IT Services for Financial Services Firms in Chicago
Secure, Compliant, and Scalable Support for the Financial Sector
From cybersecurity threats to regulatory pressures, financial services firms require IT partners who understand the stakes. We provide specialized IT services for financial institutions in Chicago and across the U.S., supporting compliance, uptime, and secure collaboration.
Who We Serve
We support a wide range of financial sector clients, including:
- Institutional Financial Services Firms
- Broker-Dealers
- Investment Banks
- Registered Investment Advisors
- Retirement Plan Administrators
- M&A Advisory Firms
- Family Offices
- Private Equity Firms
- Specialty Boutique Financial Firms
Why Financial Firms Choose Us
- Regulatory and Compliance Expertise
We help maintain compliance with SEC, FINRA, and state regulations, including data retention and access controls - Cybersecurity & Risk Management
Multi-layered protection with endpoint security, MFA, email threat filtering, encryption, and real-time monitoring - Virtual CISO (vCISO) Services
Strategic security leadership to assess risk, develop policies, oversee audits, and align cybersecurity with business objectives - Disaster Recovery & Business Continuity
Robust backup solutions, failover planning, and tested recovery protocols for operational resilience - Secure Collaboration Tools
Deployment and support of Microsoft 365, Teams, SharePoint, and secure document exchange platforms - Help Desk & On-Site Support
Responsive, business-hours support from our Chicago office, plus on-site coverage through the CMIT national network - Technology Strategy & Procurement
Guidance on system upgrades, vendor selection, and procurement of secure and compliant hardware/software
What Makes Us Different
We understand the language, workflows, and risk profile of financial services. Our proactive approach ensures systems stay compliant, secure, and aligned with your firm’s strategic goals.
Let’s Talk About IT Strategy
Whether you’re managing a growing RIA, scaling operations for a PE-backed platform, or need bulletproof cybersecurity for your broker-dealer, we’re ready to help.
