TFE Group

0 reviews

Wealth Intelligence is a UK first-party financial data and market intelligence provider focused on household wealth behaviour. It turns anonymised consumer interactions from proprietary financial planning tools into institutional-grade research for banks, wealth managers, pension providers, ISA platforms, insurers, fintechs, asset managers and adviser firms. Its core promise is simple: internal provider data only shows what customers do with one firm, while Wealth Intelligence shows how households model, compare and move wealth across the wider UK market. The company positions itself around live, first-party behavioural intelligence across ISAs, pensions, credit, insurance and estate planning. Rather than relying on surveys, panel data, scraped data or open banking aggregation, the data comes from consumers using free, no-login financial calculators and planning tools. The methodology says no names, emails, full addresses, IPs, device IDs or payment data are collected, and outputs are aggregated with confidence bands and sample-size controls. Its main commercial use cases are market intelligence, customer segmentation, product strategy, retention, regulatory evidence and institutional research. For product teams, it shows what wrappers, contribution levels, pension strategies and provider choices consumers are considering. For retention teams, it surfaces switching intent and asset leakage risk. For marketing teams, it enables cross-provider behavioural segmentation. For compliance teams, it provides external evidence for Consumer Duty, PROD and Targeted Support reporting.