CONNECT WITH US
Fintech

Fintech

FinTech Capsafa launches free household financial organiser

Fintech Global logo

Published on

Add as a preferred source on Google
FinTech Capsafa launches free household financial organiser

Capsafa, a self-funded UK FinTech startup, has launched a free platform to help households organise their financial information and make it easier for relatives to access key records when needed.

The service allows users to consolidate details of bank accounts, investments, pensions, insurance policies and property in one place. Households can upload documents or record where physical copies are stored, set reminders for renewals and reviews, and create an Executor Pack containing a downloadable summary of their financial affairs.

The launch follows research commissioned by Capsafa which found that one in four UK adults were not confident their relatives could locate and understand their financial affairs without help. Conducted by OnePoll, the survey covered savings, bank accounts, investments and debts, highlighting the extent to which knowledge of household finances can be concentrated in one person.

Founder Dan Yorke, a financial services technology entrepreneur and broker who has worked in the sector since 1998, developed the platform after seeing incomplete documentation repeatedly delay applications at his mortgage and business finance brokerage.

Capsafa launched in September 2026 and is currently available to UK households at no cost. Its features bring together financial records, property details, policies, supporting documents, relevant contacts and renewal dates. The business has been self-funded to date and intends to introduce optional premium features and commercial partnerships to generate revenue. Core services, including Trusted Contacts and the Executor Pack, will remain free.

The company is also seeking partnerships with mortgage brokers, financial advisers, accountants and will-writing firms to introduce the organiser to their clients.


Source link
Related Topics:Fintech

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We TheMorningPulse.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It's possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.