About Vault & Compass
Vault & Compass builds precision financial tools for people who want portfolio and cash-flow clarity without handing their data to an ad-driven platform. We ship focused products, Prismfolio and Sheetful, with privacy-minded defaults and subscription revenue only.
The company is independently owned. No outside investors means no pressure to monetize your data, sell to an acquirer, or optimize for anything other than the people using the tools.
Who builds this
Vault & Compass is built by people with deep experience in regulated wealth technology: advisor platforms, brokerage and bank data, and consumer fintech shipped under real compliance constraints.
Prismfolio and Sheetful exist for the same gap we kept hitting as users: useful analysis without another dashboard that sells your data or pushes products.
Our mission
We build financial tools that give individuals the same clarity that institutions have.
How we work
Privacy-first
We design data handling before we design features. If something can stay on your device, it stays on your device. On this site we use privacy-oriented analytics for aggregate traffic; see our Privacy Policy.
Transparency
No jargon, no dark patterns, no buried settings. Financial products should make things clearer, not murkier.
Craft
We build fewer things, done to a higher standard. The quality of the tool is a statement about how seriously we take your time.
Independence
Independently owned. No outside pressure means we optimize for your outcomes, not our exit.