itSynergy

itSynergy is a managed IT and cybersecurity provider that works only with registered investment advisers. The Phoenix company says it has supported more than 100 RIA firms around the country. In late 2025 it bought the Itegria line of business from Comply, which it says added about 70 RIA clients.

Its main service is outsourced IT support for advisory firms, covering help desk, infrastructure, cloud and email systems, and the portfolio management and CRM tools advisors use. All technicians are full-time US-based employees. On the security side, the firm runs RIA risk assessments, compares controls with SEC and FINRA expectations, and turns findings into a remediation plan. A compliance readiness service documents the firm's security program for SEC examiners: information security policies, a yearly risk review, tabletop-tested incident response plans and vendor due diligence records, including the amended Regulation S-P.

itSynergy says its typical client manages roughly $500 million to $5 billion in assets. Leaders hold Certified Ethical Hacker and Investment Adviser Certified Compliance Professional credentials, and the company is led by Michael Cocanower. Pricing is not published.