Security & Managed IT for Wealth Management & Investing
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.
The Way Forward – TorchLight Blog
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Why We Partnered with Drip7 Security Awareness Training to Tackle the Real Cybersecurity Risk: People
TorchLight has partnered with Drip7 to strengthen human-focused cybersecurity training. Learn how this microlearning platform helps reduce human error, improve security awareness, and support a holistic cybersecurity strategy for your business.
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20 Ways GenAI Will Reshape Cybersecurity and What It Means for Your Business
Generative AI is reshaping cybersecurity and changing the way businesses operate. In a recent Forbes Technology Council feature, TorchLight CEO Nolan Garrett shared how AI is improving threat detection and response while also introducing new risks, from deepfakes to automated reconnaissance. This post also looks at how AI is transforming industries beyond security, accelerating the…
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IT Should Be More Than Just Fixing Computers
Learn why SMBs need more than basic IT support—and how a security-first MSP like TorchLight can protect your business from modern cyber threats.
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“Among the Best They Have Ever Evaluated.”
When an independent auditor calls your security framework “among the best they’ve ever evaluated,” you know something’s working. At TorchLight, we deliver enterprise-grade IT and cybersecurity tailored to regulated small businesses—without the enterprise budget.
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Is Your Small Organization Nearing a Cybersecurity Breaking Point?
Small businesses are facing a cybersecurity breaking point—strained IT teams, rising threats, and tight budgets. TorchLight delivers scalable, enterprise-grade protection tailored to your size and cost constraints.
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Why Security-First Design Starts With Simplicity—Not More Controls
When cybersecurity becomes a barrier, people work around it—and that’s where risk begins. At TorchLight, we design security that aligns with your business, supports your users, and satisfies auditors—without slowing you down.
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Why Small Businesses Are the New Cyber Targets—And How to Stay Protected
Cybercriminals target the vulnerable, not just the big guys. For small businesses in regulated industries, the risks are real—compliance gaps, lost trust, even financial collapse. At TorchLight, we make enterprise-grade cybersecurity practical and personal, with strategy-led protection built for your business.
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Windows Recall: What You Need to Know — And Why It Matters
Microsoft’s upcoming Recall feature for Windows 11 Copilot+ PCs is shaping up to be one of the most talked-about developments in workplace technology this year. Designed to boost productivity by taking periodic snapshots of user activity for easy, searchable recall, the feature promises convenience — but also raises serious privacy and security concerns.
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Strengthening Your Security Posture with EDR & ITDR
Cyber attackers aren’t just targeting networks anymore—they’re going after identities and endpoints at scale. In fact, over 80% of breaches involve compromised credentials or exploited devices. In this month’s service spotlight, we break down two critical layers of modern cyber defense—Endpoint Detection and Response (EDR) and Identity Threat Detection and Response (ITDR)—and show how they…
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Washington State Expands Sales Tax to IT Services
A new Washington State law—Senate Bill 5814—goes into effect on October 1, 2025, and it will significantly impact customers located in Washington who receive IT, digital, and tech-related services. This change will apply regardless of where the service provider is located, and may affect how your organization is billed by vendors like MSSPs, cloud providers,…