Money Guided vs Wealt

Developed by a team of specialists in finance, technology, machine learning and clinical psychology, Money Guided gives people the visibility and tools to make better informed, self-directed decisions to meet their financial goals. Build your financial resilience, reflect on where you’ve come from, set your intentions and plan your future. Keep track of your current accounts, savings, credit cards, mortgages, insurance and more in one easy-to-manage place. Get in - and stay in - control of what’s going on in your financial life. Money Guided is acting as an agent of TrueLayer, who is providing the regulated Account Information Service, and is Authorised and Regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 and the Electronic Money Regulations 2011 (Firm Reference Number: 901096)

Wealt is a private markets investment platform for HNWIs, professional investors and family offices. Inside Wealt, investors manage and track private-market investments across private equity, venture capital, pre-IPO and real assets. Wealt is principal-led: the team co-invests its own capital alongside its clients. Alongside the investment platform, Wealt gives you family-office-grade tools to track and report on your entire private portfolio in one place. A PRINCIPAL-LED INVESTMENT PLATFORM - Private-market investments sourced and managed by a regulated team. - Principal-led: the team invests its own capital alongside clients. - Multi-asset by design; private equity, venture, pre-IPO and real assets. PORTFOLIO TRACKING TOOLS - Track valuations and allocation across every holding, public and private. - Performance and exposure reporting to an institutional standard. - Your whole portfolio in a single, clear view. BUILT FOR SERIOUS INVESTORS - Designed for HNWI, family offices and professional investors. - A considered, long-term approach to private markets. - Secure by design. Anyone can download Wealt to explore the platform and use the portfolio tools. Access to investments is available only to eligible professional, high-net-worth investors and Family Office. Capital is at risk. Private-market investments are illiquid and can fall as well as rise in value. Wealt does not provide investment advice.