You can trust your information is safe.
Wealth uses administrative, operational and technical security processes to protect our users’ personal and sensitive information. Our commitments to user entities are documented and communicated in Service Level Agreements (SLAs), customer agreements and the online service offering description.
We confirm it’s really you
A multi-factor authentication system makes the sign-in process easy and secure.
Our encryption is top level
Wealth’s platform uses https protocol, which means that any Personal Information entered into the platform is encrypted. While many sites use https, encrypted at 64 or 128-bits, Wealth is protected by 256-bit encryption—equivalent to the encryption used by banks and most financial institutions.
We do our due diligence
SOC 2 is an auditing standard maintained by the American Institute of Certified Public Accountants (AICPA) to test an organization’s internal controls or information security and privacy. Our SOC 2 compliance means that Wealth is audited against five Trust Services Criteria yearly, comprising security, availability, confidentiality, privacy and processing integrity.
We never sell your data
Privacy is our priority. We’re here to help you achieve financial wellness, not sell your data.
Compliance Certifications and Memberships
Wealth uses best practices and industry standards to achieve compliance with industry-accepted general security and privacy frameworks, which helps our customers meet their own compliance standards.
We have undergone a Service Organization Control 2 (SOC 2) Type 2 audit, resulting in an independent CPA’s report and certification. This certification goes beyond the requirements of the SOC Type 1 certification that most cloud-based service providers use to safeguard customer data. This certification demonstrates our commitment to security, confirms that we have established strict information security policies and procedures, and ensures that we provide independent third-party verification that our operations meet or exceed defined controls for the security of your data.
Change and Vendor Management
Logging and Monitoring
It’s imperative to us that your private information stays private.
Storage in the US
We don’t sell your information
Our agreements and policies provide our subscribers transparency and detailed information about Wealth’s Services, which in turn support our subscribers in meeting their own legal and compliance standards.
SOC2 Type II Certification
Visit Our Trust Center