FamVault
FamVault is a secure cloud-based digital vault that enables families, executors, and wealth management advisors to store, organize, and share wills, trusts, medical directives, and other critical documents across life stages, using AES-256 encryption, AI-powered document analysis, and 24/7 medical professional access.
- Company typePrivate
- Founded-
- HeadquartersBoca Raton, United States
- Headcount11–50
- GTM typeB2C
- OfferingSoftware
What FamVault does
FamVault, operated by My Virtual Safe, LLC (governed in Pennsylvania, headquartered in Boca Raton, Florida), provides a secure cloud-based digital vault for families, executors, and professional advisors to store, organize, and share critical legal, financial, medical, and personal documents across life stages (everyday life, emergencies, incapacity, and post-death). The platform is built on AWS infrastructure with AES-256 encryption at rest, TLS 1.2+ in transit, AWS KMS-managed keys in Hardware Security Modules, and 24/7 monitoring by Ridgeline International. Differentiated technical features include blockchain ledgering of wills and trusts, AI-powered document identification and organization, AI-validated death certificate and will analysis with confidence scores, a 24/7 NPI-verified Medical Professional Access Portal for living wills/DNRs/Power of Attorney, and a secure bank-wiring capability that does not expose sensitive financial data. SOC 2 Type 2 compliance audited by Insight Assurance is held as a core trust signal.
The company generates revenue primarily through consumer subscriptions ($19.95/month or $239/year per user, with 2 GB storage) and enterprise/custom pricing for law firms, financial advisors, HR departments, unions, and partner organizations. Go-to-market is multi-channel: product-led self-serve via famvault.com and app.famvault.com, an affiliate/referral program offering 20% commission on the first month's subscription, partner-led distribution through the Wealth Engineering Expert Sourcing Consortium (network of 2,150+ wealth management firms, CPAs, and broker-dealers), and B2B partnerships for employee/member benefits. The company currently operates exclusively in the United States, has 11-50 employees, and is privately held with no disclosed institutional funding.
FamVault firmographics
Firmographics- Name
- FamVault
- Legal name
- My Virtual Safe, LLC
- Website
- https://famvault.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- FamVault is a secure cloud-based digital vault that enables families, executors, and wealth management advisors to store, organize, and share wills, trusts, medical directives, and other critical documents across life stages, using AES-256 encryption, AI-powered document analysis, and 24/7 medical professional access.
- Ownership category
- akta.pro rank
FamVault industry classification
Industry- Product category
- Digital Estate Planning & Document Vault Software
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Estate Administration & Probate Services (FSAAANAE)
- akta.pro secondary industries
- Family/Caregiver Engagement & Proxy Access Management (HLACAEAL), Recovery & Inheritance Solutions (social recovery services, dead-man switches, key escrow) (FSAPACAK)
Keywords
Where FamVault is headquartered
LocationHeadquarters
- HQ city
- Boca Raton
- HQ country
- United States
- HQ region
- North America
Markets served
FamVault business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure, Personnel, Operations, Marketing or Sales, Others
Revenue model
- Subscription - Single User Monthly: Recurring monthly subscription at $19.95 per user, charged automatically via credit/debit card. Users authorize automatic recurring charges upon signup. Cancellation requires email to [email protected] at least 10 days before the next billing cycle.
- Subscription - Single User Annual: Annual subscription at $239.00 per year, offering a discount compared to the monthly plan. Billed as a single recurring annual charge.
- Enterprise / Custom Pricing: Custom pricing for businesses and organizations including enterprise pricing, partner offer pricing, and customization options. Offered to businesses, organizations, law firms, financial advisors, HR departments, and unions.
- Referral Commission: Existing users earn a 20% commission on the first month's subscription for each new paid account referred through the 'Refer A Friend' feature. Commission requires registration with payment provider upon earning $500 or more.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Single User - Monthly |
| Subscription | Annual | Single User - Annual |
| Subscription | Monthly | Enterprise / Custom Plans |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels5 records
FamVault product offering
Product offeringCore offering
FamVault is a secure cloud-based digital vault that enables families to organize, store, protect, and share critical legal, medical, financial, and personal documents (wills, trusts, estate plans, healthcare directives, insurance records, and family records) during everyday life, emergencies, incapacity, and after death. The platform provides encrypted storage, role-based access for members, executors, and medical professionals, plus AI-powered document organization, blockchain ledgering of wills and trusts, and 24/7 medical professional access to living wills and POA documents. Subscription plans include a Single User Monthly ($19.95), Single User Annual ($239), and Enterprise/Custom pricing for partner and B2B channels.
Product overview
FamVault is a single, unified secure digital document management platform serving as an active transactional wills and estate depository. The core FamVault platform (famvault.com) provides encrypted cloud storage and organization for critical family documents (wills, trusts, legal, financial, medical, insurance, passwords, and personal records), with role-based access for members, executors, and medical professionals. Key integrated modules include the AI-Powered Wills Analysis for automated document extraction and verification, the Executor Access Portal for death claim processing, the Medical Professional Access Portal for emergency healthcare document retrieval, the Blockchain Ledgering feature for immutable document timestamping, the Secure Bank Wiring feature, Bulk File Transfer with OTP-based sharing, and a Bank Information Management system. Subscription pricing includes Single User monthly ($19.95/mo) and annual ($239.00/yr) plans with 2 GB of storage. The platform is operated by My Virtual Safe, LLC.
Differentiator
Problem solved
Functional benefit
Products and services
- FamVault (Core Platform) A secure cloud-based digital vault for individuals and families to organize, store, protect, and share critical documents (wills, trusts, legal, financial, medical, insurance, and personal records) for everyday life, emergencies, incapacity, and after death. Includes 2 GB of storage per subscription, encrypted storage with AES-256/TLS 1.2+, role-based access for members, executors, and medical professionals, executor death-claim flow, AI-powered document organization, blockchain ledgering of wills and trusts, bulk file transfer, and bank information management. Sold as a Single User Monthly ($19.95), Single User Annual ($239.00), and Enterprise/Custom plan for partners.
Quantifiable outcome
- Over 2,150 wealth management firms can access FamVault through the Wealth Engineering Expert Sourcing Consortium
- +2 more outcomes
Companies that use FamVault
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles4 records
FamVault technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability9 records
Feature12 records
FamVault partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Wealth Engineering (Expert Sourcing Consortium)coreFamVault was added as a core component of the Wealth Engineering Expert Sourcing Consortium, making its secure digital document management platform available to WE's network of over 2,150 wealth management firms. The partnership enables wealth managers, CPAs, and broker-dealers to access FamVault's platform for organizing and delivering critical legal, financial, and personal documents during life events, incapacity, and wealth transitions. This expands WE's total wealth management ecosystem with document management and estate planning tools.
- Ridgeline InternationalcoreFamVault utilizes Ridgeline International for 24/7/365 network and security monitoring and real-time threat detection. Ridgeline is a data privacy and secure infrastructure company that provides cybersecurity for U.S. federal government, defense agencies, and prominent commercial businesses. Ridgeline performs continuous monitoring of FamVault's components for security-relevant changes, anomalous activity, and attempted attacks, as well as secure code reviews and penetration testing prior to production release.
- Insight AssuranceminorInsight Assurance conducted the rigorous SOC 2 Type 2 audit for FamVault, validating FamVault's adherence to stringent security and privacy requirements and enhancing trust with customers.
- Raj Vattikuti (Advisor, Altimetrik)minorRaj Vattikuti, technology visionary and founder of Altimetrik, serves as an advisor to FamVault. He brings four decades of IT industry experience and has founded multiple successful enterprises including Altimetrik, Covansys, Synova, Vattikuti Ventures, Vattikuti Technologies, and Davinta Technologies. His advisory role provides FamVault with strategic technology guidance.
- Dr. Naren Kini (Advisory Board)minorDr. Naren Kini, a physician executive with extensive operations experience, serves on FamVault's Advisory Board. He is presently CMO for a large medical disaster management firm, former CEO of Nicklaus Children's Hospital (3,000 employees, 700+ physicians), and former CMO for Trinity Health (45-hospital, $5 billion system). His advisory role supports FamVault's medical professional access features.
Scale indicators5 records
Recent moves7 records
Expansion highlights6 records
FamVault competitors and assessment
Company assessmentBroad incumbents
- Microsoft OneDrive: OneDrive is Microsoft's cloud storage platform with built-in personal vault and digital legacy/deceased-account access features. Comparable as a broad incumbent alternative for encrypted family document storage at scale.
- Google Drive: Google Drive is the leading consumer cloud storage platform with shared folders, search, and increasingly AI-driven document organization. Comparable as a free/scale incumbent substitute for FamVault's secure document vault functionality.
Emerging players
- PolicyGenius: PolicyGenius is a digital insurance and financial planning marketplace that distributes life insurance, disability, and estate-related products online. Comparable as an adjacent fintech distribution platform reaching US consumers planning for end-of-life financial needs.
- Legacy.com: Legacy.com is the dominant obituary and memorial platform in the US, increasingly expanding into end-of-life planning tools. Comparable in addressing family document and end-of-life needs, though positioned more at discovery/memorial than secure vault.
Direct peers
- Vanilla: Vanilla is estate planning software for financial advisors with workflow, document storage, and client portal capabilities. Comparable to FamVault on advisor-facing estate document management and enterprise pricing.
- Everplans: Everplans provides a secure digital vault for storing and sharing end-of-life and estate planning information, with partnerships in financial services and HR. Closely matches FamVault's document-vault positioning and enterprise distribution model.
- Trust & Will: Trust & Will is a leading online estate planning platform offering wills, trusts, and related documents with strong consumer brand and advisor partnerships. Directly comparable to FamVault as a digital wills/estate depository serving consumers and wealth managers.
- Cake: Cake is a digital end-of-life planning platform providing wills, advance directives, and estate planning tools to consumers and through employer benefits. Highly comparable to FamVault's will/estate document vault and HR-channel distribution.
- Wealth.com: Wealth.com is an estate planning platform focused on financial advisors and wealth management firms, offering will/trust drafting and document storage. Comparable to FamVault's wealth-manager distribution channel and enterprise partner-pricing model.
- FreeWill: FreeWill is a free online will-writing platform with deep financial-advisor and nonprofit integration, having helped users create millions of wills. Comparable to FamVault on the estate-document creation, advisor distribution, and US consumer market.
Market position
Strengths1 record
Weaknesses1 record
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
FamVault social profiles
Digital presenceFamVault compliance and trust
Trust signalCompliance3 records
FamVault financial estimates
Financial estimateRevenue estimate
Valuation estimate
FamVault leadership team
Management profileNumber of profiles
Profiles6 records
FamVault funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FamVault 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 FamVault
What does FamVault do?
FamVault is a secure cloud-based digital vault that enables families to organize, store, protect, and share critical legal, medical, financial, and personal documents (wills, trusts, estate plans, healthcare directives, insurance records, and family records) during everyday life, emergencies, incapacity, and after death. The platform provides encrypted storage, role-based access for members, executors, and medical professionals, plus AI-powered document organization, blockchain ledgering of wills and trusts, and 24/7 medical professional access to living wills and POA documents. Subscription plans include a Single User Monthly ($19.95), Single User Annual ($239), and Enterprise/Custom pricing for partner and B2B channels.
Is FamVault a public or private company?
FamVault is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was FamVault founded?
FamVault was founded in -1. It employs 11 to 50 people.
Where is FamVault based?
FamVault is headquartered in Boca Raton, United States, in the North America region.
How does FamVault make money?
Four revenue lines are on record. Subscription - Single User Monthly is the primary driver. The others are subscription - Single User Annual, enterprise / Custom Pricing and referral Commission.
Who are FamVault's main competitors?
Broad incumbents on record are Microsoft OneDrive and Google Drive. Emerging players are PolicyGenius and Legacy.com. Direct peers are Vanilla, Everplans, Trust & Will, Cake, Wealth.com and FreeWill.
Does FamVault have an API?
No public API is recorded for FamVault.
What industry is FamVault in?
FamVault's product category is Digital Estate Planning & Document Vault Software. Its primary akta.pro industry code is FSAAANAE, Estate Administration & Probate Services, with a secondary code of HLACAEAL, Family/Caregiver Engagement & Proxy Access Management. Its NAICS code is 52592 and its SIC code is 6199.