Legal & RegulatoryEvent: August 31, 2026
Helmsted achieved SOC 2 compliance with Vanta and Sensiba.
Published
Signal category
Legal & Regulatory
Quote
“Proud of the Helmsted team for taking this important step toward SOC 2 compliance with Vanta and Sensiba.”
— Sam Jurrens, CFA, CFP®|Helmsted team
Company
Helmsted
The operating leverage of a giant, built for independent RIAs.
- Industry
- Technology, Information and Internet
- Company size
- 3 employees
The best financial advice is human. Everything around it doesn't have to be. Helmsted is the operating platform for independent RIAs - automating planning, communications, and investment management behind every client relationship. Firms on Helmsted spend their time on the relationship, not the coordination behind it. Stay independent. Run like a giant.
Founded 2026