Contact Secure Wealth IT
Get a custom proposalIT and cybersecurity built for financial advisors
Secure Wealth IT is a managed IT and cybersecurity provider built for the financial advisory world. We serve RIAs, broker-dealers, and independent advisory practices across the Southeast from our base in Belmont, NC.
Most IT shops treat compliance as an afterthought. We do the opposite. Our work centers on the rules that govern your firm: SEC Reg S-P, WISP requirements, and the security standards your clients and regulators expect. We close the gaps that generic IT providers miss, like the M365 setup that looks fine but fails an audit.
You get a partner who speaks both languages, IT and financial services compliance. That means fewer surprises at exam time, stronger protection against the fraud and AI-driven threats now targeting advisors, and an IT foundation that scales as your book of business grows.
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Min project size
$1,000+
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Hourly rate
$200 - $300 / hr
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Employees
2 - 9
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Locations
Charlotte, NC
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Year founded
Founded 2025
1 Locations
- Charlotte , NC
Service Lines
- Cybersecurity
- 30%
- AI Consulting
- 10%
No Focus Areas have been added yet…
Industries
- Financial services
- 100%
Clients
- Small Business (<$10M)
- 70%
- Midmarket ($10M - $1B)
- 30%
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