Wealthsimple Enables Secure, Scalable Data Access Across Amazon Redshift
With Satori Access Governance, Wealthsimple enables need-to-know access, enforcing data security policy, and full auditability that allows secure data use without slowing innovation or growth.
Protects sensitive PII and financial data
Enables need-to-know access at scale
Supports rapid growth without friction
CHALLENGE
- Rapid growth increased exposure of sensitiv customer and financial data
- Needed to enforce least-privilege access without slowing data-driven teams
- Legacy solutions required infrastructure changes and lacked identity awareness
SOLUTION
- Implemented need-to-know access with Satori Access Governance
- Integrated with Okta for identity-aware, policy-based access control
- Enforced dynamic data masking, filtering, and centralized audit logging without system changes
RESULTS
- Deployed secure data access governance in days
- Enabled thousands of users to safely access data in Amazon Redshift
- Strengthened data security and compliance posture without impacting innovation speed
“Satori’s Data Security Platform allowed us to implement need-to-know access to data to protect sensitive customer PII and financial information without slowing down the pace of innovation and growth. The solution was implemented in days and required no changes to our data warehouse or BI solution.”
Wealthsimple has experienced rapid growth, expanding its portfolio to include products like, Wealthsimple Crypto and Wealthsimple Cash. With this growth came increasing volumes of sensitive customer data, including personally identifiable information (PII) and financial data such as investment portfolios and transaction data..
Wealthsimple’s data teams heavily rely on Amazon Redshift to monitor, analyze and optimize customer experiances.However, this required a shift to a need-to-know data access model to validate the protection of sensitive consumer data without slowing down innovation and growth.
Wealthsimple required a solution that could integrate into its existing data stack of Amazon Redshift warehouse and BI solutions without disrupting workflows.
Several data security and governance solutions fell short to these requirements due to::
- Lack of integration with Okta, requireing additional manual user management
- Manual, column-level data classification to enable dynamic data masking
- Inability to map BI users behind shared service accounts
These limitations made it difficult to enforce scalabile, identity-aware access control and ruled out traditional solutions.
The Solution: Access Governance Without Friction
Wealthsimple implemented Satori Access Governance as a centralized data access governance layer across its Amazon Redshift environment.
Satori evaluates user identity and context in real-time, enabling:
- Dynamic data masking
- Row-level and attribute-based access control
- Policy-based filtering at query time
This allows teams to access only the data they are authorized to see without requiring changes to schemas, pipelines, or BI tools.
The Results: Secure Data Access At Scale
Satori was deployed within days, enabling Wealthsimple to quickly transition to a least-privilege access model across its data environment.
Today:
- Thousands of users securely access data through Amazon Redshift
- Security teams centrally define and enforce access policies
- All data access activity is fully audited and traceable
Wealthsimple successfully strengthened its data security posture while maintaining the speed and flexibility required for continued innovation.
Satori enables Wealthsimple to operationalize data access governance at scale that protects sensitive customer data while empowering teams to move faster with confidence.
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