A secure digital vault to organize your financial accounts, property and documents for your family
Personal finance app for people who'd rather live their life than balance a spreadsheet
Stage
Not given
Not given
Founded
Not given
Not given
Based in
GB
CA
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.
Monthly: $7.99 CAD/month. Annual: $69.99 CAD/year billed annually (save 27%), equivalent to $5.83 CAD/month. No credit card required for 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
50+ smart customizable categories
Split transactions across multiple categories
Custom automation rules for edge cases
Monthly AI email recap of spending habits
Subscription audit to find forgotten subscriptions
Year-over-year spending comparisons
Real-time balances across all accounts
90-day cash flow forecast
Face ID and fingerprint lock on mobile
CSV export anytime with no vendor lock-in
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
One honest price with every feature included, no tiers or add-ons
Bank-grade read-only security with no data selling or training
Full feature parity on web, iOS and Android with no stripped-down app
Unlimited accounts, transactions and household members included
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