Built for the trust your clients place in you.
Tendrill handles client portfolios, custodial data, and conversations on behalf of financial advisors. Here is how we protect that data and who we share it with.
The short version
- Bank-level encryption in transit and at rest.
- Zero data retention on AI queries — never used for training.
- Read-only connections to client portfolio data.
- All data stored in the United States.
How we protect your data
Bank-level encryption
Data is encrypted in transit with TLS 1.2+ and at rest with AES-256. Built on SOC 2 and bank-grade infrastructure end to end.
Zero data retention
AI queries run with a zero-retention policy. Nothing you or your clients share is stored on the model side after the response comes back.
No training on your data
Your clients' data is never used to train AI models. It stays in your account and leaves when you say so.
Authentication you control
Self-hosted Better Auth with Google sign-in and SMS verification. No third-party identity vendor holds your credentials.
Read-only by default
All client portfolio connections are read-only. Tendrill never has the ability to move money.
US data residency
Your data is stored in the United States. Our database, hosting, and core providers all operate in US regions.
Who processes your data
The third-party services we use to run Tendrill. We update this list whenever we add or remove one.
AI & inference
6 vendorsFinancial data
3 vendorsCommunication
3 vendorsInfrastructure
2 vendorsOperations
1 vendorHow to reach us
Questions, feedback, or due diligence requests — David handles them personally.
david@tendrill.aiLast updated
April 29, 2026
We update this page whenever our practices or subprocessors change.