How a Wealth-Tech Strategy Firm Strengthened Its Security, Infrastructure, and Client Trust with Alles Technology
For Ed Wright, Founder of Elev8te Consulting, technology isn’t just part of the job, it is the job. With a deep background in SaaS strategy, product management, and technology leadership, Wright has spent his career guiding RIAs, family offices, and trust companies through digital transformation. His work as an outsourced CTO and strategic advisor centers on aligning technology ecosystems with business goals, creating efficiency, supporting leadership development, and improving both advisor and client experiences.
But even a seasoned technology expert knows that cybersecurity and infrastructure management require a dedicated partner, especially when handling confidential client data. That’s what led Wright to Alles Technology, a firm he had long known from his time working with his previous firm.
When Wright launched Elev8te Consulting, he faced the same challenge many independent consultants do: finding a cybersecurity and IT solution strong enough to protect sensitive client information, but flexible and affordable enough for a small, specialized firm.
He initially explored stitching together VPN tools, monitoring systems, and security software on his own, but the cost, complexity, and maintenance demands made that option impractical. “I knew of Alles Technology from my previous firm,” Wright explained. “They handled all the tech there. When I started Elev8te, I reached out immediately because I needed real cyber protection and not a cobbled-together setup that was expensive and hard to maintain.”
Alles Technology quickly deployed a comprehensive stack mirroring the enterprise-grade protections Wright had been accustomed to, including cybersecurity layers, VPN solutions, monitoring, and penetration-testing support. Shortly, Elev8te’s entire environment was live, secure, and fully managed. “It was easy,” Wright said. “A week or less and everything was up and running.”
As a consultant to firms managing billions in assets, Wright is frequently responsible for accessing, analyzing, or restructuring systems that house confidential client data. His own cybersecurity posture must meet the same standards he recommends to wealth management clients and Alles became that foundation.
It was easy, a week or less and everything was up and running. Alles gave me the same enterprise-grade tools I trusted at my previous firm.
Ed Wright
Chief Elevation Officer and Founder
“Now I feel comfortable,” Wright explained. “I work with sensitive information every day. With Alles tools and best practices in place, I don’t worry. They provide exactly what I need to operate securely.”
Beyond technical infrastructure, Alles provides Elev8te with a comprehensive list of tools and security information that Wright can reference when responding to vendor assessment questions from clients, saving hours of work on compliance and IT audits. “I’m able to reference what they have in place,” Wright added. “The boxes are checked, I’m covered, and I don’t have a huge monthly IT bill.”
For Wright, responsiveness is non-negotiable. As a consultant supporting multiple firms, downtime or technical issues can cascade into broader client disruptions. Alles Technology has delivered consistently. “The support is fabulous. They are quick to respond and able to jump in immediately,” Wright said.
He also appreciates the team at Alles Technology’s hands-on involvement and technical depth, qualities that make them stand out in an MSP landscape that often feels impersonal. “At my previous company, senior Alles technology experts would be on the call helping troubleshoot issues or doing remote desktop fixes. They are incredibly hands-on. They like being involved, and you can tell that they’ve invested in delivering a high level of customer service.”
Today, whenever an RIA, family office, or trust company Wright advises needs help with cybersecurity, MSP replacement, VPN solutions, or IT modernization, he recommends one firm without hesitation: Alles Technology. “Anytime we get these requests,” he said, “we refer them to Alles. It’s an instant referral every time.”
For Wright, Alles has filled a critical niche: delivering enterprise-grade cybersecurity and IT solutions at a price point that gives his clients confidence in working with him, and gives him confidence in running his firm securely and efficiently. “I’m very happy with the team,” he noted. “They’ve hit a niche at a price point where all my clients feel comfortable working with me from a cybersecurity perspective.”
The support is fabulous. They are quick to respond and completely hands-on and have truly invested in delivering high-level service.
Ed Wright
Chief Elevation Officer and Founder
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