Wealthbox CRM security & compliance
An overview of Wealthbox CRM's security posture — compliance, penetration testing, subprocessors, and data handling — verified on SOC2C (Listed).
SOC 2 statusSOC 2 Type II · Listed
FrameworksSOC 2 Type II, HIPAA
Penetration testNot listed
SubprocessorsNot listed
HostingNot listed
Trust centerView
Security questions about Wealthbox CRM
- Is Wealthbox CRM secure?
- Security isn't a single yes/no, but Wealthbox CRM is SOC 2 Type II compliant and holds SOC 2 Type II, HIPAA, and undergoes third-party penetration testing. SOC2C verifies its compliance posture and shows how strongly each fact is proven.
- Does Wealthbox CRM have a bug bounty or vulnerability disclosure program?
- Wealthbox CRM hasn't listed a bug bounty or vulnerability disclosure program on SOC2C. Many companies accept security reports at security@wealthbox.com or via a /security page (Wealthbox CRM lists a security contact).
- Who are Wealthbox CRM's subprocessors?
- Wealthbox CRM's subprocessors aren't listed on SOC2C yet. The company can add them so buyers can assess fourth-party risk.
- Where does Wealthbox CRM host or store data?
- Wealthbox CRM's hosting and data-residency details aren't listed on SOC2C yet. The company can add where it hosts (AWS, GCP, Azure) and which data it handles.
- Where is Wealthbox CRM's trust center or security page?
- Wealthbox CRM's trust center is at https://trust.wealthbox.com. Its verified SOC 2 status, frameworks, and documents are summarized on its SOC2C profile.