Security isn't a feature. It's our foundation.

Financial advisors are entrusted with their clients' most sensitive information. We built Pearl to honor that trust with institutional-grade security at every layer.

Defense in Depth

Six layers of protection

Security isn't one thing—it's everything. Here's how we protect your data at every level.

End-to-End Encryption

All data transmitted between your systems and Pearl is encrypted using TLS 1.3. Data at rest is protected with AES-256 encryption—the same standard used by governments and financial institutions worldwide.

Column-Level PII Encryption

Client personally identifiable information isn't just encrypted at the database level—it's encrypted at the column level using AWS Key Management Service (KMS). Each data field has its own encryption key, managed and rotated automatically.

Zero-Knowledge Architecture

Pearl engineers cannot see your client data. Period. Our architecture ensures that even with full database access, individual client identities remain cryptographically protected. We see patterns, not people.

Isolated Infrastructure

Your data lives in isolated, single-tenant containers. No shared databases. No commingled client information. Each firm's data is completely segregated from every other firm's data.

Audit Logging

Every access to client data is logged, timestamped, and retained. You have full visibility into who accessed what, when, and why. Compliance teams can pull reports at any time.

Regular Penetration Testing

We don't just build secure systems—we prove they're secure. Third-party security firms conduct regular penetration tests, and we remediate any findings within 48 hours.

Our Commitment

The Pearl Security Promise

Beyond technology, we make these commitments to every firm that trusts us with their data.

We will never sell your data or your clients' data

We will never share data with third parties for marketing

We will never use your data to train models for other firms

We will always notify you within 24 hours of any security incident

We will always give you the ability to export and delete all your data

We will always be transparent about how we handle information

Compliance Roadmap

We're building Pearl to meet the highest standards of compliance in the financial services industry.

In Progress

SOC 2 Type I

Expected Q2 2026

Planned

SOC 2 Type II

Expected Q4 2026

Planned

FINRA Review

2027

Questions about our security practices? We're happy to discuss in detail.

Ready to see Pearl in action?

Schedule a demo and we'll walk you through our security architecture in detail.

Book a Demo