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Financial Services

Security your regulators and your clients both accept

Advisors, accountants and lenders hold data criminals want badly. We build the controls, the monitoring and the evidence trail that keep examiners satisfied and clients confident.

GLBA SEC / FINRA SOC 2 PCI DSS
What we hear

The four things that come up every time.

  • 01 SEC, FINRA and GLBA examinations with short notice
  • 02 Wire fraud attempts through spoofed email
  • 03 Client portals and file transfer that must be provably secure
  • 04 Retention rules that conflict with how staff actually work

Exam-ready

evidence collected continuously, so a regulator's request is a retrieval exercise rather than a scramble

In their words

The part we are most proud of.

Technology is the easy half. Being the partner people actually want to call is the hard half.

He possesses a unique ability to translate vision into action, seamlessly coordinating across departments to execute complex strategic plans. His attention to detail, coupled with an unwavering commitment to excellence, sets him apart.
F Fortified client Name withheld
His integrity, professionalism, and results-oriented approach make him an invaluable asset. I would work with him again in a heartbeat.
F Fortified client Name withheld
What impressed me most was his ability to build strong, collaborative relationships while holding high standards. He creates trust quickly and follows through on what he promises.
F Fortified client Name withheld
Free consultation

Let's find out what's actually broken.

Most companies we talk to are carrying two or three risks they don't know about and paying for something they don't need. Thirty minutes is usually enough to find both.

  • A real conversation Thirty minutes with an engineer, not a commissioned salesperson reading from a deck.
  • An honest assessment We will tell you what is genuinely urgent and what can wait a quarter, including when the answer is 'you're fine'.
  • A written plan A prioritized roadmap and flat-rate pricing. Yours to keep whether or not you hire us.

Book your consultation

Takes under a minute

We reply within one business day. No sales sequence, no list sharing. Your details stay with us.