A secure digital vault to organize your financial accounts, property and documents for your family
Budgeting and debt payoff planner with no bank linking and no data selling
Stage
Not given
Not given
Founded
Not given
Not given
Based in
GB
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Pricing model
Paid
Not given
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 plan: 2 accounts, 5 debts, 1 property, no card required. Home plan: $5.99/month.
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
Avalanche, snowball, or custom debt payoff order
Projected debt-free date
Financial forecasting up to ten years out
Overdraft warnings months in advance
Bank and credit card statement upload
No bank account connection required
Two-factor authentication and encryption
Consolidation offer calculator
Household sharing of financial books
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
No bank account linking – you enter numbers, not credentials
Price locked in for life – no rate increases
Reads bank statements to eliminate manual data entry
Actual debt-free date instead of vague projections