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SuccessionKeeper vs Evibe

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

SuccessionKeeper compared with Evibe
DetailSuccessionKeeper logo SuccessionKeeperEvibe logo Evibe
What it doesA secure digital vault to organize your financial accounts, property and documents for your family Apple-native portfolio tracker for stocks, ETFs, crypto and 17 asset classes with real-time quotes, AI analysis and broker sync
StageNot given Not given
FoundedNot given Not given
Based inGB ES
Pricing modelPaid Freemium
PricingMonthly 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. Free plan with 1 portfolio, up to 50 holdings, 1 watchlist, real-time quotes, AI statement import (CSV, Excel, PDF), 2 alerts and 1 screener. Premium at $9.99/month or $99.99/year (billed annually), with unlimited portfolios, holdings, watchlists, broker sync, AI analysis and all features. 7 days of
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
  • Real-time streaming quotes from 40+ global exchanges
  • Broker sync with 1,000+ banks and brokers across US, Canada, Europe and crypto exchanges
  • AI statement import from CSV, Excel and PDF files
  • Portfolio and stock analysis with AI health score and grades
  • Connect to ChatGPT, Claude and Gemini via private MCP endpoint
  • Track 17 asset classes including stocks, ETFs, crypto, bonds, real estate, art, vehicles and more
  • Stock screeners on 60+ fundamentals with saved filters and alerts
  • Multi-currency portfolios with historical FX rates
  • Dividend tracking with executed, declared and estimated dividends
  • Live Activity on lock screen, Dynamic Island, widgets and menu bar ticker for Mac
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
  • Read-only broker connection that never moves money or sees passwords
  • AI that understands your portfolio with data-driven grades and cited sources
  • Daily AI-generated investment ideas stress-tested with downside cases
  • Web app available at demo.evibe.com and app.evibe.com with no install required
Community votes00
DR (Domain Rating by Ahrefs)9 no change since last check34 no change since last check
Trust Flow (Majestic)79
Citation Flow (Majestic)2325
Referring domains (Majestic)3645

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