MDR: ACTIVE SOC: ONLINE // 24·7·365 TOOLS CONSOLIDATED: 15+ THREAT LVL: ELEVATED ORGANIZATIONS PROTECTED: 300+ ENDPOINTS MONITORED: ALL HUNTINGTON BEACH, CA · USA
INDUSTRY // WEALTH MANAGEMENT OFFICES

IT & CYBERSECURITY
FOR WEALTH MANAGEMENT
OFFICES

Wealth management firms safeguard highly sensitive financial records, investment portfolios, and personal client data.

Request a Brief →
[01] THE LANDSCAPE

SECURITY BUILT FOR
WEALTH MANAGEMENT OFFICES

Wealth management firms safeguard highly sensitive financial records, investment portfolios, and personal client data. TRST CYBER helps offices secure financial systems, protect confidential client information, and maintain reliable technology that supports advisory services, secure communications, and regulatory compliance.

[02] YOUR STACK

THE PLATFORMS YOU
RUN ON, SECURED.

We secure the systems wealth management offices actually operate on — and integrate with 250+ more, with zero new logins for your team.

Orion
Redtail CRM
DocuSign
QuickBooks
+ integrates with your stack — Microsoft 365 Google Workspace AWS Apple Salesforce HubSpot QuickBooks Slack Zoom ChatGPT Gemini Claude
[03] THREAT SURFACE

WHAT WE LOCK DOWN

The risks that actually keep wealth management offices up at night — handled on a security-first foundation.

[01]
DATA PROTECTION
Customer records, financials, and identity data are prime targets. We lock them down at rest and in motion.
[02]
PHISHING & BEC
Business email compromise is the #1 way money walks out the door. We harden identity, mail flow, and your people.
[03]
RANSOMWARE
One click can freeze the whole operation. Layered detection and response stops it before payload — and we back it with a warranty.
[04]
VENDOR COMPLEXITY
Dozens of platforms, one blast radius. We bring order, monitoring, and least-privilege access across your whole stack.
[05]
NETWORK RELIABILITY
Downtime is lost revenue. We keep networks fast, segmented, and resilient so the business never stops.
[06]
AI GOVERNANCE
Your team is already using AI. We govern it — preventing data leakage and keeping you on the right side of policy.
[04] BACKED IN WRITING

UP TO $500,000
BREACH WARRANTY

Every active engagement is backed by an up-to-$500,000 breach warranty across four coverage levels, plus A+ rated cyber insurance. Most firms hand you a tool and walk away — we sign the policy. How it works →

[05] ENGAGE

SECURE YOUR
WEALTH MANAGEMENT OFFICES BUSINESS

Tell us your environment and your timeline. A senior operator reads every brief and responds inside one business day.

Request a Brief →