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Communications compliance platform for financial services with AI review of video, voice, and chat.

Pricing

Custom quote

Founded

2017

Team size

51-200 employees

Headquarters

Santa Barbara, CA

At a glance

Best for

Chief Compliance Officer, Compliance Officers

Pricing model

Custom quote

Integrates with

CiscoSalesforceRingCentralZoomContact center platforms+5

Security

SOC 2ISO 27001

About ThetaLake

Theta Lake provides compliance and security for modern communication and collaboration tools, capturing, archiving, and monitoring voice, video, chat, and email across platforms like Zoom, Microsoft Teams, Webex, and RingCentral. It uses AI/ML to detect regulatory, conduct, and data-protection risks and adds governance over AI interactions. It targets regulated industries (financial services, healthcare) needing digital communications governance and archiving.

Buyer Fit & Positioning

Procurement & Fit

Structured facts from the vendor to help your security, finance, and procurement reviews move faster.

Trust

Security & compliance

SOC 2ISO 27001

SLA uptime target: Not specified

Security review turnaround: Not specified

DPA available: Not specified

Pricing

Commercial model

Pricing model: Custom quote

Free trial: No

Free plan: No

Contract minimum: Not specified

Procurement

Purchasing & legal

The vendor hasn’t added purchasing & legal details yet.

Fit

Best-fit company size

Company-size fit has not been specified yet.

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections