A secure digital vault to organize your financial accounts, property and documents for your family
Stage
Established
Not given
Founded
2021
Not given
Based in
DE
GB
Pricing model
Freemium
Paid
Pricing
Seedling: Free. Strategist: 5€/month (16% off yearly, 2 months free). Oracle: 15€/month (16% off yearly, 2 months 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 tracking across multiple brokers and asset classes
AI-powered portfolio optimization
Scenario simulations and stress testing
1-year asset forecasts
Dividend tracking and forecasting
Access to 100,000+ stocks and ETFs
30 years of historical asset data
ETF comparison tool
Portfolio benchmarking against indexes
Backtesting tool
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
All investments in one unified platform across brokers
AI-powered insights designed for retail investors
Bank-level security with no storage of broker credentials
Institutional-grade models accessible to individual investors
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