Wealth.com · Trust Center

Wealthcom Trust Center

Trust center

Wealth.com maintains a public trust center documenting SOC 2 Type 2 compliance.

CompanyEnterpriseEstate PlanningTax PlanningWealth ManagementFinancial AdvisorsFintechArtificial Intelligence
Trust center: https://trust.wealth.com/

Certifications & Compliance

SOC 2 Type 2

Source

Trust Center

wealthcom-trust-center.yml Raw ↑
generated: '2026-07-21'
method: searched
source: https://www.wealth.com/privacy-and-security/
url: https://trust.wealth.com/
certifications:
- SOC 2 Type 2
compliance:
  soc2_type2:
    detail: >-
      SOC 2 Type 2, an AICPA auditing standard covering the five Trust Services Criteria
      (security, availability, confidentiality, privacy, processing integrity); yearly
      independent CPA audit.
security_controls:
  encryption_in_transit: SSL/TLS 1.2+
  encryption_at_rest: AES-256
  mfa: Multi-factor authentication for sign-in
  access_control: Least-privilege access control
  monitoring: Continuous logging and monitoring
  personnel: Employee background checks and confidentiality agreements
  data_residency: Data stored exclusively in the United States
  data_selling: "We never sell your data"
evidence:
- source: https://trust.wealth.com/
  keywords: [trust center]
- source: https://www.wealth.com/privacy-and-security/
  keywords: [soc 2 type 2, aes-256, tls 1.2, mfa]

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