Alternatives to Bridgewise
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. Read the Bridgewise profile.
ZeplynIn the news
AI meeting notes and agent workflows for wealth management firms
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
AI toolsCustom quote
ZocksIn the news
AI meeting assistant and notetaker for financial advisors
- RIAs
- Broker-dealers
AI toolsPer seat
Arta Finance
AI platform and wealth infrastructure for private banks and wealth managers
- Banks and trust companies
JumpIn the news
AI meeting assistant and onboarding software for financial advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
AI toolsPer seat
SaturnIn the news
AI meeting notes, paperwork and compliance checks for UK advice firms
- RIAs
AI toolsCustom quote
