Wealth Management Virtual CISO for RIAs Who Put Clients First

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:

Your IT provider keeps your computers running. That's their job and they're (hopefully) very good at it.

But asking them to also handle security is like asking your child to grade their own exams.  It's the fox watching the henhouse.  

There's a reason financial firms separate duties - because oversight requires independence.

When the same company provides IT services AND security monitoring, who's checking their work? What happens when their mistake becomes your breach?  Sadly, this is EXACTLY how all of the breaches we've seen happened.  

Smart firms keep these roles separate. Your IT company handles technology. We handle security. Everyone stays accountable.

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:

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.

We'll help you understand:

"How technical do you get?"
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.

"What makes your wealth management virtual CISO different?"
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.

"Do we need all those enterprise tools?"
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.

"How do you work with our IT company?"
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.