Managed IT Services for Financial Advisory Firms

Your clients trust you with their wealth and financial futures. Who do you trust with your IT? Experience end-to-end IT management from a specialized MSP for financial services and advisory firms with 10+ employees that need reliability, comprehensive security, and expert support.

Years in Business

9.7/10

Client Satisfaction Rating

99.99%

Average Client Uptime

From unpredictable IT to secure, scalable systems you can trust

Your clients count on you to protect their financial futures. You should be able to count on your IT the same way. The Diamond Transition transforms slow, patchwork systems through consistent patching to streamline operations built for compliance, performance, business continuity, and peace of mind.

Get seamless onboarding with zero downtime migration

Precision Audit

We start by mapping your current IT setup, uncovering risks, inefficiencies, and opportunities. From advanced cybersecurity gaps to redundant tools, we surface what’s working and what’s not.

Strategic Roadmap

Financial firms can’t afford a cookie-cutter IT strategy, a co-managed approach that lacks focus, or the overhead of an in-house IT department. We build a tailored roadmap that supports how you actually operate. Whether you’re planning for growth, merger, or just a more secure setup.

Fortify

We quietly roll out a secure, fully managed IT environment in the background. No disruption. No babysitting. Just a smooth, well-communicated rollout handled by an expert IT team who know what’s at stake.

Transform

Once live, we don’t disappear. We monitor everything 24/7, providing real-time rapid incident response and industry-leading response times to catch issues before they affect you. Your systems become a quiet, reliable part of your business, not a source of stress.

Diamond IT transformed our financial advisory firm’s operations.

“Diamond IT eliminated our need for in-house IT staff. That was one of the main things we wanted when we contacted them.

The headache of owning and maintaining IT equipment is ridiculous. Diamond IT took that completely off our plate.

We had a file server from 2002 that started to fail. The cloud wasn’t an option until Diamond IT talked to us about security. They migrated our mature server with all our old data formats—a huge task I’m glad we didn’t have to handle ourselves.

At the end of the day, when you shut down your computer, you know your clients’ data is safe and secured. You don’t worry about the file server door being locked or the building AC staying on. You go home and sleep well knowing Diamond IT is taking care of everything.”

Jim Karp

Charles, Blank & Karp, LLP

Get expert IT support trusted by financial advisory firms like yours

IT solutions that protect your firm, your clients, and your reputation

From secure portfolio management to flawless remote access, we deliver IT solutions created for the financial industry. Our financial IT security framework follows zero-trust principles, 24/7 threat detection, and advanced firewall and endpoint encryption standards that go beyond regulatory compliance requirements. We keep your client data safe at all times.

Cybersecurity & Compliance

Financial software support & optimization

Cloud & remote access solutions

Data protection & disaster recovery

24/7 IT support & helpdesk

Scalable IT that grows with your firm

Discover how seamless IT can transform your firm’s efficiency & security

We support the software that powers your financial firm

From installation to ongoing support, we keep your portfolio management, financial planning, and office software running at peak efficiency. We talk directly with software vendors to fix issues, handle contracts, manage licensing, and maintain your systems.

Let us know what you’re looking for and see if we’re a good fit

Meet compliance requirements without the complexity

Stay ahead of changing regulatory requirements with IT solutions and robust security measures built to protect your financial firm and your clients.

SEC & FINRA Requirements

Ensure compliance for legal cases involving healthcare data.

SOC 2 Reporting

Prove data is handled securely with controls designed for client privacy and regulatory confidence.

PCI DSS Compliance

Handle payment card information with proper security controls and processes.

FTC Safeguards (GLBA)

Meet Gramm-Leach-Bliley Act requirements under the FTC’s data protection rules.

Why financial advisory firms choose Diamond IT over competitors

IT problems can disrupt your client service, slow down advisors, and put client data at risk. You need a financial IT partner and managed IT service provider that delivers smooth operations, top-tier security, and fast support, so your firm never misses a beat.

Competitors

20 years in business

Less experienced

97% CSAT score

85% or less

97% client retention rate

90% or less

Live Technical support

Non-technical call center

80% 1st call resolution

70% or less

Specialized

Generalists

Protect your firm’s data, maximize uptime, and eliminate IT headaches

See what our clients are saying

Is my financial advisory firm really at risk of a cyberattack?

Financial advisory firms, financial services firms, and similar financial institutions are prime targets for cybercriminals. According to recent data, from September 2023 through May 2024, credit unions reported 892 cyber incidents, with 73% involving third parties. This trend extends to financial advisors who handle sensitive data and confidential client information. ¹

Our 24/7 cybersecurity monitoring, security services, zero-trust security framework, and comprehensive data security provided by compliance-driven IT solutions keep your firm protected. Your clients’ trust and financial data remain secure.

Uncover hidden vulnerabilities before they become security threats

IT solutions built for every area of wealth management

No matter your specialty, we provide secure, compliant, and reliable IT solutions tailored to your firm’s unique needs.

Retirement Planning

Secure data management and compliance-driven IT solutions for long-term financial goals.

Investment Management

Protect confidential client portfolios and maintain compliance for investment strategies and transactions.

Estate Planning

Secure access to sensitive client records, wills, trusts, and financial documents.

Tax Planning

Reliable IT support for managing case workflows, documentation, and government filings.

Wealth Management

Secure client management and data protection for high-net-worth individuals and families.

Financial Education

High-availability IT infrastructure management and connectivity to support client presentations, materials, and communications.

Risk Management

Protect confidential financial communications and client files while backing up secure collaboration.

Business Financial Planning

IT solutions designed for advisory firms handling business succession, employee benefits, and corporate planning.

Meet the Diamond IT team

Behind every fast response and smart solution is a real person who understands your business. Our team combines technical know-how with industry experience to support your firm with care and clarity. We don’t hide behind tickets—we work alongside you.

Matt Mayo

CEO

Jon Fitrzyk

VP of Managed Services

Garret Ullal

Director of Platform Engineering & Strategic Automation

Cody Cooper

Strategic Services Manager

Serving clients nationwide

We work with clients across the United States, providing expert services from coast to coast. Our offices are strategically located to support businesses in the West, Midwest, and Eastern United States.

West Coast Branch

Service area: Bakersfield, Encino, Tulare, Los Angeles

Midwest & Eastern Branch

Service area: Indianapolis