Industry Leading Security

Keep data secure with the highest industry standards for encryption, data storage, and authentication – verified by strict external audits.

Industry Leading

Bank-grade security - backed by externally audited SOC 2 Type 1 and Type 2 certification.

Externally Audited

Backed by industry leading SOC2 Type 1 and Type 2 compliance and monthly penetration testing.


Secured with AWS cloud infrastructure with backups and system redundancy.

Industry Leading

Bank-Grade Security

Technology built with financial institution grade security, leveraging the highest grade encryption (256-bit at encryption-at-rest and TLS/SSL in transit) and authentication standards to keep you and your investors’ data safe. 

Externally Audited

SOC2 Type 2 Certified

InvestNext engages in robust external audits and monthly penetration testing to continuously validate our security stack. Our platform is backed by industry leading assessments and is SOC 2 Type 2 certified by the AICPA.


Privacy & Safety

Secured with AWS cloud infrastructure. We regularly backup your data with a maximum 24-hour RTO and RPO.  Built-in system redundancy, 24/7 vulnerability scanning, and uptime monitoring ensures your data is always available and protected. 

“InvestNext wasn’t just a tool for me. It was a game-changer in how I managed my portfolio, allowing me to see the bigger picture, analyze data, and diversify investments across various markets, thanks to its versatility.”

Victor Pasaran | Pasago Investment Management

Highest Rated for User Satisfaction

Explore the platform​

Integrated KYC / AML Verification

Protect your firm, expand your investor network, and stay compliant with the SEC and other regulatory bodies through fully integrated KYC/AML verification.

Branded Investor Portal

Build credibility and impress your investors with a modern, user-friendly experience. Share documents, send updates, and capture investment intent in a centralized hub.

Automated Back-Office

Reduce administrative overhead with automated financial management.

Upgrade to The Real Estate Investment Management Platform​

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