Aleta: Institutional-Grade Security for Global Family Offices
Aleta is an exceptionally secure cloud-based family office platform built to institutional security standards to protect complex wealth data through a sophisticated, multi-layered defense strategy. Built on Microsoft Azure with SOC 2 Type II certification, Aleta applies the same infrastructure, certifications, and encryption protocols trusted by the world's leading financial institutions and family offices managing billions in assets across multiple jurisdictions.
Aleta Protects Your Family Office Wealth Data
Family offices manage some of the most sensitive financial information in existence: multi-generational wealth structures, private entity ownership, undisclosed investment positions, and personal financial data across global jurisdictions.
The security standard for this data is not negotiable. Entrusted with over $100 billion in assets, Aleta was built with that context as a first principle, not as an afterthought.
SOC 2 Type II
certification
AES-256
encryption
+$100Bn
in monitored assets
The Gold Standard: SOC 2 Type II Certification
The SOC 2 Type II certification is the most rigorous independent security certification available for cloud platforms handling sensitive financial data and the premier benchmark for cloud security. Unlike SOC 2 Type I, which only audits a single point in time, SOC 2 Type II confirms that security controls operated effectively and continuously over a 6 to 12-month period.
Aleta’s SOC 2 Type II certification serves as a testament to the operational effectiveness of Aleta’s security measures over time. This commitment to data integrity earned Aleta the Best Data Provider title at the 2026 Family Wealth Report Awards.
- Rigorous independent auditing: Aleta undergoes comprehensive audits by independent third-party specialists to continuously verify all security controls.
- Trust services criteria: Our SOC 2 Type II compliance ensures the Aleta platform adheres to the strictest international standards regarding Security, Availability, Processing Integrity, Confidentiality, and Privacy.
- Operational excellence: Continuous monitoring of operational security controls ensures that Aleta doesn't just have a secure design but maintains secure operations 24/7/365.
Microsoft Azure: The Infrastructure Standard for Global Finance
The question of where your family's data lives is as important as how it’s encrypted. Aleta runs entirely on Microsoft Azure, which is the infrastructure of choice for JPMorgan Chase, HSBC, BlackRock, and hundreds of other regulated financial institutions that operate under the strictest data security requirements in the world.
- Rigorous security auditing: Azure’s physical and logical security controls are audited more frequently and more strictly than any private cloud or single-datacenter solution.
- Continuous operational monitoring: We employ 24/7 oversight and rigorous operational controls to safeguard every data layer against evolving threats.
- Trusted financial architecture: We leverage the same purpose-built cloud environment used by the world’s largest banks to ensure your data is stored and encrypted to enterprise standards.
- Global compliance inheritance: Aleta inherits Microsoft Azure’s foundation of 90+ global certifications, including ISO 27001, SOC 1 & 2, and PCI DSS, meeting strict standards across the US, EU, UK, Singapore, and Australia.
Schedule a demo to see how Aleta simplifies even the most sophisticated portfolios with clean and intuitive design in an award-winning platform so you can operate with confidence.
AES-256 Encryption Across Every Layer
Aleta secures all data using AES-256 encryption, the same standard trusted by global financial institutions. This protection applies to data at rest within our systems and in transit between our servers and your devices, ensuring no weaker standards are used at any layer of our infrastructure.
This banking-grade security is baked into every digital interaction, from API calls to mobile sessions, providing a seamless and high-level defense for your sensitive information.
- Continuous security: Uses TLS 1.2 or higher for every dashboard load, API call, and mobile session, etc.
- Total encryption: Applies full end-to-end AES-256 protection to all data.
- Universal standards: Maintains maximum security protocols across all devices and connection types.
Modern Authentication: Passkeys, Biometrics, MFA, and SSO
Aleta supports the full spectrum of modern authentication methods. Family offices can configure authentication to match their existing security infrastructure and their users' needs, from next-generation members who prefer biometric login on mobile, to CFOs and IT administrators managing enterprise SSO against an existing identity provider.
- Passkeys: Passwordless authentication using device-bound cryptographic keys, resistant to phishing by design.
- Biometric authentication: Face ID and fingerprint authentication on iOS and Android, verified at the device level.
- Multi-factor authentication (MFA): Time-based one-time passwords and authenticator app support.
- Enterprise SSO: SAML 2.0 and OAuth 2.0 integration with existing identity providers including Azure AD, Okta, and Google Workspace.
- Role-based access: Access can be determined at a granular level, and all data exports are recorded in an audit log.
Continuous Security Oversight and Penetration Testing
Aleta undergoes annual penetration testing conducted by an independent third-party security specialist. Penetration testing simulates real-world attack scenarios including attempts to bypass authentication, exploit API vulnerabilities, and access data without authorization.
Between annual tests, Aleta's infrastructure is monitored continuously, 24 hours a day, 7 days a week to ensure that emerging threats are identified and responded to in real time rather than discovered at the next scheduled audit.
- Penetration testing: Independent security specialists conduct deep-dive testing annually to identify, patch, and neutralize potential vulnerabilities.
- Proactive 24/7 monitoring: Anomalous activity triggers automated alerts and human review.
- Evolutionary defense: We regularly evaluate system vulnerabilities to ensure the Aleta platform remains resilient in an ever-changing global threat landscape.
Global Data Residency for International Family Offices
Azure's global network of data centers means Aleta can offer genuine regional data residency, not just a marketing claim, but a contractually enforceable commitment to where your data is stored and processed.
- EU data residency: Available through Azure European data centers, supporting GDPR compliance.
- US data residency: Available through Azure US data centers.
- Asia-Pacific data residency: Available through Azure AP data centers.
- Custom configurations available for offices with multi-jurisdictional requirements.
What to Ask Any Family Office Platform About Security
When evaluating any wealth management platform, the following questions should produce specific, verifiable answers. Vague assurances are not sufficient when the data at stake is your family's complete financial picture.
1. Do you hold SOC 2 Type II certification, and can you share the audit report?
Type I confirms controls existed at one moment. Type II confirms they worked over time. Ask for the full report under NDA, not just the certificate.
2. What encryption standard applies to data at rest and in transit?
The answer should be AES-256 at rest and TLS 1.2 or higher in transit. Anything weaker is a meaningful gap.
3. What authentication methods do you support?
Passkeys and biometrics represent the current best practice. SSO integration means your existing identity provider's controls apply. Ask specifically whether passkeys are supported – most legacy platforms do not.
4. How often is penetration testing conducted, and by whom?
Annual third-party testing is the standard. In-house testing does not carry the same credibility. Ask for the name of the testing firm.
5. Where is our data stored, and can we choose the region?
The vendor should be able to specify the exact data center region and commit to it contractually. A general assurance that data is stored securely is not the same as a regional data residency commitment.
6. What happens to our data if we end the relationship?
A reputable platform will confirm in writing that all data is returned in a standard format and permanently deleted from their systems within a defined timeframe after contract termination.
FAQ: Aleta's Security
A next-generation wealth platform for forward-thinking family offices
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