Deepen client relationships without compromising what they trust you with.
GuardKin gives you planning-scope visibility into your clients’ full financial and estate picture — held-away assets, insurance gaps, outdated documents, missing executors — without seeing their personal letters, their passwords, or the contents of their medical directives. The boundary is enforced by cryptography, not by policy.
- Retirement — Fidelity 401(k)•••• 1849 · client-key only
- Letter to PriyaSealed until settlement
- Estate attorney — Whitlock & Chowhitlock-cho · primary contact
For your security team
Security at a glance
- Encryption
- Sensitive content: XChaCha20-Poly1305, client-sealed. Operational data: AES-256-GCM (KMS). TLS 1.3 in transit.Server cannot read content
- Zero-knowledge boundary
- A Two-Secret KDF derives the content key client-side. The server never holds it.Server cannot decrypt content
- SOC 2
- Actively preparing for the SOC 2 Type II audit across Security, Availability, Confidentiality, Processing Integrity — on track for the next 4–6 months.In preparation · targeted Q4 2026
- Data residency
- Stored & processed in US regions. Global edge layers terminate TLS and forward to US-region origins.United States
The three problems GuardKin addresses for your firm.
Retention crisis at generational wealth transfer
Most advisors fail to retain the next generation when wealth transfers to heirs. The families who experienced the platform-mediated settlement remember which firm helped them through it.
Estate readiness gaps you can’t see today
Without a tool that captures the client’s full operational picture — including held-away assets, digital life, family changes — your planning conversations are working with partial information.
Compliance posture for the client-data conversations
Privacy-conscious firms increasingly need an architectural answer, not a policy answer, to the question “what does your platform see about my financial life?”
Complement, not replace.
GuardKin fits next to your existing wealth-tech stack. We are an estate-operational-readiness layer — not a CRM, not a portfolio platform, not a planning engine. Firms that already use Wealth.com for estate document creation and analysis use GuardKin for everything else their families need at the moment of crisis.
- Wealth.comEstate document creation + AI analysis
- eMoney / MoneyGuidePro / RightCapitalFinancial planning
- Salesforce FSC / Redtail / WealthboxCRM
- Addepar / Black Diamond / OrionPortfolio reporting
What we deliberately do not give your firm.
These are not gaps. They are commitments — and they are the reason privacy-conscious clients sign up when their firm recommends GuardKin.
- No advisor lock-in. The client can unlink unilaterally; the firm cannot prevent it.
- No cross-firm data aggregation. Advisors at your firm see only their own clients; never another advisor’s book.
- No client-data sales. Not in aggregate. Not anonymized. Not for benchmarking. Not for anything.
- No content visibility. Even with full administrative privileges, your firm cannot read a client’s personal letters, account numbers, or document contents.
- No firm-level customization of the advisor visibility scope. The platform defines the scope; firms accept it.
Implementation, service levels, and who you actually talk to.
A pilot is not a self-serve trial you are left to figure out. You get a guided rollout, defined service levels, and the team that built the platform on the other end of the line.
Implementation
A guided onboarding for your advisors and a structured rollout to your client base. We configure advisor visibility scope, walk your team through the metadata/content boundary, and stand up your firm workspace before the first client is invited.
Guided onboardingSupport model
Direct access to the product and engineering team — not a ticket queue, not a tier-1 script. The people who built the cryptography answer your security team’s questions. This is the enterprise support tier, offered to every pilot firm.
Direct product + engineering accessService levels
A defined uptime target with a published status page, a named incident-response process, and business-continuity / disaster-recovery provisions — including the company-survival escrow and 12-month wind-down commitment documented in the Trust Center.
Uptime target · IR · BCP/DR
How we pass your infosec review
We built GuardKin to be inspected, not just trusted. Your security team can run their review in parallel with the pilot conversation — not as a gate after it.
Built by
Cameron M. Reid — CFP®, Partner at West Capital Wealth Management
Koundinya Lanka — enterprise AI, Berkeley Haas
Self-serve the Trust Center
Security overview, the subprocessor register, our privacy posture, and vulnerability-disclosure process are public — no gate, no call. Your team starts the review the same day.
Public · no NDASOC 2 report and pentest summary under NDA
The independent cryptography review (scheduled; firm not yet finalized — candidates: Trail of Bits, Cure53, NCC Group) and SOC 2 report are shared under a mutual NDA. Until the Q4 2026 audit completes, request notification and we deliver on issuance.
NDA · on Q4 2026 completionA pre-answered security questionnaire
The top infosec-questionnaire items — key management, residency, retention, deletion, access control, incident response, BCP/DR, AI data handling — are answered before you ask. Weeks of back-and-forth become minutes.
Pre-answered · in the Trust CenterA DPA ready to countersign
A Data Processing Addendum with our subprocessor list and standard contractual terms is available under NDA for legal review, ready to countersign for the pilot. No bespoke drafting cycle to start.
Under NDA · ready to countersign
A straightforward exchange.
We are working with a small cohort of wealth-management firms and family offices through the pilot phase. The exchange is straightforward.
- Per-license pricing at 50–70% off list rate during a 12-month pilot.
- Reference customer status — case study published with your consent at conclusion.
- Direct product/engineering team access (not a support queue).
- Named advisory role for firm principals shaping the roadmap.
- Honest acknowledgment of pre-GA product limitations during pilot.
The firms shaping GuardKin with us.
Pilot firms are named here with their consent. We do not display logos we have not earned the right to show. Become a reference customer and this is where your firm appears.
Why we built the boundary
“A firm cannot recommend a tool to its best clients without an architectural answer to ‘what can your platform see about my financial life?’ We made the answer cryptographic, not contractual: the server holds no key to a client’s sensitive content, so there is no setting a firm admin, a court, or we could flip to read it. That is what lets a privacy-conscious family say yes.”
Talk to us about a pilot.
No sales pitch. We talk through your client base, your current estate-tech stack, the moments where it falls short. If GuardKin doesn’t fit, we say so. Your security team can start the review in parallel from the Trust Center.