Karen Nachbar

Dec 29, 2025

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Four Years of Security Excellence: Vanilla’s SOC 2 Type II Milestone

As Vanilla’s Chief Legal Officer, I talk to customers every day about the trust they have put in us to handle their clients’ most confidential financial and estate planning data. I’m thrilled to share that Vanilla has successfully completed its annual SOC 2 Type II audit with no findings—marking our fourth consecutive year (since we began our SOC 2 audits in 2022) with a clean report. This achievement reflects our ongoing commitment to maintaining the highest standards of security, availability, and confidentiality for our customers’ data.

What This Means for Our Customers

A SOC 2 Type II audit is an independent assessment conducted by a Certified Public Accounting firm that evaluates how well an organization’s controls and information systems protect customer data over an extended period. Achieving a clean report four years running demonstrates our consistent dedication to maintaining a robust compliance and security program.

At Vanilla, we didn’t just build a platform for financial advisors and estate planners—we built it to be secure enough for the world’s largest financial institutions. For our current and prospective customers, this means:

• Your data is protected by enterprise-grade security controls that meet stringent industry standards
• Our security practices are independently verified by third-party auditors year after year
• You can trust that Vanilla is continuously monitoring and improving its security posture

Trust Through Transparency

We know that trust isn’t just about security—it’s also about transparency. That’s why we make our security information readily available to our customers through our Trust Center. There, you can access our SOC 2 reports, security documentation, and detailed information about our compliance posture.

This milestone is something we’re incredibly proud of, but we’re not stopping here. We remain committed to staying ahead of emerging threats and continuously enhancing our security controls. Our customers’ trust is Vanilla’s most valuable asset, and we take that responsibility seriously every single day.

Questions about our compliance and security practices? Visit our Trust Center or reach out to your sales representative.

Want to learn more about Vanilla? Schedule a demo to see how we’re transforming estate planning for advisory firms.

The information provided here does not constitute legal, financial, or tax advice. It is provided for general informational purposes only. This information may not be updated or reflect changes in law. Please consult with an estate attorney, financial advisor, or tax professional who can advise as to your particular situation.