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About

Tweed.AI is built by advisers, paraplanners, and engineers who know the SJP Partnership inside out.

Built with a deep understanding of the financial advice industry

Tweed.AI was founded by an experienced team of business leaders, software developers, chartered financial advisers and chartered technical paraplanners whose experience running their own award-winning firm, Tweed Wealth Management, led to the creation of Behavioural Finance Ltd and the Ai Office products.

Tweed.AI delivers solutions that simplify and enhance operations using advanced Ai technology. We are proud to hold ISO 27001, ISO 9001, and Cyber Essentials Plus, ensuring data security and compliance.

Meet the Team

By Financial Advisers for Financial Advisers

The team previously created WealthPersonality®, a profiling system designed to transform client engagement. Building on this foundation, Tweed.AI aims to revolutionise the financial advice sector with cutting-edge automation tools designed for real-world practice needs.

Careers

Join Tweed.AI and help transform how St. James’s Place Partners work. We bring together advisers, paraplanners, and engineers to build automation tools that cut admin, improve compliance, and free advisers to focus on clients.

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Committed to excellence

Tweed.AI is Cyber Essentials Plus, ISO 27001, and ISO 9001 certified, demonstrating our commitment to the highest standards of security, quality, and compliance.

Trusted By Leaders

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