Our competitor is people doing nothing.
WealthPrism meets people whenever a money question comes up, asks every question it opens, and introduces the professional it needs. Consumers never pay. Professionals pay 15% of their fee when they take the client on.
Request the deck15.8m
UK adults with £10,000+ at stake and no regulated advice
FCA Financial Lives 2024
7 in 10
of 961,575 pension pots first accessed without regulated advice
FCA, 2024/25
584,000
capital gains taxpayers, an all-time high
HMRC
37,517
regulated adviser posts, down for a second year
FCA
Why people go without
No need, I can decide alone, I never thought about it. Fees come fourth.
What's built
A rules engine over versioned UK tax rules, each tagged to legislation. Each way in knows the areas it opens. Answering is a commodity; knowing what to ask is not.
Who's building it
Randeep Wilkhu and Manan Shah. About them.