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
Get nudged
Get nudged
Grow
Grow
Assess trade-offs
Track progress
We believe wealth creation is broken today
We believe wealth creation is broken today
Juggling Apps
Juggling Apps
Juggling Apps
Reviews and decisions requires 4-5 logins, spreadsheets and to-do lists
Reviews and decisions requires 4-5 logins, spreadsheets and to-do lists
Unfit guidance
Unfit guidance
Unfit guidance
~70% of high-earning UK adults refer to LLM based searches for guidance on personal finance
~70% of high-earning UK adults refer to LLM based searches for guidance on personal finance
~70% of high-earning UK adults refer to LLM based searches for guidance on personal finance
Extended Build Phase
Extended Build Phase
Extended Build
Mass affluents to stay below IFA minimums for 7-10 years longer given higher COL and home prices today
Mass affluents to stay below IFA minimums for 7-10 years longer given higher COL and home prices today
Mass affluents to stay below IFA minimums for 7-10 years longer given higher COL and home prices today
Life
Wealth
A system that checks on you. Not a dashboard you check.
A system that checks on you. Not a dashboard you check.
Tailored News Briefings
Active Wealth Vitals
AI Assistant t-talk
Smart Nudging
Household Mode
Tailored News Briefings
Active Wealth Vitals
AI Assistant t-talk
Smart Nudging
Household Mode
Run your financial life, not just display it
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
Get the latest market news moving your biggest positions
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
Manage money together
Bring your household into one shared financial picture
What matters today
Get the latest market news moving your biggest positions
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
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
Get the latest market news moving your biggest positions
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
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
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?