Memoa Vault provides family offices and estate professionals with a centralized, object-level record of tangible personal property, capturing identity, provenance, valuation, location, and family intent. The platform logs every action to a tamper-proof audit trail and documents over 16,000 physical objects, reconciling appraisal reports and insurance schedules against a family's inventory to surface coverage discrepancies. It offers complete data portability through photo-rich PDF reports, a complete archive, and API access for integration into broader technology stacks.
Funding
Funding not disclosed
Founders
Product
Problem
Family offices and estate professionals lack a centralized, structured record for tangible personal property across residences, entities, and generations. This fragmentation creates significant challenges in identity and provenance tracking, insurance coverage, valuation reconciliation, and preserving family knowledge and intent. Discrepancies between appraisal reports, insurance schedules, and actual inventory often go undetected, creating risk for wealth and risk management.
Solution
Memoa Vault provides an object-level record system that captures every detail of physical assets including identity, provenance, ownership context, documents, media, valuation, location, family knowledge, and lifecycle history. The platform reconciles appraisal reports and insurance schedules against the family's inventory to surface changed values, missing objects, unmatched records, and coverage discrepancies without making decisions about which record is correct. It allows deployment to begin at any stage, using photographs, existing spreadsheets, appraisal files, insurance schedules, or a single collection. Every action is logged to a tamper-proof audit trail, providing institutional-grade security while maintaining family-level control.
Target Audience
Primary customers are family offices, multi-family offices, wealth management institutions, trust companies, estate planning professionals, and appraisers who need to manage and preserve records of tangible personal property across time.
Features
- Object-level records capturing identity, provenance, ownership context, documents, media, valuation, location, family knowledge, and lifecycle/service history
- Tamper-proof audit trail logging every action for complete accountability and transparency
- Automated reconciliation of appraisal reports and insurance schedules against inventory to surface changed values, missing objects, unmatched records, and coverage discrepancies
- Permissioned access controls enabling collaboration across planning, appraisal, insurance, and estate professionals
- Data portability through photo-rich PDF reports, complete archive exports, and structured API access
- Enterprise-grade security architecture designed for multi-family offices and global wealth management institutions