Private net worth tracker for global finances with multi-currency support and optional bank connections
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
CH
GB
Pricing model
Freemium
Paid
Pricing
Standard plan: free for manual tracking in one currency. Premium: US$5/month or US$50/year when billed annually, includes multi-currency support and optional bank connections.
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
Manual account tracking in one consistent currency
Optional premium connections for supported institutions
Multi-currency support with original currency records
End-to-end encryption for account data
FIRE calculator for retirement planning
Historical tracking and trend charts
Portfolio insights and diversification analysis
Currency distribution breakdown
Couples account sharing
AI Finance Copilot for portfolio questions
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
Browser-side encryption keeps financial records encrypted before reaching servers
Multi-currency tracking maintains original currency records alongside reporting view
Combination of manual and automated account synchronization
Net-worth-focused design distinct from budgeting software
Integrated FIRE planning tools without spreadsheet formulas
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