the wealth OS for
ambitious professionals
Replace fragmented spreadsheets and generic LLM analysis with a system that runs your entire financial life - with built-in agents and smart nudging
Replace fragmented spreadsheets and generic LLM analysis with a system that runs your entire financial life - with built-in agents and smart nudging
Build plans
Consolidate
Get nudged
Get nudged
Create strategies
Create strategies
Get nudged
Get nudged
Grow
Grow
Assess trade-offs
Track progress
What we're solving for
Wealth building is broken for ambitious professionals
What we're solving for
Wealth building is broken for ambitious professionals
Juggling Apps
Juggling Apps
Juggling Apps
Decisions requires 4-5 logins, spreadsheets and to-do lists
Decisions requires 4-5 logins, spreadsheets and to-do lists
Unfit guidance
Unfit guidance
Unfit guidance
~70% of UK adults rely on personal finance guidance through LLMs
~70% of UK adults rely on personal finance guidance through LLMs
~70% of UK adults rely on personal finance guidance through LLMs
portfolio_2026.xlsx
34 KB
Should I rebalance? I'm 60% in tech and it feels risky
portfolio_2026.xlsx
34 KB
Should I rebalance? I'm 60% in tech and it feels risky
Less investible ££
Less investible £
Less investible ££
Mass affluent to stay below IFA minimums for 7-10 years longer given asset prices
Mass affluent to stay below IFA minimums for 7-10 years longer
Mass affluent to stay below IFA minimums for 7-10 years longer given asset prices
How we solve this
Not a dashboard you check. A system that checks on you.
See how it works
Built to run your financial life, not just display it
See how it works
Built to run your financial life, not just display it
Turn insight into action
Get active nudges and build financial discipline
Manage money together
Bring your household into one shared financial picture
What matters today, without the noise
Get the latest market news moving your biggest positions
Active health check for your finances
Quickly see where you’re strong and where you’re exposed
t-talk / Financial AI Assistant
Get answers grounded in your own data
Turn insight into action
Get active nudges and build financial discipline
Manage money together
Bring your household into one shared financial picture
What matters today, without the noise
Get the latest market news moving your biggest positions
Active health check for your finances
Quickly see where you’re strong and where you’re exposed
t-talk / Financial AI Assistant
Get answers grounded in your own data
Market Explorer
Search stocks, ETFs, and funds to compare and benchmark returns
Diversification / Portfolio Overlap
Go beyond ticker count to uncover overlap and duplication
Equity Compensation Analyser
Model vesting cashflows, track concentration risk
t-talk / Financial AI Assistant
Ask about any decision and instantly receive insights
Savings Agent
Let agents compare top savings options in real time
Market Explorer
Search stocks, ETFs, and funds to compare and benchmark returns
Diversification / Portfolio Overlap
Go beyond ticker count to uncover overlap and duplication
Equity Compensation Analyser
Model vesting cashflows, track concentration risk
t-talk / Financial AI Assistant
Ask about any decision and instantly receive insights
Savings Agent
Let agents compare top savings options in real time
Turn insight into action
Get active nudges and build financial discipline
Manage money together
Bring your household into one shared financial picture
What matters today, without the noise
Get the latest market news moving your biggest positions
Active health check for your finances
Quickly see where you’re strong and where you’re exposed
t-talk / Financial AI Assistant
Get answers grounded in your own data
Market Explorer
Search stocks, ETFs, and funds to compare and benchmark returns
Diversification / Portfolio Overlap
Go beyond ticker count to uncover overlap and duplication
Equity Compensation Analyser
Model vesting cashflows, track concentration risk
t-talk / Financial AI Assistant
Ask about any decision and instantly receive insights
Savings Agent
Let agents compare top savings options in real time
How to get started
Go from setup to insight in just three steps
How to get started
Go from setup to insight in just three steps
01
Start with an easy chat
Begin with an interaction with t-talk - your financial AI assistant - telling them about yourself and your goals
01
Start with an easy chat
Begin with an interaction with t-talk - your financial AI assistant - telling them about yourself and your goals
01
Start with voice
Begin with an interaction with t-talk - your financial AI assistant - telling them about yourself and your goals
02
Bring in your finances
Add your investments, income and liabilities as your financial picture comes together
02
Bring in your finances
Add your investments, income and liabilities as your financial picture comes together
02
Bring in your finances
Add your investments, income and liabilities as your financial picture comes together
03
Turn insight into action
See what needs attention, what to do next and where to act
03
Turn insight into action
See what needs attention, what to do next and where to act
03
Turn insight into action
See what needs attention, what to do next and where to act
Pricing
Simple Plans, Clear Value
Pricing
Simple Plans, Clear Value
Starter
£0
/ mo
Always free
Full aggregation. See your complete picture
Open Banking aggregation
9 portfolio insight cards
Limited t-talk (voice & text)
Portfolio-linked news feed
Starter
£0
/ mo
Always free
Full aggregation. See your complete picture
Open Banking aggregation
9 portfolio insight cards
Limited t-talk (voice & text)
Portfolio-linked news feed
Starter
£0
/ mo
Always free
Full aggregation. See your complete picture
Open Banking aggregation
9 portfolio insight cards
Limited t-talk (voice & text)
Portfolio-linked news feed
Best Deal
Premium
≤£10
/ mo
1bp of AUM · capped at £10/mo
3-month trial included Unlimited AI and agents
Everything in Starter
Unlimited t-talk
Agents
Household mode
Active nudge system
Best Deal
Premium
≤£10
/ mo
1bp of AUM · capped at £10/mo
3-month trial included Unlimited AI and agents
Everything in Starter
Unlimited t-talk
Agents
Household mode
Household mode
Best Deal
Premium
≤£10
/ mo
1bp of AUM · capped at £10/mo
3-month trial included Unlimited AI and agents
Everything in Starter
Unlimited t-talk
Agents
Household mode
Active nudge system
Pro
≤ £25
/ mo
2bp of AUM · capped at £25/mo
3-month trial included For the serious builder
Everything in Premium
Portfolio construction tools
RSU scenario modelling
Dedicated support
Pro
≤ £25
/ mo
2bp of AUM · capped at £25/mo
3-month trial included For the serious builder
Everything in Premium
Portfolio construction tools
RSU scenario modelling
Dedicated support
Pro
≤ £25
/ mo
2bp of AUM · capped at £25/mo
3-month trial included For the serious builder
Everything in Premium
Portfolio construction tools
RSU scenario modelling
Dedicated support
Live usage
Live usage
0.0M+
0.0M+
Tracked
0 days
0 days
since beta launch
FAQs
All You Need to Know
FAQs
All You Need to Know
Does terraledge provide financial advice?
If terraledge shows products or rates from other providers, is that a recommendation?
Is terraledge built for UK users?
Does the platform support multiple team members with different access levels?
Do you support live banking data?
How do you handle data protection?
Is my data stored securely?
Do you sell personal data or take kickbacks?
When is data shared with third parties?