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Market share of most popular financial planning softwares worldwide in 2025

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Source

Release date

February 2025

Region

Worldwide

Survey time period

December 2024 to February 2025

Number of respondents

2,128 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.

Citation formats

Market share of leading financial planning tools globally 2025

Published by K. Scholle, Feb 24, 2025

In 2025, eMoney led the global financial planning software market, being used by over ** percent of surveyed financial planning and advisory companies worldwide. MoneyGuidePro held second place with a market share of percent, and Right Capital ranked third, with a market share of ±è±ð°ù³¦±ð²Ô³Ù.Ìý

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