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Wendt Partners Becomes First North American HubSpot Elite Partner to Achieve SOC 2 IT Security Standard

Clients in Financial Services, Insurance, Law, Healthcare, Education and Government Now Have a World-Class HubSpot Implementation Partner They Can Rely On
Key Takeaways
  • Wendt Partners has reached a new benchmark in IT security by becoming the first to achieve the rigorous SOC 2 standard, setting a new precedent in the cybersecurity industry.
  • The company has successfully integrated advanced IT security technologies from top industry leaders and passed the SOC 2 Type 1 audit as well as the Stage 1 ISO 27001 audit.
  • Wendt Partners now aims to obtain the SOC 2 Type 2 and ISO 27001 complete certification by August, demonstrating their commitment to data protection, privacy, and compliance with global standards.

New York, NY (August 5, 2024) - Wendt Partners, a HubSpot Elite Solutions Partner headquartered in New York City, has become North America’s first top-tier HubSpot implementation partner – and one of the only HubSpot partners worldwide – to achieve compliance with the SOC 2 standard for IT security. 

SOC 2 (which stands for Systems and Organization Controls 2), is a security framework that specifies how organizations should protect customer data from unauthorized access, security incidents, and other vulnerabilities. 

The American Institute of Certified Public Accountants (AICPA) developed and launched the SOC 2 standard in 2010 around five trust services criteria: security, availability, processing integrity, confidentiality, and privacy.

Wendt Partners worked with BD Emerson, a world-class IT Security consulting firm and Service-Disabled Veteran-Owned Small Business (SDVOSB), to build out controls that aligned with SOC 2 Type 1, HIPAA, ISO 27001, and GDPR standards in less than 90 days.

As part of this process, Wendt Partners has now implemented and validated a range of cutting-edge IT security technologies including Vanta for trust management; Venn as the firm's secure enclave; Crowdstrike for security management; NinjaOne for endpoint management; and and Google for enterprise user management and security.

Having successfully completed the SOC 2 Type 1 audit and been validated against that standard by a third-party attestation firm, Wendt Partners is now moving forward with preparations for SOC 2 Type 2 and is currently in a monitoring window. Concurrently, Wendt has passed the Stage 1 ISO 27001 audit and is planning on sitting for stage two in August to achieve the global security standard, ISO 27001.

During this robust compliance initiative, Wendt Partners underwent audits against NIST’s cybersecurity framework (CSF 2.0); and the European Union’s General Data Protection Regulation (GDPR) standard as well.

Achieving these global standards ensures that Wendt Partners can deliver HubSpot implementation services for clients worldwide who seek or require the highest standards of IT security, data protection, data privacy, and applicable compliance with relevant industry standards such as implementations for HIPAA-compliant clients in the healthcare industry; those managing sensitive data and personal information in financial services or education; and other clients who operate under strict IT security standards.

As HubSpot rolls out its Sensitive Data capabilities and expands its enterprise customer relationship management (CRM) solutions into more and more enterprises, Wendt Partners is capable of providing the full range of services at the highest level of trust for clients. 

Adding transparency to its information security commitment, Wendt Partners has published the firm’s new Trust Center online at trust.wendtpartners.com where the firm has published information on the more than 79 controls actively in place, and also provides links to request access to the firm's SOC 2 Type 1 report as well as its documented plans, policies and standards.

“I have been in the enterprise technology industry for more than thirty years, and the security of client data and resources has always been at the forefront of my approach to client systems and success,” says Douglas Wendt, Co-Founder and Senior Partner. “It is truly an honor for us to have worked as a team to achieve this standard, and to deliver world-class security to our valued enterprise clients.”


About Wendt Partners
Wendt Partners is a global HubSpot Elite Solutions Partner focused on enterprise CRM implementation services for sophisticated B2B enterprises worldwide. With headquarters in New York and offices in Toronto, London and Melbourne, Wendt Partners has built an enviable track record of success over 17 years in business and having served hundreds of clients including Fortune 500 companies. With a scope of services encompassing Platform Solutions, Technical Solutions, Enablement Solutions, Digital Solutions and Growth Solutions, the firm is a truly full-service, IT-focused solutions provider for the HubSpot ecosystem. To learn more, please visit https://www.wendtpartners.com.

About BD Emerson: Led by recognized cybersecurity veteran Drew Danner, BD Emerson is one of the fastest-growing providers of comprehensive IT security strategy, consulting, monitoring and support for clients in the technology, healthcare, legal, financial services, education, retail, energy and marketing sectors. BD Emerson stands at the forefront of cybersecurity and information security services, dedicated to empowering businesses of all sizes and across various industries. To learn more, please visit https://bdemerson.com

Key Takeaways
  • Wendt Partners has reached a new benchmark in IT security by becoming the first to achieve the rigorous SOC 2 standard, setting a new precedent in the cybersecurity industry.
  • The company has successfully integrated advanced IT security technologies from top industry leaders and passed the SOC 2 Type 1 audit as well as the Stage 1 ISO 27001 audit.
  • Wendt Partners now aims to obtain the SOC 2 Type 2 and ISO 27001 complete certification by August, demonstrating their commitment to data protection, privacy, and compliance with global standards.
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“I have been in the enterprise technology industry for more than thirty years, and the security of client data and resources has always been at the...
Douglas WendtCo-Founder and Senior Partner
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Quinton Mollentze
quinton@wendtpartners.com
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