Vigil provides a continuously updated, AI‑driven protocol that maps, audits, and monitors a household’s entire financial ecosystem. It surfaces actionable questions for family members and professionals, and offers verified runbooks for scenarios like travel or emergencies, ensuring critical information is always accessible and coordinated. By turning fragmented accounts and policies into a single living picture, Vigil helps users maintain control over complex financial lives.
Funding
Funding not disclosed
Founders
Product
Problem
Households with multiple accounts, policies, and professional advisors often rely on static documents or fragmented records, making it difficult to keep financial information up to date and coordinated. This can lead to gaps, missed actions, and uncertainty, especially during life events or emergencies.
Solution
Vigil offers an AI‑driven platform that continuously maps, audits, and monitors a household’s entire financial ecosystem. The system generates insight prompts for family members and advisors, enabling collaborative review and regular check‑ins. Pre‑tested, verified runbooks can be activated for specific events, such as travel, ensuring that critical information and actions are ready when needed. By maintaining a living, verifiable protocol, Vigil replaces outdated “blue folder” backups with a dynamic, always‑current financial picture.
Target Audience
Vigil is designed for financially complex households—typically high‑net‑worth families, couples, or individuals who manage multiple assets and rely on advisors.
Features
- Automated mapping of all financial accounts, policies, and professional relationships into a unified view
- AI‑generated audit questions that surface gaps and prompt collaborative resolution without providing advice
- Continuous monitoring with scheduled check‑ins for households and advisors to keep information current
- Verified runbooks that can be activated for predefined scenarios, tested in advance for reliability
- Shared workspace that allows family members and professionals to collaborate in real time on financial tasks