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FutureVault is the industry-leader and award-winning AI-powered Digital Vault and Intelligent Document Processing (IDP) platform for financial services and enterprise wealth management, pioneering the Client Life Management Vaultâ„¢.
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AI-Powered Digital Vaults
Discover the power of FutureVault's award-winning AI Digital Vault platform for modern financial institutions, wealth enterprises, advisors, and clients.
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COMPANY OVERVIEW
FutureVault Snapshot
HEADQUARTERS
Toronto
HEADCOUNT
30+
NUMBER OF PATENTS
3 Granted
FUNDING (USD)
$31M
AUM OF PARTNER FIRMS
$850B+
PARTNER PROFESSIONALS
6,000+
LIVE VAULT ACCOUNTS
400k+
MONTHLY DOCUMENTS
1M+
FutureVault has allowed us to transform our document-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk.
Daniel Farmer
Founder & CEO, FigTree Financial Group