Protecting Your Clients Starts with Protecting Your Firm
Cybersecurity + IT management purpose-built for RIAs—delivering institutional-grade protection, white-glove support, and unwavering compliance confidence.
The Managed Service Partner Built for Wealth Management
We deliver enterprise-level technology confidence for RIAs—without enterprise complexity.
A ZeroTrust Strategy that Acts as Backup to the Backup
Layered cybersecurity designed specifically for RIAs—real protection, real redundancy, real defense-in-depth.
Proactive, White-glove IT Built for Wealth Management
A fully outsourced IT department that functions like an in-house team—strategic guidance included.
A Comprehensive Risk Assessment that Goes Deeper than a Scan
A dual-approach evaluation—automated scanning and expert analysis—to uncover what most assessments miss.
We didn’t even know what high-touch service meant until we worked with Max. With the old vendors it was always ‘here’s a project proposal.’ With Max it’s always ‘yes, we’re on it.
Exclusively Focused on Wealth Management
Purpose-built for RIAs sized 15–200 employees
Deep SEC / regulatory understanding
Industry network + vetted partner ecosystem
Take the First Step Toward Minimizing Cyber Risk
The sooner your infrastructure is hardened, the sooner your clients are safer.