Uprite IT Services

Recent Blogs

Popular Pages

Menu
Get a Free Quote
Menu
Request A Quote
Menu

Finance

Managed IT Services for Financial Services Firms in Texas

Need a Better Solution for IT & Security?

In the Texas financial world, technology does more than support operations. It defines reputation. Financial firms live under constant pressure to safeguard sensitive client data, stay compliant, and deliver reliable service.

Uprite Services helps firms across Houston, Dallas, and San Antonio stay ahead with managed IT solutions built specifically for private equity groups, wealth management firms, investment advisors, and other financial services firms..

Our focus is simple: keep your systems secure, compliant, and running smoothly so you can focus on clients. Not IT headaches.

Get Your Free Financial IT Assessment
Harness the Power of Technology

Why Texas Financial Firms Choose Uprite

Financial institutions can’t afford downtime or compliance missteps. That’s why firms across Texas trust Uprite Services. We understand how technology shapes your ability to serve clients and protect assets.

Here’s what sets us apart:

  • In-depth knowledge of GLBA, FINRA, SOX, and Texas SB 2610 regulations
  • Decades supporting financial and professional service firms
  • Texas-based experts providing real-time local support
  • 24/7 monitoring and SOC-backed cybersecurity
  • Proven uptime and compliance performance year over year

Stephen Sweeney, CEO, Uprite Services: “When it comes to compliance, there’s no margin for error. We built our Uprite TRUST℠ suite to give financial firms reliability and peace of mind.”

The Uprite TRUST℠ Suite for Financial Institutions

Our Uprite TRUST℠ suite was created for firms that expect more than basic IT support. It’s a compliance-ready framework tailored for financial institutions.

Framework Focus Best For
Uprite TRUST Complete℠ Fully managed IT. Infrastructure, cybersecurity, and helpdesk included Firms seeking an all-inclusive IT department replacement
Uprite TRUST rComplete℠ Remote IT support. No on-site services Firms operating remotely or across multiple Texas branches
Uprite TRUST Impact℠ Co-managed IT partnership Firms with internal IT teams that want additional support
Uprite TRUST Secure℠ (GLBA) Compliance-first IT and vCISO guidance Firms handling sensitive financial data or facing strict audits

Every tier comes with proactive monitoring, regular risk reviews, and audit-ready documentation.

See How Uprite TRUST℠ Strengthens Your Security

IT Compliance That Meets Financial Industry Standards

If your firm handles financial data, compliance isn’t optional. It’s mission-critical. We design systems that stay compliant by default. So your next audit feels less like a fire drill.

We align your IT with:

  • GLBA (Gramm-Leach-Bliley Act): Financial data safeguards
  • SOX (Sarbanes-Oxley Act): Data integrity and reporting accuracy
  • FINRA: Security and recordkeeping standards for broker-dealers
  • SOC 2: Data control framework for confidentiality
  • Texas SB 2610: Statewide “reasonable cybersecurity” requirement
  • NIST CSF: Cybersecurity risk management and controls

Our solutions include:

  • Continuous compliance tracking and documentation
  • vCISO oversight and policy management
  • Pen testing and vulnerability remediation
  • Employee training for phishing and security awareness

We don’t wait for audits. We prepare you for them.

Schedule Your Compliance Consultation
Businessman logging in to his tablet
Cybersecurity
Request a Financial Cybersecurity Assessment

Cybersecurity That Protects Your Firm and Clients

Cyber threats hit the financial sector first and hardest. We combine real-time monitoring with human expertise to keep your systems locked down.

Our cybersecurity lineup covers:

  • Managed Backup & Disaster Recovery (BDR)
  • Security Information & Event Management (SIEM)Encrypted data storage and retrieval
  • Multi-Factor Authentication (MFA)
  • Endpoint encryption and patch management
  • Dark web and credential monitoring
  • Phishing prevention and email filtering
  • 24/7 SOC-based response

Every protection layer is mapped to GLBA and FINRA standards to ensure compliance and confidence.

Business Continuity and Cloud Solutions

A system outage during market hours can cost more than revenue—it can damage client trust. We help you avoid both.

Our continuity solutions include:

  • Managed Backup & Disaster Recovery (BDR)
  • Private and hybrid cloud hosting
  • Encrypted data storage and retrieval
  • Managed VoIP and secure remote access
  • Redundant networking and failover systems

You’ll always have access to client data and applications, whether your team is in-office, remote, or on the road.

Improve operational efficiency with cloud-based solutions

Financial Software and Platform Expertise

Our engineers don’t just support technology. We understand the software driving your financial operations across private equity, investment advisory, and wealth management practices.

We support:

  • Core Accounting: Sage Intacct, QuickBooks
  • Wealth Management & CRM: Wealthbox, Redtail, Salesforce Financial Services Cloud
  • Portfolio Management: Orion, Envestnet, Black Diamond, Morningstar Office
From setup to patching, we keep your tools optimized, secure, and audit-ready.
1
3
4
5
6
7
2

Co-Managed and Remote IT Models

Whether your team is in-house, remote, or hybrid, Uprite adapts to your structure.

  • rComplete™ (Remote): Full remote IT management for multi-branch or hybrid setups.
  • Impact™ (Co-Managed): Collaborative model combining your IT team’s strengths with our compliance and security expertise.
Both options include 24/7 monitoring, regular patching, and detailed reporting to keep your technology compliant and resilient.
Collage showing man using cloud computing for cloud security on his smartphone
VoIP Case Study

Case Study: Houston Wealth Management Firm Improves Uptime and Audit Readiness

Challenge: A Houston wealth management firm experienced frequent outages and compliance gaps during audits.

Solution: We implemented Uprite TRUST Secure™ with layered security controls, BDR, and vCISO oversight.

Results:

  • 99.9% uptime across offices
  • Passed GLBA audit with zero findings
  • Increased operational efficiency and client confidence
See How We Help Financial Firms Stay Compliant

FAQs

GLBA, SOX, FINRA, and Texas SB 2610 all govern data security, financial reporting, and privacy compliance.

We integrate compliance tracking into daily IT operations, so your systems are always audit-ready.

Absolutely. Our Impact℠ solution strengthens your existing team with co-managed security and compliance oversight.

Ready to Strengthen IT and Compliance?

Your clients trust you with their financial security. Trust us with your technology. With Uprite Services, you gain a Texas-based MSP that understands financial regulations, cybersecurity, and continuity.

Get Your Free Financial IT Assessment

Uprite Services is Recognized for Creating Positive Impact For Texas Financial Businesses

Pin It on Pinterest

Receive a FREE Estimate From Uprite Services Today

We’re on IT. Fill in your information below and one of our business technology experts will reach out to you shortly.

Ready for a FREE Consultation
With Uprite Services?

We’re on IT. Fill in your information below and one of our business technology experts will reach out to you personally.

Download 

CPA Case Study

  Learn about how Uprite helped a CPA client with their IT and cybersecurity needs.

Ready for a FREE Managed IT Quote From Uprite Services?

We’re on IT. Fill in your information below and one of our business technology experts will reach out to you personally.