Your clients trust you with their life savings. Our virtual CISO for RIAs helps you protect that trust with cybersecurity services that actually work.
Every day, you make decisions that affect generations of wealth. You’ve earned your clients’ confidence through years of careful work. But here’s the thing: one data breach can destroy decades of trust in minutes.
The good news? Protecting client data doesn’t require becoming a security expert. It requires working with security experts who understand your business.
Other vCISO for wealth management firms hand you a report and say “good luck.”
Our wealth management virtual CISO service actually implements and manages your security program:
Our RIA cybersecurity services protect wealth management firms. Not banks. Not huge institutions with millions of dollars of budget lying around. Investment advisors with 5 – 200 employees who need:
Before we hired Adelia, I thought our IT people (me) had the cybersecurity thing covered. ‘We’ were wrong. Josh and his team helped us find the gaps, close the gaps and document everything so we’re as buttoned up as we need to be for our clients and the SEC.
Physician Family Financial Advisors
I chose Adelia Risk because I understood that they would guide me through a process, not simply provide tools for me to learn and use. I was not disappointed!
Jentner Wealth Management
Adelia Risk is exactly what I needed for my business, I’m in healthcare and protecting PHI is critical. We weren’t sure we were set up properly. Adelia Risk made it so we don’t have to worry. They took care of our email security, made sure our computers were set up the right way, and even took the time to train our staff on how to be safe, secure, and HIPAA-compliant.
Grace Barker Health
Like most investment advisors, I wanted to worry less and prepare for our next audit. Other vendors offered confusing “one size fits all” solutions. Since working with Adelia, we’ve built a policy that we understand and can achieve! We passed our most recent audit with flying colors.
Jackson Wealth Management
Working with Adelia Risk provides peace of mind. I sleep better at night knowing that our client data is being protected. Josh and his team are responsive, highly knowledgeable and helpful. They take complicated topics and make them understandable. We love working with
Adelia Risk!
Parsons Capital Management
We are very satisfied with the quality of product and exceptional customer service. We have a high level of confidence in our ability to protect PHI because Adelia Risk properly set up our HIPAA compliant email.
Barrier Islands Free Medical Clinic
Our cybersecurity consulting for RIAs knows SEC and FINRA requirements inside and out. Every registered investment advisor we work with has passed their audits. But compliance is just the minimum – real wealth management cybersecurity goes further.
Some Virtual CISOs will offer the same program to everyone. And sometimes, that program is overkill.
We don’t do that.
We’ll help you decide if and when any of these additional solutions are needed, and quotes will be provided as required:
 Phishing tests |
Deep technical audits of your cloud systems |
| Employee security training |
Ongoing project management |
| Vulnerability scanning |
Dark web monitoring |
| Tabletop exercises |
Hacker database monitoring |
| Penetration testing |
Custom training |
| 24x7 computer monitoring |
Fully transparent secure email |
| 24x7 cloud monitoring |
Disaster recovery test planning |
| 24x7 firewall monitoring |
Firewall security reviews |
| Audit support |
Website security reviews and monitoring |
| Other state and federal regulations |
Answering client security questions |
Schedule a free consultation. We’ll discuss your firm, your concerns, and what makes sense for you. No pressure, just straight answers.
As technical as needed. Some clients need basic policy help. Others want fully managed security operations. Most are somewhere between. We match what you need.
We implement, not just advise. While other cybersecurity services for investment advisors write reports, we’re setting up your security tools, monitoring your systems, and handling the technical work. We’re in it with you, not just showing up once a year with a 200-page report.
Maybe not. We’ll assess what you actually need based on your size, clients, and regulatory requirements. No overselling. And we can also advise you if you decide to buy your own tools.
We partner with them but maintain independence. They handle IT operations. We handle security oversight. Clear separation, better protection. If the IT company is good, it’s a great relationship. If they’re not, we can guide on you on where to go next.
