A secure digital vault to organize your financial accounts, property and documents for your family
Track charitable donations and maximize tax deductions with organized records and tax-ready reports
Stage
Not given
Startup
Founded
Not given
2025
Based in
GB
US
Pricing model
Paid
Free
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.
Not given
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
Photo receipt capture that automatically reads and fills in donation details
IRS compliance checking for deductible donations
Tax report generation with PDF, spreadsheet, TurboTax import, and receipt archive
Community feed to follow friends and discover campaigns
Privacy controls with private, followers-only, and public sharing options
Goal tracking by amount, cause, number of gifts, or organization
Dashboard showing total giving, tax savings, goal progress, and impact history
IRS-registered charity search and lookup
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
2026 tax deduction: tracks up to $1,000 cash gifts for standard deduction filers
Automatic receipt reading and donation data extraction
Complete tax filing integration with TurboTax import
Social community for charitable giving discovery and tracking
SuccessionKeeper
DonateMate