A secure digital vault to organize your financial accounts, property and documents for your family
Know where your money goes
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.
2 months free trial, then $9.99/month (USD)
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 bank accounts securely with Plaid read-only access
Automatic transaction tracking and categorization
Monthly and yearly budgets with real-time updates
Transaction review queue to approve and categorize spending
Shared household access with Edit and View permissions
Savings goals tracking shared with household
Recurring subscription detection and price change alerts
Free loan calculator for any amount and rate
Can I afford it feature checks purchase against available funds
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
Automatically updates budget as transactions sync in real time
One shared place for entire household instead of multiple apps and spreadsheets
Read-only bank access means Savenello cannot move money
Designed specifically for couples and families with shared finances
SuccessionKeeper
Savenello