Enterprise Security Audit for Financial Analytics Platform

A US financial analytics firm serving institutional investors and wealth managers was going through a significant reorganization: new infrastructure, new people with broader access, and a move between cloud environments. Its leadership saw the transition as a window of risk. Older authentication code had never been formally audited, some API endpoints serving market data lacked rate limiting and input validation, and the compliance team needed stronger security documentation for an upcoming SOC 2 Type II audit. Every gap had to be found and fixed before the new structure went live.

BeyondScale ran the engagement in three phases: reconnaissance and threat modeling, active penetration testing, and remediation validation. We mapped the full attack surface across the firm's APIs, web and mobile applications and AWS services, and treated the authentication flow as the highest-risk area, because the reorganization changed how users were provisioned.

Testing combined Burp Suite Professional, custom Python scripts for API fuzzing and manual testing for business-logic flaws. The critical findings included an authorization flaw that let a signed-in user reach another client's data by changing an account parameter. Other findings covered missing CSRF protection, permissive CORS settings, keys exposed in client-side code, verbose error messages and outdated TLS settings.

Every finding came with reproduction steps, a CVSS v3.1 score and specific remediation guidance. We worked with the firm's engineers through a remediation sprint and retested each fix. The final report was written to serve as evidence for the SOC 2 Type II audit.