FutureVault continues to solidify its leadership in the WealthTech industry, earning a fourth consecutive Excellence Awardee recognition for WealthTech Service Provider of the Year for the 2025 Wealth Professional Awards.
Key Highlights:
- FutureVault named an Excellence Awardee for “WealthTech Service Provider of the Year” at the 11th Annual 2025 Wealth Professional Awards
- Fourth consecutive year FutureVault has received this prestigious recognition
- Recognized for delivering secure, audit-ready Digital Vault infrastructure to financial institutions and wealth management firms
- Differentiated by the use of private LLMs and AI-powered Intelligent Document Processing that enables contextual data extraction and automation at scale
- FutureVault is trusted by leading enterprises, dealers, broker-dealers, RIAs/independent advisor teams, and MFOs across North America
Toronto, ON — March 31, 2025 — FutureVault, the category-leading provider of AI-powered Digital Vault solutions purpose-built for financial services and wealth management institutions, has once again been named an Excellence Awardee for WealthTech Service Provider of the Year in the 11th annual 2025 Wealth Professional Awards (WPAs). This marks the fourth consecutive year that FutureVault has been honored in this category, demonstrating FutureVault’s impactful involvement within the Wealth Management and WealthTech space as a recognized industry leader.
“Our team is incredibly honored to receive this recognition for the fourth consecutive year by Wealth Professional Canada. This stands as a true testament to the level of excellence and innovation behind the FutureVault platform,” commented Kristian Borghesan, Chief Marketing Officer at FutureVault.
“This year’s nomination reflects the trust and partnership we continue to build with our clients, and our commitment to delivering transformative technology. Our advancements in Intelligent Document Processing and AI are changing how advisors and firms work with data inside documents — unlocking insights, reducing friction, and elevating the client-advisor relationship,” commented Daniel Kenny, CEO of FutureVault.
The Wealth Professional Awards, presented by Wealth Professional Canada and supported by the Canadian ETF Association, celebrate outstanding service, innovation, and excellence in Canada’s wealth management industry. The “WealthTech Service Provider of the Year” award specifically recognizes technology partners delivering exceptional solutions that drive success for advisors and their clients. See the full list of categories and this year’s Excellence Awardees in their respective categories here.
FutureVault’s secure Digital Vault platform continues to deliver enterprise-level solutions that solve critical document and information management challenges for Enterprise, Lines of Business, Advisors, and Clients. By providing a robust infrastructure for automation, aggregation, organization, and secure collaboration, FutureVault enables financial institutions and advisor teams to significantly reduce operational complexity and compliance risk, while materially enhancing the client experience via delivering a new Advisor-Client relationship paradigm.
At the core of FutureVault’s platform innovation is the deployment of Intelligent Document Processing (IDP) powered by private Large Language Models (LLMs) and context-aware AI. This powerful capability transforms how firms and advisors interact with documents by extracting and leveraging rich contextual data previously buried within files — data that traditionally required extensive manual effort or remained unused altogether.
By automating the capture, classification, and contextual tagging of data within documents, FutureVault’s IDP engine provides unmatched operational efficiencies, data accuracy, and strategic value for firms, advisors, and for investor clients. This unlocks new opportunities for proactive client engagement, streamlined back-office workflows, and meaningful business intelligence that was previously inaccessible or underutilized.
Winners of the 2025 Wealth Professional Awards will be announced at the Gala event on June 5th, 2025, at the Liberty Grand in Toronto.
About FutureVault
FutureVault is pioneering the Client Life Management Vault™, providing an AI-powered Digital Vault Platform-as-a-Service driving Intelligent Document Processing for financial institutions, wealth enterprises, advisors, their clients as well as management, operations and compliance executives. FutureVault redefines how utilizing documentation and its embedded data via our Digital Vault platform is transforming enterprise workflow and the Advisor/Client relationship.
FutureVault automates, aggregates, and centralizes client, advisor, and enterprise documentation (and data embedded within documentation) via bi-directional integrations and connections with other wealth tech providers. Data is extracted from documents in real time by leveraging private LLMs and OCR technology, where it is then accessible and utilized across the enterprise for various workflow and use cases, including sending critical document-data to an enterprise CRM or other data bases. Our patented collaboration paradigm optimizes outcomes with trusted internal and external parties.
FutureVault is certified as SOC 2 Type II and PCI DSS compliant and recognized as a 5-star WealthTech provider and a Top 100 Global WealthTech Innovator.
