2025-12-22-itSynergy---Blog-Image-(itegrea-acquisition)-Version-2

itSynergy Expands RIA Technology and Cybersecurity Offering Through Acquisition of Comply’s Itegria Business

PHOENIX (DECEMBER 16th, 2025) — itSynergy, a leading provider of IT and
cybersecurity services to Registered Investment Advisers (RIAs), today announced the
acquisition of the Itegria line of business from Comply, the leading provider of firm and
employee compliance software and services for financial firms. The transition expands
itSynergy’s capacity to support financial services firms with dedicated IT and
cybersecurity expertise.

With this acquisition, itSynergy will take on full responsibility of IT and cybersecurity
services historically delivered through Itegria, allowing Comply to continue focusing on
its rapidly growing regulatory technology platform. Many firms will continue to work
with both organizations, now in a more coordinated, purpose-built model.

“This acquisition represents an important step in our mission to support the end-to-end
operational and cybersecurity needs of RIA firms,” said Michael Cocanower, CEO of
itSynergy. “RIAs operate in an increasingly complex environment. By assuming the
burden of their IT and cybersecurity infrastructure, we allow firms to focus on clients
while continuing to partner with Comply to support their broader compliance needs. We
take this responsibility seriously and are committed to thoughtful onboarding, clear
communication, and a seamless transition.”

Approximately 70 clients will transition to itSynergy, which is expanding its team
immediately to support onboarding and strengthen service capacity.

“This transition builds on years of collaboration with itSynergy,” said Michael Stanton,
CEO of Comply. “Our clients rely on us for regulatory expertise and a modern
compliance platform, and this shift ensures they also have dedicated specialists
managing their IT and cybersecurity needs. It’s a focused, strategic evolution that
reflects the needs and priorities of Itegria clients.”

About itSynergy
Founded in 1997, itSynergy provides managed IT and RIA cybersecurity services
designed to help advisory firms operate securely, efficiently, and in alignment with
regulatory expectations. The Phoenix-based company delivers comprehensive IT
support, including risk assessments, cybersecurity alignment, incident response
planning, disaster recovery, and day-to-day technology management. With a proactive
approach and deep expertise serving highly regulated environments, itSynergy partners
with RIA firms to strengthen their technology foundations and stay ahead of emerging
risks. For more information, visit www.itSynergy.com.

About Comply
Comply is the leading provider of compliance software, consulting, and education
resources for financial services organizations worldwide. Serving more than 5,000 firms,
Comply empowers Chief Compliance Officers and their teams to manage regulatory
obligations, streamline workflows, supervise employees, and mitigate risk with
confidence. Built on deep regulatory expertise, Comply’s unified platform combines
integrated technology, expert consulting, and AI-driven capabilities to help firms operate
with clarity in a complex and evolving regulatory environment. For more information,
visit www.Comply.com.

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itSynergy

itSynergy

itSynergy specializes in delivering tailored cybersecurity and IT compliance solutions for Registered Investment Advisers (RIAs). With deep expertise in SEC regulations, we help RIA firms build robust, audit-ready programs that meet evolving cybersecurity expectations. From risk assessments and vendor oversight to incident response planning and user training, itSynergy translates regulatory requirements into practical, business-focused strategies that keep your firm secure and compliant.