Financial Services
SEC and Massachusetts Compliance, Handled — So an Audit Never Becomes a Crisis.
Patriot Seven Services provides managed IT and cybersecurity built for RIAs, CPA firms, and financial advisory practices across southeastern Massachusetts — protecting client data and keeping you audit-ready.
Your Clients Trust You With Their Financial Future — Your IT Should Earn That Same Trust
Independent RIAs, wealth management firms, CPA practices, and bookkeeping firms carry a level of fiduciary and regulatory responsibility that generic IT support simply isn't built for. Patriot Seven Services understands the compliance landscape your firm operates in — and builds your IT environment around it.
What's at Risk
SEC cybersecurity rules now require RIAs to maintain written security policies, incident response plans, and vendor risk management.
Massachusetts data security law (201 CMR 17.00) requires a Written Information Security Plan (WISP) for any firm handling client PII — most small firms don't have one.
Business email compromise (BEC) is the #1 threat vector in financial services — attackers impersonate advisors to redirect wire transfers.
Tax season and year-end significantly increase phishing risk as staff process high volumes of sensitive documents under time pressure.
An IT outage during a client meeting or market event creates direct, visible business impact.
Why Patriot Seven Services
Veteran-owned, with 50+ years of combined technical experience and a 98% first-call resolution rate. We know that in financial services, a data breach isn't just an IT problem — it's a client trust problem, a regulatory problem, and a business survival problem. We build your IT around protecting all three.
