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
Freemium
Paid
Pricing
Free tier with limited AI usage; Pro $17/mo billed annually or $20/mo monthly; Max $200/mo
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
Connect over 12,000 US banks and brokerages
Connect crypto exchanges and self-custody wallets
Track physical assets with live market data valuation
Real-time financial insights via call, chat, or email
Read-only access with no ability to move money
SOC 2 Type II certified encryption
Mobile-first web experience
AI-powered financial analysis connected to real accounts
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 investors specifically for investors
AI answers questions using your real numbers, not generic examples
Institutional-grade analysis in real time, 24/7
Combines account aggregation with AI financial insights
Secure with encrypted data and no credential storage
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
Silvia
SuccessionKeeper