Copperleaf

Copperleaf publicly advertises 3 compliance frameworks through a trust center hosted by Vanta.

IoT & Physical Systems

Advertised frameworks

Vanta

Trust center platform

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First observed

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Founding to trust center

Copperleaf’s Asset Investment Planning solutions help organizations maximize operational and capital efficiency, manage risk, and achieve business goals.

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.
GDPR

Public claim of alignment with the EU General Data Protection Regulation.

Compliance timeline

September 8, 2026

Posture last observed by Trust Index

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.

How can `we` work `together`

Schedule a discovery session

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Hire us for a project

Augmenting a specific initiative or project, leveraging our expertise and resources to deliver a defined outcome.

Retain us long term

Ongoing collaboration and support through regular meetings, check-ins, and access to our team's collective knowledge and experience, empowering you to make informed decisions and drive sustained growth.