We exist because the UK retail wealth market still runs on guesswork, lagging surveys and pre-purchase claims. We turn the live, unprompted modelling decisions of hundreds of thousands of consumers into clean, anonymous, institutional-grade intelligence.
Wealth managers, asset managers and product issuers make multi-million pound decisions on data that is months old, self-reported, or sourced from intermediaries. We surface the underlying behavioural truth, in real time, with no PII at source.
We are not a platform, advice firm or asset manager. We have no product to sell consumers and no vested interest in any outcome.
Every signal originates from our own consumer-facing modelling tools. No scraped data, no panel inference, no synthetic populations.
No PII is ever collected, stored, or transmitted. Households are visible only as anonymised behavioural signals, by design.
A five-step methodology that turns live consumer modelling into clean, validated intelligence.
Our network of free, consumer-facing planners and calculators is used daily by households across the UK to model real financial questions.
Every interaction is captured as an anonymised behavioural event. Inputs, choices and outcomes are recorded; identities are not.
Sessions are de-noised, validated, segmented and benchmarked against ONS and HMRC reference distributions for representativeness.
Behavioural signals are aggregated into segments, cohorts and themes. We never ship individual-level data.
Findings reach the market through monthly reports, weekly pulses, dashboards and bespoke briefings, with full provenance and confidence scoring.
No PII at source. No identity reconstruction. No re-identification. Anonymity is a structural property of the pipeline, not a policy choice.
We measure what people do when they sit down to plan, not what they say they will do in a survey three months later.
Every metric carries a sample size and a confidence band. We will not over-claim from thin samples or noisy signals.
We do not sell products to consumers and we do not take fees from providers in exchange for favourable coverage.
Our methodology is published, versioned and open to challenge. Clients can see exactly how every number is constructed.
Designed for compliance, governance and investment committees. Reproducible, auditable, and defensible in front of a regulator.
Wealth Intelligence builds and operates a national network of free, no-login financial planning tools used by hundreds of thousands of UK households each year. These tools generate the proprietary, first-party behavioural dataset at the heart of every product we publish.
We are a UK financial technology company headquartered in Edinburgh. We do not buy panel data, we do not scrape third-party sources and we hold no personally identifiable information at source. Every signal we publish reflects a real household making a real decision.
Wealth Intelligence is the trading name of TFE Group Ltd, a company registered in Scotland. Wealth Intelligence is registered in England and Wales. We are not authorised or regulated by the Financial Conduct Authority and do not provide regulated financial advice. Our intelligence is published for professional and informational use by enterprise clients.