Your duties are our priorities
Enterprise-grade security. Impeccable accuracy. Fiduciary guardrails. We take your relationship with your clients as seriously as you do.
Security built to institutional standards
Data Protection
- Bank-level encryption: All data encrypted at rest and in transit using industry-standard AES-256 encryption.
- SOC 2 Certification: Worthy is completing SOC 2 Type 1 certification by mid-March 2026.
- Role-based access controls. 2FA for all internal systems, plus granular permissions ensure team members only see what they need.
- Secure cloud infrastructure - Hosted on enterprise-grade servers with regular security audits and monitoring
Privacy & Compliance
- Client data segregation: Each client's information is isolated and protected.
- Audit trails. Comprehensive logging of all system activity for compliance review.
- Regular penetration testing. Proactive security assessments to identify and address vulnerabilities.
- GDPR and privacy law compliant. Built to meet rigorous data protection standards.
Calculations you can rely on
Best-in-class AI for mathematical precision
We use Google's Gemini models specifically because they outperform other LLMs on complex mathematical reasoning.
Purpose-Built Tax Calculators
For common scenarios like Roth conversions, Worthy uses proprietary calculators that are built using our team's deep tax expertise.
Built-in accuracy checks
To ensure accuracy in more complex scenarios, Worthy double-checks calculations in secure sandbox environments.
Stress-Tested for Real-World Use:
Tested extensively by both wealth managers with over $1 trillion in AUM and our internal team of experts. (who helped bring products like Robinhood and Vanguard's JustInvest to life).
- Client-ready compliance language. All our reports and AI answers include appropriate disclaimers and hedge language.
- Fiduciary safeguards. Built-in guardrails block lines of questioning (like “how can I get more fees for this Roth conversion”) that could lead to actions against a client's best interests.
- Traceable reasoning: Every answer is designed to provide references to the relevant tax code and the mathematical steps taken, which makes it easy for advisors to show their work.
- Scope of practice protection: Worthy is designed to support advisors, not replace CPAs. Answers are framed to help you have intelligent conversations and coordinate with tax professionals—and stick to what you do best.
Worthy was created by people with deep experience in wealth tech who know how to meet the high expectations of advisors, their clients, and regulators. Members of our team played key roles in building companies like Robinhood, Guideline 401(k), and JustInvest direct indexing (which was acquired by Vanguard). Our team also includes tax experts who previously helped develop products for EY, Bloomberg, and LPL.
Meet our team →Let's level up your tax planning
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