‹ All industries Vault for Finance

Private intelligence
for your firm.

Put AI to work on your clients' financial data, without ever handing it to Big Tech. Vault drafts client reports, handles outreach, and clears the back-office work, running entirely inside your firm where client data never leaves your control.

Reserve a vault See pricing ›
Vault Workspace · Meridian Wealth ● On your hardware
Hartwell-portfolio-Q3.xlsxPull the Q3 numbers for the Hartwell account and draft the quarterly review deck for tomorrow's meeting.
Drafted a 14-slide review from your portfolio data: Q3 return +6.2% vs benchmark +4.1%, three overweight positions flagged for rebalancing, and talking points attached.
Message your private AI…
100%
Private to your firm
0
Records sent to Big Tech
24/7
Client follow-up
$0
Per-use AI cost
The problem

The tools that save the most time are the ones you can't use.

AI can erase hours of reporting, client prep, and back-office paperwork. But the moment client account data goes into OpenAI or Anthropic, it's on someone else's servers, a privacy exposure no firm can afford. So the work that could save you the most time stays manual.

What your private AI does

A back office that runs 24/7,
and gets sharper every day.

Reporting
Reviews & prep.
Drafts client reports, portfolio reviews, and meeting prep from your own data. You review, you don't build decks.
Client Comms
Outreach & retention.
Schedules reviews, sends proactive check-ins and follow-ups, and reactivates dormant clients automatically.
Back office
Records & archives.
Drafts and organizes client documentation and correspondence for your team's review, accurate and ready.
Onboarding
KYC & paperwork.
Collects onboarding documents, drafts new-account paperwork, and chases what's missing so nothing stalls.
How it works

You own it. We run it.
The AI does the work.

01
It's yours
We set up a private AI system dedicated to your firm. We operate it; you own it. No shared infrastructure, no SaaS provider access.
02
Your data stays home
Everything runs inside your firm. Nothing is ever sent to OpenAI, Anthropic, Google, Microsoft, or AWS, there's no outbound path for client data to take.
03
The AI does the work
It plugs into the systems you already use, reads client data, and reaches out to clients, like a back office that never sends a record off-site.
Public AI vs. your Vault

There's only one safe way
to use AI in finance.

 
Public AI (Co-Pilot, Claude)
Your Vault
Client data
Leaves your control
Never leaves your firm
Confidentiality
Your liability
Private by design
Cost
Per-seat, per-use, forever
Flat. You own it.
The work
You copy, paste, and prompt
It reads and acts for you

In finance, there's only one safe way to use AI: own it, don't rent it.

Three ways to own it. Never metered.

Vault Gold
Vault Gold
Own the GPU. Bare metal.
$10K provisioning + $599/mo
Reserve a vault
Vault Workspace
Vault Workspace
The full private workspace.
$10K provisioning + $999/mo
Reserve a vault
Vault Workspace+
Vault Workspace+
Outcome-focused. Includes CRM.
Contact Us
Reserve a vault

Put AI on your firm's
hardest hours.

Reserve a vault and we'll have a private AI running inside your firm, or explore how it fits other industries.

Reserve a vault Explore other industries ›