Lineage means two things.

It's the line of a family — what passes from one generation to the next. And it's the provable history of a record — where it came from, who handled it, where it went. We build for both.

Behind every family is a quiet network of professionals — the accountant, the advisor, the insurance agent, the lender, the estate attorney. Between them, they hold that family's entire financial life: identity documents, income records, statements, policies, beneficiaries.

Today, that life is scattered across inboxes, chat threads, shared drives, and desktops. And regulators around the world have decided that this is no longer acceptable — reclassifying even the smallest firms as financial institutions, responsible for protecting client data and proving that they do.

Large institutions solve this with compliance departments. The small firms who serve most of the world's families are on their own.

Lineage exists for them.

We give every client family a single, secure home for their financial documents — under their firm's own brand — and give the firm one protected workspace where that data arrives, lives, and is accounted for. Every document has a provenance. Every access has a record. Compliance evidence isn't a yearly project; it's a byproduct of daily work.

One family's records, protected across generations. One firm's duty of care, provable at any moment. That's the lineage we're building.

Follow along — we're building in public.

Lineage Money

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Teams

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Lineage Money

Org chart

Teams

Offices

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