SOC 2 compliance, managed security, and reliable communications for Ohio banks, RIAs, credit unions, and wealth management firms.
Get a Free Assessment →Enterprise clients and institutional allocators increasingly require SOC 2, FINRA, or SEC cybersecurity controls before signing.
Most small-to-mid-size financial firms rely on a part-time IT contractor with no formal controls, monitoring, or audit trail.
Financial firms are prime ransomware targets. Without 24/7 SOC monitoring, breaches often go undetected for months.
Advisors working from home, client sites, or traveling create uncontrolled access points that bypass network security.
Insurers are demanding proof of active controls — MFA, endpoint detection, monitoring — as a condition of coverage renewal.
We manage the entire SOC 2 journey — gap assessment, control implementation, automated evidence collection, and auditor liaison — from start to certification.
Financial services-tuned detection rules, sub-1-hour mean response time, and monthly board-ready security reports.
Secure access for advisors working remotely — consistent policy enforcement regardless of device or location.
Regulatory-compliant phone systems with call recording, archiving, and retrieval — built for SEC and FINRA requirements.
A free security assessment shows you exactly what controls you have, what you're missing, and a realistic path to certification. No obligation.
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