Sofistic.AI Achieves SOC 2 Type II Certification, Strengthening Commitment to Security and Trust

We are thrilled to announce that Sofistic.AI has successfully achieved SOC 2 Type II certification, a major milestone that reinforces our dedication to the highest standards of security, availability, and data privacy.

SOC 2 certification, developed by the American Institute of CPAs (AICPA), is a rigorous audit process that evaluates a company’s controls related to security, availability, processing integrity, confidentiality, and privacy. Earning this certification underscores Sofistic.AI’s commitment to protecting client data and maintaining a robust, secure platform for wealth advisors and family offices.

Why SOC 2 Type II Matters

As an AI-powered SaaS platform for wealth management, trust is at the heart of everything we do. Advisors rely on Sofistic.AI to manage sensitive client information and deliver actionable insights that drive better financial outcomes. Achieving SOC 2 certification validates that our systems and processes meet strict security and privacy requirements, giving our clients confidence that their data is protected.

What This Means for Our Clients

In a world where AI-driven decisions and sensitive financial data intersect, trust isn’t optional, it’s everything. By obtaining SOC 2 Type II certification, Sofistic.AI demonstrates that:

• We have implemented robust security measures to safeguard sensitive financial and personal data.

• Our platform follows best practices for availability and reliability, ensuring consistent performance for our users.

• We are committed to ongoing compliance and transparency, with security embedded in every aspect of our operations.

What This Means for Our Clients

For our advisor and family office users, this milestone validates that:

• Your client data is handled with bank-grade safeguards
• Our systems and workflows operate under strict governance
• Our focus on compliance is ongoing and evolving, not a one-time checkbox

Our Ongoing Commitment

Earning SOC 2 Type II certification is not the end of our journey; it’s just the beginning. As technology and regulations evolve, Sofistic.AI will continue to invest in security, compliance, and innovation to help wealth advisors serve their clients with confidence.

“At Sofistic.AI, protecting client data is not just a responsibility, it’s a core part of who we are. This certification reinforces our commitment to building a platform that wealth advisors can trust.”

About Sofistic.AI

Sofistic.AI is a next-generation SaaS platform redefining wealth and family office management with AI-powered insights and tools. Built for today’s wealth advisors, we deliver a digital-first experience that empowers smarter decisions across the entire balance sheet.