Helmsted has engaged Vanta for continuous security and compliance monitoring and Sensiba, an independent audit firm, to perform our SOC 2 examination.
For independent RIAs, trust starts with how client data is protected. As we build AI-native infrastructure around the financial household, we believe security, privacy, and accountability must be foundational, not added later.
This is another important step in building Helmsted for the standards financial institutions and their clients should expect.
Questions about our security program? Write to us at hello@helmsted.ai.