WealthVest Receives SOC 2 Type II Attestation
- Independent Audit Verifies WealthVest’s Internal Controls and Processes. -
BOZEMAN, Mont. January 03, 2025 | WealthVest, a financial services marketing and wholesaling firm, today announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice, satisfying the necessary security requirements.
WealthVest has a strong history and commitment to security and delivering high-quality services to its clients. The SOC 2 report delivered by KirkpatrickPrice verified that WealthVest has the necessary internal controls and processes in place to protect clients and the organization from security threats and meet all audit standards.
“Security is like information — part of everything we do,” said Quinn Catalano, vice president of information technology at WealthVest. “Achieving SOC 2 Type 2 compliance reflects WealthVest’s commitment to safeguarding customer data across all business functions and embedding security into our culture.”
A SOC 2 audit provides an independent, third-party validation that a service organization’s information security practices meet industry standards stipulated by the American Institute of Certified Public Accountants. During the audit, KirpatrickPrice tests all non-financial reporting controls related to security, availability, processing integrity, confidentiality, and privacy of a system.
“The SOC 2 audit is based on the Trust Services Criteria,” said Joseph Kirkpatrick, President of KirkpatrickPrice. “WealthVest delivers trust-based services to their clients, and by communicating the results of this audit, their clients can be assured of their reliance on WealthVest’s controls.”
Find more information about WealthVest’sannuity solutions by contacting the sales desk at 1-877-811-6081 or visit www.wealthvest.com.
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About WealthVest
WealthVest is one of the leading distributors of fixed, fixed index, registered index-linked and variable annuities—as well as structured products— to U.S. financial advisors. WealthVest’s leadership is fueled by proprietary thought-leadership, consumer-driven product design expertise, strategic marketing, technology, and specialization in both field and hybrid-based advisor wholesaling. Follow them on Facebook and LinkedIn or visit wealthvest.com.
About KirkpatrickPrice
KirkpatrickPrice is the leader in cyber security and compliance audit reports. Our experienced auditors know audits are hard, so they take complicated audits such as SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST, GDPR, and ISO 27001 and make them worth it. The firm has issued over 10,000 reports to over 1,200 clients worldwide, giving its clients trusted results and the assurance they deserve. Using its Online Audit Manager, the world’s first compliance platform, KirkpatrickPrice partners its clients with an expert to guide them through the entire audit process, from audit readiness to final report. For more information, visit www.kirkpatrickprice.com, follow KirkpatrickPrice on LinkedIn, or subscribe to our YouTube channel.
MEDIA CONTACTS:
WealthVest
Jackson Bolstad
Marketing Content Manager
(406) 272-3759
jbolstad@wealthvest.com
