Our History
itSynergy is a managed IT and cybersecurity firm built exclusively for registered investment advisory firms. We don't dabble in other industries. We don't serve dental offices on Tuesday and RIAs on Thursday. Every technician, every process, and every service we've developed over the past 29 years has been shaped by one question: what does an RIA actually need from its technology partner?
We've answered that question for more than 100 firms across the United States - from small firms to multi-advisor firms managing well over a billion in AUM. When we say we understand your world, we mean we can name your custodians, your portfolio management platform, and the specific Regulation S-P provision your compliance officer is worried about. That's not marketing. It's just what 29 years of doing one thing looks like.
In late 2025, we acquired the Itegria line of business from Comply, bringing on approximately 70 additional RIA clients and significantly deepening our SEC compliance infrastructure. We're now the largest purpose-built RIA IT firm in the country.
What Makes Us Different
We only serve RIAs.
This isn't a vertical we moved into. It's the company we built. Our leadership holds dual credentials, Certified Ethical Hacker (CEH) and Investment Adviser Certified Compliance Professional (IACCP), because in this industry, cybersecurity and compliance are the same conversation. We're the only MSP in this space where both sides of that equation live in the same firm.
Our team is entirely US-based.
Every technician on our staff is a full-time, English-speaking W-2 employee based in the United States. No contractors. No offshore routing. No communication barriers at 7:45 AM when your system goes down before market open. The people who answer your calls are the people who know your environment, because they built it.
We cover the whole country.
Your advisors might be in New York, Dallas, Phoenix, and San Francisco. We serve firms in all of those places with the same standard of support. One partner. Consistent service. No patchwork of regional vendors as your firm grows.
We've been inside an SEC examination.
We don't just build the technical controls, we've helped clients document them in language that holds up when examiners come through. Written information security policies, annual risk assessments, incident response plans with tabletop testing, vendor due diligence documentation. We understand what a compliance officer needs from us, and we produce it proactively.
The Firms We're Best For
Our sweet spot is RIA firms managing roughly $500 million to $5 billion in assets under management. These are firms large enough to have real compliance exposure but without the in-house IT department of a wirehouse or institutional manager. They need a partner who moves fast, knows their tools, and can sit next to their CCO during a security review without needing to be briefed on what an RIA is.
We also serve smaller independent practices and multi-advisor firms on both ends of that range. Firm size doesn't change what you get from our team.
The itSynergy Mindset
The Right IT Solutions Are An Asset To RIA Firms Nationwide
itSynergy has been providing managed IT services and cybersecurity to registered investment advisory firms for over 20 years. We are seen as trusted technology advisors by RIA clients because we partner with them for success. Our philosophy is that when technology works as it should, it supports and enhances an organization’s ability to accomplish its goals and objectives and meet business growth goals.
Hundreds of RIA firms across the country depend on us to deliver highly available, secure, and flexible IT systems. From managed IT services and cybersecurity to cloud services and disaster recovery built around the compliance demands of the investment advisory industry we can be your IT department or work with your in-house team to keep all your systems running.
itSynergy IT Values
Success = Productivity
Our Managed IT plans are designed to maximize your time. Our priority at itSynergy is to optimize your technology infrastructure and eliminate the bottlenecks in your daily operations to keep your productivity uninterrupted.
Your Vision is Unique
Your business has its own unique DNA. So, the IT support we provide is not based on assumptions or generalities—we start by understanding your organization on a granular level before any plans are made.
When You Grow, We Grow
If we’re not helping your business use technology to grow, we’re not doing our jobs. itSynergy is heavily invested in how your company scales. When you succeed, we succeed.
A Proactive IT Solution is the Only IT Solution
IT problems should never be handled in hindsight. We’re constantly watching your IT like a hawk to anticipate new requirements, risk factors, and opportunities to avoid costly downtime.