Security & trust

Sensitive data deserves clear answers.

Handing sensitive financial and legal data to an AI-powered product deserves clear answers, not marketing. Processing in the EU, encryption and role-based access. And AI that reads your documents but never uses your content for training.

Data residency

Your data stays in the EU.

No guessing where your data lives or which law governs how it's processed.

  • Hosted in the EU.
  • Processed under German and European data-protection law (GDPR).
  • Data-processing agreement (DPA) on request.

AI & your data

AI takes work off your hands, not your data.

EstateMate reads your documents with AI to save you the manual work. Three commitments come with that.

EU · GDPR

  • Processing in the EU

    On hosted models: Google Vertex AI and Microsoft Azure AI Foundry.

  • No AI training

    Your content is never used to train AI models.

  • The output is yours

    Whatever the AI produces from your documents stays your property.

Encryption & access

Encrypted, and only for the right eyes.

Encryption
In transit and at rest.
Role-based access
Each person sees exactly the portfolios they should.

Data ownership

Your data is yours, exportable at any time.

Documents and data remain your property. Export any time, no lock-in.

Yours to own
Export anytime
No lock-in

Discretion

Discretion is part of the product.

We work with a small circle of partners under strict confidentiality. That's why you'll find no logos here, but discretion.

Transparency

Transparent, verifiable.

DPA on request, with a list of our sub-processors, including the AI services in use.

EU hosting AI services Sub-processors

Questions about security? Talk to us.

We'll answer your questions on processing, encryption and privacy. And we'll share our DPA with you.