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Percentage-point change in fintech software market penetration worldwide between 2023 and 2026, by segment

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Source

Release date

March 2026

Region

Worldwide

Survey time period

November 2025 to mid-February 2026

Number of respondents

2,906 respondents

Special properties

Members of the financial-planning and investment-advisory community

Method of interview

Online survey

Citation formats

Three-year change in global fintech software penetration 2023-2026, by segment

Published by
Christy Tila,
Jul 22, 2026

Between 2023 and 2026, estate planning software recorded the largest increase in market penetration, rising by percentage points. Tax planning and portfolio management followed with increases of and **** percentage points, respectively. Economic analysis software recorded the largest decline, falling by **** percentage points.

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