MemoryBanc
- Company typePrivate
- Founded2011
- HeadquartersMcLean, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
MemoryBanc firmographics
Firmographics- Name
- MemoryBanc
- Legal name
- MemoryBanc
- Website
- https://memorybanc.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where MemoryBanc is headquartered
LocationHeadquarters
- HQ city
- McLean
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
MemoryBanc business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Daily Money Management Services: Ongoing professional services for bill pay, mail sorting, account reconciliation, tax organization, financial documentation, cash flow management, home maintenance scheduling, medical insurance claims support, and executor/probate support. Services are provided on weekly, monthly, or as-needed basis with in-home support.
- Financial Advocacy and Fiduciary Services: Serving as Durable Power of Attorney (POA), Trustee, Personal Representative/Executor, and court-appointed Conservator for clients who need professional representation in financial affairs.
- MemoryBanc Register Products: Sale of workbook, register binder, and digital PDF files for personal document organization. Products available through Amazon and the company's own e-commerce storefront.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | MemoryBanc Workbook |
| One time/ perpetual license | Pay-as-you-go | MemoryBanc Register Binder Edition |
| One time/ perpetual license | Pay-as-you-go | MemoryBanc Register Digital Files |
| Other | Pay-as-you-go | Life Planning Workshop Pricing (2013) |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
MemoryBanc product offering
Product offeringCore offering
MemoryBanc is a professional services firm that provides daily money management (bill pay, mail sorting, account reconciliation, tax organization, cash flow management, healthcare claims, executor/probate support) and fiduciary services (Durable Power of Attorney, Trustee, Personal Representative/Executor, court-appointed Conservator) to individuals, families, and retirees. The firm also sells the MemoryBanc Register—a workbook, premium binder, and digital PDF system—for personal document and financial organization, with $1M+ identified or recovered for clients across 500+ customers served.
Product overview
MemoryBanc offers a suite of personal financial organization products and professional services. The core product line consists of three versions of the MemoryBanc Register: a workbook (available on Amazon), a premium binder edition (sold via their store), and a digital PDF edition. These products help users document and organize critical personal, financial, and medical information in one centralized system. Complementing the products are professional services including Daily Money Management (bill pay, tax organization, fraud avoidance, and cash flow management) and Financial Advocacy services where MemoryBanc serves as POA, Trustee, Executor, or Conservator. The company also provides a free What If Kit downloadable resource.
Differentiator
Problem solved
Functional benefit
Brands
- MemoryBanc Register: An award-winning organization system for organizing important documents and personal information, available as workbook, binder, and digital PDF files.
Products and services
- MemoryBanc Register Workbook
Quantifiable outcome
- 500+ Daily Money Management Customers Served
- +2 more outcomes
Companies that use MemoryBanc
Customer profileNamed customers3 records
Segments6 records
Ideal customer profiles3 records
MemoryBanc technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
MemoryBanc partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- American Association of Daily Money Managers (AADMM)coreMemoryBanc team members serve as Daily Money Managers and are members of AADMM. The company is bound by ethical standards and a code of conduct to represent clients' best interests. Active in local AADMM chapters including the Maryland Chapter.
- Total Brain HealthcoreKay Bransford is a Certified Master Trainer with Total Brain Health, delivering educational programs on brain health and memory optimization based on Total Brain Health's established curriculum.
- Estate Planning Attorneys NetworkcoreClients typically come to MemoryBanc through estate planning attorneys who have seen their work and recommend them by name. Attorneys refer clients for daily money management and fiduciary services.
- Financial Advisors and PlannerscoreFinancial advisors refer clients to MemoryBanc for ongoing daily money management support and representation as POA or Trustee.
- Geriatric Care ManagerscoreGeriatric care managers refer clients and work collaboratively with MemoryBanc to provide comprehensive care and financial management support.
- Bean, Kinney & Korman P.C.minorPartnership with attorney Lori K. Murphy of Bean, Kinney & Korman P.C. for Durable Power of Attorney legal guidance and educational content on POA topics.
Scale indicators4 records
Recent moves7 records
Expansion highlights4 records
MemoryBanc competitors and assessment
Company assessmentDirect peers
- Cake: End-of-life planning platform that helps individuals document wishes, accounts, and personal information for loved ones - conceptually aligned with MemoryBanc's MemoryBanc Register organization mission.
- FreeWill: Free online platform that helps individuals create estate planning documents, including wills and POA, with a similar mission of helping families get organized for the future.
- Trust & Will: Online trust and will creation platform offering individuals estate planning documents (wills, trusts, POA) and supporting organization services - directly comparable to MemoryBanc's fiduciary/document-organization offering.
Broad incumbents
- Lively: Tech-enabled aging services company offering personal emergency response, connected health, and related support for older adults; broader incumbent serving a similar older-adult customer segment with technology-mediated services.
- A Place for Mom: Largest senior care marketplace in North America connecting families with senior living, care, and related aging services; overlaps with MemoryBanc's customer segments (seniors, adult caregivers) and referral ecosystem.
- AARP: National organization serving older Americans through information, member services, and advocacy; has awarded MemoryBanc for older-adult-focused innovation, making it both a recognition partner and a broader incumbent in the older-adult services ecosystem.
- Caring.com: Leading online resource and marketplace for caregivers and aging families, offering senior care directories, reviews, and related content; comparable audience and content-led referral model to MemoryBanc's outreach approach.
- LegalZoom: Large incumbent online legal services company offering wills, POA, trusts, and other estate planning documents; broad portfolio overlaps with MemoryBanc's individual/family use case at much larger scale.
- Apprisen: National nonprofit providing financial counseling, debt management, and housing counseling to individuals; overlapping personal financial management services comparable to MemoryBanc.
- Money Management International: Largest US nonprofit credit counseling and money management agency offering bill pay, budgeting, and debt management services - adjacent professional services comparable to MemoryBanc's DMM activities at much larger scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
MemoryBanc social profiles
Digital presenceMemoryBanc financial estimates
Financial estimateRevenue estimate
Valuation estimate
MemoryBanc leadership team
Management profileNumber of profiles
Profiles1 record
MemoryBanc funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MemoryBanc M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MemoryBanc
What does MemoryBanc do?
MemoryBanc is a professional services firm that provides daily money management (bill pay, mail sorting, account reconciliation, tax organization, cash flow management, healthcare claims, executor/probate support) and fiduciary services (Durable Power of Attorney, Trustee, Personal Representative/Executor, court-appointed Conservator) to individuals, families, and retirees. The firm also sells the MemoryBanc Register—a workbook, premium binder, and digital PDF system—for personal document and financial organization, with $1M+ identified or recovered for clients across 500+ customers served.
Is MemoryBanc a public or private company?
MemoryBanc is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was MemoryBanc founded?
MemoryBanc was founded in 2011. It employs 1 to 10 people.
Where is MemoryBanc based?
MemoryBanc is headquartered in McLean, United States, in the North America region.
How does MemoryBanc make money?
Three revenue lines are on record. Daily Money Management Services are the primary driver. The others are financial Advocacy and Fiduciary Services and memoryBanc Register Products.
Who are MemoryBanc's main competitors?
Direct peers on record are Cake, FreeWill and Trust & Will. Broad incumbents are Lively, A Place for Mom, AARP, Caring.com, LegalZoom, Apprisen and Money Management International.
Does MemoryBanc have an API?
No public API is recorded for MemoryBanc.