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
Not given
GB
Pricing model
Not given
Paid
Pricing
Basic: $5/month or $40/year (billed yearly). Pro: $8/month or $60/year. Ultra: $12/month or $100/year. First month free.
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
Portfolio holdings monitoring across multiple accounts
Multi-segment allocation tracking with up to 10 levels
Allocation drift notifications via email and Telegram
Rebalancing plan calculation with specific asset actions
Support for stocks, ETFs, crypto and currencies from 70+ exchanges
Customizable drift limits and waiting periods for alerts
Automatic 24/7 value and allocation updates
15-minute delayed or end-of-day market 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
User-defined rules determine when alerts trigger, not the system
Alerts only sent when both drift and time conditions are met simultaneously
Detailed rebalancing actions specify exactly which assets to buy and sell in each account
Nested segment structure allows organizing portfolios by purpose, region, risk or custom categories
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
Folify
SuccessionKeeper