A secure digital vault to organize your financial accounts, property and documents for your family
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Stage
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Founded
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Based in
GB
US
Pricing model
Paid
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Pricing
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.
Manual: Free forever. Plus: $4.99/month, $11.99/quarter, or $39.99/year with 14-day free trial.
Key features
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
Free manual budgeting with no account required
Read-only bank sync through Plaid
Automatic transaction categorization
Budget tracking by category
Bills and subscription detection
Spending leak detection
Savings goals tracking
Statement import from multiple formats
Import history from Mint and other apps
What makes it different
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