A secure digital vault to organize your financial accounts, property and documents for your family
DIY retirement and financial planning with full tax detail and Claude AI assistance
Stage
Not given
Not given
Founded
Not given
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Based in
GB
Not given
Pricing model
Paid
Freemium
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.
Free tier: The whole planner and app including up to 4 plans with 12 scenarios each, tax engine, Monte Carlo analysis, and free trial of Claude connector. Plus tier: $100 USD per year with higher Claude connector limits.
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
Tax modeling down to lot-level cost basis with capital gains stacking
Income tax calculation for 41 states and DC with local tax support
Social Security modeling with earnings test and spousal benefits
Monte Carlo analysis with thousand trials from real market history
Claude AI integration for plan building and analysis
Roth conversion and withdrawal optimizer
Multi-scenario comparison with detailed scenario diffing
Real estate modeling with depreciation and rental property analysis
Family and household modeling with marriage, children, and moves
Income tracking for salary, RSUs, pensions, and Social Security
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
Tax-focused planning engine that models actual tax impacts at lot level
Claude AI integration that builds and updates plans via conversation
Free core planner with optional paid Claude connector tier
Variable spending model that adapts annually based on portfolio performance
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