Bridgewise Unveils New Strategic Partnership in Japan; Meet Our Advisory Board; and Other News - November 2024

The past month has been a busy one for us and we have big announcements to share: Starting with our strategic partnership with Rakuten Securities and moving on to the announcement of our expert-led Advisory Board, we are pushing forward on our mission to bridge the knowledge, language, and access gaps in the capital markets.

Bridgewise and Rakuten Securities Form Strategic Partnership

We are so incredibly proud of our new strategic partnership with Rakuten Securities that will see our investment intelligence solutions provided to more than 11 million Rakuten Securities users.

This partnership is not only a major milestone in our global expansion and our growth in APAC and Japan specifically, but is also a clear sign that we have developed valuable and reliable solutions that have earned the trust of the world’s largest financial institutions.

In a post on the new partnership, Bridgewise CEO, Gaby Diamant wrote that the deal signals: “We are ahead of the game technologically, in business development and in global market penetration, and we are executing on all of these at a lightning fast pace.”

Read the partnership launch announcement here.

Meet the Expert-Led Bridgewise Advisory Board

In November, we introduced the expert members of our new Advisory Board, a critical part of our efforts to transform the way investors discover opportunities by leveraging AI-driven investment intelligence. To succeed, we need both technology and deep insight and understanding into the capital markets. For the latter, there is no replacement for human expertise and experience.

Our new board members bring broad knowledge of the industry alongside specialized insights in areas ranging from ETFs and fixed income research to advanced analysis across capital markets. Their experience will bolster Bridgewise's mission to break down barriers and create a seamless global investment ecosystem, empowering everyone with equal access to opportunities through AI-driven insights. Get to know the new board members below.

Bridgewise Advisory Members

• Deborah Fuhr - Managing Partner & Founder at ETFGI
• Yochai Korn - Former Global Head of Market Data & Research Business incl Commission, Clearing, Exchange Cost Optimization at Interactive Brokers
• Christian Reuss - Former CEO of the Swiss Stock Exchange
• Dato Netto - Founder of Eleven Financial Group & Former Managing Director of Banco Modal
• David Lenchus - Managing Director and Head of Research at HC Wainwright
• David Siegel - Former CEO of Meetup, Investopedia, and President of Seeking Alpha

Read more about the Advisory Board on our blog.

Cracking the Retail Code Webinar Key Takeaways

In November, we hosted our Cracking the Retail Code Webinar that examined the trends impacting retail investment platforms and the steps they need to take to adapt to the latest developments in the space.

Joining the webinar were two of the industry's most experienced players: David Siegel, former CEO of Investopedia and President of Seeking Alpha, and Stuart Fieldhouse, Editor of The Armchair Trader. The key takeaways from the webinar include:

• Focus on Personalization - It’s important to give customers the content and insights they’re actually looking for, not just what they may indicate as their preference.
• Three Pillars for Retail Platform Success - Focus on mission, find the right revenue model, and develop a unique value proposition for your users.
• More Tools Than Ever - Investors today are more tech savvy and have access to more tools and content than ever before. Modern platforms must provide these tools to succeed.
• Build Trust - There is more information available than ever before, but also lots of misinformation. So it's critically important to build trust with your audience.

Read our blog post for more insights from the event or watch the recording of the webinar here.

Presenting Bridgewise Around the World

Over the past month, our team has been traveling the globe appearing at some of the world's most important financial and technology events, meeting with industry leaders and connecting with the global finance community.

From the Singapore Fintech Festival, to the Global WealthTech Summit in London, and on to CTech’s Tech & Investments Conference in Miami, the last month saw us working worldwide to bring our investment intelligence solutions to the world’s leading financial institutions.

Here’s just one highlight; Bridgewise CEO, Gaby Diamant, presenting at the CTech Miami event and sharing insights into how Bridgewise is leveraging AI to close the knowledge gap in the capital markets.

The ETF Election of 2024

If you recall, in the beginning of November there was a small election in the US. Actually, it was a really big deal, but apart from all the political perspectives to consider, there's another interesting question to be asked: what can we learn from the investment patterns of elected officials?

Fortunately, thanks to two ETFs based on the investments of members of Congress and their spouses, and our Fundwise ETF analysis solution, we can examine the holdings of the two main parties in the US and the differences between them. You can see the full analysis and everything we learned on the Bridgewise blog.