Certifications named in Wealth management software
Naming SOC 2 or ISO 27001 publicly is the low bar; not naming them is a signal.
4 of 11 vendors we measured here publish it, that is 36%. Last checked 2026-09-02.
36% here against 33% across every category we measure. Wealth management software sits above the overall share for this criterion.
Back to Certifications named across all categories, or to Wealth management software.
Published
SOC 2 or ISO 27001 named on a public page.
No named certification found.
We reached at least one address for each of these vendors and none of them carried it. That is what we found at the addresses we checked, on the date we checked them, and not a statement about what the vendor has.
| Vendor | What we found |
|---|---|
| Addepar | 6 addresses checked |
| Additiv | 6 addresses checked |
| Advyzon | 6 addresses checked |
| Avaloq | 6 addresses checked |
| Backbase | 6 addresses checked |
| Black Diamond | 6 addresses checked |
| Morningstar Advisor | 6 addresses checked |
Not measured
We could not look at these, or their robots.txt asks us not to. That says something about our measurement, not about them, and they are left out of the percentage above.
| Vendor | What we found |
|---|---|
| Envestnet | The vendor’s server blocked or rate-limited our crawler, so this was not measured. |
Found something we missed? Tell us and the next run picks it up.