A secure digital vault to organize your financial accounts, property and documents for your family
One number for spending
Stage
Not given
Not given
Founded
Not given
Not given
Based in
GB
US
Pricing model
Paid
Paid
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.
$9.99/month or $69.99/year, first month free. No free tier. Billed through Apple App Store.
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
One weekly safe-to-spend number calculated from bills and savings goals
Automatic transaction tracking and categorization via Plaid
AI assistant Bob for personalized spending guidance
Leak detection to catch recurring habits and duplicate charges
Explanation of why your spending number changes
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
Simplicity - one number instead of complex category budgets
No manual categorization or maintenance required
AI-powered personalized coaching with Bob
Read-only bank connections that never store credentials
SuccessionKeeper
Pace