

Across the global financial landscape, a "quiet revolution" has reached a definitive tipping point. Today, a remarkable 78.3% of surveyed respondents have already integrated AI tools into their investment research process.
This inaugural report, The State of AI for Wealth in 2026, analyzes 2,100 respondents across 19 countries to reveal trends in the adoption of and attitudes toward AI in the investing space, including barriers to AI usage and insights on how to build trust with everyday investors. The report also includes regional and country-level insights, with the Global Wealth AI Optimism Index revealing which countries are seeing the greatest momentum toward an AI-powered investment landscape. Read the full report for details.
Get instant access to comprehensive data, regional breakdowns, and
over 30 charts and graphs mapping the 2026 wealth landscape.


Demographic & Regional Adoption Patterns
Dive deep into how age, gender, and geographic location influence AI adoption velocity to better understand your local investors.

The Wealth AI
Value Chain
Understand what’s driving AI usage in the wealth space, from efficiency to opportunity discovery.

Overcoming
AI Concerns
Gain a view into what’s holding people back from using AI for investing and how to remedy their concerns.

Global Momentum
Signals
Discover which regions are poised for a great AI migration over the next 12 months.