Partners & Certified By
Security Excellence
Explore our range of services designed to protect your digital assets
We Never Store Your Credentials
When you link your bank account, we redirect it to your institution via plaid and let your bank authenticate. This means we never read or store your credentials, we get read only data of your holdings, so we cannot initiate any transactions, move, or modify your assets. You are always in complete control.
Bank-Grade Security
Your sensitive financial information is protected with AES-256 encryption. We also encrypt all in-transit data using the latest TLS 1.2 technology—the same advanced standard banks use. Imagine securely storing your data in a vault that only you can unlock.
Secure Two-Factor Authentication
We support two factor authentication in your InvestMates account for enhanced security. When enabled, a security PIN is sent to your smartphone or authentication app to authorize login from a new device. That way, with your InvestMates credentials alone, it's impossible to access your financial information and the financial data you have stored on InvestMates
No one ever sees your data
No one on the InvestMates team will see your private data unless you specifically choose to share data with the support team. To protect your privacy further, when enabled, private mode prevents over-shoulder snooping by hiding all numbers and just shows changes in percentages. You can safely use InvestMates in private mode on your devices when working in public places, commuting or at work.
1000+
Financial Institutions Integrated
Bank Level Security &
Encrypted Data
$300 MN
Networth Tracked
4.5
Ratings On App Store
Your financial world, securely connected.
We partner with trusted services like Plaid and Yodlee to securely and reliably access your investment information
Frequently asked questions
How do you secure my data?
We provide Bank-Level Security. We secure your data with AES-256 encryption, the same rigorous standards used by banks. We also encrypt all in-transit data using the latest TLS 1.2 technology. The data you entrust us is end to end encrypted, and none of our employees can access them. Our database administrators don't have access to the encryption keys used.
Is my data safe?
InvestMates reads your banking and investing data to build a visual dashboard of all your financial investments. InvestMates is strictly read-only. Trading, fund withdrawals, money transfers or other transactions are not possible through the platform to keep your money safe.
Why do you need my brokerage credentials?
Your credentials are needed to establish a secure connection between InvestMates and your financial institution. This allows us to read your financial data and build your wealth dashboard and reports. Remember the credentials you enter are in your brokerage account and we don't store them.
Where is my personal data located?
InvestMates uses cloud services from Amazon Web Services (AWS) located within the same region as users Financial institutions, including servers, databases, and object storage. Your personal data is stored in the data center within the country you reside to maintain strict data residency as per law.
How do you protect my personal information?
InvestMates maintains compliance with the Indian(DPDA) and US Data Protection Regulation. InvestMates has documented policies to support our commitment towards data privacy and information security. Refer to our privacy policy here.
Do you sell my personal information?
Your security and the protection of your personal information is our priority. We will never sell, publish or share your contact information or any identifiable personal information to third parties. You can read our privacy policy here.