Security you can Trust Protection you deserve
We understand that your financial security is paramount. That's why InvestMates is built on a foundation of advanced security measures designed to keep your data private and protected, giving you peace of mind.
Partners & Certified By
Security Excellence
Explore our range of services designed to protect your digital assets.
We Never Store Your Credentials
When you link your bank account, we redirect it to your institution via plaid and let your bank authenticate. This means we never read or store your credentials, we get read only data of your holdings, so we cannot initiate any transactions, move, or modify your assets. You are always in complete control.
Bank-Grade Security
Your sensitive financial information is protected with AES-256 encryption. We also encrypt all in-transit data using the latest TLS 1.2 technology—the same advanced standard banks use. Imagine securely storing your data in a vault that only you can unlock.
Secure Two-Factor Authentication
We support two factor authentication in your InvestMates account for enhanced security. When enabled, a security PIN is sent to your smartphone or authentication app to authorize login from a new device. That way, with your InvestMates credentials alone, it's impossible to access your financial information and the financial data you have stored on InvestMates
No one ever sees your data
No one on the InvestMates team will see your private data unless you specifically choose to share data with the support team. To protect your privacy further, when enabled, private mode prevents over-shoulder snooping by hiding all numbers and just shows changes in percentages. You can safely use InvestMates in private mode on your devices when working in public places, commuting or at work.
1000+
Financial Institutions Integrated
Bank Level Security &
Encrypted Data
$300 MN
Networth Tracked
4.5
Ratings On App Store
Your financial world, securely connected.
We partner with trusted services like Plaid and Yodlee to securely and reliably access your investment information.
Frequently asked questions
Your Security, Our Priority
Have questions about our security?
Talk to our team about how we keep your financial data protected with bank-grade encryption, zero-credential storage, and strict privacy controls.