AGENCY LIST

itSynergy

Phoenix, Arizona, United States
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Specialized RIA cybersecurity and compliance services for investment advisers

itSynergy focuses on providing specialized cybersecurity services tailored for Registered Investment Advisers (RIAs). They combine industry-specific knowledge with certifications like IACCP® and CISSP® to deliver robust cybersecurity and compliance solutions. Their services are designed to meet and exceed SEC and FINRA regulations, ensuring that RIA firms operate securely and efficiently.

The core services offered by itSynergy include RIA cybersecurity risk assessments, managed IT services, network monitoring, and comprehensive data backup and disaster recovery. They emphasize proactive risk management and continuous system monitoring to prevent cybersecurity incidents before they occur. Their approach integrates IT management with compliance protocols, providing a secure foundation for business operations.

itSynergy's team of experts is dedicated to delivering tailored IT solutions that align with business objectives. They offer 24/7 system monitoring and transparent pricing, ensuring that technology supports business growth without unexpected costs. Their commitment to regulatory compliance and proactive protection makes them a trusted partner for RIAs seeking to enhance their cybersecurity posture.

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SERVICES

Capabilities

Category

Cybersecurity

Services

About this agency on Agency List

itSynergy holds an Agency List Score of 74 out of 100.

That score is higher than 60% of the 36,920 agencies Agency List has assessed so far.

The Agency List Score measures how well an agency documents its work in public: named clients, quantified outcomes, and whether those outcomes are attributed to the agency rather than to the client.

It does not measure client satisfaction, price, or availability.

How the Agency List Score is measured

Assessment date

Agency List assessed itSynergy in September 2026, reading 4 pages published on itsynergy.com.

The score reflects what itSynergy had published by that date; anything published since has not been read.

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