We’ll assess your current financial situation to give you a clear picture of where you stand.
See how plan worksWe’ll help you understand your short- and long-term financial objectives so you can invest responsibly.
Set your goalsWe’ll make you input your annual expenses and incomes, to understand how much you can save and invest on a regular basis.
Build cashflowStart with expert-made
portfolios designed to perform.
Access thousands of funds and build a portfolio that reflects your strategy, giving you the freedom to invest like your own fund manager.
See how we build it around youThis is how a $100K deposit would have grown over time with your allocation:
This is how a $100K deposit would have grown over time with your allocation:
Utilize the ideal cash management tool, by earning daily interest on your liquid holdings, while maintaining full access to it.
Open Smartcash
Vault Wealth safeguards your assets with Interactive Brokers, a trusted global custodian. Your account is opened in your name, ensuring transparency, security, and protection under SIPC and FDIC coverage.
Learn more →Yes — Vault is regulated by the Financial Services Regulatory Authority (FSRA) in Abu Dhabi Global Market (ADGM), providing full oversight of our wealth management activities.
At Vault, we take the security of our clients' money very seriously. Your investments are held in your own name with Interactive Brokers (IBKR), which means that your assets are fully segregated. We're regulated by the FSRA in ADGM, and your IBKR accounts are insured by SIPC and FDIC.
Your assets are custodied with Interactive Brokers — one of the world's largest and most trusted electronic brokers — in an account opened in your own name.
Your Vault account is fully portable. Whether you're moving across the region or across the world, your portfolio remains accessible and continues to be managed by your advisor.
Download the Vault app, complete onboarding in under 10 minutes, and your dedicated advisor will be in touch to build your plan.