Is sharpfin.com Safe? Security Analysis for Sharpfin
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SEQ SIA
Lastadijas 12 k-3, Riga, Latvia, LV-1050
Reg. No. 40203410806 • VAT LV40203410806
Support: guard@offseq.com • +371 2256 5353
AI Summary
Sharpfin is a Swedish-based company offering an all-in-one SaaS wealth management platform designed to streamline operations for wealth managers, fund companies, and family offices. The platform emphasizes reducing operational costs, increasing revenue, and enhancing client onboarding and interactions. The company positions itself as a forward-thinking technology provider in the finance sector with a scalable and compliant solution. The website is professionally designed, mobile-optimized, and uses HubSpot CMS along with modern marketing and analytics tools. Security posture is strong with HTTPS, security headers, and cookie consent mechanisms, though explicit security policies and incident response information are not published. The absence of WHOIS data is a notable anomaly, but the website's professionalism and trust indicators mitigate some concerns. Overall, Sharpfin presents as a credible and modern SaaS provider in the wealth management industry.
Detected Technologies
20 urgent findings need attention
9 critical · 11 high
- + 12 more findings in the full report below
Keep sharpfin.com under constant watch
Guard tracks your live infrastructure daily: certificate expiry, DNS & mail authentication drift, uptime changes, subdomain inventory, and unexpected tracker or content shifts. A full timeline captures every diff so you can prove remediation and spot regressions instantly.
Security drift alerts
Risk score drops, new high-severity issues, and header hardening gaps
Compliance watch
GDPR / NIS2 posture changes with governance evidence snapshots
Infrastructure surface
Unexpected open services, SSL expiry, DNS & email authentication changes
Content & tracker intelligence
Marketing tech shifts, analytics drift, and AI recommendation updates
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Security Headers
6 findings
45/100
GDPR Compliance
3 findings
68/100
NIS2 Compliance
8 findings
17/100
Email Security
3 findings
85/100
🧠AI Business Intelligence
Technology stack, business insights, and market analysis powered by AI.
Business Intelligence
Market & Strategic Analysis
Sharpfin targets wealth managers, fund companies, and family offices with a SaaS platform that integrates client interaction management, automated administration, risk mitigation, and performance management. The business model is subscription-based with tiered pricing plans. The company showcases strong client testimonials and notable customers, indicating market traction. The use of HubSpot for CMS and marketing suggests a digitally mature organization. The company operates primarily in Sweden and focuses on finance and technology sectors. The website content and branding are consistent and professional, supporting a high level of business credibility.
Extracted Contact Information
Marketing Intelligence Data
Physical Addresses (1)
Security Posture Analysis
Comprehensive Security Assessment
The website enforces HTTPS with strong SSL configuration and implements key security headers such as Content-Security-Policy and X-Frame-Options. Cookie consent is actively managed with a banner and consent mechanism, supporting GDPR compliance. No exposed sensitive data or vulnerable libraries were detected in the HTML content. However, the absence of published security policies, incident response contacts, and vulnerability disclosure mechanisms indicates room for improvement in transparency and readiness. Overall, the security posture is good but could be enhanced by publishing formal policies and contact channels for security incidents.
Strategic Recommendations
Priority Actions for Security Improvement
Publish a dedicated security policy and incident response page to improve transparency and trust.
✨Observations
AI-powered comprehensive website and business analysis.
AI-Enhanced Website Analysis
Business Insights
Sharpfin
Sharpfin provides an all-in-one SaaS wealth management platform designed to streamline wealth and fund management operations, reduce costs, increase revenue, and improve client interactions.
excellent
consistent
Technical Stack
fast
excellent
good
good
Security Assessment
- HTTPS enforced
- Cookie consent banner with consent mechanism
- No exposed sensitive data in HTML
- Use of sandboxed iframes for video embeds
Analytics & Tracking
Advertising & Marketing
Website Quality Assessment
Key Observations
Professional SaaS platform for wealth management
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🛡️Security Headers
HTTP security headers analysis and recommendations.
Security Headers
HTTP security headers analysis
Missing X-Frame-Options header
HIGHPrevents clickjacking attacks
Missing X-Content-Type-Options header
MEDIUMPrevents MIME type sniffing
Missing X-XSS-Protection header
MEDIUMLegacy XSS protection (deprecated but still recommended)
Weak Referrer-Policy configuration
LOWCurrent value: "no-referrer-when-downgrade"
Missing Permissions-Policy header
MEDIUMControls browser features and APIs
Sensitive data may be cached
LOWCache-Control header should include "no-store" for sensitive pages
👤GDPR Compliance
Privacy and data protection assessment under GDPR regulations.
GDPR Compliance
Privacy and data protection assessment
No Cookie Policy found
HIGHGDPR requires clear information about cookie usage
No Data Protection Officer mentioned
LOWLarge organizations may need to designate a DPO under GDPR
Privacy policy may not be GDPR compliant
MEDIUMPrivacy policy lacks explicit GDPR compliance elements
GDPR Compliance Analysis
🛡️NIS2 Compliance
Network & Information Security Directive compliance assessment.
NIS2 Compliance
Network & Information Security Directive
No information security framework found
HIGHNIS2 requires documented cybersecurity and information security measures
No vulnerability disclosure policy
MEDIUMNIS2 encourages coordinated vulnerability disclosure
No security policy documentation found
HIGHNIS2 requires documented cybersecurity governance and risk management
No incident response procedures found
HIGHNIS2 requires documented incident response and business continuity plans
No business continuity planning found
MEDIUMNIS2 emphasizes operational resilience and business continuity
No security contact information
HIGHNIS2 requires clear incident reporting channels
No vulnerability reporting mechanism
MEDIUMClear vulnerability reporting supports coordinated disclosure
No NIS2 reference found
LOWConsider explicitly mentioning NIS2 compliance efforts
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📧Email Security
SPF, DKIM, and DMARC validation and email security assessment.
Email Security
SPF, DKIM, and DMARC validation
No BIMI Record
LOWBIMI displays brand logos in email clients
No MTA-STS Policy
MEDIUMMTA-STS enforces TLS for email delivery
No TLS-RPT Record
LOWTLS-RPT provides reporting for email TLS issues
SPF Details
DKIM Selectors Found
DMARC Details
🏆SSL/TLS Security
Certificate validity and encryption analysis.
SSL/TLS Security
Certificate validity and encryption analysis
SSL Certificate Expires Within 90 Days
MEDIUMSSL certificate expires in 65 days
Weak SSL Key Length
HIGHSSL certificate uses 256-bit key, which is considered weak
Partial SSL/TLS Assessment
LOWCompleted 2 of 4 security checks due to time constraints
Certificate Details
OCSP Status
📊DNS Health
DNS configuration and security assessment.
DNS Health
DNS configuration and security assessment
DNSSEC Not Enabled
MEDIUMDNSSEC is not configured for this domain
DNS Records
DNSSEC Status
DNS Performance
SPF Analysis
⚡Network Security
Port scanning and network exposure analysis.
Network Security
Port scanning and network exposure analysis
High-Risk Service Exposed: FTP
HIGHPort 21 (FTP) is publicly accessible - FTP - Often unencrypted file transfer
Service Exposed: SSH
MEDIUMPort 22 (SSH) is publicly accessible - SSH - Secure but can be brute-forced
Critical Service Exposed: Telnet
CRITICALPort 23 (Telnet) is publicly accessible - Telnet - Unencrypted remote access
High-Risk Service Exposed: RPC
HIGHPort 135 (RPC) is publicly accessible - RPC - Windows RPC endpoint
High-Risk Service Exposed: NetBIOS
HIGHPort 139 (NetBIOS) is publicly accessible - NetBIOS - Windows file sharing
Critical Service Exposed: SMB
CRITICALPort 445 (SMB) is publicly accessible - SMB - Windows file sharing, high risk
Critical Service Exposed: MSSQL
CRITICALPort 1433 (MSSQL) is publicly accessible - MSSQL - Database server
Critical Service Exposed: Oracle
CRITICALPort 1521 (Oracle) is publicly accessible - Oracle - Database server
Critical Service Exposed: MySQL
CRITICALPort 3306 (MySQL) is publicly accessible - MySQL - Database server
Critical Service Exposed: RDP
CRITICALPort 3389 (RDP) is publicly accessible - RDP - Remote Desktop, prime ransomware target
Critical Service Exposed: PostgreSQL
CRITICALPort 5432 (PostgreSQL) is publicly accessible - PostgreSQL - Database server
Critical Service Exposed: Redis
CRITICALPort 6379 (Redis) is publicly accessible - Redis - In-memory database
High-Risk Service Exposed: Elasticsearch
HIGHPort 9200 (Elasticsearch) is publicly accessible - Elasticsearch - Search engine
Critical Service Exposed: MongoDB
CRITICALPort 27017 (MongoDB) is publicly accessible - MongoDB - NoSQL database
How does sharpfin.com compare?
See how sharpfin.com stacks up against similar websites in the same industry.
🔧Technical Analysis
Detailed technical findings and analysis from AI assessment.
Technical Analysis
Comprehensive security assessment findings
Additional Findings
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Marketing Intelligence
Contact emails, phone numbers & warm leads
Plan Comparison
| Feature | PDF Report | Marketing+ |
|---|---|---|
| Full security analysis | ||
| Professional PDF export | ||
| Email delivery | ||
| Lifetime access + unlock code | ||
| Contact emails & phones | — | |
| Marketing outreach data | — |
Already purchased?
Order summary
Digital reports are delivered immediately after payment. By continuing you acknowledge the withdrawal waiver described in our Returns & Refunds policy.
Secure payments processed via EveryPay. Prices in EUR; Incl. 21% VAT.
SEQ SIA
Lastadijas 12 k-3, Riga, Latvia, LV-1050
Reg. No. 40203410806 • VAT LV40203410806
Support: guard@offseq.com • +371 2256 5353
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