Wedge is a financial planning platform designed to give individuals a clearer, simpler view of their overall financial position. By bringing financial information together in one place, it helps users understand their global net worth and make informed decisions without unnecessary jargon. Wedge can aggregate assets across jurisdictions and currencies, drawing on live data from bank accounts, investment portfolios, property value trackers, and crypto wallets. Users can track individual stock holdings, monitor changes in net worth over time, and view detailed investment statistics.

The platform also supports long-term planning through goal tracking and a retirement calculator that helps users compare their current position with their desired future goals. Financial calculators can be used to explore potential investment returns, while alerts provide updates on investment information. Wedge includes a document vault for storing important paperwork securely and sharing access with trusted parties. Its features are intended to help users centralise financial information, track progress, and improve visibility into their finances. Wedge also publishes market-related insights and educational articles through its blog.