Memoa Vault
Memoa Vault provides an object-level record system for tangible personal property, capturing identity, provenance, valuation, location, and family knowledge across residences and generations. The platform reconciles appraisal reports and insurance schedules against inventory to surface discrepancies, with every action logged to a tamper-proof audit trail. It serves family offices, trust companies, estate professionals, and appraisers managing significant physical assets.
- Software Only
- Artificial Intelligence
- Enterprise Software
Funding
Founders
Founder details are not available yet.
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. The record remains portable and usable across the professional systems already in place, serving as the object-level record layer beneath the family office technology stack.
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-evident audit trail logging every action; no entry can be modified or deleted by anyone, including Memoa
- Automated reconciliation of appraisal reports and insurance schedules against inventory to surface changed values, missing objects, unmatched records, and coverage discrepancies
- Granular access control with role-based and object-scope permissions, enabling collaboration across planning, appraisal, insurance, and estate professionals
- Data portability through photo-rich PDF reports, CSV/Excel structured exports, encrypted complete archives, and structured API access
- Enterprise-grade security with AES-256 encryption at rest and in transit, Auth0-based authentication with MFA and SAML SSO, and SOC 2 Type II compliance in progress
- AI data practices ensuring customer data is not used to train shared models or create cross-customer datasets