Report Cover

United States Personal Financial Services Market Report & Forecast 2021-2027


United States Personal Financial Services Market, By Type, 2016-2021, 2022-2027 ($ Millions)
United States Personal Financial Services Market Segment Percentages, By Type, 2020 (%)
    Cloud-Based
    On-Premise

United States Personal Financial Services Market, By Application, 2016-2021, 2022-2027 ($ Millions)
United States Personal Financial Services Market Segment Percentages, By Application, 2020 (%)
    Spending Analysis
    Expense Tracking
    Money Management
    Budgeting
    Other

Competitor Analysis
The report also provides analysis of leading market participants including:
Key companies Personal Financial Services revenues in United States market, 2016-2021 (Estimated), ($ millions)
Key companies Personal Financial Services revenues share in United States market, 2020 (%)
Further, the report presents profiles of competitors in the market, key players include:
    Mint
    OfficeTime
    LearnVest
    Quicken
    YNAB
    WalletHub
1 Introduction to Research & Analysis Reports
    1.1 Personal Financial Services Market Definition
    1.2 Market Segments
        1.2.1 Segment by Type
        1.2.2 Segment by Application
    1.3 United States Personal Financial Services Market Overview
    1.4 Methodology & Sources of Information
        1.4.1 Research Methodology
        1.4.2 Research Process
        1.4.3 Base Year

2 United States Personal Financial Services Overall Market Size
    2.1 United States Personal Financial Services Market Size: 2021 VS 2027
    2.2 United States Personal Financial Services Revenue, Prospects & Forecasts: 2016-2027
    2.3 Key Market Trends, Opportunity, Drivers and Restraints
        2.3.1 Market Opportunities & Trends
        2.3.2 Market Drivers
        2.3.3 Market Restraints

3 Company Landscape
    3.1 Top Personal Financial Services Players in United States Market
    3.2 Top United States Personal Financial Services Companies Ranked by Revenue
    3.3 United States Personal Financial Services Revenue by Companies
    3.4 Top 3 and Top 5 Personal Financial Services Companies in United States Market, by Revenue in 2020
    3.5 Companies Personal Financial Services Product Type
    3.6 Tier 1, Tier 2 and Tier 3 Personal Financial Services Players in United States Market
        3.6.1 List of Tier 1 Personal Financial Services Companies in United States
        3.6.2 List of Tier 2 and Tier 3 Personal Financial Services Companies in United States

4 Sights by Type
    4.1 Overview
        4.1.1 By Type - United States Personal Financial Services Market Size Markets, 2021 & 2027
        4.1.2 Cloud-Based
        4.1.3 On-Premise
    4.2 By Type - United States Personal Financial Services Revenue & Forecasts
        4.2.1 By Type - United States Personal Financial Services Revenue, 2016-2021
        4.2.2 By Type - United States Personal Financial Services Revenue, 2022-2027
        4.2.3 By Type - United States Personal Financial Services Revenue Market Share, 2016-2027

5 Sights by Application
    5.1 Overview
        5.1.1 By Application - United States Personal Financial Services Market Size, 2021 & 2027
        5.1.2 Spending Analysis
        5.1.3 Expense Tracking
        5.1.4 Money Management
        5.1.5 Budgeting
        5.1.6 Other
    5.2 By Application - United States Personal Financial Services Revenue & Forecasts
        5.2.1 By Application - United States Personal Financial Services Revenue, 2016-2021
        5.2.2 By Application - United States Personal Financial Services Revenue, 2022-2027
        5.2.3 By Application - United States Personal Financial Services Revenue Market Share, 2016-2027

6 Personal Financial Services Companies Profiles
    6.1 Mint
        6.1.1 Mint Company Details
        6.1.2 Mint Business Overview
        6.1.3 Mint Personal Financial Services Introduction
        6.1.4 Mint Personal Financial Services Revenue in United States Market (2016-2021)
        6.1.5 Mint Recent Developments
    6.2 OfficeTime
        6.2.1 OfficeTime Company Details
        6.2.2 OfficeTime Business Overview
        6.2.3 OfficeTime Personal Financial Services Introduction
        6.2.4 OfficeTime Personal Financial Services Revenue in United States Market (2016-2021)
        6.2.5 OfficeTime Recent Developments
    6.3 LearnVest
        6.3.1 LearnVest Company Details
        6.3.2 LearnVest Business Overview
        6.3.3 LearnVest Personal Financial Services Introduction
        6.3.4 LearnVest Personal Financial Services Revenue in United States Market (2016-2021)
        6.3.5 LearnVest Recent Developments
    6.4 Quicken
        6.4.1 Quicken Company Details
        6.4.2 Quicken Business Overview
        6.4.3 Quicken Personal Financial Services Introduction
        6.4.4 Quicken Personal Financial Services Revenue in United States Market (2016-2021)
        6.4.5 Quicken Recent Developments
    6.5 YNAB
        6.5.1 YNAB Company Details
        6.5.2 YNAB Business Overview
        6.5.3 YNAB Personal Financial Services Introduction
        6.5.4 YNAB Personal Financial Services Revenue in United States Market (2016-2021)
        6.5.5 YNAB Recent Developments
    6.6 WalletHub
        6.6.1 WalletHub Company Details
        6.6.2 WalletHub Business Overview
        6.6.3 WalletHub Personal Financial Services Introduction
        6.6.4 WalletHub Personal Financial Services Revenue in United States Market (2016-2021)
        6.6.5 WalletHub Recent Developments

7 Conclusion
8 Appendix
    8.1 Note
    8.2 Examples of Clients
    8.3 Author Details
    8.4 Disclaimer

List of Tables Table 1. Personal Financial Services Market Opportunities & Trends in United States Market Table 2. Personal Financial Services Market Drivers in United States Market Table 3. Personal Financial Services Market Restraints in United States Market Table 4. Key Players of Personal Financial Services in United States Market Table 5. Top Personal Financial Services Players in United States Market, Ranking by Revenue (2019) Table 6. United States Personal Financial Services Revenue by Companies, (US$, Mn), 2016-2021 Table 7. United States Personal Financial Services Revenue Share by Companies, 2016-2021 Table 8. Companies Personal Financial Services Product Type Table 9. List of Tier 1 Personal Financial Services Companies, Revenue (US$, Mn) in 2020 and Market Share Table 10. List of Tier 2 and Tier 3 Personal Financial Services Companies, Revenue (US$, Mn) in 2020 and Market Share Table 11. By Type - United States Personal Financial Services Revenue, (US$, Mn), 2021 & 2027 Table 12. By Type - United States Personal Financial Services Revenue (US$, Mn), 2016-2021 Table 13. By Type - United States Personal Financial Services Revenue (US$, Mn), 2022-2027 Table 14. By Application - United States Personal Financial Services Revenue, (US$, Mn), 2021 VS 2027 Table 15. By Application - United States Personal Financial Services Revenue (US$, Mn), 2016-2021 Table 16. By Application - United States Personal Financial Services Revenue (US$, Mn), 2022-2027 Table 17. Mint Company Details Table 18. Mint Business Overview Table 19. Mint Personal Financial Services Product Table 20. Mint Personal Financial Services Revenue in United States Market (2016-2021) & (US$ Million) Table 21. Mint Recent Developments Table 22. OfficeTime Company Details Table 23. OfficeTime Business Overview Table 24. OfficeTime Personal Financial Services Product Table 25. OfficeTime Personal Financial Services Revenue in United States Market (2016-2021) & (US$ Million) Table 26. OfficeTime Recent Developments Table 27. LearnVest Company Details Table 28. LearnVest Business Overview Table 29. LearnVest Personal Financial Services Product Table 30. LearnVest Personal Financial Services Revenue in United States Market (2016-2021) & (US$ Million) Table 31. LearnVest Recent Developments Table 32. Quicken Company Details Table 33. Quicken Business Overview Table 34. Quicken Personal Financial Services Product Table 35. Quicken Personal Financial Services Revenue in United States Market (2016-2021) & (US$ Million) Table 36. Quicken Recent Developments Table 37. YNAB Company Details Table 38. YNAB Business Overview Table 39. YNAB Personal Financial Services Product Table 40. YNAB Personal Financial Services Revenue in United States Market (2016-2021) & (US$ Million) Table 41. YNAB Recent Developments Table 42. WalletHub Company Details Table 43. WalletHub Business Overview Table 44. WalletHub Personal Financial Services Product Table 45. WalletHub Personal Financial Services Revenue in United States Market (2016-2021) & (US$ Million) Table 46. WalletHub Recent Developments List of Figures Figure 1. Personal Financial Services Segment by Type Figure 2. Personal Financial Services Segment by Application Figure 3. United States Personal Financial Services Market Overview: 2020 Figure 4. United States Personal Financial Services Market Size: 2021 VS 2027 (US$, Mn) Figure 5. United States Personal Financial Services Revenue, 2016-2027 (US$, Mn) Figure 6. The Top 3 and 5 Players Market Share by Personal Financial Services Revenue in 2020 Figure 7. By Type - United States Personal Financial Services Revenue Market Share, 2016-2027 Figure 8. By Application - United States Personal Financial Services Revenue Market Share, 2016-2027 Figure 9. Mint Personal Financial Services Revenue Year Over Year Growth (US$, Mn) & (2016-2021) Figure 10. OfficeTime Personal Financial Services Revenue Year Over Year Growth (US$, Mn) & (2016-2021) Figure 11. LearnVest Personal Financial Services Revenue Year Over Year Growth (US$, Mn) & (2016-2021) Figure 12. Quicken Personal Financial Services Revenue Year Over Year Growth (US$, Mn) & (2016-2021) Figure 13. YNAB Personal Financial Services Revenue Year Over Year Growth (US$, Mn) & (2016-2021) Figure 14. WalletHub Personal Financial Services Revenue Year Over Year Growth (US$, Mn) & (2016-2021)

This research study involved the extensive usage of both primary and secondary data sources.  The research process involved the study of various factors affecting the industry, including the government policy, market environment, competitive landscape, historical data, present trends in the market, technological innovation, upcoming technologies and the technical progress in related industry, and market risks, opportunities, market barriers and challenges. Top-down and bottom-up approaches are used to validate the global market size market and estimate the market size for manufacturers, regions segments, product segments and applications (end users). All possible factors that influence the markets included in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data. The market size for top-level markets and sub-segments is normalized, and the effect of inflation, economic downturns, and regulatory & policy changes or other factors are not accounted for in the market forecast. This data is combined and added with detailed inputs and analysis from QYResearch and presented in this report.
 

After complete market engineering with calculations for market statistics; market size estimations; market forecasting; market breakdown; and data triangulation, extensive primary research was conducted to gather information and verify and validate the critical numbers arrived at. In the complete market engineering process, both top-down and bottom-up approaches were extensively used, along with several data triangulation methods, to perform market estimation and market forecasting for the overall market segments and sub segments listed in this report. Extensive qualitative and further quantitative analysis is also done from all the numbers arrived at in the complete market engineering process to list key information throughout the report.
 

Secondary Sources occupies Approximately 25% of Sources, such as press releases, annual reports, Non-Profit organizations, industry associations, governmental agencies and customs data, and so on; This research study involved the usage of widespread secondary sources; directories; databases such as Bloomberg Business, Wind Info, Hoovers, Factiva (Dow Jones & Company), TRADING ECONOMICS, and avention; Investing News Network; statista; Federal Reserve Economic Data; annual reports; BIS Statistics; ICIS; company house documents; CAS(American Chemical Society); investor presentations; and SEC filings of companies. Secondary research was used to identify and collect information useful for the extensive, technical, market-oriented, and commercial study of the Light Aircraft market. It was also used to obtain important information about the top players, market classification and segmentation according to industry trends to the bottom-most level, and key developments related to market and technology perspectives.
 

In the primary research process, various sources from both the supply and demand sides were interviewed to obtain qualitative and quantitative information for this report. The primary sources from the supply side include product manufacturers (and their competitors), opinion leaders, industry experts, research institutions, distributors, dealer and traders, as well as the raw materials suppliers and producers etc.
 

The primary sources from the demand side include industry experts such as business leaders, marketing and sales directors, technology and innovation directors, supply chain executive, end users (product buyers), and related key executives from various key companies and organizations operating in the global market.
 

Primary research was conducted to identify segmentation types, product price range, product applications, key players, raw materials supply and the downstream demand, industry status and outlook, and key market dynamics such as risks, influence factors, opportunities, market barriers, industry trends, and key player strategies.
 

Publisher: QY Research
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