A secure digital vault to organize your financial accounts, property and documents for your family
Stage
Not given
Not given
Founded
2023
Not given
Based in
US
GB
Pricing model
Free trial
Paid
Pricing
Free 35-day trial with no credit card required. After trial: $7 per month or $50 per year (40% discount over monthly plan).
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
Auto-reconciliation of account balances
Real transaction names via email cross-reference
Zero-based budgeting
Custom budget categories
Bank account connection
Keyboard accessibility
Mobile web browser support
Transaction categorization and review
SOC-2 certified servers with industry-leading encryption
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
Built by former YNAB users who wanted a simpler alternative
No funding, no brand deals, independent team focused on helping people
Friendly, realistic approach without forcing strict methodology
No credit card required for free trial
Never sells user data
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
Ranger
SuccessionKeeper