Bridgewise
Embedded AI investment analysis and chat for brokerages and advisory firms
Founded 2019bridgewise.comNot yet confirmed by the company
What it does
Bridgewise makes AI investment analysis software that banks, retail brokerages, wealth advisory teams and stock exchanges build into their own apps and platforms. The company was founded in 2019 and says it works with more than 140 financial institutions from six offices spread across North America, Europe, Asia, the Middle East and Latin America.
Its modules score and explain individual securities from fundamental data, technical indicators and sentiment drawn from news, social media and podcasts. StockWise covers stocks, FundWise breaks down mutual funds and ETFs holding by holding, and other modules handle bonds, alternatives, themes and market signals. Bridget is a chat assistant that answers investor questions and can carry a user from research through to placing a trade on the host platform. pAI, an AI wealth agent, builds, scores and rebalances individual portfolios against each investor's profile. Bridgewise says its output is designed to meet regulatory requirements and is available in many languages. Context Analytics, which sells sentiment data feeds, is a Bridgewise company.
Partners named on its site include SIX, Devexperts and SmartBrain, and the company runs agents on Amazon Bedrock. Bridgewise sells through demos and partner integrations; pricing is not published.
Best for
- Serves
- Broker-dealers, Banks and trust companies
Features
- Compliant AI chat
- Always-on market monitoring
- 360-degree equity analysis
- Fund and ETF insights
- Bond and fixed income analysis
- Sentiment analysis
- AI wealth agent
- Thematic discovery
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
- Amazon Bedrock
- Devexperts
- SIX iD
- SmartBrain
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