FutureVault

FutureVault is a digital vault and secure document exchange solution helping institutions and firms digitise their business, transform document handling, and improve the digital client experience.

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Products and services

FutureVault offers a white-label solution that transforms how organisations manage, store, and deliver client documents and statements, onboard and retain clients, onboard and retain advisors, and manage compliance and audit readiness.

About the business

The company's software lets users digitally deposit, store, collaborate and manage financial, legal, and personal documents, enabling institutions, advisors, and clients to manage information better, together.

History

Headquartered in Toronto, Canada, the company was founded in 2015 by Brad Rosenberg, Scott Paterson and Michael Bradley.

About the owners and the team

The company raised an undisclosed amount of Series B venture funding from Paterson Partners on June 1, 2021. The small team is led by Daniel Kenny, CEO.

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