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
Free
Paid
Pricing
Free base tracking features; premium features planned
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
Beautiful net worth curves, allocation breakdowns, and historical trend visualizations
Backfill historical data to see your complete wealth journey
Portfolio analysis with insights into health, risk exposure, and diversification
Deep-dive into ETF holdings to see companies you own and overlaps
Set long-term goals and overlay target trajectory versus actual growth
Weekly recap and monthly reminder emails for balance updates
Track recurring subscriptions and spending by category
Convert and unify multiple currencies into one net worth number
Free financial calculators for investments, net worth, FIRE, savings rate, and rebalancing
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
100% manual tracking with no broken bank syncs or security risks from credential sharing
Complete privacy: data never sold, shared, or used to recommend products
Works with any asset type worldwide without requiring bank connections
Designed for couples and families to track household wealth in one place
Simple, reliable tool that respects your time without pushing upsells or proprietary products
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
MyMoneyViz
SuccessionKeeper