2026 'Robo-Advisor' Customer Satisfaction Ranking | 【ROBOPRO】 Achieves First Overall No. 1 Since Survey Inception (Oricon Customer Satisfaction® Survey)

Oricon Inc. (Headquarters: Minato-ku, Tokyo; Representative Director and President: Hisashi Koike; Abbreviation: Oricon) announced the results of its 'Robo-Advisor' customer satisfaction survey, conducted by its group company, Oricon ME Inc., from a third-party perspective targeting actual service users. The results were published on May 1, 2026 (Friday) at 2 PM on the 'Oricon Customer Satisfaction®' official website. The ranking results are as follows.

'Robo-Advisor' Image (AC material)

'Robo-Advisor' Overall Ranking (2026 Oricon Customer Satisfaction® Survey)

≪TOPICS≫

'Robo-Advisor' - 6th Announcement Since Survey Started in 2021

■ 【ROBOPRO】 Achieves First Overall No. 1

Ranked No. 1 in 5 categories, including 'Ease of site/app use' and 'Product design'

■ 【WealthNavi】 Ranks Second Overall

Ranked No. 1 for 'Ease of investment setup' for 6 consecutive years

■ 【SBI Wrap】 Ranks No. 1 for 'Fees' for 2 consecutive years

'Robo-Advisor' Ranking by Evaluation Category (2026 Oricon Customer Satisfaction® Survey)

Based on preliminary surveys and corporate hearings, evaluation categories suitable for the service were set, and satisfaction levels for each category were surveyed. Rankings are announced for companies that met the specified number of respondents after aggregating the results.

〈Ranking Structure〉

■ Overall ■ By Evaluation Category (8 categories in total): 'Ease of site/app use,' 'Product design,' 'Ease of investment setup,' 'Fees,' 'Satisfaction with investment performance,' 'Information provided,' 'Campaigns,' 'Security'

'Robo-Advisor'

The 'Robo-Advisor' ranking surveyed 10 companies registered with the Financial Services Agency that provide discretionary investment management services online. These services automatically create portfolios based on user risk tolerance and investment objectives, execute buying and selling of investment products, and rebalance automatically according to market conditions. The results were compiled based on responses from 4,353 individuals who opened accounts via websites and have been using robo-advisors for over one year.

'Robo-Advisor' Overall Ranking (2026 Oricon Customer Satisfaction® Survey)

■ 【ROBOPRO】 Achieves First Overall No. 1 Since Survey Inception

Ranked No. 1 in 5 categories, including 'Ease of site/app use' and 'Product design'

～ Voices of 'Good investment performance' ～

【ROBOPRO】, provided by FOLIO Co., Ltd., achieved its first overall No. 1 ranking since the 'Robo-Advisor' ranking survey began in 2021, meeting the specified number of respondents from last year's highly-rated companies*.

*Highly-rated companies = Companies with more than half of the specified number of respondents and an overall score of 60.0 points or higher.

In the ranking by 8 evaluation categories, it secured No. 1 in 5 categories: 'Ease of site/app use,' 'Product design,' 'Ease of investment setup,' 'Satisfaction with investment performance,' and 'Information provided.'

Furthermore, in 'Product design,' which evaluates 'satisfaction with portfolio/investment policy' and tends to be the most important factor for users, it achieved a 1.9-point lead over the second place. Additionally, its continuation intent* was 98.3%, the highest evaluation, and free comments on positive aspects frequently praised investment performance and results, as well as a sense of security and reliability.

*Ratio calculated from responses to 'How much do you want to continue using the company's service?' in this survey.

～ User Testimonials for 【ROBOPRO】 ～

"It's always objective without subjective bias. I feel it's highly trustworthy overall (50s, male)"

"It automatically rebalances according to market conditions (40s, female)"

"The investment performance was as expected (40s, male)" "Easy for beginners to use (30s, female)"

"Portfolio settings and changes can be set automatically (60s+, male)"

■ 【WealthNavi】 Ranks Second Overall, Achieves No. 1 for 'Ease of Investment Setup' for 6 Consecutive Years

This time, 【WealthNavi】 ranked second overall. In the evaluation category 'Ease of investment setup,' it secured No. 1 for six consecutive years since its announcement, and 'Campaigns' for the third time in two consecutive years*1, and 'Security' for four consecutive years.

Additionally, the newly announced 'Perceived burden reduction'*2 received the highest evaluation at 87.8%.

*1 = (2023, 2025-2026)

*2 = Ratio calculated from responses to 'How much did you feel that using this company's service reduced the burden of investment?' in this survey.

～ User Testimonials for 【WealthNavi】 ～

"Security is solid, and seminar information is abundant (60s+, female)"

"Easy and understandable, and security is reassuring (50s, female)"

"Can be done with small amounts, and funds can be managed steadily (60s+, male)"