MEMOA VAULT

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Sample vault records · every action logged to a tamper-proof audit trail

BUILT FOR FAMILY OFFICES, TRUSTS & ESTATES

The System of Record for Physical Wealth.

Memoa Vault maintains the object-level record for significant physical assets across the family enterprise — what each object is, where it is, the documentation behind it, valuation and insurance history, ownership context, and the family knowledge that should persist with it.

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FOX

Technology Resource
Partner

16,000+

Families & individual users

200,000+

Physical objects documented

Featured in

WealthManagement.com

Yahoo Finance

THE PROBLEM

The financial stack stops at the object.

Family offices have sophisticated systems for investments, accounting, entities, and reporting. Significant physical assets often sit underneath those systems as aggregate values while the object-level record remains distributed across appraisals, insurance schedules, photographs, specialists, spreadsheets, and family knowledge.

An accounting platform may know an LLC holds $8 million of art. Memoa maintains the records for the individual works underneath that number.

Identity & Provenance

Photos, identifying information, supporting evidence, acquisition history.

Insurance

Coverage records, schedules, reconciliation and exceptions.

Ownership & Entity Context

Households, trusts, LLCs and other structures associated with the object.

Documents & Media

Multiple photographs, certificates, titles, invoices, condition reports, videos.

Valuation & Appraisal

Current values, appraisal history, source documents, staleness tracking.

Location

Residence, storage, loan, freeport, or other physical location.

Family Knowledge & Intent

Voice notes, stories, context and recorded family intentions.

Lifecycle & Service History

Active, sold, donated, retired, and configurable lifecycle statuses with service and maintenance history.

PLATFORM

One object. One persistent record.

Every significant physical asset gets a structured, living record that connects every fact, document, and relationship around it.

IMPLEMENTATION

Start with an inventory. Grow into the institutional record.

Start with an inventory.
Grow into the institutional record.

Memoa does not require a family office to redesign its operating model before getting started. A deployment can begin with photographs, an existing spreadsheet, appraisal files, insurance schedules, or a single collection.

Capture

Photos
Mobile scan
Documents
Spreadsheets

Photos Mobile scan Documents
Spreadsheets

Organize

Objects
Locations
Collections
Family notes

Objects Locations Collections
Family notes

Operate

Appraisals
Insurance
Entities
Service history

Appraisals Insurance Entities
Service history

Institutionalize

Permissions
SSO
Audit
API & reporting

Permissions SSO Audit
API & reporting

RECONCILIATION

Compare the record against the documents around it.

Once the object-level record exists, Memoa can reconcile appraisal reports and insurance schedules against the family's inventory to surface changed values, missing objects, unmatched records, and coverage discrepancies.

Memoa does not decide which record is correct. It shows the office where two versions of reality disagree.

BUILT FOR THE PEOPLE WHO PROTECT FAMILIES

Infrastructure for the professionals responsible for physical assets.

Memoa is not a consumer app with an institutional extension. It is infrastructure for the professionals who need visibility into the asset class nobody tracks.

FAMILY OFFICES

The object-level record across the enterprise.

Maintain the record across residences, entities, collections, professionals, and generations.

TRUST & ESTATE

The document that finally exists.

Preserve the documentation, context, and family intent surrounding tangible personal property.

ESTATE & HOUSEHOLD MANAGEMENT

The operational inventory.

Create and maintain the operational inventory across residences and collections.

WEALTH & RISK

Permissioned access to the record.

Work from permissioned records relevant to planning, appraisal, and insurance.

DATA PORTABILITY

The record belongs to the family.

PDF Reporting

Photo-rich inventory reports with object details, locations, appraisal and insurance information, and family knowledge where permissioned.

Structured Export

CSV and Excel exports covering asset inventory, appraisal schedules, insurance schedules, and entity-oriented data.

Complete Archive

Encrypted, self-contained export of records, documents, photographs, voice recordings, and audit information retainable independently of Memoa.

API Access

Structured API access for integration with the family office's broader technology stack.

DATA PORTABILITY

The record belongs to the family.

PDF Reporting

Photo-rich inventory reports with object details, locations, appraisal and insurance information, and family knowledge where permissioned.

Complete Archive

Encrypted, self-contained export of records, documents, photographs, voice recordings, and audit information retainable independently of Memoa.

Structured Export

CSV and Excel exports covering asset inventory, appraisal schedules, insurance schedules, and entity-oriented data.

API Access

Structured API access for integration with the family office's broader technology stack.

AS FEATURED IN

WealthManagement.com

Memoa Vault, an AI Tool for Recording Client Valuables, Also Provides a Touch Point

Memoa Vault is building the system of record for significant physical assets, using AI-assisted intake to structure and preserve more than 200,000 items across 15,000+ individuals and families worldwide.

Davis Janowski
Senior Technology Editor · July 2026

Read the Article

Institutional evaluations are underway with multi-family offices and global wealth management institutions, alongside active engagement from trust companies, estate planning professionals, appraisers, and other specialists responsible for physical assets over time.

AS FEATURED IN

WealthManagement.com

Memoa Vault, an AI Tool for Recording Client Valuables, Also Provides a Touch Point

Davis Janowski
Senior Technology Editor · July 2026

Read the Article

SECURITY ARCHITECTURE

Enterprise-grade security. Family-level control.

Every record is protected by the infrastructure families and institutions require.

AES-256 Encryption

Every photo, record, and document is encrypted at rest and in transit.

Authentication & SSO

Auth0-based authentication with MFA, biometric access, and SAML-based SSO for institutional deployments.

Tamper-Evident Audit Trail

Every action is permanently logged. No entry can be modified or deleted by anyone, including Memoa.

Granular Access Control

Role-based and object-scope permissions. Share specific records with specific professionals.

AI Data Practices

Customer data is not used to train shared models, improve models for other customers, or create cross-customer datasets.

SOC 2 Type II

SOC 2 Type II compliance in progress. AWS and MongoDB Atlas infrastructure with applicable security controls.

Security architecture, access controls, AI data practices, infrastructure, and business continuity documentation available for qualified institutional evaluations.

Request Security Package

SECURITY ARCHITECTURE

Enterprise-grade security. Family-level control.

Every record is protected by the infrastructure families and institutions require.

AES-256 Encryption

Every photo, record, and document is encrypted at rest and in transit.

Tamper-Evident Audit Trail

Every action is permanently logged. No entry can be modified or deleted by anyone, including Memoa.

AI Data Practices

Customer data is not used to train shared models, improve models for other customers, or create cross-customer datasets.

Authentication & SSO

Auth0-based authentication with MFA, biometric access, and SAML-based SSO for institutional deployments.

Granular Access Control

Role-based and object-scope permissions. Share specific records with specific professionals.

Security architecture, access controls, AI data practices, infrastructure, and business continuity documentation available for qualified institutional evaluations.

Request Security Package

SOC 2 Type II

SOC 2 Type II compliance in progress. AWS and MongoDB Atlas infrastructure with applicable security controls.

FOR FAMILY OFFICES & PROFESSIONALS

Institutional access is provisioned directly.

Memoa Vault gives estate professionals, family offices, and wealth advisors structured visibility into the physical assets their clients own. Schedule a walkthrough with our team.

Family offices

Estate & trust

Wealth management

For advisor and institutional inquiries: shreya@mymemoa.com

GET STARTED

Start with what matters most.

Your first three items take less than five minutes. Everything after that is protecting your family's future.

Download on iOS

Download on Android

Privacy · Security · Terms · Contact

FOR FAMILY OFFICES & PROFESSIONALS

Institutional access is provisioned directly.

Memoa Vault gives estate professionals, family offices, and wealth advisors structured visibility into the physical assets their clients own. Schedule a walkthrough with our team.

Family offices

Estate & trust

Wealth management

For advisor and institutional inquiries: shreya@mymemoa.com

GET STARTED

Start with what matters most.

Your first three items take less than five minutes. Everything after that is protecting your family's future.

Download on iOS

Download on Android

Privacy · Security · Terms · Contact