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
AU
GB
Pricing model
Freemium
Paid
Pricing
Simple: free; Everyday Users: $9/month or $89/year
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
Visual-first design with charts instead of spreadsheets
Asset projections and growth forecasting
Real-time scenario testing with variable adjustment
Cash flow analysis and planning
Retirement drawdown planning
Loan repayment calculators
Contributions calculator
Data saved to account for Everyday Users plan
Opportunity spotting for underperforming assets
Table view for detailed year-by-year data
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
No bank account linking required—entirely manual entry keeps data private
Real-time projection updates as you change assumptions
No jargon or complex setup required
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
Calm Sea
SuccessionKeeper