Codat turns on-demand client data into personalized insights that help commercial banking teams deepen relationships and grow revenue.
Summary from the company’s website.
Publicly advertised compliance posture
As observed on September 8, 2026 on the organization’s public trust center.
-
SOC 2
Independent CPA audit of controls for security, availability, and confidentiality.
-
ISO 27001
International standard for an information security management system, certified by accredited bodies.
Compliance timeline
-
September 8, 2026
Posture last observed by Trust Index
Subprocessors
Third parties Codat discloses on its trust center. Linked entries have their own profile in the Trust Index.
100% chain trust: 1 of 1 disclosed subprocessors are themselves in the Trust Index.
- Microsoft Azure Cloud provider
About this data
The Trust Index reports only what organizations publicly advertise. A missing framework here means no public claim was observed as of September 8, 2026; it never means an organization is non-compliant. HIPAA entries reflect a public claim of compliance; no HIPAA certification exists. Corrections are welcome and verified against public evidence. Read the full methodology.
