Security Snapshot is now part of SurgeONE.ai Same experts, even more power.

Who We Serve

Cybersecurity Built for Financial Professionals — Not the Masses

We serve Independent Broker-Dealers, RIAs, and financial professionals who value personalized protection, practical guidance, and real partnership—not one-size-fits-all solutions.

See How We Help

Our clients have exactly the same goal: To protect their businesses from Cyber Threats and Regulatory Missteps

They also, all have three other things in common:

They all work in the financial services profession.
They don’t want to leave protecting their businesses to chance.
They are busy working with their clients.

Beyond this, they are all unique

They are different sizes, from solo practitioners to a team of dozens.
Some have a single location, others many more.
Some have moved entirely to the cloud, others have local servers.
Some are at small, boutique BD’s, others at the largest consolidated groups.
Some have standalone RIA’s, others don’t.

Is the strategy for protecting this wide range of financial professionals the same?
We don’t believe it is. We believe “one-size-fits-all” security fits none.

Are we all things to all people?

They are looking for a partner, not just a vendor.
They want to be able to speak with a knowledgeable person on the phone if they want.
They want someone that understands the challenges faced by an Independent Financial Professional.
They want someone that understands the specific security needs of their Broker-Dealer.
They’ve invested a lot of time and money building their business and want to protect that investment.
They believe cybercrime and cyber regulation is increasing, not decreasing.
They want to be able to tell their clients they are adopting industry best practices to protect them and not just implementing the minimum required.

Above, we mentioned 3 things all our clients have in common and even more things they don’t. Over the years we have noticed other things our clients have in common when selecting us to help in protecting their business.

Not Sure What You Need?
Let’s Figure It Out Together.

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.

Schedule a Discovery Call