Managed Services West Coast US 14 employees
Managed Security Provider for Financial Services
MSP serving registered investment advisors, broker-dealers, and credit unions. SEC and FINRA complia...
About This Business
MSP serving registered investment advisors, broker-dealers, and credit unions. SEC and FINRA compliance expertise. Advanced threat detection and SIEM capabilities included in all tiers.
Key Highlights
SEC and FINRA compliance
SIEM and threat detection included
RIA and broker-dealer clients
Recurring revenue 82%
Advanced security tooling
Financial Overview
Reason for Selling
Strategic acquisition — owner seeking growth capital or retirement transition.
Documents Available in Data Room
Other Documents
Operational Documents
Tax Returns
Marketing Materials
Financial Statements
Asking Price
$2.8M
Company name and seller contact revealed after purchase. One-time fee.