Sub Processors
Name
Services Performed
Location
Amazon Web Services
Cloud Infrastructure
US
Google Cloud Platform
Cloud Infrastructure
US, Global
Pendo
Analytics and Reporting
US
HubSpot
Customer Engagement and CRM
US
Plaid
Financial Account Aggregator
US, Global
Quiltt
Financial Account Aggregator
US, Global
Mailchimp
Email Communication
US
SendSafely
Document Sharing
US
Zoom
Webinars and Advisor Calls
US
TypeForm
Surveys
US
Chorus
Call Recording and Transcription
US
Calendly
Advisor Meeting Booking and CRM
US
Descope
Auth and User Management
US, Global
tl;dv
Call Recording and Transcription
US, EU
MetaBase
Business Intelligence
US, EU
Stream.io
Messaging
US
Hookdeck
Webook Management
US