Managed Security Services For Wealth Management Firms And Investment Advisors
Ensure investor data privacy and predictable costs with TorchLight’s IT for wealth management teams, RIAs, broker-dealers
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.
Latest Insights & Blog
Expert insights on cybersecurity, compliance, and IT strategy.
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Tempel Steel Data Breach Settlement: Incident Response Lessons for 2026
Tempel Steel confirmed its breach on March 25, 2025. Twenty days later it was named in a class action, and by 2026 it faced up to $175,000 in fees plus multi-year liability, for just 5,192 employee records. Here’s what the settlement teaches financial, healthcare, and education IT leaders about response timelines.
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The Biggest 4th of July Breach in History & the Real Cybersecurity Lessons Behind It
The biggest 4th of July breach in history took out an entire invading fleet with a single upload. The twist is that it happened in the 1996 movie Independence Day. The aliens still lost for real reasons though: no network segmentation, blind trust, and an unsigned payload. Those are the lessons worth bringing to your…
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Vendor Risk Management for Credit Unions: What the NCUA Expects
Credit unions rely on third-party vendors for services such as digital banking, cloud platforms, payment processing, and fintech solutions. While these partnerships improve efficiency and member experiences, they also introduce cybersecurity, compliance, operational, and reputational risks that require careful oversight. As a result, vendor risk management for credit unions remains a key focus during NCUA…
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FortiBleed: 73,000 Fortinet Firewalls Exposed, and What Every Organization Must Do Now
FortiBleed is one of the largest firewall credential leaks ever found: working VPN logins for 73,932 Fortinet firewalls across 21,600 organizations and 194 countries. Strong passwords did not stop it. See what the leak means for your sector and the steps to take in the next 24 hours.
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How Ransomware Enters a Credit Union Network
Ransomware rarely breaks into a credit union through the servers. It enters through a person or a weak remote login, then moves laterally in about 29 minutes. This is the real entry chain behind the Akira attacks on Ellafi and MetroWest credit unions, and the controls that stop it.
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Penetration Testing Cost: What to Expect in 2026
If you’ve been tasked with budgeting for a penetration test, or justifying the expense to leadership, you’ve probably already discovered that penetration testing cost isn’t as straightforward as a line item on a vendor’s website. Prices vary wildly, scope is rarely apples-to-apples, and the cheapest option is often the most expensive mistake you can make.…
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What is a vCISO? Cost, Role, and When to Hire One
When businesses think about cybersecurity leadership, a Chief Information Security Officer (CISO) often comes to mind. However, hiring a full-time CISO may not be practical for every organization. A vCISO provides businesses with experienced cybersecurity services, leadership, strategy, and guidance on a flexible basis without the cost and commitment of a permanent executive hire. A…
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2026 Cyber Insurance Requirements
Cyber insurance changed. The questionnaire is now an audit, and the controls you check off are the ones you must prove were running when an attacker got in. Here is what shifted in 2026, why claims get denied over MFA, and what it means for credit unions, healthcare, RIAs, mid-market firms, and schools.
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The LLMShare Attack: When a Trusted AI Link Becomes a Malware Delivery Truck
Attackers have found a way to deliver malware through pages hosted on the real ChatGPT and Claude domains, sailing straight past the security checks that trust those sites. The LLMShare attack is the latest evolution of ClickFix, and it matters whether you already run AI tools or are just deciding to.
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Support Automation Is Great Until It Becomes an Attacker’s Help Desk: The Meta AI Instagram Exploit and What It Reveals
On June 1, hackers used Meta’s AI support chatbot to take over Instagram accounts belonging to the Obama White House, Sephora, and the Chief Master Sergeant of Space Force. The architecture problem behind it should worry every operator.