Employee Owned Since 2022 | Serving Chicagoland since 1996Support: 630-523-0220Sales: 630-526-8030Remote support
IT for financial advisors, CPAs, and lenders
Managed IT and cybersecurity for wealth managers, accounting firms, and lenders across Chicagoland, built around SEC, FINRA, GLBA, and FTC Safeguards expectations.
The challenge
Financial firms hold exactly what criminals want, and examiners want proof you are protecting it.
Business email compromise and spoofed payment requests target firms that move money every day.
Written information security programs, vendor oversight, and evidence of controls are no longer optional.
Tax returns, account numbers, and portfolios live across email, portals, and personal devices.
How WEBIT helps
We align your environment to NIST, document the controls behind your written information security program, and keep evidence ready before audit season arrives.
Frameworks and requirements
We implement and document the technical safeguards. Your compliance officer and counsel keep final say.
Local support
Onsite and remote financial services IT support across Chicagoland, from our Naperville office. Choose your city for local details.
Free tool for financial services firms: Email Spoofing Checker. Recommended reading: Business email compromise defense.
Questions, answered
Not seeing your question? Talk to an owner. You can also explore our managed IT and cybersecurity services.
Yes. We implement and document the technical safeguards the rule requires, including MFA, encryption, access controls, monitoring, and incident response planning.
We combine advanced email filtering, impersonation detection, MFA, and staff training with out-of-band verification procedures for payment changes.
We provide documentation, control evidence, and security reports that make exams and audits faster and less stressful.
Yes. WEBIT aligns IT environments for financial services firms to the Gramm-Leach-Bliley Act, including the FTC Safeguards Rule standards for protecting customer financial information. WEBIT maintains audit documentation, manages access controls, and configures security monitoring aligned to GLBA and applicable state requirements. For RIAs and registered firms, WEBIT also helps prepare for FINRA and SEC cybersecurity examinations. See IT for financial services.
Two new clients per month. Maximum.
Every conversation starts with an honest look at where you are today. No pressure, no pitch deck, and no obligation.
Support line: 630-523-0220 | Main: 630-870-1088
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You are all set
Skip the back and forth. Pick a 30 minute slot with one of our owners and we will come prepared.
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