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Security Snapshot is now part of SurgeONE.ai Same experts, even more power.
Right-Sized Cybersecurity Solutions for Independent Financial Professionals
Right-Sized Cybersecurity Solutions for Independent Financial Professionals
We help protect independent advisors and their firms from cyber threats through our technology services and solutions so you can focus on your clients and building your practice, not being a cyber expert. In working solely with Financial Professionals over the last 14 years, we’ve learned that the right answers start with the right questions.
At Security Snapshot, we understand your challenges as an independent financial advisor. We’ve been in independent financial services security for 14 years and in that time, we’ve seen a lot. We understand your need for a cyber security program done right. Done in a way that fits your needs and your budget. Both your financial budget and your time budget.
Cybersecurity doesn’t need to be overwhelming. Whether you’re a solo advisor or part of a large team, our discovery process helps you understand where you stand—and what matters most to protect your business. No pressure, no sales pitch. Just real answers from real people who understand your world.
