Bridgewise, a global financial AI advisory firm, has completed a strategic financing round totaling tens of millions of dollars, led by SIX Group, Group 11, and L4 Venture Builder. The funding will be used to accelerate AI development and global market expansion. Founded in 2019, Bridgewise has offices in Tel Aviv, New York, Singapore, and São Paulo. The company uses AI technology to create an analysis platform that covers 90% of globally listed securities, offering performance evaluations, deep analysis, and investment recommendations to exchanges, banks, investment firms, educational platforms, and other financial institutions.
The smart investment sector faces challenges such as information fragmentation, language barriers, regional biases, and a lack of transparency in traditional models, making it difficult for many investors to access reliable and high-quality analysis reports. Additionally, financial institutions struggle to provide global compliance insights due to regulatory constraints. Bridgewise overcomes these challenges with its self-developed AI technology, offering objective data analysis in 25 languages. It provides three main products: EquityWise, FundWise, and Bridget™, catering to the needs of global investors.
- EquityWise uses AI to aggregate over 90% of global stock market data, covering exchanges worldwide.
- FundWise focuses on analyzing over 12,000 financial products globally, excelling in fund holding research. It compares active and passive fund performance and provides industry-level performance evaluations.
- Bridget™ is a conversational AI specifically designed for the investment industry, converting investment intelligence into highly interactive dialogues. Equipped with financial expertise and a customizable language model, it filters over 50,000 high-quality securities globally, offering clear and comprehensible investment insights tailored to financial institutions’ needs and compliance requirements.
Bridgewise’s core competitive advantage lies in its two AI technologies:
- A machine learning algorithm trained on over 20 years of data, capable of analyzing and scoring more than 50,000 listed company stocks.
- An AI technology based on MLM (Machine Learning Models), which generates multilingual, easy-to-understand securities reports.
These technologies enable Bridgewise to design customized products for top financial institutions. Additionally, the company offers a subscription model with localized services in 25 languages across the globe. Bridgewise’s solutions are currently applied in 15 countries, serving over 50 institutional clients, including Japan Exchange Group, Nasdaq, London Stock Exchange, B3, Interactive Brokers, and SIX Swiss Exchange.
The Bridgewise team consists of over 100 experts with close collaborations with leading industry players. Notable team members include:
- Deborah Fuhr, founder of ETFGI, who has deep experience in ETFs from BlackRock and Morgan Stanley.
- Christian Reuss, former CEO of the Swiss Stock Exchange, who also worked at Goldman Sachs, bringing expertise in capital markets and regulation.
- Dato Neto, founder of Eleven Financial Group, who has overseen $50+ billion in IPOs at Modal Bank and has expertise in private equity, public markets, startup investments, and exit strategies.
Bridgewise has established its Asia-Pacific headquarters in Singapore, with expansion plans in Hong Kong, India, Japan, and Singapore, aiming to offer customized services to promote user growth.
With this new strategic financing, Bridgewise is poised to accelerate its AI research and development efforts and expand its global market footprint. By addressing the challenges faced in the smart investment sector, such as fragmented information and language barriers, Bridgewise has successfully provided high-quality, compliant investment analysis reports and recommendations. As the company deepens its presence in the Asia-Pacific region and rolls out customized services, it is well-positioned to attract more users and solidify its leadership in the global financial AI advisory sector.
