About Finexity

FINEXITY is revolutionizing access to private market investments. On its digital investment platform, FINEXITY brings together issuers, distribution partners, and investors. The platform enables the fully digital issuance, marketing, and trading of securities — efficiently, transparently, and securely.

Website

https://finexity.com/en

Location

Germany, Hamburg

Industry

Real Estate

Employees

11-50

The Challenge

Demonstrate the company’s commitment to cybersecurity

For FINEXITY the initial goal was clear: get certified to demonstrate the company’s commitment to cybersecurity.

“We’re working with some of the largest institutions in the market. While ISO wasn’t always explicitly demanded, without proof of our safety standards, many partnerships would not have been established.”

During the project, it became clear that ISO 27001 is much more than a formal requirement. Certification not only brought new policies, but also a genuine cultural change: security processes were firmly embedded in the organization, supported by strong commitment from management.

‍

The Solution

Structured guidance that made ISO achievable

Secfix provided FINEXITY with a dedicated account manager and a clear roadmap from day one.

“It felt like a user manual for ISO 27001. Secfix translated the big certification into small, actionable steps.”

Each week, the FINEXITY team worked through manageable tasks. The platform ensured that nothing was forgotten - whether it was preparing onboarding for new employees or submitting evidence for controls.

Team members outside the IT department also actively contributed to the success of the project and, together with IT, mastered the challenges of certification with confidence. This enabled FINEXITY to build up genuine organizational security expertise.

‍

Why Secfix

Why not use other automation tools and choose Secfix?

With many other automation tools, you often don’t get a dedicated point of contact or real support. You're left navigating a platform with limited guidance, and any integration issues can quickly become a bottleneck. Sometimes, these tools fail to integrate smoothly with other systems in your tech stack, causing more friction than value.

Secfix, on the other hand, offers a dedicated account manager from day one, ensuring that the team isn't left to figure things out on their own. It’s more than just a tool - it’s a partnership that evolves with your needs and helps you stay on track to achieve your goals.

Results

Security processes that actually work and are accepted internally

Within 12 months, FINEXITY successfully achieved ISO 27001 certification. “The certification itself is great - but more importantly, we now have security processes that actually work and are accepted internally.” The benefits go far beyond compliance: FINEXITY is now better positioned to collaborate with institutional investors and scale responsibly. Alex shares that ISO 27001 is more than just documentation. It's about culture change. “You can write policies in a few days, but implementing real processes takes time and awareness across the company. Don’t underestimate that - but also know it’s doable with the right support.”

The certification itself is great - but more importantly, we now have security processes that actually work

‍

Alexander Klocke

Senior Manager Strategy & Business Development @ FINEXITY