AInvest 2026 – Israel

Today, we held the latest installment of our yearly AInvest event series here in Tel Aviv. Bringing together top leaders spanning the investment, AI, and broader fintech spaces, AInvest provides a unique meeting ground at the intersection of these industries to explore the future of wealth AI.

This year, AInvest was jam-packed with a full schedule of keynotes, talks, and panel discussions that explored the impacts AI is having on the investment space and the role financial institutions are playing in adopting the emerging technology to empower investors. 

Additionally, our event series has gone global. This is the second AInvest this year after our first-ever event in APAC. And later this year, we are bringing AInvest to Brazil, to explore the ways AI is changing the game in LATAM.

The event also continued our sharp focus on verticalized AI, and the way it is being adapted to the specific needs and challenges of the global capital markets.

Keep reading for highlights and key insights.

Getting Started – Exploring the Future of AI for Wealth

The event started with opening remarks from BridgeWise CBO, Dor Eligula, who shared some of the insights from our recent “The State of AI for Wealth” report.

He explained that AI is becoming ubiquitous across the professional arena but emphasized that generic AI cannot handle the demands of an industry like finance, since it doesn’t have the right data, know-how, or compliance and reliability.

Dor pointed to BridgeWise’s partnership with Rakuten Securities, as example of the value AI can deliver when it is tailored for finance contexts. Rakuten Securities implemented StockWise and brought in 1.2B Yen in revenue in the first 5 months and the momentum is growing.

Dor also provided detail into our recent product launches and updates and shared more info about our recent acquisition of Context Analytics.

Talk – Agentic AI Across Verticals: A Look to What’s to Come

The day continued with a tech deep dive into verticalized AI and the specific demands it places on industries as they work to implement AI solutions. The talk was delivered by Arik Moreno, Principal Account Manager at AWS.

Arik expanded on the core attributes of agentic AI. AI that is: goal oriented, proactive, resourceful, adaptive, has limits, escalates, and remembers.

He highlighted that the capability and speed of AI is increasing while the price per use is lowering, unlocking additional use cases.

At BridgeWise, we have worked closely with our partners at AWS to enable the innovation and scale needed to serve the world’s leading financial institutions.

Keynote – The AI Frontier: Driving Hyper-Innovation Within Legacy Banking

The event keynote was delivered by Gadi Ganon from Bank HaPoalim, exploring the interplay of AI’s ultra-fast pace of innovation and legacy banks.

Gadi reviewed the unique circumstances of large, established financial institutions with thousands of employees, millions of customers, and massive legacies of regulations and established processes. What does the emerging AI revolution mean in those contexts, especially as AI drives shifting customer and investor expectations?

Gadi detailed several key lessons for the banking sector that he has observed over the last year:

• Production grade AI is still hard
• Legacy environments constrain scale
• Value comes from redesigning processes for agentic workflows

He explained that at Bank HaPoalim, their starting point is with humans in the loop, exploring what new roles people will play in the agentic AI age, and how this can help scale financial engagement.

Panel – The Institutionalization of Wealth AI: Lessons From a Year of Innovation

The first group discussion of the day brought together multiple perspectives and a retrospective review of the innovations that have been delivered to the investment space over the past year.

The group discussed the unique role AI can play in increasing accessibility to investment opportunities as wealth AI becomes a standard component of financial institutions.

The panel featured:

• Moderator Chen Altshuler – Head of innovation – Altshuler Shaham
• Hadar Javanshir – Head of Institutional Client Business, BlackRock Israel
• Michael Navot – SVP, Head of Investment Strategies, Phoenix Investment House
• Amnon Golan – CMO Meitav Investment House
• Gaby Diamant – CEO and Co-founder at BridgeWise

Michael Navot discussed Phoenix’s collaboration with BridgeWise to develop an AI powered investment fund, and how it demonstrates the power of AI to supplement human decision making, while not serving as a total replacement.

Amnon Golan talked about the wave of young investors and their shifting trading patterns driven by technology, especially their embrace of mobile trading and how AI chat can help accelerate investor decision making. He pointed out that AI chat is driving value while reducing time and friction.

Hadar Javanshir said that the AI transition is just getting started, and that the AI story is about more than just chat, or the Mag 7 stocks; there is also a strong component of infrastructure and structural change across industries.

A Fireside Chat – Understanding the Unstoppable Momentum of AI for Investing

With a focus on the progress the investment industry has made in advancing AI solutions, BridgeWise CTO Elad Nachmias hosted a fireside chat with Jacob Kimchi, VP of Products at Plus500™️ to explore the specific steps the industry needs to focus on as part of this process.

Elad explored how AI chat is impacting the investment space, especially with investor expectations for definitive information in their decision making process.

Jacob followed up and pointed out that AI chat, in the finance world specifically where timing is critical, needs to factor-in real-time events, whether those are news events or market and price movements.

He explained that Plus500™️ is learning, from the open nature of chat interfaces, what investors are looking for, and that is shaping the way they build experiences, including providing proactive choices for users based on the new investor behaviors that are emerging.

Panel – How AI is Shaping the Modern Investor Journey

It’s clear that AI is shaping up to take a leading role in the modern world across our personal and professional lives. Our second panel explored this question from the perspective of the investor journey and asked what key issues institutions need to keep in mind as AI is used at an increasing rate.

The panel included:

• Moderator Nitzan Nachum – CRO BridgeWise
• Tomer Baumel – CEO and Founder at Solitics
• Gaby Diamant – CEO and Co-founder at BridgeWise
• Tzachi Iron – CEO Psagot
• Roei Dror – Head of Strategy & Holdings at Discount Bank

Tsachi Iron highlighted the increasing trend of individual investors, managing their own decisions and investment journey rather than through managed investment vehicles. With AI and BridgeWise, enabling more information and knowledge, it enables investors to make more informed decisions.

Gaby Diamant followed up on that topic, explaining that emerging tools, including BridgeWise’s own pAI solution, can enable a more personal experience of portfolio creation and management than has existed previously with traditional managed investment options.

Roei Dror explained that investors want to ask questions freely, openly, and without trepidation. Asking questions, especially with chat AI, encourages further queries, research, and overall investment activity, as well as encouraging deep exploration of investment topics. He said that Discount Bank is also focusing on bringing together AI insights with human advice and perspectives to provide both a deeper and more personal investment experience.

Tomer Baumel provided a high level view of developments in the AI space and said that demand for AI is increasing across industries, especially when it comes to optimizing user experiences and journeys.

Panel – Invest Like an Expert: How AI Empowers the Next Generation of Investors

The final panel explored the emerging new generation of investors that are coming into the market after the start of the AI transformation. The panel discussed the unique factors that are shaping this new group of investors.

Panelist included:

• Moderator Mor Yogev – TV Host at Israel Channel 10
• Oren Barsky – CEO Planit
• Mordechai Harush – CEO of Falcon Capital Corporate Credit Specialist
• Guy Nathan – Author, “Smart Money” and Manager of the Valley Hedge Fund

Oren Barsky discussed retail investors and the ways information, technology, and tools are reducing gaps and capabilities available to them. In this light, the speed needed for rapid and informed decision making is key.

Mordechai Harush detailed that AI is another tool that can boost decision making, but doesn’t exist in a vacuum and should be part of a larger decision making process. He also explored the way AI and human advisors can complement each other, but that one shouldn’t replace the other.

Guy said that AI is an incredible time saving tool that can help investors find the information they are looking for quickly and easily. He agreed that AI doesn’t replace traditional advisors but can serve to enhance and support investor experiences.

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Stay tuned for our next AInvest later this year and for additional updates and insights.

A Few More Highlights From an Incredible Day