Information we collect
Our Privacy Policy covers contact, account and transaction information, along with information collected when you use our websites and services.
Resources / Security & trust
Security and privacy at Plural.
We handle financing documents, investor information and ownership records. Use this page to review the available assurance information, understand our data practices and request documents for your organization’s diligence.
Independent assurance
SOC 2 Type 2
Plural completed a SOC 2 Type 2 examination covering the Security trust services criterion for March 1 through May 31, 2026. ZeroDay CPA issued the report on October 12, 2026.
To request the report and details about the systems covered, email info@pluralfinance.com ↗.
This link opens an email request; it does not download the report. Report access is subject to applicable confidentiality and distribution requirements.
Data & privacy
How we use your information.
How it is used
We use information to provide services, communicate with customers, operate our business and meet legal obligations. The policy also describes our marketing, advertising and information-sharing practices.
Your choices
The policy explains how to make privacy requests and manage your choices, including California-specific disclosures. Send privacy questions to privacy@pluralfinance.com.
Further information
Business continuity
Plural Brokerage’s business continuity disclosure explains how the firm plans for significant business disruptions and how clients can contact us. Read the disclosure ↗
Security questions
For a vendor review, tell us which Plural service you are evaluating and what documentation or data-handling questions your review needs to cover. Email our team ↗.
Start a conversation
Reviewing Plural for your organization?
Email us with your security questionnaire or documentation request, including the Plural service you are reviewing. We’ll help route the request to the appropriate team.
Email a documentation request ↗