Assetli vs SuccessionKeeper

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Assetli compared with SuccessionKeeper
Detail	Assetli	SuccessionKeeper
What it does	AI-powered personal finance and household management platform	A secure digital vault to organize your financial accounts, property and documents for your family
Stage	Not given	Not given
Founded	Not given	Not given
Based in	CZ	GB
Pricing model	Freemium	Paid
Pricing	Free: £0 (2 bank accounts, 1 property, 1 vehicle, 1 broker, £0.35 AI credit/month). Premium: £3.25/month or £38.99/year (unlimited accounts, 5 properties, 5 vehicles, 5 profiles, £2.60 AI credit/month). Max: £8.33/month or £99.99/year (unlimited assets, 15 profiles, £6.90 AI credit/month). Premium L	Monthly membership: £4.00 GBP per month. Annual membership: £39.00 GBP per year. Both plans include unlimited accounts and nominees, document storage, check-ins, and controlled release. 14-day free trial available with no card required.
Key features	Bank statement import from 203 formats in 31 countries Budget management with 50/30/20 or envelope method Subscription and recurring payment tracking Investment portfolio tracking for stocks, ETFs and crypto Real estate and property valuation Vehicle and valuables tracking Shared expenses and bill splitting AI assistant for financial questions and analysis Tax orientation tools Net worth calculation and tracking	Secure encrypted wealth inventory Automated wellbeing check-ins Primary Nominee legacy hand-over Non-custodial asset tracking AES-256 encryption at rest and TLS encryption in transit Two-Factor Authentication for account security UK-hosted data on Google Cloud infrastructure Family Account linking for household transparency Multi-step inactivity verification process
What makes it different	Comprehensive wealth management in one app covering accounts, investments, real estate, vehicles and valuables AI assistant that understands your data and answers financial questions with sources Privacy-first design with EU data centers, no bank password required, and data never sold Supports 203 bank statement formats from 31 countries Free tier genuinely usable forever with no dark patterns	Non-custodial vault means we never access your money or store your passwords Proactive monitoring through smart inactivity alerts unlike reactive financial tools All data encrypted and stored exclusively in the UK
Community votes	0	0
DR (Domain Rating by Ahrefs)	17 no change since last check	9 no change since last check
Trust Flow (Majestic)	8	7
Citation Flow (Majestic)	28	23
Referring domains (Majestic)	36	36

6 details filled in for both companies.

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