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• ChatGPT for enterprise customer support.
• Microsoft Copilot for customer service teams.

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• Conversational AI Platform: Provides businesses with a comprehensive platform to build, deploy, and manage AI-powered virtual assistants across various touchpoints.
• Customer Engagement AI: Offers AI-driven virtual assistants to automate customer service, resolve queries, and personalize customer interactions across multiple channels.
• Employee Productivity AI: Delivers AI solutions and virtual assistants designed to streamline internal operations, answer employee questions, and provide HR and IT support.
• Sales Enablement AI: Leverages AI to enhance sales processes by assisting with lead qualification, personalizing outreach, and automating routine sales tasks.
• Embedded Commerce Solution: Enables brands to integrate secure, seamless in-app shopping and payment experiences directly into their digital applications.

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Rezolve AI (symbol: RZLV) sells primarily to other companies (B2B), providing its AI-powered mobile commerce and engagement platform for integration into their existing services.

Based on publicly available information, its major customers and strategic partners include:

• Vodafone Group Plc (Symbol: VOD)
• DBS Group Holdings Ltd (Symbol: D05.SI)

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Daniel M. Wagner, Chairman & CEO

Daniel Wagner is an eCommerce veteran and serial entrepreneur who founded Rezolve AI in 2016. At the age of 20, he created M.A.I.D. (Market Analysis and Information Database), the first online information service, which he built into a global market leader before its sale to Thomson Reuters. He later founded Venda in 1998, an enterprise eCommerce company that provided a cloud commerce platform for major retailers and was sold to Oracle in 2014.

Arthur Yao, Chief Operating and Financial Officer

Arthur Yao's role at Rezolve AI expanded to oversee both global operations and finance. He is a visionary leader in technology and business innovation with a proven track record of driving growth and building strategic partnerships. He has also been instrumental in driving major efficiencies across Rezolve's business.

Richard Burchill, Group Finance Director

Richard Burchill is a Chartered Management Accountant with 28 years of accounting experience. He spent 21 years with Arcadia Group, where his roles included Director of Treasury, Card Services and Payment, and he served on the Board of Directors for seven years. He has experience with multiple acquisitions and disposals, raising over $2.5 billion of debt, and managing various functions within a $3 billion turnover FMCG business. He continues to play a pivotal role in Rezolve's financial performance, reporting, and planning.

Crispin Lowery, Chief Revenue Officer

Crispin Lowery is responsible for building a global sales organization for Rezolve AI. He brings two decades of experience across enterprise technology and retail operations, having previously led Microsoft's Retail & Consumer Goods (EMEA) business and held leadership positions at companies such as Google, Apple, Tesco, O2, Clarks, and Nike.

Roland Gossage, Chief Growth Officer

Roland Gossage's role involves broadening his impact across product and growth strategy. He is an accomplished enterprise software executive with over 20 years of experience in sales, marketing, services, operations, and development. He previously served as CEO of GroupBy and held senior roles at companies including Endeca, Cognos, Hummingbird Communications, and Pure Data.

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1. Financial Challenges and Going Concern Risk: Rezolve AI faces substantial financial challenges, including a significant debt of $141.4 million maturing on November 30, 2025, which raises concerns about the company's ability to continue as a going concern. The company has reported a GAAP net loss due to non-cash items and one-time costs, and its financial statements have been restated to correct previous errors. Analysts have noted thin fundamentals, negative equity, and liabilities exceeding assets, alongside concerns about liquidity and cash flow sustainability. The company's recent $150 million debt assumption for the Crownpeak acquisition has also raised questions among analysts regarding whether the acquired revenue justifies the associated risk.
2. Legal Scrutiny and Allegations of Misleading Investors: Rezolve AI is subject to legal investigations by firms such as Pomerantz and Gibbs Mura concerning alleged securities fraud and whether the company misled investors regarding its business and financial performance. These investigations were triggered by a report accusing Rezolve AI of inflating its AI capabilities and revenue, with claims that actual AI-related revenue was negligible and primarily derived from soccer ticket sales. Former employees have reportedly described the company's proprietary AI model claims as "marketing hype," suggesting the core technology merely repackaged third-party large language models like ChatGPT. The company has also faced lawsuits related to a $1 billion bitcoin financing agreement.
3. Execution Risk and Competition: As a relatively small company, Rezolve AI faces significant execution risk in deploying its AI solutions at a global scale. Despite reporting impressive Annual Recurring Revenue (ARR) momentum, the company has thin fundamentals and unproven revenue recognition, leading to questions about its valuation. The competitive landscape for AI in retail is also a risk, with potential competition from large tech companies, retail giants developing their own solutions, and other specialized retail AI SaaS providers.

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The rapid advancements and widespread adoption of large language models (LLMs) and generative AI from companies such as OpenAI (GPT series), Google (Gemini), and Anthropic (Claude) represent a clear emerging threat. These powerful, general-purpose AI models are making it significantly easier and more cost-effective for both new market entrants and established competitors to develop and deploy highly sophisticated conversational AI and customer service solutions. This trend can lead to the commoditization of core AI capabilities that Rezolve AI offers, potentially eroding its differentiation and competitive advantage if the company cannot continuously integrate and leverage these advancements faster or more effectively than its rivals. The increased accessibility of advanced LLMs lowers the barrier to entry for competitors and raises customer expectations for the sophistication of AI in customer service, putting pressure on Rezolve AI's product development, pricing, and market share.

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The addressable markets for Rezolve AI's (symbol: RZLV) main products and services, primarily focused on AI-powered retail solutions within their Brain Suite (including Brain Commerce and Brain Checkout) and encompassing conversational and agentic commerce, are substantial at a global level.

• Mobile Commerce Market (Global): The global mobile commerce market was valued at approximately $1.8 trillion (USD 1,836.3 billion) in 2024. This market is projected to reach nearly $14 trillion (USD 14,008.5 billion) by 2033, demonstrating a Compound Annual Growth Rate (CAGR) of 25.3% between 2025 and 2033.
• Conversational Commerce Market (Global): In 2024, the global conversational commerce market was valued at approximately USD 8.17 billion. Projections indicate significant growth, with the market expected to reach USD 28.25 billion by 2032 or as high as USD 52.8 billion by 2034. This growth is anticipated at a CAGR of 16.76% from 2025 to 2032 or 19.60% from 2025 to 2034.
• AI for Customer Service Market (Global): The global AI for customer service market, which includes AI-driven personalization and engagement solutions, was valued at around $12.06 billion in 2024. This market is forecasted to grow to $47.82 billion by 2030, with a CAGR of 25.8% from 2024 to 2030.

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1. Global Expansion and Increased Sales Force: Rezolve AI is actively expanding its footprint into new international markets, with a particular focus on Asia, the Middle East, and Latin America, aiming to make AI-powered commerce accessible to a wider range of retailers. The company is also accelerating its commercial rollout across the United States and Europe, planning to establish a significant sales force with approximately 40 sales professionals in the U.S. and an additional 20-30 in Europe by the end of Q2 2026. This expanded sales team is dedicated to driving the enterprise adoption of its Brain Commerce platform, thereby increasing customer acquisition and market penetration.

2. Strategic Partnerships with Tech Giants: Deepening collaborations with major technology companies such as Microsoft and Google are expected to be a significant driver of revenue growth. These partnerships are crucial for integrating Rezolve AI's solutions, enhancing the exposure and adoption potential of its product suite in the enterprise retail market, and generating high-quality leads. Rezolve AI is showcasing its innovative solutions alongside Microsoft and Google at industry events like NRF 2025.

3. Scaling and Deployment of AI-Driven Product Suite (Brain Suite/Agentic Commerce): Rezolve AI is focused on scaling its proprietary Brain Suite, which includes Brain Commerce, Brain Checkout, and the brainpowa LLM, to enable seamless and personalized shopping experiences for retailers worldwide. The company aims to accelerate the deployment of these solutions, which are designed to enhance customer engagement, improve operational efficiency, and drive sales conversions within the evolving Agentic Commerce landscape.

4. Advancement of Crypto Payment Solutions: Rezolve AI is advancing its initiative with Tether to revolutionize crypto payments. This includes developing solutions aimed at eliminating merchant fees and broadening the accessibility of digital currencies for retailers. This strategic move is expected to open new revenue streams and attract a new segment of customers seeking innovative payment options.

5. Strategic Acquisitions and Growing Customer Base: Recent strategic acquisitions, such as GroupBy, are positioned to expand Rezolve AI's customer footprint and bolster its sales capabilities in North America. The company has also announced significant customer acquisitions across various geographies, including Shoeby in the Netherlands, gkv informatik in Germany, and Royal Caviar Club in Hong Kong. Furthermore, securing major contracts, such as a $9.8 million annual deal with Liverpool, Mexico's third-largest retailer, demonstrates a growing and impactful customer base contributing to recurring revenue.

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Share Issuance

• Rezolve AI secured approximately $200 million in an oversubscribed private placement from institutional investors in September 2025, intended for accelerated investment into its sales organization, potential accretive M&A opportunities, working capital, and general corporate purposes.
• The company completed a $15 million equity raise in early 2025, which involved the issuance of private placement warrants that were subsequently either exercised or lapsed by September 2025.
• In early 2025, there was a $59 million equity conversion of convertible bonds by blue-chip investors, including Apeiron Investment Group.

Inbound Investments

• Rezolve AI received approximately $200 million through an oversubscribed private placement from existing fundamental institutional investors in September 2025.
• The company secured a $50 million strategic investment from institutional investors, including Citadel Global Equities, in August 2025, structured as a long-duration commitment.
• A multi-million-dollar investment from the Government of Singapore supported the establishment of Rezolve AI's new Asia Pacific headquarters in Singapore.

Outbound Investments

• In October 2025, Rezolve AI acquired Smartpay and Subsquid for approximately $10 million in cash and 1,000,000 Rezolve shares.
• These acquisitions were strategically undertaken to complete foundational layers for Agentic Commerce, integrating data, intelligence, and payments.