Master Your Digital Legacy & Financial Organisation

The all-in-one personal finance vault to inventory your world and protect your family’s future

The Private Wealth Vault (Individual Mode)

For the professional who values total autonomy and clean, visual dashboards.

A Manual Digital Inventory

Document your financial accounts and assets without linking a single bank account. Your data stays decoupled from the live web for maximum security.

Total Wealth Dashboard

See your entire financial footprint at a glance. By entering your holdings, you gain instant clarity on your assets across countries and currencies.

Zero-Link Privacy

We never ask for bank credentials. Without live links to financial providers, there is zero risk of "screen scraping" or unauthorised third-party access.

Secure Document Vault

A Master Index for all important documents. Your nominees will know exactly where the trail begins.

The Shared Household Roadmap (Family Mode)

For families who believe that transparency is the ultimate safety net.

Unified Wealth Oversight

In Family Mode, your account becomes a shared directory where partners see a combined view of the household's assets and instructions.

Eliminate "Discovery" Crisis

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.

Collective Resilience

One subscription covers your whole household. Use the collaborative space to ensure your legacy is organised and ready for a seamless handover.

Smart Security that Checks on You, not Your Bank Account

SuccessionKeeper puts your privacy and presence at the heart of your legacy, ensuring your data is protected by technology and guarded by your wellbeing

Custom Wellbeing Alerts

You define the account pulse. Define check-in intervals and the threshold for ignored prompts before your primary nominee is contacted.

Bank-Grade Encryption

Unlike automated trackers that break when passwords change, our system is low-maintenance. Your records stay accurate without depending on fragile bank APIs.

Maintenance-Free Records

Ownership made simple. Our low-maintenance system keeps records accurate because you control the data, independent of external platforms.

Planning Tools (Coming Soon)

Personalised tools to optimize your wealth today and preserve your legacy.

Smart Pension Calculators

Interactive scenarios for target goals, desired annual spend and "pension survival" to ensure your legacy lasts.

Net Wealth Tools

Planning financial tools to help you reach your financial peaks with greater efficiency and total privacy.

Our Privacy Boundaries

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.

Shape the Future of SuccessionKeeper

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.