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Prisidio digitizes passports, wills, insurance policies, and property deeds into a single vault – targeting the estate gap where probate averages 42 months without a centralized record.
ENTRY ANGLES
Pure self-service digital asset vault platforms targeting price-sensitive users · Bundled vault capability integrated into estate planning or wealth management services · Vault as operational infrastructure layer within family office or accounting firm practices
VERTICALS
CAPABILITIES
Digital asset custody and security infrastructure, Integration with existing advisory or accounting workflows, Wealth management domain expertise
Prisidio bets on a simple but underserved premise: every family has a sprawl of critical documents – passports, birth certificates, wills, insurance policies, property deeds, investment agreements, tax filings – stored in different drawers, filing cabinets, law offices, and bank vaults, with no one person knowing where everything actually is. The platform brings all of it into one place, as digital fingerprints of the originals.
Uploading is the first step: scans or photos of every important document get organized into folders for quick retrieval when something urgent comes up. Access can then be shared selectively with family members, attorneys, or financial advisors – different people see different documents, and the owner gets a real-time audit trail of who accessed what and when.
A particularly useful detail: alongside each digital record, users can log where the paper original lives – a specific bank vault, a lawyer's office, a home safe – with the location pinned on a map, a description, and any access codes needed to retrieve it. Physical assets get the same treatment: a motorcycle sitting in a garage on a specific street, a family heirloom ring in a specific safety deposit box, each with photos and a precise location.
The vault also holds records of digital devices, cloud storage accounts, and financial accounts – the kind of access a family needs in an emergency but rarely documents ahead of time. Even sentimental digital assets fit: a recorded video message from a grandparent, preserved for future generations.
The base tier runs $9.99 per month or $119.88 annually for 100 GB of storage, expandable at extra cost. Prisidio recently closed a $3.49M round, bringing total funding to $10.3M across three rounds.
This is a space with real momentum. A [related review](/review/specialnoe-dorozhe-chem-universalnoe) covered Trustworthy, which raised $15M for a nearly identical platform. [Covered previously](/review/sostojatelnye-i-postojannye-klienty-tut) is Leafplanner, which approaches the same asset-cataloguing niche as a byproduct of estate planning advisory services for both owners and their heirs. Trust & Will, [reviewed here](/review/jeto-vsjo-chto-ostanetsja-posle-menja), started with will creation but has since expanded into asset tracking and advisory – it has raised $38M.
The deeper argument for timing comes from an analogy. When digital-native banking first appeared, it succeeded not because mobile banking was a novel concept, but because it arrived exactly when the smartphone generation entered adulthood and started looking for financial products that worked the way they lived – entirely on a phone. Branch networks and in-person service were irrelevant to them.
That same cohort is now entering the life stage where asset accumulation becomes real and estate planning becomes a live concern. The question is whether they will reach for a clipboard and a filing cabinet – or for a digital platform that handles all of it the way they handle everything else. The analogy suggests the latter is inevitable, just a matter of when it clicks at scale.
There is also a retention dynamic that is structurally different from digital banking. Bank switching is frictionless – people casually hold accounts at multiple institutions. Asset vaults are the opposite: the value compounds with every document added, and switching costs scale with the size and complexity of the user's portfolio. Wealthier users, who have more to organize, end up being the most loyal – a favorable economics profile that many subscription products would envy.
Digital asset vaults are not yet a mass-market habit, but the conditions for a step-change in adoption are forming. The pattern mirrors what happened in digital banking: an entire generation reaches the right life stage simultaneously, product awareness tips, and the market shifts quickly.
The strategic question is which entry angle captures the most loyal early users. Pure self-service platforms will attract less affluent users who want a cheap, simple vault. Bundled advisory models – where the platform is the infrastructure layer inside an estate planning or wealth management service – can reach higher-net-worth clients who are already engaged on the topic and willing to pay more. The reviewed startups represent both ends of this spectrum, and there is clear room for additional players.
The cleaner opportunity may be the bundled model: integrating a vault capability into an existing advisory practice, accounting firm, or family office service rather than building a standalone consumer product. The asset base is already there; the vault becomes the operational layer that makes the advisory relationship stickier and more defensible.