SOC2C

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OneVest

onevest.com· 1–50 employees
Security overviewCompliancePenetration test
Trust level
Listed
Unverified

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

OneVest 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

Connect your entire wealth ecosystem in a single pane of glass. OneVest's unified OS brings together workflows, client data, and account management for modern scale.

Compliance & infrastructure

SOC 2 Type II

Compliance leadership

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

Penetration test

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

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

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