Wealth Write.Up Achieves SOC 2 Type 1 Certification, Strengthening Trust in AI-Powered Investment Accounting Across Canada

15 December 2025 | Monday | News

Milestone certification validates Wealth Write.Up’s commitment to the highest standards of data security, privacy, and operational integrity for accounting firms, family offices, and wealth management professionals.
Picture Courtesy | Public Domain

Picture Courtesy | Public Domain

Wealth Write.Up, a Canadian leader in AI-powered investment accounting software, announced it has successfully completed its SOC 2 Type 1 certification. This achievement validates that Wealth Write.Up meets the highest standards for data security, privacy, and operational integrity. The certification enhances the company's ability to protect sensitive financial data for accounting firms, family offices, and wealth management professionals operating in regulated industries across Canada. 

"Receiving SOC 2 Type 1 certification marks a major milestone for us and our clients," said Brian McGlynn, CEO of Wealth Write.Up. "It means we have formally demonstrated to an independent auditor that our controls are designed and implemented to protect our clients' data from day one. For accounting firms, family offices, and investment professionals across Canada, this places their information in a secure environment built for precision, reliability, and compliance.""Our clients' trust us with their most sensitive financial information," added McGlynn. "This certification reinforces our leadership in secure, cloud-based accounting technology designed to meet the unique data residency and compliance needs of Canada's financial sector."

SOC 2 Type 1 is an independent audit framework developed by the American Institute of Certified Public Accountants (AICPA). It evaluates whether a company's systems and controls are properly designed to protect data security, privacy, and availability. For technology providers serving financial professionals, this certification confirms that internal practices meet rigorous standards for protecting client data from unauthorized access or misuse.

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