Founded in 2021

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Compliances

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SOC 2

Compliant

Controls

Data security

Identity Validation

Termination of Employment

Encrypting Data At Rest

Network security

Limit Network Connections

External System Connections

Transmission Confidentiality

App security

Conspicuous Link To Privacy Notice

Secure system modification

Approval of Changes

Endpoint security

Malicious Code Protection (Anti-Malware)

Full Device or Container-based Encryption

Endpoint Security Validation

Corporate security

Code of Business Conduct

Organizational Structure

Roles & Responsibilities

Resources

SDLC Procedure

Policy

Acceptable Usage Policy

Policy

Asset Management Procedure

Policy

Information Security Policy

Policy

Data Breach Notification Policy

Policy

Data Protection Policy

Policy

Subprocessors

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Envestnet

Finance

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AWS

IT infrastructure

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Sprinto

Security Software

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Google Workspace

IAM providers

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Github App

Development software

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ClickUp

Product management tools