As artificial intelligence (AI) begins to gain ground in the world of finance, Brazilians are once again demonstrating their role as early adopters of new technologies, being one of the populations that most trust and use AI when analyzing and deciding on investments, compared to other regions of the world.
And the trend is towards an increasingly intensive use of these tools, which will require investment advisors and managers to be ever more prepared to stay abreast of what is happening and to be able to guide their clients.
The degree of AI usage by Brazilians was confirmed by the study "State of AI for Wealth in 2026", produced by BridgeWise and obtained exclusively by NeoFeed .
Invested in by L4 Venture Builder ,B3 's corporate venture capital arm , the investment data platform found that 60% of Brazilians say they always or frequently use AI tools for investment research.
The research – conducted with 2,100 respondents in 19 countries, employed adults aged 18 to 75 with active bank accounts – also revealed a high level of confidence in the country when asked about their level of trust in the results.
In Brazil, 91% say they trust the accuracy of this information, with 53% saying they have a lot of confidence in its accuracy and 47% saying they use AI to discover new investment opportunities.
The results show the country above average in terms of use and confidence in the use of AI for investments. According to BridgeWise, the average number of people worldwide who say they always or frequently use AI tools for investment advice is 45%.
Regarding the question about trust, 75% of respondents said they have a good degree of confidence in the accuracy. While the lack of trust in the technology stands at 9% in Brazil, globally it is around 25%.
According to Adeodato Volpi Netto, executive chairman of the board of directors of BridgeWise in the United States , the data demonstrates how AI has gained favor with Brazilians and that the trend is for it to increasingly permeate people's daily lives, including when deciding what to do with their money.
However, he emphasizes that caution is necessary. Although the models are quite accurate, when it comes to issues that require precision and caution, such as investments, they can lead to serious losses.
“These models cast a net into the ocean, which is the internet. The data source is everything that is published,” says Volpi Netto. “And when you pull the net, you get fish, tires, garbage, a lot of things mixed together, which is then transformed into information by the platforms. The level of delusion, depending on the size of the segmentation, reaches one in four.”
According to him, this level of delusion means that platforms still need to mature to become reliable tools. "The conventional models that we mortals use daily are still far from being able to filter and segment to avoid contamination that can ultimately lead investors to make wrong decisions," he says.
This scenario will raise the demands on investment managers and advisors by leveling the playing field for information. After the expansion in the number of professionals, AI will generate a qualitative cycle, in which the quality of service offered will be the differentiating factor.
"Those who are not prepared to face a higher level of demand, a higher level of questioning, of greater scrutiny, at a much faster pace, may be left behind," says v. "It is inevitable that technology will transform the market."
But AI doesn't represent the end of investment professionals, according to the executive. Even though Brazil has shown enthusiasm in using the technology, and it promises to improve the level of services, he believes that human contact is still highly valued by people.
“We are going to experience a profound fusion between humans and machines from a cognitive, intelligence, and capability standpoint,” he says. “But the relational, reputational, and trust demands in sensitive matters, such as health and investments, are high and make a difference in building the reputation necessary for investments.”
