At Milemarker, security isn’t just a promise—it’s the foundation of everything we do. Today, we’re excited to announce that Milemarker has officially achieved SOC 2 Certification, with attestation from the Johanson Group. This certification validates that our information security controls meet the highest industry standards for financial services.

Why SOC 2 Certification Matters

SOC 2 (Service Organization Control 2) is the gold standard when it comes to data security and operational excellence. To achieve this certification, Milemarker underwent an exhaustive audit process, led by the Johanson Group, a firm known for its expertise in SOC 2 audits across multiple industries.

The Johanson Group attested to Milemarker’s information security controls meeting leading industry standards specifically tailored for financial services. With years of experience providing professional services to public and private companies—large and small—Johanson Group’s approval further reinforces Milemarker’s reputation as a leader in secure, compliant fintech solutions.

What SOC 2 Means for You

In wealth management, trust and security are paramount. By securing SOC 2 Certification, Milemarker ensures that all aspects of our data management and operational processes are rock-solid and up to par with the most rigorous standards.

Here’s what this certification delivers for Milemarker’s clients:

•World-Class Data Security: SOC 2 certification affirms that Milemarker’s systems are equipped to protect sensitive data from breaches, unauthorized access, and cyber threats. With Johanson Group’s attestation, you can have full confidence that our security practices are as advanced as the technology we deliver.

•Peace of Mind: Whether you’re handling client financials, business operations, or internal processes, Milemarker’s commitment to SOC 2 standards guarantees confidentiality and integrity. With our controls in place, you can focus on what matters most—serving your clients.

•Operational Efficiency with Security at the Core: Milemarker’s SOC 2 certification is not just about safeguarding data—it’s about making sure our entire operation is both efficient and secure. This means you get cutting-edge data integration tools and automation features without ever compromising on safety.

•Long-Term Commitment to Security: Earning SOC 2 certification is not a one-and-done process. As part of the certification, Milemarker will undergo regular audits to ensure that we consistently meet and exceed SOC 2’s strict requirements. We don’t rest on our laurels—we keep pushing to stay ahead of the curve in data security.

The Impact for Wealth Management Firms

This certification has direct implications for all wealth management firms using Milemarker’s Firm Intelligence platform. Whether you manage $250 million or $200 billion in assets, your firm’s data is in safe hands.

We’ve designed our platform to offer more than just data integration—it’s about operational security and client trust. With the Johanson Group’s seal of approval, Milemarker clients can be assured that they’re partnering with a company dedicated to security best practices.

About the Johanson Group

As specialists in SOC 2 audits, the Johanson Group has built a strong reputation for providing audit and professional services across a wide range of industries, including financial services. Their extensive experience working with both public and private companies makes them the go-to partner for rigorous security evaluations. Their validation of Milemarker’s information security controls confirms that our platform meets the most stringent industry standards.

Why This Matters for Milemarker’s Clients

For wealth management firms, safeguarding client data is a critical business priority. With SOC 2 certification, Milemarker offers a level of trust and assurance that goes beyond the standard. Our technology integrates seamlessly into your systems, while our security framework keeps your data protected at every step.

Whether you’re a financial advisor, trust company, or a growing wealth management firm, this milestone shows that Milemarker is committed to providing cutting-edge solutions built on a foundation of trust and security.

Looking Ahead

SOC 2 certification is just the beginning. As Milemarker continues to innovate, we’ll be rolling out additional features designed to improve security, streamline operations, and maximize the potential of the financial services technology you already use.