Last updated: 31 May 2026
Subprocessors
Our approach to subprocessors
Obsidian keeps its subprocessor list short by design. All core AI processing happens within Obsidian's own AWS infrastructure — client data does not pass through multiple third-party AI services. We do not use external transcription providers, external LLM APIs, or third-party middleware for client data.
This page lists every third-party entity that processes data on Obsidian's behalf. We will notify customers of any changes to this list with 30 days' advance notice.
Client data subprocessor
The single subprocessor that processes and stores all client data — meetings, transcripts, CRM records, documents, and portfolio data.
| Sub-processor | Purpose | Data categories | Data residency | Legal entity |
|---|---|---|---|---|
| Amazon Web Services | Cloud infrastructure, AI processing, data storage, transcription | Client records, meeting transcripts, documents, portfolio data | EU (eu-west-2, London) | Amazon Web Services EMEA SARL, 38 Avenue John F. Kennedy, L-1855 Luxembourg |
Ancillary subprocessors
Services used for telephony, error monitoring, website analytics, and marketing. These do not process client data.
| Sub-processor | Purpose | Data categories | Data residency | Legal entity |
|---|---|---|---|---|
| Twilio | Outbound phone calls from the app | Call metadata | US | Twilio Inc., 101 Spear Street, Suite 500, San Francisco, CA 94105, USA |
| Sentry | Application error monitoring | Error traces and application diagnostics (PII sending disabled) | EU (Frankfurt) | Functional Software Inc. (dba Sentry), 45 Fremont Street, 8th Floor, San Francisco, CA 94105, USA |
| Google Analytics | Website analytics and visitor behaviour | Page views, session data, device information | EU | Google Ireland Limited, Gordon House, Barrow Street, Dublin 4, Ireland |
| Google Ads | Conversion tracking for adviser signups | Signup events | EU/US | Google Ireland Limited, Gordon House, Barrow Street, Dublin 4, Ireland |
| Conversion tracking for adviser signups | Signup events | EU/US | LinkedIn Ireland Unlimited Company, Wilton Place, Dublin 2, Ireland | |
| Meta | Conversion tracking for adviser signups | Signup events | EU/US | Meta Platforms Ireland Limited, Merrion Road, Dublin 4, D04 X2K5, Ireland |
User-authorised integrations
When an adviser connects a third-party service — such as Gmail, Outlook, OneDrive, or Intelliflo — data flows directly between Obsidian and that service under the adviser's own authorisation. These are not subprocessors; they are integrations the adviser explicitly enables and can disconnect at any time. See our integrations page for the full list.
Infrastructure services
Infrastructure-level services that do not process client data — such as DNS, CDN, and email delivery — are not listed as subprocessors. Details of these services are available on request.
Security & Privacy