About Weald
Weald was founded by a team of financial planners and software engineers who were frustrated by the state of advice technology.
Our mission is to empower financial advisers to deliver life-changing advice through technology that is as sophisticated as it is simple.
Based in the UK, we are committed to building the future of financial planning, one that is transparent, collaborative, and focused on client outcomes.
Built by practitioners, not Silicon Valley.
Weald was born out of frustration. As practicing financial advisers, we were tired of clunky tools that confused our clients and made our advice look like a spreadsheet.
We didn't want a "disruptive tech platform." We wanted a rigorous modelling engine that gives our paraplanners power and our clients absolute clarity.
Scenario: Early Retirement
Client: The Harrison Family
Inflation shock modelled
CPI + 2.5% over 10 years
Life expectancy extended
Modelled to age 95 and 98
Market drop sustained
Portfolio drop of 20% absorbed