Know what your cards will report before they report it
A secure digital vault to organize your financial accounts, property and documents for your family
Stage
Not given
Not given
Founded
Not given
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Based in
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GB
Pricing model
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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
Projects reported utilization before each statement closes
Learns each card's statement cycle from its own history
Counts recurring charges committed before the close
Per-card utilization thresholds with push alerts
Close date alerts a few days beforehand
Tracks recurring subscription charges
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
Counts recurring charges that will post before statement close
Built around statement close, not payment due date
Connects through Plaid without storing login credentials
Personal utilization thresholds drawn per card
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
Sonar
SuccessionKeeper