Brexy Achieves SOC 2 Type I Compliance

Financial institutions are bringing AI into increasingly sensitive areas of work, from financial research and document analysis to due diligence, deal preparation, and transaction workflows. As AI platforms for finance become part of these processes, security and trust are becoming just as important as capability.

Today, we are proud to announce that Brexy has achieved SOC 2 Type I compliance. This is an important milestone for us as we continue building a secure and trustworthy AI platform for financial services.

What SOC 2 Type I Means for Brexy

SOC 2 Type I is an independent, point-in-time assessment of whether relevant security controls are suitably designed and implemented. For Brexy, achieving SOC 2 Type I reflects the controls and practices we have put in place to support organizations working with confidential financial information and sensitive workflows.

Our SOC 2 Type I assessment covers security controls across areas including:

• Product security
• Data security
• Network security
• Application security
• Endpoint security
• Corporate security

These controls are supported by practices including access control and periodic access reviews, encryption in transit and at rest, vulnerability management, incident response, secure development practices, and privacy by design.

Brexy Is Built for Confidential Financial Work

Brexy is built for financial institutions, investment banks, private equity teams, dealmakers, advisors, and enterprise teams working with sensitive financial information.

The platform supports workflows including:

• Financial research
• Company and market analysis
• Deal execution and due diligence
• Investment and transaction workflows
• Financial document analysis

Security is built into how we approach these workflows. Brexy provides controls around access and permissions, secure document workflows, auditability, and human oversight, helping organizations maintain greater control over sensitive information and AI-assisted work.

Protecting Customer Data in AI Workflows

Financial teams work with sensitive information every day, from company research and financial documents to due diligence and transaction materials. As AI becomes part of these workflows, protecting that information is an important part of building trust. At Brexy our security is considered across the AI workflow, with practices covering areas such as access controls, data protection, security testing, vendor due diligence, and responsible AI governance.

Our SOC 2 Type I compliance is an important step in demonstrating our commitment to maintaining security controls and practices as Brexy supports financial teams with their most sensitive work.

SOC 2 Type I Is a Milestone, Not the Destination

Achieving SOC 2 Type I compliance is an important step in Brexy's security journey, but there is more work ahead. Our Trust Center outlines our security practices and broader compliance roadmap, including ISO 27001 certification currently underway. As Brexy expands across financial research, due diligence, deal execution, and workflow automation, we will continue investing in security, governance, and responsible AI practices.

For us, the goal is simple: build an AI platform that financial teams can evaluate, govern, and trust.

Explore Brexy's Security & Compliance

We've created the Brexy Trust Center to give customers and prospective customers greater visibility into our security and compliance approach, including our SOC 2 Type I status, control domains, security practices, and subprocessors.

If you're evaluating AI for sensitive financial workflows, talk to our team to learn more about how Brexy brings intelligence, control, and security together.

Explore Brexy's Trust Center now. https://www.brexy.ai/trust