The private vault for premium client experiences
The partner program for businesses that serve high-value clients.
Private AI intelligence for every client document
Instant Intelligence
Turn client documents into client intelligence
Plain language queries across every policy, statement, and record
Cross-document connections and knowledge graph
Critical information captured from emails, scans, and attachments
Find any information in seconds instead of hours. MyVault doesn't just store, it understands.
Proactive Assistance
AI agents that work before anyone asks
Specialized agents continuously monitor documents for gaps, risks, and opportunities
Proactive alerts on renewals, expirations, and missing information
Actionable insights delivered to clients and visible to your team
Documents change. Policies lapse. Deadlines pass. MyVault's agents catch what people miss and surface it before it becomes a problem.
Privacy-Powered Sharing
Privacy that makes you the trusted choice
Client data stays private, from upload to insight
Built for the regulatory standards your industry demands
Transparent controls that strengthen client confidence
When your clients trust the vault, they trust you more. MyVault makes privacy a reason to partner, not a risk to manage.
Who we partner with
Wealth management firms
Succession planning, legacy management, and long-term financial health all depend on organized documents. MyVault gives your clients a secure, intelligent place for everything behind every plan.
Financial advisors
A complete financial picture requires more than portfolio data. MyVault keeps your clients' documents organized, current, and accessible, so every conversation starts with full context.
Family offices
Multiple generations, multiple entities, one place for all of it. MyVault gives family offices a private, structured hub for the documents that hold a legacy together.
Luxury service providers
Premium clients expect premium experiences everywhere. MyVault meets that standard with a branded, AI-powered vault they'll actually use.
A new category of value for your clients
Offer something your competitors don't. A private AI vault that organizes, analyzes, and protects your clients' most important documents.
Relationships that compound over time
The more your clients use the vault, the more indispensable you become. This isn't a one-time perk. It's a layer of value that deepens with every document.
A seat at the table while we build
MyVault is in active development. Early partners don't just get access first. They get direct input into what gets built next.
Designed around the way you serve clients
Your clients, your relationship
MyVault supports your client relationship. It never replaces it, competes with it, or gets in the way.
Privacy they can feel
Clients trust you more when the tools you recommend respect their data. MyVault is built on that principle.
Value that grows with usage
Every document uploaded makes the vault more useful. The longer clients use it, the harder it is to leave.
No development required
You don't need to build, host, or maintain anything. MyVault handles the product. You handle the relationship.
Get started with MyVault for partners
We're in development and having early conversations with potential partners now. Subscribe and we'll share progress as we build.
