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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Canvas Breach Update: Reports Set to Resume for California’s 116 Community Colleges
The April-May 2026 Canvas breach put student data at all 116 California community colleges in scope. Instructure paused detailed breach reports over a ShareFile threat that has since cleared. Here’s what was exposed, what California’s breach-notification law actually requires, and the four steps to take this week.
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How the SharePoint Chain Broke on July 14, 2026: CVE-2026-56164, End-of-Support, and What Every On-Prem Operator Should Do This Week
On July 14, 2026, Microsoft patched an actively exploited SharePoint zero-day (CVE-2026-56164), CISA added it to the Known Exploited Vulnerabilities catalog with a 72-hour federal deadline, and support for SharePoint Server 2016 and 2019 officially ended. Three events, one date. Here is what every on-premises operator should do this week.
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Business Email Compromise at Credit Unions: How Attackers Redirect Wire Payments and What Stops Them
Business email compromise costs U.S. organizations billions each year, and credit unions are prime targets. Here is how attackers redirect wire and ACH payments, the four most common scenarios, and the layered controls (DMARC, out-of-band verification, and staff training) that actually stop them.
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CMMC Phase II Suspended: What It Means and What to Do Next
On July 13, 2026, the Department of War suspended CMMC Phase II, removing the November 2026 third-party audit deadline. But DFARS 252.204-7012, NIST SP 800-171, and your SPRS self-attestation all still apply. This is schedule relief, not scope relief, and here is what defense contractors should do during the pause.
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MSP vs MSSP: Which Does Your Business Actually Need? (2026)
Choosing between an MSP and an MSSP is becoming increasingly difficult as cyber threats grow more sophisticated and compliance requirements become more demanding. Many businesses invest in outsourced IT services expecting comprehensive protection, only to discover later that traditional IT support doesn’t necessarily include proactive cybersecurity. If you’re comparing MSP vs MSSP, understanding the difference…
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What Is a Fractional vCISO? And Does a Credit Union Under $500M Actually Need One?
A fractional vCISO gives credit unions under $500 million the strategic security leadership of a full-time CISO, part-time and at a fraction of the cost. Here is what a vCISO actually does, how it differs from a vCIO, what NCUA examiners expect, what engagements cost, and how to tell if your credit union needs one.
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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.