Fundraising Fox

Prisidio

Naples, US · Founded 2020 · Delaware corporation · 26 employees on LinkedIn · 6 known investors

Prisidio is a secure digital vault app that lets individuals and families organize documents, passwords, valuables, financial information, and memories in one encrypted place and share them with chosen family members, advisors, or executors. It targets consumers focused on estate preparedness, caregiving, and legacy planning, primarily in the United States.

Also known as Prisidio

Founders & leadership

Prisidio was founded in 2020 by Glenn Shimkus.

GSGlenn Shimkus
Glenn ShimkusinCo-Founder & CEO
PK
Paul KoziarzNamed on SEC filing

Board

RCRob Chesney
Rob Chesneyin𝕏Member Board of DirectorsPartner at Chicago Ventures
VPVanessa Pegueros
Vanessa PeguerosinBoard MemberVenture Partner at Flying Fish Ventures
JD
James DuganBoard director
JHJason Heltzer
Jason Heltzerin𝕏Board DirectorManaging Partner at Origin Ventures

Investors · 6

Reported raises · per SEC filings

Form D private placements

$21.2M disclosed across 3 rounds · 2021–2025

$14.2MraisedDec 2025 · 51 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Rob ChesneyDirector
  • Glenn ShimkusExecutive Officer, Director
  • Vanessa PeguerosDirector
  • James DuganDirector
  • Jason HeltzerDirector
Offering amount
$14.9M
Amount sold
$14.2M
First sale
Dec 2025
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$3.5MraisedMar 2023 · 33 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Glenn ShimkusExecutive Officer, Director
  • James DuganDirector
  • Jason HeltzerDirector
  • Rob ChesneyDirector
  • Vanessa PeguerosDirector
Offering amount
$3.5M
Amount sold
$3.5M
First sale
Feb 2023
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$3.5MraisedOct 2021 · 17 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Jason HeltzerDirector
  • Glenn ShimkusExecutive Officer, Director
  • James DuganDirector
  • Vanessa PeguerosDirector
  • Paul KoziarzDirector
Offering amount
$3.5M
Amount sold
$3.5M
Minimum investment
$10K
Proceeds to insiders
$350K
First sale
Sep 2021
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Company profile

researched Aug 2026

Prisidio provides a consumer digital vault application in which individuals and families consolidate important documents, passwords, financial information, valuables, and personal memories in a single encrypted account. Onboarding is structured around four steps: creating an account, adding essential items through guided prompts, inviting trusted people such as family members, advisors, or executors with access to specific information, and updating the contents over time from any location.

The product is positioned around four themes the company describes as preparedness, protection, preservation, and peace of mind: having critical information available for expected and unexpected events, keeping data private and encrypted with access limited to people the user selects, retaining memories, stories, and legacy items for later generations, and ensuring relatives can locate what they need if the account holder is unavailable. The company publishes material on its security-first approach to privacy and data protection, and produces educational and podcast content on topics such as caregiving and hurricane preparedness.

Business model

Subscription-style consumer software: the website offers a 30-day free trial with no credit card required before a purchase decision, indicating a paid consumer plan after the trial period.

Traction

Publicly displays five-star customer reviews sourced from the App Store and Trustpilot, describing use cases including estate settlement, tax document sharing with a CPA, and helping a parent keep appointment paperwork organized.

Full profile — market position, technology, go-to-market

Market position

Positions itself against ad hoc alternatives such as scattered folders, documents, and passwords, framing the market opportunity around large-scale generational wealth transfer, an aging U.S. population, widespread family caregiving, unclaimed retirement assets, and low household preparedness.

Technology

A cloud-based vault application, available via web and mobile app stores, in which stored information is encrypted and access is restricted to people explicitly granted permission by the account holder.

Go-to-market

Direct-to-consumer self-service signup from the website with a free 30-day trial, supported by content marketing including getting-started guides, security explainers, third-party insights articles, and podcast appearances by the CEO on caregiving topics.

Individuals and families preparing for estate, caregiving, and emergency scenarios, including older adults, caregivers, and heirs; users also share vault contents with advisors, CPAs, and executors.

Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.

Competitors · 5

by search overlap
AARP28 shared keywordsAARP is a membership organization serving people aged 50 and older, offering benefits such as discounts, programs, newsletters, magazines, and community events. It also advocates on issues like Social Security and Medicare and provides resources on health, finances, and daily life.
Presidio Networked Solutions26 shared keywordsPresidio is an IT services and digital transformation company that guides enterprises through technology adoption and modernization. The company bridges traditional IT environments with cloud and automated solutions, serving hospitals, financial institutions, educational institutions, and government organizations.
SmartVault23 shared keywordsSmartVault provides document management, a client portal, and secure file sharing built for accounting firms to onboard clients, collect documents, prepare and deliver tax returns, and archive files. It is SOC 2 Type 2 compliant and integrates with tax and accounting software such as Lacerte, ProConnect, ProSeries, UltraTax CS, and Drake.
FreeWill18 shared keywordsFreeWill provides a free online platform for creating legally valid estate plans and charitable giving tools. The service enables users to document their wishes and commit gifts to nonprofit organizations.
Trust & Will17 shared keywordsTrust & Will is an online estate planning platform that guides customers through creating legally customized wills, trusts, and related documents. The service targets individuals and families seeking an affordable, accessible alternative to traditional legal services for estate planning.

Companies competing with Prisidio for the same Google search keywords, organic and paid, via search-intersection analysis.

Legal entities · 1

corporate structure
PrisidioDelaware

In the news

Research sources · 1

primary sources listed

1 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Prisidio do?
Prisidio offers a secure digital vault for organizing family documents, passwords and records and sharing them with trusted people.
Who founded Prisidio?
Prisidio was founded by Glenn Shimkus in 2020.
Who are Prisidio's investors?
Prisidio's investors include Chicago Ventures, Gula Tech Adventures, Lakewest Venture Partners, Tamiami Angel, Flying Fish Ventures, Origin Ventures.
How much funding has Prisidio raised?
Prisidio has disclosed $21.2M raised across 3 rounds.
Where is Prisidio headquartered?
Prisidio is headquartered in Naples, US.