Memoa

About Memoa

Dec 2025 - Present · 6 mos Memoa Vault is the AI-powered system of record for clients' physical valuables: jewelry, watches, art, collectibles, and heirlooms that rarely appear in a financial plan but often carry meaningful value. With a simple photo/video, families create a private structured record with identification, estimated value, provenance, designations, and estate documentation. For wealth advisors, Memoa Vault surfaces a hidden asset class, revealing estate planning gaps, insurance shortfalls, and opportunities to deepen relationships across generations. Memoa has users across 130 countries with advisors actively onboarding clients and partnership discussions underway with leading P&C carriers and wealth management firms.