IT Services for Wealth Management Firm
- IT Managed Services
- Confidential
- Oct. 2025 - Ongoing
"The entire transition was carefully planned and executed exactly according to schedule."
- Financial services
- Westport, Connecticut
- 1-10 Employees
- Online Review
- Verified
CompuWork provides IT services for a wealth management firm. The team has helped the client transition to becoming an independent SEC-registered RIA.
CompuWork has demonstrated a strong understanding of the technology, cybersecurity, and operational standards expected of SEC-regulated advisory firms. The team is highly responsive and familiar with the regulatory environment. CompuWork has made a complex transition feel seamless.