Enterprise-Grade Security for Modern Advice Firms
ISO 27001 certified, Cyber Essentials Plus accredited, and built with security at our core. We're not just another tech startup – we're a well-run, security-focused business that financial institutions can trust with their most sensitive data.
Certified & Accredited
Third-party validated security standards you can trust

ISO 27001 Certified
International standard for information security management systems

Cyber Essentials Plus
Government-backed certification for cyber security

Evalian DPO Services
External Data Protection Officer ensuring GDPR compliance
Punching Above Our Weight
As a VC-backed technology company, we've invested heavily in security and compliance from day one. While other startups cut corners, we've built enterprise-grade infrastructure that rivals established financial institutions.
Our recent ISO 27001 certification – achieved without any remediation required – demonstrates our commitment to operational excellence. We're not just meeting standards; we're exceeding them.
- £2m+ in funding from strategic investors including Haatch Ventures
- Revenue generating since inception – rare for VC-backed companies
- Multiple contingencies including code escrow for business continuity
- Layered expertise reducing reliance on any single team member




Security by the Numbers
Comprehensive Compliance Framework
Built to exceed regulatory requirements and protect your business
Data Protection
UK GDPR compliant with comprehensive data protection policies, procedures, and regular audits
Security First
End-to-end encryption, secure cloud infrastructure, and regular penetration testing
Business Continuity
Robust disaster recovery plans with daily backups and 1-hour restoration capability
Regulatory Compliance
Full compliance with FCA requirements and financial services regulations
Staff Training
Regular security awareness training and strict access controls for all personnel
Risk Management
Comprehensive risk assessments and continuous monitoring of security threats




Technical Excellence
Our infrastructure is built on industry-leading cloud platforms with multiple layers of security. We employ double encryption, continuous monitoring, and automated threat detection to ensure your data remains protected at all times.
- AWS & MongoDB Atlas for secure, scalable infrastructure
- Daily automated backups with point-in-time recovery
- Kandji MDM for device management and security
- Bitdefender anti-malware and threat prevention
- Regular penetration testing and vulnerability scanning
- Zero-trust architecture with principle of least privilege
Our commitment: We don't just comply with regulations – we build systems that anticipate future requirements and protect against emerging threats.
Ready to Learn More?
Download our comprehensive due diligence pack or speak with our security team