Personal finance guides in Spanish for the United States
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
US
GB
Pricing model
Free
Paid
Pricing
Not given
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
Loan search and comparison across multiple lenders
Educational guides on credit, ITIN, banking, insurance and remittances
Loan payment calculator
State-by-state filtering for loan options
Lender requirements comparison before application
Free credit score access information
Remittance cost comparison 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
Content entirely in Spanish for US Latino residents
Focus on ITIN and alternative credit documentation options
Shows lender requirements before you apply
Educational calculator that does not share data with lenders
Practical financial advice tailored to US banking with no SSN
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
Raíces Finanzas
SuccessionKeeper