Global Personal Financial Management Tool Market Research Report 2023

Report ID: 1969934 | Published Date: Jan 2025 | No. of Page: 88 | Base Year: 2024 | Rating: 4.6 | Webstory: Check our Web story
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1 Report Overview
    1.1 Study Scope
    1.2 Market Analysis by Type
        1.2.1 Global Personal Financial Management Tool Market Size Growth Rate by Type: 2017 VS 2021 VS 2028
        1.2.2 General Personal Financial Management Tool
        1.2.3 Professional Personal Financial Management Tool
    1.3 Market by Application
        1.3.1 Global Personal Financial Management Tool Market Share by Application: 2017 VS 2021 VS 2028
        1.3.2 Account Information Management
        1.3.3 Credit Card Management
        1.3.4 Investment Analysing
        1.3.5 Others
    1.4 Study Objectives
    1.5 Years Considered
2 Global Growth Trends
    2.1 Global Personal Financial Management Tool Market Perspective (2017-2028)
    2.2 Personal Financial Management Tool Growth Trends by Region
        2.2.1 Personal Financial Management Tool Market Size by Region: 2017 VS 2021 VS 2028
        2.2.2 Personal Financial Management Tool Historic Market Size by Region (2017-2022)
        2.2.3 Personal Financial Management Tool Forecasted Market Size by Region (2023-2028)
    2.3 Personal Financial Management Tool Market Dynamics
        2.3.1 Personal Financial Management Tool Industry Trends
        2.3.2 Personal Financial Management Tool Market Drivers
        2.3.3 Personal Financial Management Tool Market Challenges
        2.3.4 Personal Financial Management Tool Market Restraints
3 Competition Landscape by Key Players
    3.1 Global Top Personal Financial Management Tool Players by Revenue
        3.1.1 Global Top Personal Financial Management Tool Players by Revenue (2017-2022)
        3.1.2 Global Personal Financial Management Tool Revenue Market Share by Players (2017-2022)
    3.2 Global Personal Financial Management Tool Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
    3.3 Players Covered: Ranking by Personal Financial Management Tool Revenue
    3.4 Global Personal Financial Management Tool Market Concentration Ratio
        3.4.1 Global Personal Financial Management Tool Market Concentration Ratio (CR5 and HHI)
        3.4.2 Global Top 10 and Top 5 Companies by Personal Financial Management Tool Revenue in 2021
    3.5 Personal Financial Management Tool Key Players Head office and Area Served
    3.6 Key Players Personal Financial Management Tool Product Solution and Service
    3.7 Date of Enter into Personal Financial Management Tool Market
    3.8 Mergers & Acquisitions, Expansion Plans
4 Personal Financial Management Tool Breakdown Data by Type
    4.1 Global Personal Financial Management Tool Historic Market Size by Type (2017-2022)
    4.2 Global Personal Financial Management Tool Forecasted Market Size by Type (2023-2028)
5 Personal Financial Management Tool Breakdown Data by Application
    5.1 Global Personal Financial Management Tool Historic Market Size by Application (2017-2022)
    5.2 Global Personal Financial Management Tool Forecasted Market Size by Application (2023-2028)
6 North America
    6.1 North America Personal Financial Management Tool Market Size (2017-2028)
    6.2 North America Personal Financial Management Tool Market Size by Country (2017-2022)
    6.3 North America Personal Financial Management Tool Market Size by Country (2023-2028)
    6.4 United States
    6.5 Canada
7 Europe
    7.1 Europe Personal Financial Management Tool Market Size (2017-2028)
    7.2 Europe Personal Financial Management Tool Market Size by Country (2017-2022)
    7.3 Europe Personal Financial Management Tool Market Size by Country (2023-2028)
    7.4 Germany
    7.5 France
    7.6 U.K.
    7.7 Italy
    7.8 Russia
    7.9 Nordic Countries
8 Asia-Pacific
    8.1 Asia-Pacific Personal Financial Management Tool Market Size (2017-2028)
    8.2 Asia-Pacific Personal Financial Management Tool Market Size by Country (2017-2022)
    8.3 Asia-Pacific Personal Financial Management Tool Market Size by Country (2023-2028)
    8.4 China
    8.5 Japan
    8.6 South Korea
    8.7 Southeast Asia
    8.8 India
    8.9 Australia
9 Latin America
    9.1 Latin America Personal Financial Management Tool Market Size (2017-2028)
    9.2 Latin America Personal Financial Management Tool Market Size by Country (2017-2022)
    9.3 Latin America Personal Financial Management Tool Market Size by Country (2023-2028)
    9.4 Mexico
    9.5 Brazil
10 Middle East & Africa
    10.1 Middle East & Africa Personal Financial Management Tool Market Size (2017-2028)
    10.2 Middle East & Africa Personal Financial Management Tool Market Size by Country (2017-2022)
    10.3 Middle East & Africa Personal Financial Management Tool Market Size by Country (2023-2028)
    10.4 Turkey
    10.5 Saudi Arabia
    10.6 UAE
11 Key Players Profiles
    11.1 BridgeTrack
        11.1.1 BridgeTrack Company Detail
        11.1.2 BridgeTrack Business Overview
        11.1.3 BridgeTrack Personal Financial Management Tool Introduction
        11.1.4 BridgeTrack Revenue in Personal Financial Management Tool Business (2017-2022)
        11.1.5 BridgeTrack Recent Development
    11.2 FinanceWorks
        11.2.1 FinanceWorks Company Detail
        11.2.2 FinanceWorks Business Overview
        11.2.3 FinanceWorks Personal Financial Management Tool Introduction
        11.2.4 FinanceWorks Revenue in Personal Financial Management Tool Business (2017-2022)
        11.2.5 FinanceWorks Recent Development
    11.3 Intuit
        11.3.1 Intuit Company Detail
        11.3.2 Intuit Business Overview
        11.3.3 Intuit Personal Financial Management Tool Introduction
        11.3.4 Intuit Revenue in Personal Financial Management Tool Business (2017-2022)
        11.3.5 Intuit Recent Development
    11.4 Geezeo
        11.4.1 Geezeo Company Detail
        11.4.2 Geezeo Business Overview
        11.4.3 Geezeo Personal Financial Management Tool Introduction
        11.4.4 Geezeo Revenue in Personal Financial Management Tool Business (2017-2022)
        11.4.5 Geezeo Recent Development
    11.5 Mint
        11.5.1 Mint Company Detail
        11.5.2 Mint Business Overview
        11.5.3 Mint Personal Financial Management Tool Introduction
        11.5.4 Mint Revenue in Personal Financial Management Tool Business (2017-2022)
        11.5.5 Mint Recent Development
    11.6 MoneyDesktop
        11.6.1 MoneyDesktop Company Detail
        11.6.2 MoneyDesktop Business Overview
        11.6.3 MoneyDesktop Personal Financial Management Tool Introduction
        11.6.4 MoneyDesktop Revenue in Personal Financial Management Tool Business (2017-2022)
        11.6.5 MoneyDesktop Recent Development
    11.7 SapientNitro
        11.7.1 SapientNitro Company Detail
        11.7.2 SapientNitro Business Overview
        11.7.3 SapientNitro Personal Financial Management Tool Introduction
        11.7.4 SapientNitro Revenue in Personal Financial Management Tool Business (2017-2022)
        11.7.5 SapientNitro Recent Development
    11.8 Strands Finance
        11.8.1 Strands Finance Company Detail
        11.8.2 Strands Finance Business Overview
        11.8.3 Strands Finance Personal Financial Management Tool Introduction
        11.8.4 Strands Finance Revenue in Personal Financial Management Tool Business (2017-2022)
        11.8.5 Strands Finance Recent Development
    11.9 Wells Fargo
        11.9.1 Wells Fargo Company Detail
        11.9.2 Wells Fargo Business Overview
        11.9.3 Wells Fargo Personal Financial Management Tool Introduction
        11.9.4 Wells Fargo Revenue in Personal Financial Management Tool Business (2017-2022)
        11.9.5 Wells Fargo Recent Development
    11.10 Yodlee
        11.10.1 Yodlee Company Detail
        11.10.2 Yodlee Business Overview
        11.10.3 Yodlee Personal Financial Management Tool Introduction
        11.10.4 Yodlee Revenue in Personal Financial Management Tool Business (2017-2022)
        11.10.5 Yodlee Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
    13.1 Research Methodology
        13.1.1 Methodology/Research Approach
        13.1.2 Data Source
    13.2 Disclaimer
    13.3 Author Details

List of Tables
    Table 1. Global Personal Financial Management Tool Market Size Growth Rate by Type (US$ Million): 2017 VS 2021 VS 2028
    Table 2. Key Players of General Personal Financial Management Tool
    Table 3. Key Players of Professional Personal Financial Management Tool
    Table 4. Global Personal Financial Management Tool Market Size Growth by Application (US$ Million): 2017 VS 2021 VS 2028
    Table 5. Global Personal Financial Management Tool Market Size by Region (US$ Million): 2017 VS 2021 VS 2028
    Table 6. Global Personal Financial Management Tool Market Size by Region (2017-2022) & (US$ Million)
    Table 7. Global Personal Financial Management Tool Market Share by Region (2017-2022)
    Table 8. Global Personal Financial Management Tool Forecasted Market Size by Region (2023-2028) & (US$ Million)
    Table 9. Global Personal Financial Management Tool Market Share by Region (2023-2028)
    Table 10. Personal Financial Management Tool Market Trends
    Table 11. Personal Financial Management Tool Market Drivers
    Table 12. Personal Financial Management Tool Market Challenges
    Table 13. Personal Financial Management Tool Market Restraints
    Table 14. Global Personal Financial Management Tool Revenue by Players (2017-2022) & (US$ Million)
    Table 15. Global Personal Financial Management Tool Market Share by Players (2017-2022)
    Table 16. Global Top Personal Financial Management Tool Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Personal Financial Management Tool as of 2021)
    Table 17. Ranking of Global Top Personal Financial Management Tool Companies by Revenue (US$ Million) in 2021
    Table 18. Global 5 Largest Players Market Share by Personal Financial Management Tool Revenue (CR5 and HHI) & (2017-2022)
    Table 19. Key Players Headquarters and Area Served
    Table 20. Key Players Personal Financial Management Tool Product Solution and Service
    Table 21. Date of Enter into Personal Financial Management Tool Market
    Table 22. Mergers & Acquisitions, Expansion Plans
    Table 23. Global Personal Financial Management Tool Market Size by Type (2017-2022) & (US$ Million)
    Table 24. Global Personal Financial Management Tool Revenue Market Share by Type (2017-2022)
    Table 25. Global Personal Financial Management Tool Forecasted Market Size by Type (2023-2028) & (US$ Million)
    Table 26. Global Personal Financial Management Tool Revenue Market Share by Type (2023-2028)
    Table 27. Global Personal Financial Management Tool Market Size by Application (2017-2022) & (US$ Million)
    Table 28. Global Personal Financial Management Tool Revenue Market Share by Application (2017-2022)
    Table 29. Global Personal Financial Management Tool Forecasted Market Size by Application (2023-2028) & (US$ Million)
    Table 30. Global Personal Financial Management Tool Revenue Market Share by Application (2023-2028)
    Table 31. North America Personal Financial Management Tool Market Size by Country (2017-2022) & (US$ Million)
    Table 32. North America Personal Financial Management Tool Market Size by Country (2023-2028) & (US$ Million)
    Table 33. Europe Personal Financial Management Tool Market Size by Country (2017-2022) & (US$ Million)
    Table 34. Europe Personal Financial Management Tool Market Size by Country (2023-2028) & (US$ Million)
    Table 35. Asia-Pacific Personal Financial Management Tool Market Size by Region (2017-2022) & (US$ Million)
    Table 36. Asia-Pacific Personal Financial Management Tool Market Size by Region (2023-2028) & (US$ Million)
    Table 37. Latin America Personal Financial Management Tool Market Size by Country (2017-2022) & (US$ Million)
    Table 38. Latin America Personal Financial Management Tool Market Size by Country (2023-2028) & (US$ Million)
    Table 39. Middle East & Africa Personal Financial Management Tool Market Size by Country (2017-2022) & (US$ Million)
    Table 40. Middle East & Africa Personal Financial Management Tool Market Size by Country (2023-2028) & (US$ Million)
    Table 41. BridgeTrack Company Detail
    Table 42. BridgeTrack Business Overview
    Table 43. BridgeTrack Personal Financial Management Tool Product
    Table 44. BridgeTrack Revenue in Personal Financial Management Tool Business (2017-2022) & (US$ Million)
    Table 45. BridgeTrack Recent Development
    Table 46. FinanceWorks Company Detail
    Table 47. FinanceWorks Business Overview
    Table 48. FinanceWorks Personal Financial Management Tool Product
    Table 49. FinanceWorks Revenue in Personal Financial Management Tool Business (2017-2022) & (US$ Million)
    Table 50. FinanceWorks Recent Development
    Table 51. Intuit Company Detail
    Table 52. Intuit Business Overview
    Table 53. Intuit Personal Financial Management Tool Product
    Table 54. Intuit Revenue in Personal Financial Management Tool Business (2017-2022) & (US$ Million)
    Table 55. Intuit Recent Development
    Table 56. Geezeo Company Detail
    Table 57. Geezeo Business Overview
    Table 58. Geezeo Personal Financial Management Tool Product
    Table 59. Geezeo Revenue in Personal Financial Management Tool Business (2017-2022) & (US$ Million)
    Table 60. Geezeo Recent Development
    Table 61. Mint Company Detail
    Table 62. Mint Business Overview
    Table 63. Mint Personal Financial Management Tool Product
    Table 64. Mint Revenue in Personal Financial Management Tool Business (2017-2022) & (US$ Million)
    Table 65. Mint Recent Development
    Table 66. MoneyDesktop Company Detail
    Table 67. MoneyDesktop Business Overview
    Table 68. MoneyDesktop Personal Financial Management Tool Product
    Table 69. MoneyDesktop Revenue in Personal Financial Management Tool Business (2017-2022) & (US$ Million)
    Table 70. MoneyDesktop Recent Development
    Table 71. SapientNitro Company Detail
    Table 72. SapientNitro Business Overview
    Table 73. SapientNitro Personal Financial Management Tool Product
    Table 74. SapientNitro Revenue in Personal Financial Management Tool Business (2017-2022) & (US$ Million)
    Table 75. SapientNitro Recent Development
    Table 76. Strands Finance Company Detail
    Table 77. Strands Finance Business Overview
    Table 78. Strands Finance Personal Financial Management Tool Product
    Table 79. Strands Finance Revenue in Personal Financial Management Tool Business (2017-2022) & (US$ Million)
    Table 80. Strands Finance Recent Development
    Table 81. Wells Fargo Company Detail
    Table 82. Wells Fargo Business Overview
    Table 83. Wells Fargo Personal Financial Management Tool Product
    Table 84. Wells Fargo Revenue in Personal Financial Management Tool Business (2017-2022) & (US$ Million)
    Table 85. Wells Fargo Recent Development
    Table 86. Yodlee Company Detail
    Table 87. Yodlee Business Overview
    Table 88. Yodlee Personal Financial Management Tool Product
    Table 89. Yodlee Revenue in Personal Financial Management Tool Business (2017-2022) & (US$ Million)
    Table 90. Yodlee Recent Development
    Table 91. Research Programs/Design for This Report
    Table 92. Key Data Information from Secondary Sources
    Table 93. Key Data Information from Primary Sources
List of Figures
    Figure 1. Global Personal Financial Management Tool Market Share by Type: 2021 VS 2028
    Figure 2. General Personal Financial Management Tool Features
    Figure 3. Professional Personal Financial Management Tool Features
    Figure 4. Global Personal Financial Management Tool Market Share by Application in 2021 & 2028
    Figure 5. Account Information Management Case Studies
    Figure 6. Credit Card Management Case Studies
    Figure 7. Investment Analysing Case Studies
    Figure 8. Others Case Studies
    Figure 9. Personal Financial Management Tool Report Years Considered
    Figure 10. Global Personal Financial Management Tool Market Size (US$ Million), Year-over-Year: 2017-2028
    Figure 11. Global Personal Financial Management Tool Market Size, (US$ Million), 2017 VS 2021 VS 2028
    Figure 12. Global Personal Financial Management Tool Market Share by Region: 2021 VS 2028
    Figure 13. Global Personal Financial Management Tool Market Share by Players in 2021
    Figure 14. Global Top Personal Financial Management Tool Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Personal Financial Management Tool as of 2021)
    Figure 15. The Top 10 and 5 Players Market Share by Personal Financial Management Tool Revenue in 2021
    Figure 16. North America Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 17. North America Personal Financial Management Tool Market Share by Country (2017-2028)
    Figure 18. United States Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 19. Canada Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 20. Europe Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 21. Europe Personal Financial Management Tool Market Share by Country (2017-2028)
    Figure 22. Germany Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 23. France Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 24. U.K. Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 25. Italy Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 26. Russia Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 27. Nordic Countries Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 28. Asia-Pacific Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 29. Asia-Pacific Personal Financial Management Tool Market Share by Region (2017-2028)
    Figure 30. China Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 31. Japan Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 32. South Korea Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 33. Southeast Asia Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 34. India Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 35. Australia Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 36. Latin America Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 37. Latin America Personal Financial Management Tool Market Share by Country (2017-2028)
    Figure 38. Mexico Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 39. Brazil Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 40. Middle East & Africa Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 41. Middle East & Africa Personal Financial Management Tool Market Share by Country (2017-2028)
    Figure 42. Turkey Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 43. Saudi Arabia Personal Financial Management Tool Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 44. BridgeTrack Revenue Growth Rate in Personal Financial Management Tool Business (2017-2022)
    Figure 45. FinanceWorks Revenue Growth Rate in Personal Financial Management Tool Business (2017-2022)
    Figure 46. Intuit Revenue Growth Rate in Personal Financial Management Tool Business (2017-2022)
    Figure 47. Geezeo Revenue Growth Rate in Personal Financial Management Tool Business (2017-2022)
    Figure 48. Mint Revenue Growth Rate in Personal Financial Management Tool Business (2017-2022)
    Figure 49. MoneyDesktop Revenue Growth Rate in Personal Financial Management Tool Business (2017-2022)
    Figure 50. SapientNitro Revenue Growth Rate in Personal Financial Management Tool Business (2017-2022)
    Figure 51. Strands Finance Revenue Growth Rate in Personal Financial Management Tool Business (2017-2022)
    Figure 52. Wells Fargo Revenue Growth Rate in Personal Financial Management Tool Business (2017-2022)
    Figure 53. Yodlee Revenue Growth Rate in Personal Financial Management Tool Business (2017-2022)
    Figure 54. Bottom-up and Top-down Approaches for This Report
    Figure 55. Data Triangulation
    Figure 56. Key Executives Interviewed
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Companies Included in Reports:
BridgeTrack
FinanceWorks
Intuit
Geezeo
Mint
MoneyDesktop
SapientNitro
Strands Finance
Wells Fargo
Yodlee
Frequently Asked Questions
Personal Financial Management Tool report offers great insights of the market and consumer data and their interpretation through various figures and graphs. Report has embedded global market and regional market deep analysis through various research methodologies. The report also offers great competitor analysis of the industries and highlights the key aspect of their business like success stories, market development and growth rate.
Personal Financial Management Tool report is categorised based on following features:
  1. Global Market Players
  2. Geopolitical regions
  3. Consumer Insights
  4. Technological advancement
  5. Historic and Future Analysis of the Market
Personal Financial Management Tool report is designed on the six basic aspects of analysing the market, which covers the SWOT and SWAR analysis like strength, weakness, opportunity, threat, aspirations and results. This methodology helps investors to reach on to the desired and correct decision to put their capital into the market.

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