A secure digital vault to organize your financial accounts, property and documents for your family
Canadian credit card rewards optimizer that matches every expense to the right card using cap-aware algorithms
Stage
Not given
Startup
Founded
Not given
Not given
Based in
GB
CA
Pricing model
Paid
Freemium
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 Core: $0/month. Pro Automator: $7.99 CAD/month or $79.99 CAD/year (billed annually, saving 16%)
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
Automated bank sync via Plaid with read-only access
50+ Canadian credit cards from major issuers
Custom point valuations for Aeroplan, AMEX MR, and Scene+
Max AI strategist for conversational credit card advice
CSV exports and tax-time breakdowns
12-month spending and cap history tracking
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
Only optimizer built specifically for Canadian card spending caps and reward structures
100% mathematically neutral recommendations with no affiliate bias
Dynamically reallocates spending when card caps are hit
SOC2-compliant Plaid integration with zero password storage
Free tier provides full cap-aware optimization at no cost
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