SOC2C

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CHARM Solutions

Trust level
Listed
Unverified

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

CHARM Solutions is SOC 2 Type II compliant.

Framework
Auditor
Last report
Renewal
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About

Charm Solutions is an AI/ML powered software company that delivers a platform for SMB lenders by leveraging large-scale data sets that provide analytics, insights, and decision-making capabilities for business growth. This Trust Center offers detailed insights into our security practices, including controls and policies that have been implemented.

Compliance & infrastructure

Hosting
AWS
Data handled
Customer personally identifiable informationCustomer personally identifiable financial information

Documents

6

Subprocessors

5
  • A
    Amazon Web Services · CHARM Platform hosted cloud infrastructure
    USA
  • D
    Datadog · Cloud monitoring of CHARM Platform
    USA
  • B
    Buddy Works · CI/CD pipeline management and execution.
    USA
  • G
    GitHub · Software development version control tool.
    USA
  • S
    Slack · Collaboration
    USA

Compliance leadership

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

Penetration test

Unknown. CHARM Solutions's penetration test vendor isn't listed yet.

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Recent updates

New SOC2T2 ReportApr 2025

Feb 2026 - Charm is wrapping up its audit period for our annual SOC2T2 report. It should be available soon.

Visible ControlsSep 2024

CHARM does not provide access to its complete control library in this Trust Center; we only present those controls that we consider necessary for public visibility.

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 CHARM Solutions SOC 2 compliant?
CHARM Solutions is SOC 2 Type II compliant. On SOC2C this listing is Listed.
Is CHARM Solutions SOC 2 Type I or Type II?
CHARM Solutions 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 CHARM Solutions's SOC 2 for a vendor risk assessment?
Yes. CHARM Solutions'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 CHARM Solutions penetration tested?
CHARM Solutions 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 CHARM Solutions's SOC 2 report?
CHARM Solutions's SOC 2 report is available on request. Request access through SOC2C and we coordinate the company-side NDA and delivery.

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