Capital Markets & Research AI
B

Bridgewise

Bridgewise sells AI investment research and advice tools to stock exchanges, banks, brokerages, trading and CFD platforms, asset managers and wealth advisers, who embed them for their own customers. Its products rate and analyze stocks, funds, bonds and other assets across more than 90 percent of global securities. They include Bridget, a chat assistant that answers investment questions, and pAI, a wealth agent.

Bloomberg reported in 2024 that Israel had cleared Bridget to give buy and sell advice. In a Bridgewise case study, Rakuten Securities generated 1.2 billion yen in new revenue in the five months after adding StockWise analysis in Japanese. Other named partners include Japan Exchange Group, B3, IBI Investment House, Alpaca and ING.

Bridgewise has acquired the US sentiment analytics firm Context Analytics.

Last VerifiedOctober 3, 2026
Compare Bridgewise with other vendors
Founded
2020
Headquarters
New York, New York, United States
Website
bridgewise.com
Categories
capital-markets-ai, wealth-and-advisory, customer-banking-agents
Assessment

Capability Axes

Capability grades

15 of 15 axes rated · 7 graded A or B

AI Capability
AI Centrality
AA on AI CentralityThe artificial intelligence is the product. Remove the models and there is nothing left to sell.
Vendor Published

Ratings and written analysis for more than 90 percent of global securities come from the models, in each market's own language, and Bridget answers investor questions in chat.

Autonomy and Oversight Model
CC on Autonomy and Oversight ModelAutonomy is claimed and oversight is asserted without a mechanism, or full automation is presented as the entire disclosure. Human in the loop appears as a phrase rather than a described control.
Vendor Published

Buy and sell views from Bridget and the pAI wealth agent go straight to investors through partner apps. Between the model and the investor there's no described human review, confidence threshold or suitability check.

Model Risk Management and Transparency
CC on Model Risk Management and TransparencyTransparency is claimed in general terms with no mechanism a model validator could interrogate.
Vendor Published

Target prices and chat answers reach investors without a published back test, error rate or validation method behind them.

Operational and Outcome Evidence
AA on Operational and Outcome EvidenceNamed customers with hard performance figures and enough method to test them.
Vendor Published

Rakuten Securities generated 1.2 billion yen in new revenue in the five months after adding StockWise, and users produced more than three million reports in the first 24 hours. What kind of revenue was counted isn't specified.

AI Safety and Data Stewardship
CC on AI Safety and Data StewardshipGeneral assurances that do not answer the question this axis asks, which is whether one customer’s data trains models serving its competitors. Unbounded cross client learning stated with no boundary grades here too.
Vendor Published

Whether one partner's end user questions and portfolio data feed what other partners receive, or train the models, goes unaddressed.

Regulatory and Compliance
GLBA and Data Privacy Posture
BB on GLBA and Data Privacy PostureA substantive privacy document that reaches the product itself, short of the subprocessor list or the full data handling detail.
Vendor Published

The June 23, 2026 privacy policy reaches the AI investment services as well as the website and apps. It sets no retention periods and offers no subprocessor list.

Security Certifications and Trust Center
CC on Security Certifications and Trust CenterA single footer line, or certifications asserted without being enumerated, which is weaker than naming them because it invites an assumption a buyer cannot check.
Vendor Published

An enterprise grade security approach is mentioned without a certification, audit report or trust center to show for it.

Regulatory Status and Licensure
BB on Regulatory Status and LicensureThe regulatory position is clearly stated and appropriate to the product, with part of the verification left to the buyer.
Vendor Published

Israel cleared the chatbot to give buy and sell advice, according to a 2024 Bloomberg report the homepage links. The license and the regulator behind that clearance aren't named.

AI Governance and Bias Disclosure
CC on AI Governance and Bias DisclosureResponsible artificial intelligence committed to in policy language with no evaluation behind it, on a product whose bias surface is modest.
Vendor Published

Coverage reaches companies and investors that analysts ignore, but there's no testing of whether recommendations hold up across markets, languages and company sizes.

AI Liability and Recourse
CC on AI Liability and RecourseMechanisms that enable challenge, such as audit trails and source traceability, with nothing standing behind the output and no route for the person affected.
Vendor Published

Investors meet these recommendations inside their broker's app, so a wrong call lands on the broker's customer, and Bridgewise publishes no guarantee or correction route when that happens.

Integration and Deployment
Model Supply Chain Disclosure
BB on Model Supply Chain DisclosureSubstantial partial disclosure, or a chain that is structurally short: an explicit in house build, on premise deployment, per customer instances, or zero retention at the model layer.
Vendor Published

The Rakuten case study names AWS Bedrock, and sentiment data comes from Context Analytics, which Bridgewise acquired. The specific models and market data sources stay unnamed.

Core Systems and Integration Depth
BB on Core Systems and Integration DepthNamed systems or a documented public API, with the depth or the production evidence left open.
Vendor Published

StockWise is built into Rakuten Securities, and Alpaca and Japan Exchange Group are named partners, but integration documentation isn't public.

Deployment Model and Data Residency
CC on Deployment Model and Data ResidencyCloud only with nothing stated, which is the category norm.
Vendor Published

Data can move from Israel to other countries, and no region or residency commitment is given for any market.

Commercial
Commercial Transparency
CC on Commercial TransparencyNo price is published and engagement runs through a demo form, which is the norm in this index.
Vendor Published

Pricing could run per end user, per report or as an institutional license, and Bridgewise says nothing about which.

Institution and Segment Coverage
AA on Institution and Segment CoverageThe financial segments served are named and each carries its own maintained material, whether the coverage is broad or deliberately narrow.
Vendor Published

Case studies cover exchanges, brokers and trading platforms, and the buyer list runs on to banks and asset managers, with the site itself in eight languages.

Head to Head

Compared With

Most editorial comparisons pair two vendors the index assesses as direct competitors for the same buyer. Some pair vendors that are adjacent rather than rival, where the useful question is where one ends and the other begins. Each carries a verdict, the buyer conditions that favor each vendor, and a graded side by side.

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The index publishes no overall score or ranking. See what we assess and the methodology.

Commercial

Pricing

Vendor-published figures are labeled as such. Figures labeled “Estimated” are derived from third-party sources and have not been confirmed by the vendor.

No pricing data has been verified for this vendor. Pricing information will be published here once confirmed through vendor disclosure or third-party estimation.

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AI FinTech Index

The AI FinTech Index is an independent index that tracks changes to AI vendors in financial services. It holds 610 vendors across banking, lending, insurance, wealth, capital markets and financial crime compliance, each graded on the same 15 capability axes from public sources. No vendor pays for inclusion, placement, or rating.

Index Status
Last index update
October 20, 2026
The AI FinTech Index is an editorial reference, not a regulatory body. Vendor data is verified against published sources and public regulatory filings. Figures labeled “Estimated” have not been confirmed by the vendor. See the Methodology page for evaluation standards and limitations.
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