78% Now Use AI for Investment Information, BridgeWise Global Study Finds
New York, USA, April 15th, 2026, FinanceWire
The inaugural “State of AI for Wealth” report reveals:
- 45.7% of global respondents consult AI always or often for investment information, with 10.7% using it for every investment query
- The Middle East and LATAM rank first and second in the Global Wealth AI Optimism Index, outranking North America and Europe on both current adoption and future momentum
- 65.1% of respondents plan to replace portions of their manual investment research with AI tools within the year
BridgeWise, the leading wealth AI provider, announced today the release of its inaugural State of AI for Wealth in 2026 report, a global study of 2,100 respondents across 19 countries. The research confirms that AI adoption has passed a definitive tipping point, with 78.3% of respondents globally already using AI tools for investment-related queries, and nearly half (45.7%) emerging as power users, consulting AI “always” or “often” when seeking investment information.
The data reveals a redrawn global map where institutions in even the most highly regulated financial markets must move quickly to keep pace with existing demand and user expectations.
The Global AI Optimism Index: Regional Outlooks on Wealth AI
The report also introduces the Global Wealth AI Optimism Index, a proprietary benchmark that evaluates the 19 included countries through four weighted pillars: Adoption (AI usage frequency), Confidence (trust in AI accuracy), Edge (perceived competitive advantage when using AI for investing), and Momentum (intent to replace traditional investment research with AI).
The Middle East emerged as the top-ranked region globally, coming ahead of APAC, North America, and Europe in both current adoption rates and future momentum. LATAM also outperformed these established markets, ranking first in the world for reported confidence and the belief that AI provides a definitive strategic "edge."
The "Untapped Believers"
The data from the landmark study further identifies a significant market opportunity among what it terms the "Untapped Believers." Approximately 29.3% of respondents who currently do not use AI for investment research report that they already trust its accuracy. This finding suggests that for a large segment of the market, the primary barrier to entry is a lack of accessible tools and clear entry points within the wealth ecosystem rather than fundamental skepticism.
The Great Research Migration
Looking ahead, the State of AI for Wealth in 2026 identifies a "Great Research Migration," as 65.1% of respondents indicate they are likely to replace manual investment research with AI-driven tools in the coming year. This shift is particularly pronounced among younger users, with 57.8% of respondents aged 18-35 already identifying as frequent AI users compared to only 26.9% of those over age 50.
BridgeWise CEO Gaby Diamant commented: "The competitive divide in the wealth space will no longer run between humans and machines. It will run between those who have access to specialized, wealth-native intelligence that surfaces opportunities invisible to generic AI engines, and those still navigating an increasingly complex global market with tools that were not built for it. The data from this study confirms the demand is already there. The mandate now is to meet it with AI that is explainable, accurate, and purpose-built for finance from the ground up."
About the State of AI for Wealth in 2026
The State of AI for Wealth in 2026 is based on a global study of 2,100 respondents across 19 countries, with equal male and female participation. Respondents are employed adults with active bank accounts aged 18 to 75, spanning North America, Europe, APAC, LATAM, and the Middle East.
About BridgeWise
BridgeWise is the global leader in AI for wealth, transforming how investors and institutions access and act on financial insights. Using regulatory-compliant, transparent AI to power equity and fund analysis, multilingual tools, and even AI chat for investments, BridgeWise provides trusted investment intelligence to over 100 institutional clients and 35 million end users across more than 15 languages. With offices in Japan, Singapore, the US, London, Brazil, Thailand, Israel, and Dubai, BridgeWise partners with leading global institutions including Japan Exchange Group, S&P Global Market Intelligence, SIX, B3, eToro, TASE, and Rakuten Securities.
Contact
Loredana MateiJENSEN MATTHEWS PR
loredana@jensenmatthews.com
Latest directors dealings
- 13 minutes ago GSK
- 13 minutes ago 3i Group
- 1 hour ago M&G
- 1 hour ago AJ Bell
- 1 hour ago Pembroke Vct B