Managed IT & Security for Wealth Management & Investing

Supervision-ready IT, investor data privacy, and predictable costs for RIAs, broker-dealers, and wealth teams

Advisors need quiet, compliant IT that protects client data, supports trading workflows, and keeps branches and remote teams productive. TorchLight delivers 24/7 support, continuous monitoring, and the non-negotiables – AV/EDR, patching, and verified backups – so you can focus on clients and AUM growth.

Simple, predictable per-user pricing. One accountable partner. Processes aligned with supervision, cyber-insurance needs, and client-communication controls.

Download Data Sheet

What keeps wealth leaders up at night

Supervision and recordkeeping gaps across email, Teams/Zoom, and mobile
Wire fraud/BEC risk during client communications and money movement
Advisor productivity on the road—secure access from any device
Vendor sprawl: custodians, trading tools, CRM, compliance platforms
Board/owners want clearer visibility into cyber risk and spend

Outcomes TorchLight delivers

Supervision-ready controls, policies, and evidence
Hardened identity, secure collaboration, and tested recovery
Secure advisor mobility: laptops, tablets, and phones managed
Vendor coordination and single-point accountability
Quarterly Business Reviews with health scorecards and next steps

Growth Focused IT for Wealth and Investment Managers

Friendly service desk support, endpoint security, patching, backups, and cloud productivity are the basics. We implement them consistently so your business stays secure and operational, without slowing your team down.

Endpoint Detection and Response

Lightweight protection that monitors in real time, quarantines threats, and auto-remediates—without interrupting your day.

Vulnerability Management and Patching

Automated OS and app updates happen after hours to reduce disruption and close security gaps quickly.

Reliance Backups

Disaster-recovery-ready backups for workstations, servers, and cloud data—including M365 email and SharePoint.

Microsoft 365 Support

Simplified administration for email, identities, SharePoint, and Azure AD—managed in one pane of glass by our team.

24x7x365 Security Monitoring

We watch your business 24×7 and protect you in real time from threat actors.

Identity Threat Detection and Response (ITDR)

ITDR protects your business by monitoring and responding to suspicious account activity to keep user identities and data secure.

Why TorchLight for Wealth Management & Investing?

You need a partner that understands advisor workflows, supervision expectations, and the realities of remote-first teams. We coordinate vendors without drama, protect client data with a security-first approach, and report to leadership with clarity. The outcome: trust, security, and stability—so your advisors can serve clients and grow AUM.

The Way Forward – TorchLight Blog

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In August, Palo Alto Networks got breached. Not through their firewall. Not through phishing. Through a Salesforce integration. Over 700 organizations were affected. And their security tools never saw it coming.
Strategic Guidance – Getting The Most From Your Pen Test Report

It’s Q4 and pen test reports are piling up. Most companies scan for critical findings, patch them, and move on. But those medium and low-risk findings everyone ignores? They’re revealing where your security posture is quietly deteriorating. Gary Blosser, our vCISO and Principal Security Architect, shows you how to extract real value from every section…
Docusign Phishing Attacks Security Bulletin

The TorchLight Security Operations Center has seen a massive increase in fake Docusign phishing emails since Monday of this week. While these threat vectors has been in use since early 2024, the massive rise in attacks this week is real. At this point, consider all Docusign emails to be hostile and must be carefully reviewed…