A secure digital vault to organize your financial accounts, property and documents for your family
Budget, net worth, and profit tracking from your real accounts
Stage
Not given
Not given
Founded
Not given
Not given
Based in
GB
US
Pricing model
Paid
Free trial
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.
7-day free trial, no card needed. Then $6.99 USD per month or $59.99 USD per year, billed once.
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
Connect up to 5 banks with every account at each
Unlimited manual accounts, cars and properties
Budgets with pace tracking for the month
Transaction categories with rules that stick
Automatically detect recurring charges
Profit reports per car, rental or client ranked by earnings
Break-even and monthly cost tracking for each asset
Business-use percentage for mixed use vehicles
Export data as CSV for tax preparation
Two-factor sign-in and device management
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
Shows real figures from actual accounts, not estimates or projections
Profit tracking per car, rental or client that stays with your money accounts
Read-only access prevents any money transfers
Bank password never touches the servers
Price locked for life as long as you stay subscribed
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