Institutional-Grade Protection
Unlimited.ai is designed to meet the security expectations of RIAs, family offices, and institutional investment platforms. We protect sensitive financial data through layered safeguards across infrastructure, application, and operational controls.
Data Protection:
Encryption: All data is encrypted in transit using TLS 1.2+ and encrypted at rest using industry-standard AES-256.
Sensitive Information Handling: The platform incorporates controls to identify and redact sensitive information within documents and AI workflows. Sensitive data that is not required for continued processing is programmatically removed and securely deleted in accordance with our data retention policies.
Controlled Data Access: Access to client information is governed by role-based permissions and least-privilege principles. System access is logged and attributable.
Identity & Access Management
Multi-factor authentication (MFA)
Role-based access control (RBAC)
Audit logging of system activity
Restricted production access
Executive-level approval controls.
All access is logged and traceable to support compliance and audit requirements.
AI Data Handling
No Model Training on Client Data: Client data is never used to train foundation models.
Scoped AI Context: AI interactions are limited strictly to authorized datasets within your organization.
Human Oversight: AI-generated outputs are designed to support human decision-making and are subject to user review prior to financial action.
Monitoring & Incident Response
We maintain continuous system monitoring and formal incident response procedures designed to detect, investigate, and remediate security events promptly.
Secure Development & Deployment
Security is embedded in our engineering lifecycle:
Peer-reviewed pull requests
Branch protection and staging validation
Automated security checks prior to deployment
Segregated staging and production environment
All production changes require approval and validation before release.
Business Continuity
Redundant infrastructure
Automated encrypted backups
Tested recovery procedures
We are committed to maintaining operational resilience and availability.
Compliance & Governance
Unlimited.ai maintains a SOC 2 Type II–audited control environment. Our security program aligns with recognized frameworks and is supported by documented risk management, governance, and data handling policies.
Security oversight is reviewed at the executive level.