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Asseta

asseta.ai· Security contact
Security overviewCompliancePenetration test
Trust level
Listed
Unverified

Sourced from public information. Not yet verified by the company.

Asseta is SOC 2 Type II compliant.

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Framework
SOC 2 Type II
Auditor
Not publicAdd
Last report
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Renewal
UnknownAdd
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About

Asseta is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for family offices and high-net-worth individuals. Offering a 360° real-time view of your wealth, businesses, and investments, Asseta empowers you with complete financial clarity. Our agentic AI intuitively adapts to your workflow, automating repetitive tasks, minimizing errors, and freeing up valuable time. Designed as an enterprise-grade alternative to spreadsheets and disconnected systems, Asseta provides everything a family could need in one integrated plat

Compliance & infrastructure

SOC 2 Type II
Hosting
AWS
Data handled
Customer personally identifiable informationEmployee personally identifiable informationCredit card informationPersonal health information

Documents

8
Documents

Subprocessors

8
  • A
    Amazon Web Services · Cloud provider
  • C
    Checkr · Employee management
  • G
    GitHub · Version control
  • G
    Google Drive · Document management
  • G
    Google Workspace · Identity provider
  • H
    Hubspot · Marketing
  • J
    Jira · Collaboration
  • V
    Vanta · Security

Compliance leadership

The person who leads Asseta's SOC 2 isn't listed yet. Claim this profile to add it.

Penetration test

Unknown. Asseta's penetration test vendor isn't listed yet.

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This listing is partial

6/11 details · 55%

SOC2C shows the verified essentials. 5 details are not yet provided by the company. Trust centers list more, so we invite the owner to fill the gaps here.

  • Auditorraises trust
    Add the CPA firm that issued your SOC 2 so buyers can verify who signed it.
  • Report dateraises trust
    Add your most recent report period so buyers see how current your SOC 2 is.
  • Renewal date
    Add your renewal window so buyers know your coverage is active.
  • Other certifications
    List your other frameworks (ISO 27001, HIPAA, PCI DSS) the way your trust center does.
  • Security controls
    Confirm key controls (encryption, MFA/SSO, annual pen test, BCP/DR) buyers screen for.
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Frequently asked

Is Asseta SOC 2 compliant?
Asseta is SOC 2 Type II compliant. On SOC2C this listing is Listed.
Is Asseta SOC 2 Type I or Type II?
Asseta is SOC 2 Type II compliant. A Type II report covers how security controls operated over a period (typically 3 to 12 months), a stronger signal than a point-in-time Type I.
Can I use Asseta's SOC 2 for a vendor risk assessment?
Yes. Asseta's SOC 2 status, frameworks, auditor, and renewal timing are on SOC2C for vendor risk and security reviews. Request the underlying report through SOC2C to complete your third-party risk file.
Is Asseta penetration tested?
Asseta hasn't listed its penetration testing on SOC2C yet. SOC 2 Type II programs typically include periodic third-party penetration tests; the company can add who performed theirs.
Can I get Asseta's SOC 2 report?
Asseta's SOC 2 report is available on request. Request access through SOC2C and we coordinate the company-side NDA and delivery.