SOC2C

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Capital Preferences

Trust level
Listed
Unverified

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

Capital Preferences is SOC 2 Type II compliant.

Framework
Auditor
Last report
Renewal
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About

Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists. Our suite of client-first technology is changing financial services for the better, one insight at a time.

Compliance & infrastructure

Compliance leadership

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

Penetration test

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This listing is partial

3/11 details · 27%

SOC2C shows the verified essentials. 8 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.
  • Documents
    List the documents you share (SOC 2 report, SOC 3, pen-test summary, DPA) and whether each is public or on request.
  • Subprocessors
    List your subprocessors so buyers can assess fourth-party risk, the way your trust center does.
  • Hosting
    Add where you host (AWS, GCP, Azure) and data residency.
  • Security controls
    Confirm key controls (encryption, MFA/SSO, annual pen test, BCP/DR) buyers screen for.
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Frequently asked

Is Capital Preferences SOC 2 compliant?
Capital Preferences is SOC 2 Type II compliant. On SOC2C this listing is Listed.
Is Capital Preferences SOC 2 Type I or Type II?
Capital Preferences 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 Capital Preferences's SOC 2 for a vendor risk assessment?
Yes. Capital Preferences'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 Capital Preferences penetration tested?
Capital Preferences 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.
Is Capital Preferences secure?
Security isn't a single yes/no, but Capital Preferences is SOC 2 Type II compliant. SOC2C verifies its compliance posture and shows how strongly each fact is proven.