Security & Managed IT for Wealth Management & Investing
Supervision-ready IT, investor data privacy, and predictable costs for RIAs, broker-dealers, and wealth teams
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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Why Zero Trust is Essential for Remote Work
The rise of Zero Trust has helped businesses remain secure – even in remote working environments. Here are a few things that you should know about zero trust for your business and why it is essential for remaining cyber secure in both hybrid and remote workspaces.
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Financial Institutions and Ransomware
Get ahead of attackers and protect valuable assets from impending ransomware attacks. Here are a few things that financial institutions should know about ransomware – its current trends, targets, and tactics.
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Enterprise Business and Ransomware
The manufacturing industry has embraced automation and digitization as timelines have gotten tighter and business continuity has become essential. These aspects, along with the high-value data that manufacturing enterprises own (intellectual property, trade secrets, etc.) have made these types of companies more attractive cyber attack targets. Keep your supply chain running smoothly by protecting against…
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Manufacturing and Ransomware
The manufacturing industry has embraced automation and digitization as timelines have gotten tighter and business continuity has become essential. These aspects, along with the high-value data that manufacturing enterprises own (intellectual property, trade secrets, etc.) have made these types of companies more attractive cyber attack targets. Keep your supply chain running smoothly by protecting against…
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Healthcare and Ransomware
For the past several years, healthcare systems and hospitals have been high-profile victims of ransomware and other attacks. Find out what vectors for ransomware the healthcare sector faces.
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SUEX, Crypto, and Ransomware
This year, the cryptocurrency platform SUEX was the first to be identified and sanctioned by the U.S. Government for its role in the ransomware payment chain, but it will likely not be the last. Here’s what you should know about SUEX and other cryptocurrencies.
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Email Security in Ransomware Defense
Email security is an essential first step in patching vulnerabilities and protecting your business from malware and ransomware threats.
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The Evolution of Ransomware
Over the past 40 years, the threat of ransomware has grown exponentially from initial generalized threats to targeted and specialized takedowns. New technology and the organization of perpetrators have evolved, and ransomware demands have never been higher.
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The Seven Steps in the Ransomware Kill Chain
Ransomware can be a large concern for businesses – it compromises resources critical to operation and locks them in an encrypted environment until a ransom is paid. While every business should be aware of ransomware, not all understand the many steps involved in a full attack.
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Channel Daily News Podcast with TorchLight’s Bo Wheeler
Bo Wheeler, Chief Revenue Officer at TorchLight, recently appeared on the Channel Daily News podcast with Don Witt to speak about the company, its mission, and the cybersecurity protection it provides for its customers.