be your own financial advisor.
Your money is your business. We just help you grow it.
Your money is your business. We just help you grow it.
Build plans
Consolidate
Get nudged
Get nudged
Create strategies
Create strategies
Get nudged
Get nudged
Get nudged
Get nudged
Grow
Grow
Assess trade-offs
Track progress
Chase your financial goals. We'll take care of the admin.
Chase your financial goals. We'll take care of the admin.
Finances, streamlined
Finances, streamlined
Finances,
streamlined
All your finances, on one screen. Quit juggling between apps and spreadsheets - finally.
All your finances, on one screen. Quit juggling between apps and spreadsheets - finally.
All your finances, on one screen. Quit juggling between apps and spreadsheets - finally.
Smarter Guidance
Smarter Guidance
Smarter Guidance
Save time and money through our secure and anonymised AI tools. Your data is never disclosed, not sold.
Save time and money through our secure and anonymised AI tools. Your data is never disclosed, not sold.
Save time and money through our secure and anonymised AI tools. Your data is never disclosed, not sold.
Simplified Admin
Simplified Admin
Simplified
Admin
Specific, UK-centric guidance, tailored to every financial goal and phase of your life.
Specific, UK-centric guidance, tailored to every financial goal and phase of your life.
Specific, UK-centric guidance, tailored to every financial goal and phase of your life.
Life
Wealth
A tool for every financial need
Turn insight into action
Get active nudges and build financial discipline
Proactive health check
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
Proactive health check
Quickly see where you’re strong and where you’re exposed
t-talk / Financial AI Assistant
Get answers grounded in your own data
Diversification / Portfolio Overlap
Go beyond ticker count to uncover overlap and duplication
Equity Compensation Analyser
Model vesting cashflows, track concentration risk
Savings Agent
Let agents compare top savings options in real time
Diversification / Portfolio Overlap
Go beyond ticker count to uncover overlap and duplication
Equity Compensation Analyser
Model vesting cashflows, track concentration risk
Savings Agent
Let agents compare top savings options in real time
Turn insight into action
Get active nudges and build financial discipline
Proactive health check
Quickly see where you’re strong and where you’re exposed
t-talk / Financial AI Assistant
Get answers grounded in your own data
Diversification / Portfolio Overlap
Go beyond ticker count to uncover overlap and duplication
Equity Compensation Analyser
Model vesting cashflows, track concentration risk
Savings Agent
Let agents compare top savings options in real time
Go from setup to insight in 3 steps
Go from setup to insight in 3 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
Start with voice
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
02
Bring in your finances
Add your investments, income and liabilities as your financial picture comes together
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
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
Simple Plans, Clear Value
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
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
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
0.0M+
0.0M+
Tracked
0 days
0 days
since beta launch
All You Need to Know
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?