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The Threats to RIAs Have Evolved

A managed security program built for RIAs: endpoint protection, 24/7 monitoring, policy enforcement, and incident guidance—aligned to regulatory expectations.

VISION

Industry Leading Protection.

Compliance Through Security.

The cyber threats of today require a new approach to defend against them. 

Most RIAs do not have a dedicated CTO or CISO, and reliance on ‘trickle-down’ security from larger firms often leaves gaps threat actors are quick to exploit.

Our packaged solution is built around your firm’s unique risks and regulatory obligations, helping you reduce exposure, improve oversight, and demonstrate a more mature and intentional cybersecurity program—one that stands apart from the one-size-fits-all approaches commonly used by peer firms.

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PROTECTING FINANCIAL SERVICES

A Shield for RIAs.

A Differentiator for an Industry.

RISING ATTACK FREQUENCY

3,336

Incidents reported according to Verizon's 2025 Data Breach Investigations Report: Finance Snapshot

Convenience has consequences. Connectivity and technology have left you exposed.

Remote work and a workforce on the move create unique risks such as accessing public networks in airports.

Hackers are opportunists, but financial services is a target for the more sophisticated groups. Raising your risk profile considerably.

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ENSURE REGULATORY COMPLIANCE

S-P

Regulation S-P:

Privacy of Consumer Financial Information and Safeguarding Customer Information

S-ID

Regulation S-ID:

Identity Theft Red Flags Rule

Our program is designed to help RIAs meet regulatory expectations through security controls, monitoring, policy review and enforcement. Helping you stay audit-ready.

PROTECT EVERY DEVICE

100%

ATT&CK Visibility (2025 MITRE Evaluation)

Based on CrowdStrike Falcon results in the 2025 MITRE ATT&CK Enterprise Evaluation.

AAA

-Rated Detection Accuracy (SE Labs 2025)

CrowdStrike Falcon's performance in SE Labs 2025 Enterprise Endpoint Security and Ransomware tests earning top AAA awards.

In an era of escalating cyber threats targeting registered investment advisers (RIAs)—where phishing, ransomware, and business email compromise frequently exploit endpoint vulnerabilities—our managed security stack includes CrowdStrike Falcon deployed on every device. Falcon delivers AI-powered, cloud-native endpoint detection and response (EDR) designed to detect, contain, and respond to threats early, helping reduce the risk of breaches escalating into costly security and compliance events.

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QUANTUM SAFE ENCRYPTION

All 4

Ambit Client is the only VPN using exclusively CNSA 2.0 compliant algorithms across all 4 key components

PQC

Ambit Client utilizes Post Quantum Cryptography to secure your data in transit

Your business is under cyber-attack. It’s called “Harvest Now, Decrypt Later,” or HNDL.

 

RIA data, including client portfolios, personal identifiable information (PII), and transaction histories, often retains value for decades, making it ideal for HNDL. A 2025 analysis warns that financial data harvested now could fuel fraud or extortion years later, even if encrypted with current standards like RSA or ECC.

Ambit Client, American Binary’s VPN defeats this and all other known current threats.

WHY AdvisorPROTECT?

Compliance, Through Security. 

A Reason Clients Need.

AI has supercharged productivity for most sectors, hacking included.

HNW clients routinely cite cybersecurity as a top concern when selecting an advisor. 

Give your team the tools to protect against advanced persistent threats (APTs), and your potential clients peace of mind by supercharging your cyber protection.

DEFENSE IN LAYERS

Proven Solutions.

Expert Management.

1

Integrated Security Program

3

Service Packages

24/7

Security Operation Center

$15k

Programs typically begin around $15k annually

DECIDE

To Protect Your Firm Today.

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