The firm’s 2026 study highlights rising reliance on the technology for investment queries, with 45.7% of respondents emerging as power users.
BridgeWise, a New York-based investment intelligence firm, has released its inaugural report ‘State of AI for Wealth in 2026’ on 15 April. The report also introduced the Global Wealth AI Optimism Index The report is based on a global study of 2,100 employed adults with active bank accounts aged 18 - 75 across 19 countries spanning North America, Europe, Asia Pacific, Latin America (Latam) and the Middle East. The research highlighted that artificial intelligence (AI) adoption ha