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
Freemium
Paid
Pricing
Rookie: Free. Aura: $4.95 per month or yearly at 15% savings.
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
Multi-wallet management for cash, bank accounts, and savings
Transaction tracking with categories and real-time balance updates
Monthly budget setting and spending limit monitoring
Multi-currency support with automatic FX conversion
Financial analytics and spending reports
Advanced dashboard and charts
Export to CSV
Internal transfers between wallets
Zero-based budgeting methodology
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
Free access with no app download required, runs entirely in web browser
Live FX rates for real-time multi-currency conversion
No credit card required to get started
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
SuccessionKeeper