FutureVault
AI-powered Digital Vault and IDP platform for financial services, pioneering Client Life Management Vault™ with private LLMs for enterprise wealth management automation.
Overview
FutureVault provides enterprise-grade digital vault solutions combining secure document management with intelligent document processing for highly regulated industries. Founded in Toronto by G. Scott Paterson (Executive Chairman), Brad Rosenberg, and Michael Bradley, the company has evolved from document storage to AI-powered workflow automation.
The platform leverages private Large Language Models, OCR, and NLP to extract critical data from financial documents and automate compliance workflows. In March 2025, FutureVault secured $3 million in equity funding, bringing total funding to $3.5 million to support enterprise expansion.
FutureVault achieved SOC 2 Type II certification in September 2021 following an Ernst & Young audit, validating enterprise security standards. The company was granted its first USPTO patent in 2021 for AI-driven Auto-Filing capability, establishing IP protection for core IDP technology.
In August 2024, FutureVault integrated private LLMs into its Digital Vault Platform, enabling contextualized document summaries and automated workflow triggers. This AI pivot expanded capabilities beyond traditional document storage to intelligent data extraction and process automation.
In January 2026, Paterson was appointed Chairman of The FUTR Corporation while maintaining his FutureVault Executive Chairman role. FUTR Corporation, which completed its public listing in Spring 2025 after incubation as a FutureVault division, is developing the FUTR Agent App for consumer data monetization using IDP technology.
Key Features
- Client Life Management Vault™: Long-term secure digital repository extending beyond financial documents
- Private LLM Integration: AI-powered document intelligence with contextualized summaries and keyword detection
- Multi-Tiered Architecture: Enterprise, Advisor, Household, and Client vault layers with role-based permissions
- Patented Auto-Filing: USPTO-protected AI-driven document classification and routing
- Document Package Automation: Bulk distribution of tax packages, statements, and reports at enterprise scale
- Real-Time Data Extraction: Critical data surfacing for CRM integration and workflow automation
- Fiduciary Audit Trails: Comprehensive logging for regulatory compliance in financial services
- Enterprise Line of Sight: Real-time dashboards monitoring vault activity and compliance events
Use Cases
Enterprise Wealth Management Automation
Financial institutions deploy FutureVault to automate high-volume document distribution including tax packages, account statements, and performance reports. The IDP engine extracts maturity dates, policy details, and financial values to power enterprise reporting and regulatory compliance workflows.
Advisor-Client Digital Onboarding
Advisors leverage secure document collection using digital checklists and automated requests, eliminating email-based workflows. The Client Life Management Vault™ provides clients with lifelong digital repositories that strengthen multi-generational relationships beyond investment management.
Document Intelligence & Compliance
Organizations extract actionable intelligence from Wills & Trust Agreements, Term Life Insurance Policies, and Financial Plans using private LLMs and OCR technology. Real-time data extraction integrates with CRMs and data lakes for compliance monitoring and strategic decision-making.
Technical Specifications
| Feature | Specification |
|---|---|
| Deployment | Cloud-based SaaS platform (white-label available) |
| AI Technology | Private LLMs, NLP, machine learning, computer vision |
| OCR Capabilities | Advanced OCR and ICR for structured and unstructured documents |
| Architecture | Multi-tiered (Enterprise, Advisor, Household, Client layers) |
| API Integration | 1,000+ RESTful API endpoints, Swagger documentation |
| Integration Partners | 7,000+ third-party tools including CRMs, PMPs, custodians |
| Security & Compliance | SOC 2 Type II, PCI DSS, institutional-grade encryption |
| Authentication | Multi-Factor Authentication (MFA) |
| Access Control | Patented multi-tier role-based permissioning |
| Scalability | Enterprise-grade supporting hundreds of thousands of active vaults |
| Data Extraction | Real-time extraction using AI and private LLMs |
Resources
- Company Website
- Platform Overview
- Intelligent Document Processing Guide
- Integration Ecosystem
- Security & Compliance
- Customer Testimonials
- News & Press Releases
Contact Information
- Website: futurevault.com
- Platform Overview: futurevault.com/platform
- IDP Documentation: futurevault.com/platform/intelligent-document-processing
- Headquarters: Toronto, Ontario, Canada
- Company Profile: Crunchbase
