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Wendt Partners, a HubSpot Elite Solutions Partner headquartered in New York City, has reached a major milestone by becoming the first North American HubSpot Elite Partner—and one of the few globally—to achieve SOC 2 compliance. This certification solidifies Wendt Partners’ position as a leader in IT security, ensuring that clients in highly regulated industries such as financial services, law, healthcare, education, and government can rely on them for secure, trusted HubSpot implementation services.
What is SOC 2?
SOC 2 (Systems and Organization Controls 2) is a security framework created by the American Institute of Certified Public Accountants (AICPA) in 2010, focusing on the secure handling of customer data. The framework is built on five trust service criteria: security, availability, processing integrity, confidentiality, and privacy. Achieving SOC 2 compliance demonstrates an organization’s ability to protect data against unauthorized access and security vulnerabilities.
Wendt Partners worked closely with BD Emerson, a renowned IT security consulting firm and Service-Disabled Veteran-Owned Small Business (SDVOSB), to develop a robust IT security infrastructure that meets SOC 2 Type 1 requirements, as well as other high standards like HIPAA, ISO 27001, and GDPR. Through this partnership, Wendt Partners successfully aligned their processes with global security standards in under 90 days.
Cutting-Edge Security Technologies
As part of this SOC 2 compliance effort, Wendt Partners has integrated a range of cutting-edge IT security technologies, including:
- Vanta for trust management
- Venn as the firm’s secure enclave
- Crowdstrike for security management
- NinjaOne for endpoint management
- Google for enterprise user management and security
These tools are part of a comprehensive approach to safeguarding sensitive client data and ensuring that security is maintained across all systems and processes.
What’s Next: SOC 2 Type 2 and ISO 27001
Wendt Partners isn’t stopping with SOC 2 Type 1. The company is now in the monitoring phase to prepare for SOC 2 Type 2 certification, which will further validate their ongoing security practices. Simultaneously, Wendt Partners is moving through the ISO 27001 certification process, with plans to complete the second stage audit soon. ISO 27001 is a globally recognized standard for information security management systems, and achieving it will further enhance Wendt Partners’ security credentials.
During this comprehensive compliance process, Wendt Partners has also undergone audits against the National Institute of Standards and Technology’s cybersecurity framework (NIST CSF 2.0) and the European Union’s General Data Protection Regulation (GDPR), ensuring that their services meet the highest global standards.
Ensuring Security for High-Stakes Industries
Achieving SOC 2 and pursuing other global certifications enables Wendt Partners to deliver world-class HubSpot implementation services to clients who require top-tier IT security. These include industries such as healthcare, where HIPAA compliance is essential, financial services managing sensitive data, and education institutions handling personal information.
As HubSpot continues to roll out Sensitive Data capabilities and expand its enterprise CRM solutions, Wendt Partners is uniquely positioned to support clients who need the highest levels of trust and security. The firm’s compliance with SOC 2 and other global standards ensures that clients can focus on their business while knowing their data is protected.
Transparency Through Wendt Partners’ Trust Center
Wendt Partners has also launched a Trust Center at https://trust.wendtpartners.com, where clients and prospects can learn more about the 79+ active security controls in place. The Trust Center also offers access to the firm’s SOC 2 Type 1 report, as well as its policies, plans, and standards. This transparency demonstrates Wendt Partners’ ongoing commitment to safeguarding client data.
A Message from Doug Wendt
Reflecting on this achievement, Doug Wendt, Co-Founder and Senior Partner of Wendt Partners, shared:
“I have been in the enterprise technology industry for more than thirty years, and the security of client data and resources has always been at the forefront of my approach to client systems and success. It is truly an honor for us to have worked as a team to achieve this standard, and to deliver world-class security to our valued enterprise clients.”
Moving Forward
As Wendt Partners moves toward achieving even higher levels of security through SOC 2 Type 2 and ISO 27001 certifications, the firm continues to lead the way in delivering secure, reliable HubSpot solutions to clients worldwide. With a strong focus on IT security, Wendt Partners is setting the standard for trusted, compliant CRM implementation services.
