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
Free download with 3 receipts; then $4.99/month or $39.99/year in the US (7-day trial for yearly); £4.99/month or £39.99/year in the UK.
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
Scan receipts with iPhone camera and OCR processing
Editable item and price review before saving
Categorize purchases automatically
Mark purchases as Essential or Optional
Share household history between two iPhones via QR code
Search history by category, store, and item
Export purchase data to CSV
Monthly PDF spending reports
iCloud sync for household data
Works without bank account connection
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
Sees individual grocery items instead of just merchant totals
No bank login or account connection required
User controls what is marked optional to identify potential savings
Open-source privacy core for audit and verification
Household sync without requiring a shared bank account or password
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