Your Clients Trust You With Their Financial Future. We Make Sure Your Data Is Protected.
Wealth advisors are prime targets for cybercriminals. We put the security layers in place so a phishing email, ransomware attack, or insider threat never becomes your firm's biggest liability.
The threats wealth advisors face aren't slowing down
Understanding what you're up against is the first step to protecting your firm and your clients.
Phishing & Business Email Compromise
Attackers impersonate clients, custodians, or colleagues to trick advisors into wiring funds or sharing credentials. Financial firms are the #1 target.
Ransomware Attacks
Ransomware locks your files and client records until you pay. Without proper backups and endpoint protection, recovery can take weeks and cost hundreds of thousands.
Weak Password & Account Takeovers
Reused passwords, shared logins, and no multi-factor authentication are an open door. Identity-based attacks are now the leading cause of breaches.
Third-Party & Vendor Vulnerabilities
Your custodians, CRMs, and portfolio tools connect to your environment. If their security posture is weak, yours is too. We monitor for those gaps.
Inadequate Data Retention & Archiving
SEC and FINRA require specific email and communication retention. Wrong configurations mean failed audits, fines, and regulatory scrutiny.
Insider Threats & Access Creep
Former employees with active credentials, or staff with too much access to sensitive client data — both are common vulnerabilities we regularly find in assessments.
A layered security system built specifically for wealth management
Security isn't one tool — it's layers that work together. Here's what we put in place for every wealth management firm we work with.
Endpoint Detection & Response (EDR/MDR)
Every laptop, workstation, and mobile device your advisors use is monitored and protected. We detect and respond to threats in real time — not after the damage is done.
Email Security & Anti-Phishing
We configure advanced email filtering to catch sophisticated phishing attacks, spoofed domains, and malicious attachments before they reach your advisors' inboxes.
Identity & Access Management
Multi-factor authentication, conditional access policies, and privileged access reviews ensure only the right people can access the right systems — and nothing more.
Backup & Disaster Recovery
Immutable, encrypted backups of your client data and business systems. In the event of ransomware or data loss, we restore quickly without paying attackers a dime.
Compliance Configuration for Microsoft 365
Email archiving, retention policies, and communication monitoring configured to meet SEC and FINRA requirements — so your M365 environment works for your compliance team, not against it.
Security Assessments & Risk Reviews
We run regular cybersecurity assessments to identify gaps before regulators or attackers do. You get a clear report and a prioritized action plan — no jargon, no scare tactics.
We help you check the boxes regulators care about
Your cybersecurity program needs to satisfy more than just common sense. Here's how our services map to key financial services requirements.
Getting secure doesn't have to feel overwhelming
We've done this for dozens of financial firms. Our onboarding process is structured, smooth, and built to not disrupt your team.
Free Security Assessment
We review your current environment, identify gaps, and give you a clear risk picture — no cost, no obligation.
Custom Security Plan
We build a prioritized roadmap based on your firm's size, tools, and regulatory requirements.
Structured Onboarding
We take over management of your environment with a smooth handoff — no downtime, no disruption to advisors.
Ongoing Protection
Continuous monitoring, regular reviews, and a team that's always watching so you can focus on clients.
Find out how secure your firm really is
Start with a free cybersecurity assessment. We'll tell you exactly where your vulnerabilities are and what it would take to fix them — no pressure, no commitment.