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Audit-ready reports for PCI DSS, SOC 2 & more

Financial Services
Penetration Testing

Protect customer data. Put critical workflows to the test. Work directly with US-based pentesters to find exploitable weaknesses and verify the fixes.

Talk to an expert
  • Fixed-price proposals
  • Retesting included
Two financial advisors reviewing documents together at a laptop
Sample Halo Security penetration testing report
Matt, a Halo Security penetration tester
Real experts. Direct access.Your tester, from scope through retest.

Protect accounts, payments, and data

Protect the systems
behind every transaction.

Customer portals, payment APIs, and lending platforms connect sensitive data with high-value transactions. Test the access controls and workflows that keep those transactions in the right hands.

Protect customer accounts.

A valid login should never open the wrong account. We test how identity, roles, and permissions hold up across your applications.

Authentication, authorization & sessions

Put transactions to the test.

Payment and approval workflows need more than a scan. Our testers explore business logic, edge cases, and connected APIs.

Payment flows, business logic & APIs

Find the paths between systems.

One exposed service can lead to a bigger problem. We assess external weaknesses, internal access, and segmentation within your agreed scope.

External exposure & internal networks

Coverage built around you

Connected systems.
Coordinated testing.

Start with one application or bring several test types into a single engagement. We help you define the scope around your environment, priorities, and obligations.

  • Customer and employee-facing applications
  • Payment workflows and partner integrations
  • Internet-facing and internal infrastructure
Let’s define your scope

Web Applications

Test authentication, authorization, session handling, business logic, and OWASP risks.

APIs

Assess REST, GraphQL, and SOAP endpoints for access-control flaws and data exposure.

Mobile Applications

Evaluate iOS and Android applications, local data handling, and supporting services.

External Networks

Identify exploitable weaknesses across internet-facing systems and services.

Internal Networks

Test segmentation, privilege escalation, Active Directory, and lateral movement paths.

Compliance Testing

Align testing scope and documentation with applicable security and audit requirements.

The Halo difference

Clear findings.
People to help you fix them.

A report is the beginning of remediation. Your dedicated tester stays available to explain the findings, help you plan fixes, and validate your progress.

Your tester, on your team.

Work directly with a US-based expert who knows your scope and answers your questions. Keep findings and communication organized in your Halo dashboard.

Evidence you can use.

Give technical teams clear priorities, supporting evidence, and remediation guidance. Share a final report and attestation letter with stakeholders.

Support through the fix.

Get practical answers as your team remediates. An included round of retesting verifies your fixes and updates the final deliverables.

Straightforward from start to finish

From scope to verified fixes.

A clear process, with a real person to guide you through it.

  1. 01

    Scope

    Agree on systems, test accounts, timing, and rules of engagement. Get a fixed-price proposal.

  2. 02

    Test

    Your dedicated tester explores the agreed environment and validates exploitable weaknesses.

  3. 03

    Remediate

    Prioritize and apply fixes with clear evidence and practical guidance from your tester.

  4. 04

    Validate

    We retest your fixes and update the report to document the results.

Security and compliance

Testing that supports
your obligations.

Align scope and reporting with the requirements that apply to your organization, while keeping the focus on exploitable risk.

Explore compliance testing

PCI DSS v4.0.1

For organizations handling payment card data, penetration testing can support applicable PCI DSS testing requirements and segmentation validation.

Read the guidance

FTC Safeguards Rule

Covered financial institutions should evaluate whether periodic penetration testing applies when continuous monitoring is not used. Applicability depends on the organization and its program.

Read the guidance

A partner for financial services teams

Financial services
run on trust.

Your customers trust you with their money and personal information. Banking partners, auditors, and internal risk teams need evidence that you take that responsibility seriously.

Turn your pentest into a clear picture of risk: what was tested, how a weakness could affect customer accounts or financial workflows, and what your team has done to address it.

  • Practical answers for security teams.

    Discuss account access, transaction logic, and sensitive-data exposure directly with your tester. Prioritize fixes using evidence and business impact.

  • Clear evidence for stakeholders.

    Use the report, attestation letter, and retest results to support audit preparation, partner due diligence, and customer security reviews.

The customer perspective Clutch
We were very happy with the relationship and look forward to working with them.
Sean Noriega
Manager of Security & Compliance, AKASA
Healthcare technology penetration testing
Read review on Clutch

Let’s test your defenses

Protect the systems
your customers trust.

Tell us what you need to test. We’ll help define the scope and next steps.

Talk to an expert

Financial services pentesting FAQ

We’re here to help.

Get answers about scope, compliance, and what to expect. Have another question?

Let’s chat
What financial systems can Halo penetration test?

We can build an engagement around the systems that create the most risk for your organization, including web applications, mobile applications, APIs, external networks, internal networks, authentication systems, payment workflows, and connected services. Scope is confirmed before testing begins.

Can you safely test production-like financial workflows?

Yes. Before testing, we agree on scope, timing, test accounts, communication paths, and rules of engagement. The approach is tailored to the sensitivity of the environment so testers can validate meaningful risks without unnecessary disruption.

Can penetration testing support PCI DSS or the FTC Safeguards Rule?

Penetration testing can support applicable security and compliance requirements, but a pentest by itself does not certify an organization’s overall compliance. For payment-card environments, we can align scope and documentation with applicable PCI DSS requirements. Certain financial institutions covered by the FTC Safeguards Rule may need periodic penetration testing when continuous monitoring is not used. Your legal, audit, or compliance advisors should confirm which requirements apply.

What deliverables are included?

Every engagement includes a detailed penetration testing report, prioritized findings, supporting evidence, remediation recommendations, direct access to your tester, an attestation letter, and a round of retesting after fixes are ready.

How long does a financial services penetration test take?

Timing depends on the number and complexity of systems in scope. A focused engagement often includes about one week of active testing, followed by reporting, remediation support, and retesting. We provide a specific schedule during scoping.

How much does financial services penetration testing cost?

Penetration testing starts at $3,950. Final pricing depends on the applications, APIs, networks, user roles, and other systems included in scope. After a short scoping conversation, we provide a fixed-price proposal with the report, remediation support, and one round of retesting included.