Report finds that 78% of respondents globally are using Al tools for investment-related queries

BridgeWise’s inaugural “State of Al for Wealth in 2026” report finds that 78% of respondents globally are using Al tools for investment-related queries, with nearly half (45.7%) emerging as power users, consulting AI “always” or “often” when seeking investment information. The global study is based on 2,100 respondents across 19 countries.

The report also introduces a Global Wealth AI Optimism Index, a proprietary benchmark that evaluates the 19 included countries through four weighted pillars: adoption (Al usage frequency), confidence (trust in Al accuracy), edge (perceived competitive advantage when using Al for investing), and momentum (intent to replace traditional investment research with AI).

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