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  • TRUST & COMPLIANCE

Security at
Class Valuation

Our Commitment to Security – protecting customer data is a top priority. We maintain a strong security and compliance program designed to safeguard information and support data confidentiality, integrity, and availability.

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Explore our practices
SOC 2 TYPE IICertified
Data EncryptedIn transit & at rest

SOC 2 Type II

AICPA Trust Services Criteria

Data Encryption

AES-256 / TLS 1.2+

Privacy Compliance

Data Protection

Annual Assessments

Third-Party Audits

Our Commitment to Security

At Class Valuation, protecting customer data is a top priority. We maintain a strong security and compliance program designed to safeguard information against unauthorized access, misuse, loss, or disclosure. Our security practices are built on industry standards, documented policies, and ongoing risk management efforts to support data confidentiality, integrity, and availability.

How We Protect Your Data

Our multi-layered security approach covers every aspect of data handling from the moment information enters our systems to its secure disposal.

Data Classification & Protection

All data is classified based on sensitivity and business risk. Handling requirements are defined per classification, ensuring sensitive and customer information receives enhanced protection.

Encryption & Secure Storage

Sensitive data is protected using industry-standard encryption in transit and at rest. Secure storage controls prevent unauthorized access, and restrictions limit data storage on local or personal devices.

Data Retention & Disposal

Data is retained only as long as necessary to meet business, legal, and regulatory requirements. When no longer required, it is securely deleted or destroyed using approved methods.

Access Control & Identity

Access is based on least privilege. Users are granted only the information required for their role. Access approvals, periodic reviews, and timely revocation ensure ongoing appropriateness.

Infrastructure Security

Security safeguards across our technology environment include secure system configurations, vulnerability and patch management, and protective monitoring controls to detect and reduce risks.

Monitoring & Incident Response

Security monitoring identifies potential threats, unusual activity, or data exposure. A defined incident response process promptly investigates, contains, and remediates issues while minimizing impact.

Third-Party & Vendor Security

Vendors accessing or processing company or customer data must meet defined security and data protection expectations. Data sharing is minimized and vendor access is reviewed periodically.

Compliance & Governance

Comprehensive internal policies cover data protection, access control, incident response, vendor risk management, and acceptable use. Policies are reviewed and updated regularly.

Continuous Improvement

Security is an ongoing process. We regularly evaluate controls, address identified risks, and enhance security practices to adapt to emerging threats, technology changes, and business needs.

Trust Center

We believe in full transparency. Access our independently verified security posture through our dedicated Trust Center portal.

Our Trust Center, powered by UpGuard, provides a transparent view of Class Valuation’s security posture. Sign in to access our SOC 2 Type II report, completed security questionnaires, compliance documents, and an independently verified security rating — all in one place.

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Have a Security Question?

Reach out to our security team for inquiries about our practices, compliance documentation, or to report a security concern.

itsecurity@classvaluation.com