EP 286: Bridging the wisdom gap: AI in the investment space
Wed Feb 04 2026
In this episode of the Finovate Podcast, host Greg Palmer sits down with Dor Eligula, co-founder and Chief Business Officer at Bridgewise, to explore how artificial intelligence is revolutionizing the investment and wealth management industries. Dor shares insights into his personal journey, the founding of Bridgewise, and the company’s mission to bridge the wisdom gap in financial services. With a focus on enabling smarter investment decisions, Bridgewise leverages cutting-edge AI technologies to serve a diverse range of clients, from retail investors to brokers, advisors, and quant hedge funds.
Dor delves into the transformative impact of AI on both individual and institutional investors. He explains how Bridgewise uses AI to analyze 70,000 financial instruments daily across 18 languages, providing detailed insights into stocks, ETFs, ESG factors, and more. The platform’s ability to convert unstructured data into actionable intelligence empowers users to make informed decisions, while its agentic AI layer orchestrates portfolio management at an unprecedented scale. Dor also highlights the psychological benefits of informed investing, emphasizing how better tools and processes can enhance investor confidence—even in the face of losses.
The conversation concludes with a look at global trends and the future of AI in wealth management. Dor discusses regional differences in AI adoption, comparing markets like the US and Japan, and predicts the rise of niche-focused AI applications as the next wave of innovation. He shares his vision for Bridgewise as a leader in AI for wealth and offers insights into the broader economic implications of AI advancements. Packed with valuable perspectives, this episode is a must-listen for anyone interested in the intersection of technology and finance.
More info:
Bridgewise: https://bridgewise.com/; https://www.linkedin.com/company/bridgewise/
Dor Eligula: https://www.linkedin.com/in/doreligula/
Greg Palmer: https://www.linkedin.com/in/gregbpalmer/
Finovate: https://www.finovate.com; https://www.linkedin.com/company/finovate-conference-series/
FinovateEurope: https://informaconnect.com/finovateeurope/
#Finovate #FinovateEurope #Banking #banks #investing #wealthmanagement #AI #research #podcast #fintechpodcast #financialservices #innovation #digitraltransformation #fintech #finserv #modernization #businessintelligence #capital #wealth
More
In this episode of the Finovate Podcast, host Greg Palmer sits down with Dor Eligula, co-founder and Chief Business Officer at Bridgewise, to explore how artificial intelligence is revolutionizing the investment and wealth management industries. Dor shares insights into his personal journey, the founding of Bridgewise, and the company’s mission to bridge the wisdom gap in financial services. With a focus on enabling smarter investment decisions, Bridgewise leverages cutting-edge AI technologies to serve a diverse range of clients, from retail investors to brokers, advisors, and quant hedge funds. Dor delves into the transformative impact of AI on both individual and institutional investors. He explains how Bridgewise uses AI to analyze 70,000 financial instruments daily across 18 languages, providing detailed insights into stocks, ETFs, ESG factors, and more. The platform’s ability to convert unstructured data into actionable intelligence empowers users to make informed decisions, while its agentic AI layer orchestrates portfolio management at an unprecedented scale. Dor also highlights the psychological benefits of informed investing, emphasizing how better tools and processes can enhance investor confidence—even in the face of losses. The conversation concludes with a look at global trends and the future of AI in wealth management. Dor discusses regional differences in AI adoption, comparing markets like the US and Japan, and predicts the rise of niche-focused AI applications as the next wave of innovation. He shares his vision for Bridgewise as a leader in AI for wealth and offers insights into the broader economic implications of AI advancements. Packed with valuable perspectives, this episode is a must-listen for anyone interested in the intersection of technology and finance. More info: Bridgewise: https://bridgewise.com/; https://www.linkedin.com/company/bridgewise/ Dor Eligula: https://www.linkedin.com/in/doreligula/ Greg Palmer: https://www.linkedin.com/in/gregbpalmer/ Finovate: https://www.finovate.com; https://www.linkedin.com/company/finovate-conference-series/ FinovateEurope: https://informaconnect.com/finovateeurope/ #Finovate #FinovateEurope #Banking #banks #investing #wealthmanagement #AI #research #podcast #fintechpodcast #financialservices #innovation #digitraltransformation #fintech #finserv #modernization #businessintelligence #capital #wealth