AI is making a major impact on all aspects of banking, fintech, and financial services, and the world of investing is no exception. From helping investors better understand the volumes of financial, economic, and market data available to them to creating more personalized investment strategies, AI is empowering average retail investors to make smarter decisions and take greater control over their financial futures.
At FinovateEurope 2026 in London this year, I sat down with Nitzan Nachum, Chief Revenue Officer at BridgeWise to talk about the company’s mission to make investing more accessible to a greater range of investors. We also discussed the key role AI is currently playing in helping investors find the information they need and ensure it is accurate and from trusted sources.
“When BridgeWise was founded, it was about filling the gap of financial information asymmetry in the market. For years, for decades, information has been owned only by professionals or by people that are really early adopters of technology and know how to find the right information. But for many, and for most retail investors, most of them couldn’t find information about their portfolios except through the news or through a professional such as their relationship manager or wealth advisor …
We wanted to make this (information) accessible to everyone, so that everyone would have the same information when they are in the process of decision-making about whether they want to invest in a certain stock, fund, or any financial asset.”
Chief Revenue Officer at BridgeWise, Nitzan Nachum has more than eight years of experience leading fintech growth and revenue operations. With degrees from Tel Aviv University, Nachum has demonstrated expertise in global sales, international expansion, and go-to-market strategy across multiple markets.
BridgeWise is a technological research company that leverages AI-based analysis and large language models (LLMs) to offer comprehensive insights into global stocks. The company’s solutions are designed to bridge the knowledge gap in the investment world to empower investors of all types to become “super investors.” Integrated into brokerage platforms and the infrastructures of other financial institutions, BridgeWise provides instant fundamental analysis of stocks around the world, as well as bespoke investment strategies, to enable millions of investors to make informed investment decisions.
Headquartered in New York and founded in 2019. BridgeWise recently published its inaugural State of AI for Wealth report. The report is a comprehensive review of international sentiment towards using AI for investment information and surveyed 2,100 individuals across 19 countries.
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