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Security That Never Sleeps

Enterprise-Grade Protection Built for Financial Marketing

Your clients demand trust. We deliver it — from the infrastructure we own to the processes we follow, our platform is designed to protect your data, uphold regulatory standards, and safeguard your reputation — it’s our foundation.

Access Trust Center
Enterprise grade security
Certified confidence

SOC 2 Type II Compliance

Certified Confidence

StoneShot is SOC 2 Type II compliant, reinforcing our commitment to providing the highest standards of security, availability, and data integrity for our clients. With SOC 2 Type II compliance, you can trust that we’ve implemented robust controls to protect your data every step of the way.

Privately Managed Infrastructure

Full Control, Zero Compromise

Our infrastructure is housed in a private, co-location environment, giving us complete control over performance, data handling, security and scalability while minimizing external risk.

Full control zero compromise
Only the right eyes on your data

Robust Access Controls

Only the Right Eyes On Your Data

We enforce strict, role-based access policies and multi-factor authentication across our platform. Internal access is limited and logged to protect against unauthorized activity.

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You'll be in Great Company

Trusted by boutiques and global financial services brands

  • BNY Mellon
  • Causeway
  • edentree
  • CIBC
  • Quilter Investors
  • UBS
  • Legal & General
  • BNP Paribas
  • HSBC
  • RBS
  • BlackRock
  • Alcentra
BNY Mellon Causeway edentree CIBC Quilter Investors UBS Legal & General BNP Paribas HSBC RBS BlackRock Alcentra

Here’s What Our Customers Have To Say

Users voted StoneShot a Leader and High Performer on G2

Built For Financial Services

“Stoneshot is one of the best comprehensive platforms for the asset management industry!"

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Verified User
Financial Services

User Friendly Design

"StoneShot is great to use, allowing you to build emails easily & backed up with great MI."

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Verified User
Financial Services

Dedicated Support

"Great marketing automation platform with an outstanding support team"

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Verified User
Financial Services

We can help get more from your Marketing Budget

Elevate your email and events program with StoneShot. Learn how we've driven these successes.

55%

Reduction in Fake Opens and Clicks

19%

Increase in Quality Leads

80%

Reduction in Production Time

Users Voted StoneShot a Leader and High Performer on G2

We’re proud to be rated highly on G2 by customers who use StoneShot every day. Feedback from our customers has helped us build a platform that truly supports the way financial marketing teams work.

StoneShot is rated
G2 Rating
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Frequently Asked Questions

What does "enterprise-grade security" mean?
It means layered protection that works at scale. StoneShot safeguards data and systems using access controls, encryption in transit and at rest, firewalls, monitoring, and compliance frameworks—just as you would expect from a top enterprise solution.
How is data protected on StoneShot?
Your data is encrypted both in transit and at rest. We follow best practices like AES encryption for stored data and TLS for email and browser connections.
How do we control access securely?
StoneShot enforces role-based access controls, strong authentication, and supports integration with enterprise identity systems such as Single Sign-On (SSO) and Multi-Factor Authentication (MFA) .
How do you protect the network and servers?
We use a combination of load balancers, firewalls, VPNs, and intrusion detection to limit exposure and protect all infrastructure according to enterprise security architecture standards.
How do you ensure continuous protection?
With robust logging, monitoring, configuration management, and incident response planning. All designed to meet enterprise expectations for resilience and visibility.
Are you compliant with industry standards?
Yes. StoneShot SOC 2 approved and we undergo regular audits to maintain best-in-class processes and trust.
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