Enterprise-grade endpoint protection for user-based data risk
Bold Security protects sensitive financial or client data. Built for highly regulated financial institutions, no tradeoffs.
Why the Endpoint
Bold Security protects sensitive financial or client data.
Built for highly regulated financial institutions, no trade-offs.
A banker emails a confidential deal model to the wrong "John S." externally
A PE associate copies portfolio data into an AI tool during diligence
An analyst shares research to the wrong tenant or personal account
Sensitive financial data resides locally in large spreadsheets and models
The endpoint is the only place where user intent, data sensitivity, and action converge. Controlling risk here enables prevention before sensitive data leaves the organization.
Where Bold fits
Bold integrates cleanly with existing Microsoft and enterprise security investments while materially reducing residual user-based risk.
Replace legacy DLP solutions that lack endpoint context and create high false positives
Replace or consolidate insider threat tooling by combining behavior, data sensitivity, and action in one view
Replace fragmented forensic tooling with built-in investigation workflows and customer-controlled evidence storage
Serve as a foundational control for AI security by governing how sensitive financial and client data is accessed, copied, and shared into AI and productivity tools at the endpoint
What Bold delivers
Endpoint-native prevention of accidental exposure, insider misuse, and email misdelivery
Custom data classification for client PII, financial models, research, deal materials, proprietary IP, and sensitive data at rest on endpoints
Data at rest visibility and control for locally stored spreadsheets, models, and downloaded deal files
Local AI architecture with all analysis on-device, minimal metadata, and no customer content
Customer-controlled evidence storage in customer-owned cloud protected by customer-managed
Insider threat and forensic context with detailed behavioral history, data interaction logs, and investigation-ready evidence
Lightweight endpoint agent built over 2+ years using minified, pruned language models with low performance impact (brief analysis spikes capped at ~15%)
Built for locked-down
environments
Even in tightly locked-down financial environments, risk still materializes at the point of user action:
Sensitive data accessed, downloaded, or shared locally
Approved tools used in ways policy cannot fully anticipate
New or unknown tools adopted before security teams are aware of them
Exception users operating with elevated access or approved deviations from baseline controls
Deal teams, executives, and relationship managers with legitimate elevated access and external counterparties
Misaddressed emails sent under time pressure
The outcome
Bold enables financial institutions to prevent the most common and consequential forms of data exposure at the moment they occur, strengthen insider threat investigations, and protect sensitive data at rest and in motion - delivering a materially stronger, regulator-ready security posture without compromising performance, privacy, or existing controls.
