The all-in-one personal finance vault to inventory your world and protect your family’s future
For the professional who values total autonomy and clean, visual dashboards.
Document your financial accounts and assets without linking a single bank account. Your data stays decoupled from the live web for maximum security.
See your entire financial footprint at a glance. By entering your holdings, you gain instant clarity on your assets across countries and currencies.
We never ask for bank credentials. Without live links to financial providers, there is zero risk of "screen scraping" or unauthorised third-party access.
A Master Index for all important documents. Your nominees will know exactly where the trail begins.
For families who believe that transparency is the ultimate safety net.
In Family Mode, your account becomes a shared directory where partners see a combined view of the household's assets and instructions.
Don't leave your family guessing during a crisis. A shared inventory ensures that your spouse or children have a clear map of all important information.
One subscription covers your whole household. Use the collaborative space to ensure your legacy is organised and ready for a seamless handover.
SuccessionKeeper puts your privacy and presence at the heart of your legacy, ensuring your data is protected by technology and guarded by your wellbeing
You define the account pulse. Define check-in intervals and the threshold for ignored prompts before your primary nominee is contacted.
Unlike automated trackers that break when passwords change, our system is low-maintenance. Your records stay accurate without depending on fragile bank APIs.
Ownership made simple. Our low-maintenance system keeps records accurate because you control the data, independent of external platforms.
Personalised tools to optimize your wealth today and preserve your legacy.
Interactive scenarios for target goals, desired annual spend and "pension survival" to ensure your legacy lasts.
Planning financial tools to help you reach your financial peaks with greater efficiency and total privacy.
To ensure your absolute security, SuccessionKeeper is built with intentional limits:
− We are not an investment platform: we never hold, manage, or move your money.
− We are not a budget app: we don’t track your daily spending or read your transactions.
− We do not connect to providers: we never ask for your login credentials or "Open Banking" access.
− We are a "Zero-Access" vault: we cannot see your data, nor do we provide legal or financial advice.
The roadmap
At SuccessionKeeper, we don't build in a vacuum. We believe the best tools are co-created with the people who use them. See the full list of development features in our app. Your vote decides what we launch next.
Build it with us