WealthVest Receives SOC 2 Type II Attestation
- Independent Audit Verifies WealthVest’s Internal Controls and Processes. -
BOZEMAN, Mont. December 9, 2025 | WealthVest, a financial services marketing and wholesaling firm, today announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. This attestation provides evidence that WealthVest has a strong commitment to security and to delivering high-quality services to its clients by demonstrating that they have the necessary internal controls and processes in place.
A SOC 2 audit provides an independent, third-party validation that a service organization’s information security practices meet industry standards stipulated by the AICPA. During the audit, a service organization’s non-financial reporting controls as they relate to security, availability, processing integrity, confidentiality, and privacy of a system are tested. The SOC 2 report delivered by KirkpatrickPrice verifies the suitability of the design and operating effectiveness of WealthVest’s controls to meet the standards for these criteria.
"I’m proud of the team for completing SOC 2 Type II”, said Quinn Catalano, Vice President of Information Technology at WealthVest. “It’s a clear sign of our security-first approach, and we’ll keep strengthening that foundation as we grow."
“The SOC 2 audit is based on the Trust Services Criteria,” said Joseph Kirkpatrick, President of KirkpatrickPrice. “WealthVest delivers trust-based services to their clients, and by communicating the results of this audit, their clients can be assured of their reliance on WealthVest’s controls.”
Find more information about WealthVest’s annuity solutions by contacting the sales desk at 1-877-595-9325 or visiting www.wealthvest.com.
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About WealthVest
WealthVest is one of the leading distributors of fixed, fixed index, registered index-linked and variable annuities to U.S. financial advisors. WealthVest’s leadership is fueled by proprietary thought-leadership, consumer-driven product design expertise, strategic marketing, technology, and specialization in both field and hybrid-based advisor wholesaling. Follow them on Facebook and LinkedIn or visit wealthvest.com.
About KirkpatrickPrice
KirkpatrickPrice is the leader in cyber security and compliance audit reports. Our experienced auditors know audits are hard, so they take complicated audits such as SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST, GDPR, and ISO 27001 and make them worth it. The firm has issued over 10,000 reports to over 1,200 clients worldwide, giving its clients trusted results and the assurance they deserve. Using its Online Audit Manager, the world’s first compliance platform, KirkpatrickPrice partners its clients with an expert to guide them through the entire audit process, from audit readiness to final report. For more information, visit www.kirkpatrickprice.com, follow KirkpatrickPrice on LinkedIn, or subscribe to our YouTube channel.
MEDIA CONTACTS:
WealthVest
Jackson Bolstad
Director of Marketing
(406) 272-3759
jbolstad@wealthvest.com
