Financial Vault

Your Complete Financial Identity Hub

Bank accounts, credit history, tax records, and investment data - verified, encrypted, and ready to share

Financial Data Categories

Banking Information

  • Account Details: Checking, savings, money market
  • Transaction History: 12+ months of statements
  • Routing Info: ACH, wire transfer details
  • Average Balances: Daily, monthly averages
Plaid integration for real-time verification

Credit & Loans

  • Credit Score: FICO, Vantage scores + history
  • Credit Reports: All 3 bureaus, dispute history
  • Active Loans: Mortgage, auto, student, personal
  • Utilization: Credit limits, payment history
Soft pull credit monitoring included

Income & Employment

  • Pay Stubs: Current & historical earnings
  • Employer Info: Verification letters, contracts
  • W-2/1099s: Tax forms for past 7 years
  • Income Trends: YoY growth, stability metrics
Instant employment verification via The Work Number

Investments & Assets

  • Portfolio: Stocks, bonds, mutual funds, ETFs
  • Retirement: 401(k), IRA, pension accounts
  • Crypto: Digital asset holdings & wallets
  • Real Estate: Property values, equity positions
Auto-sync with 10,000+ financial institutions

Powerful Financial Tools

Instant Calculations

Debt-to-income ratios, affordability calculators, and qualification estimates in real-time.

AI-Powered Analysis

Smart Reports

Generate proof of income, asset verification letters, and financial summaries instantly.

One-Click Generation

Fraud Monitoring

Real-time alerts for suspicious activity, new accounts, or credit inquiries.

24/7 Protection

Trusted Verification Partners

Plaid

Bank account verification & transaction data

The Work Number

Employment & income verification

Experian

Credit reports & scores

IRS

Tax transcript retrieval

Bank-Level Security Standards

256-bit
AES Encryption

Same as major banks

Zero-Knowledge
Architecture

We can't see your data

SOC 2
Certified

Annual audits

Financial Vault in Action

Mortgage Applications: Share 2 years of bank statements, W-2s, and asset verification in seconds
Auto Loans: Instant pre-approval with verified income and credit score
Rental Applications: Prove income 3x rent with verified pay stubs and bank balances
Student Loans: FAFSA verification with tax returns and asset documentation
Investment Accounts: Open brokerage accounts with KYC/AML compliance in minutes
Business Loans: Share P&L statements, cash flow, and business credit instantly
2 min
Average Application Time
87%
Faster Approvals
$450
Avg. Savings Per Loan
100%
Data Encrypted

Take Control of Your Financial Data

One vault. All your financial proof. Instant verification.

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