Your security is non-negotiable.
Built with institutional-grade security from day one. Your wealth deserves nothing less.
Bank-Grade Encryption
All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your financial information is protected with the same standards used by major financial institutions.
Segregated Data
Your personal data is logically segregated from other users. Access is strictly controlled and audited to prevent unauthorized access.
Privacy by Design
We collect only the data necessary to provide our services. We never sell your personal information to third parties or use it for advertising.
Compliance Framework
We operate within established regulatory frameworks, partnering with licensed broker-dealers and registered investment advisors where required.
Regulatory Compliance
We work within established regulatory frameworks to ensure your protection.
Fiduciary Duty
We operate under a strict fiduciary duty to act in your best interests at all times. Your success is our success.
Regulated Custody
Your assets are held with independent, regulated custodians — not with Finnan. This provides an additional layer of protection.
SIPC Protection
Securities held with our custodian partners are protected by SIPC insurance in the event of broker insolvency.
Audit Trails
Every action Finnan takes on your behalf is logged and auditable. Full transparency in all transactions.
Security Best Practices
We follow industry best practices and continuously improve our security posture to protect your financial data and assets.
- Two-factor authentication on all accounts
- Regular third-party security audits
- Employee background checks and training
- SOC 2 Type II compliance (in progress)
- Real-time fraud monitoring
- Secure data centers with 99.9% uptime
Your Data, Your Control
Full ownership and portability
- Export all your data at any time
- Delete your account and data on request
- Clear visibility into how your data is used
- Share reports with external advisors
