Security & Data Handling

Plain answers about how your business and financial data is protected.

The short version

You submit sensitive financial data to get a valuation. We treat it accordingly: encrypted in transit and at rest, never sold or shared, payment details never touch our servers, and deleted on request. Below is exactly how, without badges standing in for specifics.

Encryption

Payments

All payments are processed by Stripe, a PCI-DSS Level 1 certified payment processor. Your card number is entered on Stripe's systems and never touches ValueAI Pro's servers — we store only the transaction reference needed to unlock your report.

Your financial data

Advisor accounts

Retention & deletion

Monitoring & operations

What we don't claim

We are a small, independent product and have not yet undergone a SOC 2 audit. Rather than imply certifications we don't hold, this page states specifically what we do. If your firm requires a security questionnaire before use, email steven@valueai.pro — we answer them directly.

Questions about anything here: support@valueai.pro. See also our Privacy Policy and Terms of Service.