 & 2027
World Current & Future Analysis for Individual Consumers by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2020 through 2027 and % CAGR
World Historic Review for Individual Consumers by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
World 15-Year Perspective for Individual Consumers by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2012, 2020 & 2027
UNITED STATES
USA Current & Future Analysis for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
USA Historic Review for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
USA 15-Year Perspective for Personal Finance Software by Product Type - Percentage Breakdown of Value Sales for Web-based Software and Mobile-based Software for the Years 2012, 2020 & 2027
USA Current & Future Analysis for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
USA Historic Review for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
USA 15-Year Perspective for Personal Finance Software by End-Use - Percentage Breakdown of Value Sales for Small Businesses Users and Individual Consumers for the Years 2012, 2020 & 2027
CANADA
Canada Current & Future Analysis for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Canada Historic Review for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Canada 15-Year Perspective for Personal Finance Software by Product Type - Percentage Breakdown of Value Sales for Web-based Software and Mobile-based Software for the Years 2012, 2020 & 2027
Canada Current & Future Analysis for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Canada Historic Review for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Canada 15-Year Perspective for Personal Finance Software by End-Use - Percentage Breakdown of Value Sales for Small Businesses Users and Individual Consumers for the Years 2012, 2020 & 2027
JAPAN
Japan Current & Future Analysis for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Japan Historic Review for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Japan 15-Year Perspective for Personal Finance Software by Product Type - Percentage Breakdown of Value Sales for Web-based Software and Mobile-based Software for the Years 2012, 2020 & 2027
Japan Current & Future Analysis for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Japan Historic Review for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Japan 15-Year Perspective for Personal Finance Software by End-Use - Percentage Breakdown of Value Sales for Small Businesses Users and Individual Consumers for the Years 2012, 2020 & 2027
CHINA
China Current & Future Analysis for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
China Historic Review for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
China 15-Year Perspective for Personal Finance Software by Product Type - Percentage Breakdown of Value Sales for Web-based Software and Mobile-based Software for the Years 2012, 2020 & 2027
China Current & Future Analysis for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
China Historic Review for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
China 15-Year Perspective for Personal Finance Software by End-Use - Percentage Breakdown of Value Sales for Small Businesses Users and Individual Consumers for the Years 2012, 2020 & 2027
EUROPE
Europe Current & Future Analysis for Personal Finance Software by Geographic Region - France, Germany, Italy, UK and Rest of Europe Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2020 through 2027 and % CAGR
Europe Historic Review for Personal Finance Software by Geographic Region - France, Germany, Italy, UK and Rest of Europe Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Europe 15-Year Perspective for Personal Finance Software by Geographic Region - Percentage Breakdown of Value Sales for France, Germany, Italy, UK and Rest of Europe Markets for Years 2012, 2020 & 2027
Europe Current & Future Analysis for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Europe Historic Review for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Europe 15-Year Perspective for Personal Finance Software by Product Type - Percentage Breakdown of Value Sales for Web-based Software and Mobile-based Software for the Years 2012, 2020 & 2027
Europe Current & Future Analysis for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Europe Historic Review for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Europe 15-Year Perspective for Personal Finance Software by End-Use - Percentage Breakdown of Value Sales for Small Businesses Users and Individual Consumers for the Years 2012, 2020 & 2027
FRANCE
France Current & Future Analysis for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
France Historic Review for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
France 15-Year Perspective for Personal Finance Software by Product Type - Percentage Breakdown of Value Sales for Web-based Software and Mobile-based Software for the Years 2012, 2020 & 2027
France Current & Future Analysis for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
France Historic Review for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
France 15-Year Perspective for Personal Finance Software by End-Use - Percentage Breakdown of Value Sales for Small Businesses Users and Individual Consumers for the Years 2012, 2020 & 2027
GERMANY
Germany Current & Future Analysis for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Germany Historic Review for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Germany 15-Year Perspective for Personal Finance Software by Product Type - Percentage Breakdown of Value Sales for Web-based Software and Mobile-based Software for the Years 2012, 2020 & 2027
Germany Current & Future Analysis for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Germany Historic Review for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Germany 15-Year Perspective for Personal Finance Software by End-Use - Percentage Breakdown of Value Sales for Small Businesses Users and Individual Consumers for the Years 2012, 2020 & 2027
ITALY
Italy Current & Future Analysis for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Italy Historic Review for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Italy 15-Year Perspective for Personal Finance Software by Product Type - Percentage Breakdown of Value Sales for Web-based Software and Mobile-based Software for the Years 2012, 2020 & 2027
Italy Current & Future Analysis for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Italy Historic Review for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Italy 15-Year Perspective for Personal Finance Software by End-Use - Percentage Breakdown of Value Sales for Small Businesses Users and Individual Consumers for the Years 2012, 2020 & 2027
UNITED KINGDOM
UK Current & Future Analysis for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
UK Historic Review for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
UK 15-Year Perspective for Personal Finance Software by Product Type - Percentage Breakdown of Value Sales for Web-based Software and Mobile-based Software for the Years 2012, 2020 & 2027
UK Current & Future Analysis for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
UK Historic Review for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
UK 15-Year Perspective for Personal Finance Software by End-Use - Percentage Breakdown of Value Sales for Small Businesses Users and Individual Consumers for the Years 2012, 2020 & 2027
REST OF EUROPE
Rest of Europe Current & Future Analysis for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Rest of Europe Historic Review for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Rest of Europe 15-Year Perspective for Personal Finance Software by Product Type - Percentage Breakdown of Value Sales for Web-based Software and Mobile-based Software for the Years 2012, 2020 & 2027
Rest of Europe Current & Future Analysis for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Rest of Europe Historic Review for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Rest of Europe 15-Year Perspective for Personal Finance Software by End-Use - Percentage Breakdown of Value Sales for Small Businesses Users and Individual Consumers for the Years 2012, 2020 & 2027
ASIA-PACIFIC
Asia-Pacific Current & Future Analysis for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Asia-Pacific Historic Review for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Asia-Pacific 15-Year Perspective for Personal Finance Software by Product Type - Percentage Breakdown of Value Sales for Web-based Software and Mobile-based Software for the Years 2012, 2020 & 2027
Asia-Pacific Current & Future Analysis for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Asia-Pacific Historic Review for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Asia-Pacific 15-Year Perspective for Personal Finance Software by End-Use - Percentage Breakdown of Value Sales for Small Businesses Users and Individual Consumers for the Years 2012, 2020 & 2027
REST OF WORLD
Rest of World Current & Future Analysis for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Rest of World Historic Review for Personal Finance Software by Product Type - Web-based Software and Mobile-based Software Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Rest of World 15-Year Perspective for Personal Finance Software by Product Type - Percentage Breakdown of Value Sales for Web-based Software and Mobile-based Software for the Years 2012, 2020 & 2027
Rest of World Current & Future Analysis for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers - Independent Analysis of Annual Sales in US$ Thousand for the Years 2020 through 2027 and % CAGR
Rest of World Historic Review for Personal Finance Software by End-Use - Small Businesses Users and Individual Consumers Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2012 through 2019 and % CAGR
Rest of World 15-Year Perspective for Personal Finance Software by End-Use - Percentage Breakdown of Value Sales for Small Businesses Users and Individual Consumers for the Years 2012, 2020 & 2027
Total Companies Profiled: 41

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