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FutureVault is an award-winning AI-Powered Digital Vault and Intelligent Document Processing (IDP) platform for financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vault™.
OUR PEOPLE
Nice to meet you.
With strong industry expertise and collective experiences spanning financial services, technology, sales, and marketing, our team is focused on delivering innovative experiences and committed to helping institutions and enterprises transform their enterprise, advisor, and client value propositions.
Trusted by global brands
Leadership Team
Board of Directors
Advisory Board
EXECUTIVE TEAM
Meet our Executives
Caroll Simmons
VP, Customer Success
View Bio + 
Nicole Kotyk
Chief Vault Master
View Bio + 
BOARD OF DIRECTORS
Meet our Board Members
ADVISORY BOARD
Our Advisors
BY THE NUMBERS
Committed to helping great organizations do more .
350,000+
CLIENT VAULT ACCOUNTS
$800B+
AUM OF PARTNER FIRMS
6,000+
PARTNER PROFESSIONALS
$800B+
AUM OF PARTNER FIRMS
6,000+
PARTNER PROFESSIONALS
Scale compliance, operations, and deliver a new value paradigm with FutureVault
“The Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve compliance. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.”
Christopher Enright
Executive Vice President, Co-Head of Wealth Canada (CI Financial Corp.)
