FutureVault offers a digital vault platform that automates, aggregates and centralizes client, advisor, and enterprise documentation via bi-directional integrations with other wealth tech providers. The platform extracts data from documents in real time using private LLMs and OCR technology and makes that data accessible across the enterprise for workflows such as feeding enterprise CRMs and databases. Its patented collaboration paradigm and document-data intelligence aim to deliver value to advisors, clients, management, operations and compliance executives. The company plans to accelerate development of new product functionality to enhance enterprise/advisor/client relationships and to enhance the use of AI and large language models in its platform. FutureVault also intends to drive further advancements in workflow automation to deliver ROI for current and prospective customers and partners. To support these plans it raised incremental capital, bringing its total funding since inception to US $31M.

Total raised

$3M

Funding rounds

1

Latest round

Equity

Latest activity

Mar 2025