Complete IT Guide for Boutique Financial Firms (2026)

Your firm manages other people’s money, data, and trust. Whether you are structuring a private equity deal, underwriting a bridge loan, advising on an M&A transaction, or delivering a business valuation, your clients and counterparties expect absolute confidentiality and security. A data leak does not just expose information. It kills deals, destroys LP relationships, triggers regulatory examinations, and ends firms.

This guide covers everything a boutique financial services firm COO, managing director, or compliance officer needs to know about IT in 2026: the multi-framework compliance landscape, LP due diligence preparation, cybersecurity for deal data, AI adoption, and how to evaluate IT providers who understand financial services.

The Boutique Financial Services Landscape
Managed IT Essentials for Financial Services Firms
Cybersecurity for Financial Data
Multi-Framework Compliance: DFPI, SEC, FINRA, GLBA, SOC 2
LP/Investor DDQ Preparation
AI for Financial Services
How to Evaluate IT Providers for Your Firm
What IT Should Cost Your Firm
FAQ

The Boutique Financial Services Landscape {#the-boutique-financial-landscape}

“Boutique financial services” is a broad category. The firms One82 serves share common IT and security challenges despite operating in different segments of the financial industry. Understanding which segment your firm falls into matters because each carries distinct regulatory obligations and data protection requirements.

Private Lenders and Loan Servicers

Hard money lenders, bridge loan providers, commercial real estate lenders, mortgage servicers, and commercial loan servicers. These firms hold borrower PII (Social Security numbers, tax returns, financial statements, property records) and are subject to the Gramm-Leach-Bliley Act (GLBA), California Department of Financial Protection and Innovation (DFPI) oversight, and potentially the Consumer Financial Protection Bureau (CFPB) for consumer-facing lending.

Private Equity, Venture Capital, and Fund Managers

PE firms, VC funds, family offices, hedge funds, and SBICs. These firms handle investor PII, cap tables, deal pipeline data, portfolio company financials, and LP communications. They are subject to SEC regulations (if registered as investment advisers), state securities requirements, and increasingly stringent LP due diligence questionnaires (DDQs) that probe IT security in detail.

Investment Banks

Boutique M&A advisory firms, capital markets teams, and placement agents. These firms handle extremely sensitive deal data: financial models, valuation analyses, bid strategies, and merger terms. A data room breach or leak can destroy a deal and the firm’s reputation. SEC and FINRA regulations apply depending on the firm’s registration.

Valuation Firms

Business valuation, real estate appraisal, financial reporting valuation, and litigation support firms. These firms access confidential financial data from the companies they value and produce work product that directly affects transactions, litigation outcomes, and financial reporting. Independence and data security are foundational to their credibility.

What They All Have in Common

Despite their differences, all boutique financial services firms share these IT challenges:

Handling extremely sensitive data — deal terms, financial models, borrower PII, investor information, cap tables
Multi-regulator exposure — SEC, FINRA, DFPI, CFPB, state securities regulators, and others depending on activities
LP/investor/counterparty scrutiny — institutional relationships require documented IT security practices
SOC 2 pressure — increasingly required as proof of security controls
Cyber insurance complexity — financial services firms face tighter underwriting requirements and higher premiums
Staff using consumer tools — deal teams communicating via WhatsApp, sharing documents through personal Dropbox, and using consumer email for sensitive discussions

Managed IT Essentials for Financial Services Firms {#managed-it-essentials}

Managed IT services for boutique financial services firms must address the security, compliance, and performance demands that generic business IT ignores.

Infrastructure Requirements

Secure cloud infrastructure designed for financial data. This means Microsoft 365 or Google Workspace configured with data loss prevention (DLP) policies, conditional access, and retention policies aligned to regulatory requirements — not a default installation.

Virtual data room (VDR) integration. Most deal-driven firms use virtual data rooms (Intralinks, Datasite, Firmex, Box) for transaction documents. Your IT provider must understand how VDRs interact with your network, how access is controlled, and how to troubleshoot connectivity and permission issues without compromising deal confidentiality.

Performance for financial modeling. PE/VC firms and investment banks run large Excel models, Bloomberg terminals, and analytical tools that demand high-performance workstations and reliable connectivity. Your IT infrastructure must support these workloads without lag or instability.

Encrypted communications. All internal and external communications involving deal data, borrower information, or investor correspondence must be encrypted. This includes email, file sharing, and messaging platforms.

Help Desk and User Support

Financial industry-aware help desk — technicians who understand the sensitivity of the data your team handles and the urgency of deal timelines
Rapid response during deal execution — when a closing is scheduled, IT response times must reflect the commercial urgency, not a standard SLA queue
Secure onboarding and offboarding — new hires need provisioned access to VDRs, deal management platforms, and financial systems within hours, not days. Departing employees need immediate, documented access revocation

Strategic IT Planning

Regulatory readiness roadmap mapping your IT controls to applicable regulatory frameworks (SEC, FINRA, DFPI, GLBA)
DDQ preparation support — your IT provider should help you answer the technology and security sections of LP and investor due diligence questionnaires
SOC 2 readiness planning — if institutional relationships require SOC 2, your IT provider should be a key partner in building and maintaining the required controls

Cybersecurity for Financial Data {#cybersecurity-for-financial-data}

Cybersecurity for financial services firms must protect against both external threats and the operational risks inherent in handling sensitive financial data.

The Threat Landscape

Financial services firms are disproportionately targeted. The 2024 Verizon Data Breach Investigations Report identifies the financial sector as the second-most breached industry. The IBM Cost of a Data Breach Report 2024 puts the average financial services breach cost at $6.08 million — the second highest of any sector.

Deal data theft. Attackers target investment banks and PE firms to steal M&A data, which can be used for insider trading or to gain competitive advantage. A single leaked deal term sheet can destroy a transaction and expose the firm to litigation.

Ransomware during fund closings. Attackers research fund closing timelines from public filings and press releases, then deploy ransomware when the firm can least afford downtime.

Wire fraud. Business email compromise targeting wire transfers is endemic in financial services. Attackers impersonate counterparties, borrowers, or firm principals to redirect closing funds, loan disbursements, or capital calls.

Regulatory data requests. When the SEC, FINRA, or DFPI initiates an examination, they often request evidence of cybersecurity controls. If you cannot produce documentation, the examination escalates.

Cybersecurity Baseline for Financial Services Firms

Multi-factor authentication (MFA) on every account, every application, every access point
Endpoint detection and response (EDR) on all devices, with particular attention to partners’ personal devices and remote workstations
Email security with impersonation detection, wire fraud protection, and attachment sandboxing
Data loss prevention (DLP) rules preventing sensitive financial data from leaving approved channels
Privileged access management ensuring administrative accounts are separately authenticated and monitored
Network monitoring with real-time alerting for unusual data movement or access patterns
Security awareness training with financial-services-specific scenarios (fake capital call notices, spoofed counterparty emails, fraudulent wire instructions)
Incident response plan with financial-regulatory considerations (SEC/FINRA notification requirements, LP communication procedures, preservation obligations)
Dark web monitoring for compromised firm credentials

Cyber Insurance Considerations

Financial services firms face the most stringent cyber insurance underwriting. Carriers evaluate:

All standard controls (MFA, EDR, backup, incident response, training)
Financial industry-specific controls: wire transfer verification procedures, VDR access management, deal data classification
Regulatory history: prior SEC, FINRA, or DFPI actions affect insurability
Third-party risk management: how you assess and monitor the security of counterparties, fund administrators, and service providers

Related: Top IT Mistakes Financial Firms Make

Multi-Framework Compliance: DFPI, SEC, FINRA, GLBA, SOC 2 {#multi-framework-compliance}

Boutique financial services firms often operate under multiple regulatory frameworks simultaneously. Understanding which apply to your firm — and how to satisfy them efficiently — is critical.

California Department of Financial Protection and Innovation (DFPI)

If your firm is a California-licensed lender, mortgage servicer, or financial services provider, the DFPI has direct oversight authority. The DFPI’s examination program increasingly includes cybersecurity and IT controls:

Information security program documented and maintained
Data protection controls for borrower and consumer financial data
Vendor management ensuring third-party service providers (including IT) protect data appropriately
Incident reporting for data breaches affecting California consumers

The DFPI has expanded its enforcement activity significantly since 2024. Firms that cannot demonstrate adequate IT controls during an examination face corrective orders and potential penalties.

SEC Cybersecurity Requirements

The SEC’s cybersecurity disclosure rules (effective December 2023) apply to registered investment advisers and public companies, but their influence extends to private firms that interact with SEC-regulated entities.

For registered advisers, the SEC expects:

Written cybersecurity policies and procedures addressing data protection, access controls, and incident response
Risk assessments conducted periodically and after significant changes
Incident detection and response with board-level reporting for material incidents
Vendor due diligence with documented security assessments of critical service providers

Even if your firm is not SEC-registered, your LP and institutional investor relationships may require you to demonstrate SEC-equivalent controls.

FINRA Requirements

For firms registered as broker-dealers or operating under FINRA oversight:

FINRA Rule 3110 requires supervisory procedures that include technology controls
FINRA Regulatory Notice 21-18 addresses cybersecurity practices for member firms
Annual risk assessments and documented incident response procedures
Specific requirements for data retention, email archiving, and electronic communications monitoring

Gramm-Leach-Bliley Act (GLBA)

The GLBA applies to all “financial institutions” — a broad definition that includes private lenders, mortgage servicers, investment advisers, and many other financial firms. The GLBA’s Safeguards Rule (administered by the FTC for non-bank financial institutions) requires:

Written information security program
Designated security coordinator
Risk assessment identifying threats to customer financial data
Technical, administrative, and physical safeguards appropriate to the firm’s size and activities
Vendor oversight with contractual security requirements
Regular evaluation and adjustment of the security program

Related: What Is the FTC Safeguards Rule?

SOC 2 Compliance

SOC 2 has become the de facto standard for proving security controls to institutional counterparties. If your firm manages investor capital, services loans for institutional investors, or provides valuation services to regulated entities, expect SOC 2 requests.

SOC 2 evaluates five trust service criteria: security, availability, processing integrity, confidentiality, and privacy. For boutique financial firms, the security and confidentiality criteria are almost always required, with availability and processing integrity relevant for loan servicers and fund administrators.

Achieving SOC 2 certification typically takes 6-12 months from a standing start and requires ongoing maintenance. Your IT provider is essential to implementing the technical controls, maintaining evidence, and supporting the annual audit.

Mapping Controls Across Frameworks

The good news: these frameworks share substantial overlap. A well-designed compliance program satisfies common requirements once and maps them to each framework:

Control	DFPI	SEC	FINRA	GLBA	SOC 2
Written security program	Required	Required	Required	Required	Required
Risk assessment	Required	Required	Required	Required	Required
MFA	Expected	Expected	Expected	Required (FTC Safeguards)	Required
Encryption	Expected	Required	Required	Required	Required
Access controls	Required	Required	Required	Required	Required
Incident response	Required	Required	Required	Required	Required
Vendor management	Required	Required	Required	Required	Required
Employee training	Expected	Required	Required	Required	Required
Penetration testing	Expected	Recommended	Recommended	Required (FTC Safeguards)	Recommended
Audit trails	Required	Required	Required	Required	Required

One82’s compliance services help boutique financial firms build a unified compliance program that satisfies all applicable frameworks without duplicating effort.

LP/Investor DDQ Preparation {#lp-investor-ddq-preparation}

If your firm raises capital from institutional limited partners — pension funds, endowments, fund-of-funds, family offices with institutional governance — you will encounter due diligence questionnaires (DDQs) that probe your IT and cybersecurity practices in detail. These questionnaires have become substantially more rigorous since 2023.

What DDQs Typically Ask About IT

Information security program: Do you have a written program? Who is responsible for it?
Access controls: How is access to investor data, deal data, and financial systems managed?
Encryption: Is data encrypted at rest and in transit? What encryption standards do you use?
Multi-factor authentication: Is MFA enforced on all systems? What types of MFA?
Incident response: Do you have a documented plan? When was it last tested?
Business continuity: What are your recovery time and recovery point objectives?
Vendor management: How do you assess third-party service providers’ security?
SOC 2 certification: Do you have a current SOC 2 Type II report?
Penetration testing: When was your last test? What were the findings?
Employee training: Do all staff complete security awareness training? How often?
Cyber insurance: What is your coverage level? What are the policy terms?

How to Prepare

Build your security documentation proactively, not reactively. Do not wait until an LP sends a DDQ to start documenting your controls.
Maintain a “DDQ-ready” package that includes your written information security plan, last penetration test report, SOC 2 report (if applicable), cyber insurance certificate, and a summary of key controls.
Engage your IT provider in DDQ preparation. They should be able to provide technical details, evidence of controls, and supporting documentation for every IT-related question.
Track LP requirements over time. DDQ expectations are tightening year over year. What was sufficient in 2024 may not satisfy a sophisticated LP in 2026.
Consider SOC 2 certification. A current SOC 2 Type II report often satisfies the majority of IT-related DDQ questions in a single document, streamlining the process significantly.

The Business Impact of DDQ Readiness

Firms that cannot satisfactorily answer DDQ questions face real consequences:

Failed fundraising. Institutional LPs will decline to invest if they are not satisfied with your security posture.
Delayed closings. DDQ deficiencies create back-and-forth that delays fund closings and deal timelines.
Reduced LP universe. Sophisticated LPs share concerns informally. A reputation for weak IT security narrows your fundraising universe.
Renegotiated terms. Some LPs will still invest but demand additional protections (side letters, audit rights, or insurance requirements) that increase your operational burden.

AI for Financial Services {#ai-for-financial-services}

AI is transforming financial services operations — from deal sourcing to portfolio monitoring to regulatory compliance. Here is what boutique firms need to know.

What Works Now

Deal sourcing and screening. AI tools can scan market data, news feeds, and financial databases to identify potential acquisition targets, lending opportunities, or investment prospects that match your firm’s criteria. This accelerates the front end of the deal pipeline.

Financial modeling assistance. AI can assist with building, checking, and stress-testing financial models. It excels at identifying errors in complex spreadsheets, running scenario analyses, and generating sensitivity tables.

Portfolio monitoring. For PE firms and fund managers, AI can monitor portfolio company performance, flag anomalies in financial reporting, and surface early warning indicators of underperformance.

Regulatory compliance automation. AI tools can monitor regulatory changes, map new requirements to your existing controls, and generate draft compliance documentation. This is particularly valuable given the multi-framework environment boutique financial firms navigate.

Due diligence acceleration. In M&A transactions, AI can review data room documents, extract key terms, flag inconsistencies, and summarize findings. This reduces the time and cost of due diligence while improving thoroughness.

The Risks You Must Manage

Data confidentiality. Deal data, investor information, and financial models are among the most sensitive data in any industry. Consumer AI tools that may use input data for training are absolutely off-limits. Only enterprise-grade AI tools with explicit data handling agreements should be used.

Model accuracy. AI-generated financial analyses, valuations, and projections must be verified by qualified professionals. AI hallucination in a financial model can lead to mispriced deals, flawed valuations, and investor losses.

Regulatory scrutiny. The SEC, FINRA, and DFPI are all developing guidance on AI use in financial services. Firms should document their AI usage, maintain human oversight of AI-assisted decisions, and be prepared to explain their AI governance to regulators.

Bias in deal screening. AI models trained on historical data may perpetuate biases in deal sourcing, credit decisions, or portfolio construction. Firms should monitor AI outputs for unintended biases and maintain human judgment in final decisions.

How to Adopt AI Safely

Develop a written AI governance policy that specifies approved tools, data handling rules, and human oversight requirements
Use only enterprise-grade AI tools with contractual guarantees that your data will not be used for training
Segregate deal data from AI tools unless the tool operates within your security perimeter with proper access controls
Maintain human decision-making — AI assists, it does not replace professional judgment in financial decisions
Document everything — AI-assisted analyses, data sources, model inputs, and human review steps
Prepare for regulatory questions — regulators will ask about AI use in examinations

One82’s AI Integration & Strategy practice helps boutique financial firms evaluate, deploy, and govern AI tools with proper security, compliance, and data confidentiality controls.

How to Evaluate IT Providers for Your Firm {#how-to-evaluate-it-providers}

Boutique financial services firms need an IT provider who understands the regulatory, operational, and reputational requirements of the financial industry. Here is how to evaluate candidates.

Must-Have Qualifications

Financial services experience. Ask for client references from firms in your specific segment (PE/VC, lending, investment banking, valuation). A provider who primarily serves retail or healthcare does not understand your regulatory environment or deal-cycle urgency.
Multi-framework compliance expertise. Can they explain the differences between SEC, FINRA, DFPI, GLBA, and SOC 2 requirements? Can they map your firm’s activities to the applicable frameworks? If compliance is not a core competency, they cannot serve you.
DDQ support capability. They should have experience helping firms complete LP and investor due diligence questionnaires. Ask to see a sample of the documentation they provide for DDQ responses.
Deal-cycle awareness. They must understand that a VDR access issue during a deal closing is not a “normal priority” ticket. Their SLA structure should reflect the commercial urgency of financial services operations.
SOC 2 readiness partnership. If your firm needs SOC 2, your IT provider should either hold their own SOC 2 certification or demonstrate equivalent controls.

Red Flags

They cannot name the regulatory frameworks that apply to your firm’s specific activities
They have never helped a client prepare for an SEC, FINRA, or DFPI examination
They do not understand virtual data rooms or how they integrate with firm infrastructure
They have no experience supporting LP/investor DDQ responses
They use consumer-grade tools for any aspect of their service delivery
They cannot provide their own security attestation or SOC 2 report

Questions to Ask During Evaluation

How many financial services firms do you currently serve, and in what segments?
Walk me through how you would help us prepare for a DFPI cybersecurity examination.
Can you provide sample documentation for LP DDQ IT security sections?
What is your response time commitment during deal closings?
How do you support SOC 2 audit preparation and maintenance?
Describe your approach to multi-framework compliance mapping.
Can you provide your own SOC 2 report or equivalent security documentation?

One82 has served professional services firms — including boutique financial services firms — since 1999. We work with firms across the San Francisco Bay Area including San Jose, Palo Alto, San Francisco, Menlo Park, and Mountain View.

Learn more about our services for boutique financial services firms.

What IT Should Cost Your Firm {#what-it-should-cost-your-firm}

IT pricing for boutique financial services firms reflects the elevated security, compliance, and confidentiality requirements of the financial industry.

Per-User Pricing Model

Firm Size	Typical Range (per user/month)	What Should Be Included
5-15 users	$200 - $325	Managed IT, EDR, email security with wire fraud protection, MFA, encrypted backup, DLP, help desk, basic compliance mapping
16-40 users	$175 - $300	All of the above plus dedicated account manager, QBRs, DDQ support, compliance documentation, VDR integration support
41-100 users	$150 - $275	All of the above plus strategic IT planning, advanced security monitoring, multi-framework compliance, SOC 2 support

Why Financial Services IT Costs More

Multi-framework compliance requires mapping and maintaining controls across multiple regulatory bodies
DLP and data classification add technical and administrative overhead
DDQ support requires ongoing documentation maintenance and periodic updates
Deal-cycle SLAs require higher staffing levels and faster response guarantees
SOC 2 maintenance is an ongoing investment in evidence collection, control testing, and audit support
Higher liability exposure increases the provider’s risk profile, which factors into pricing

The Cost of Inadequate IT

Average data breach cost in financial services: $6.08 million (IBM, 2024)
SEC enforcement penalties for cybersecurity failures: $400,000 to $10+ million depending on severity and firm size
Cost of a failed fundraise due to DDQ deficiencies: Potentially the entire fund
Deal value destroyed by a data leak: Often the full deal value plus litigation costs
Cyber insurance claim denial due to undocumented controls: Full exposure to breach costs

Related: Financial Services Cloud Migration Case Study

FAQ {#faq}

What regulatory frameworks apply to boutique financial services firms?

The applicable frameworks depend on your firm’s specific activities. Private lenders and servicers are subject to GLBA, DFPI (California), and potentially CFPB oversight. PE/VC firms and investment advisers registered with the SEC fall under SEC cybersecurity requirements. Broker-dealers are subject to FINRA rules. Nearly all boutique financial firms are subject to state privacy laws (California’s CCPA/CPRA). SOC 2 is increasingly required by institutional counterparties. A qualified IT provider should map your specific activities to the applicable frameworks.

What is a DDQ and why does it matter for IT?

A due diligence questionnaire (DDQ) is a standardized set of questions that institutional investors, limited partners, and counterparties use to evaluate a firm’s operations, including IT security and cybersecurity. Modern DDQs typically include 10-20 IT-specific questions covering information security programs, access controls, encryption, MFA, incident response, penetration testing, and SOC 2 certification. Your ability to answer these questions satisfactorily directly affects your ability to raise capital, close deals, and maintain institutional relationships.

How much should a boutique financial firm spend on IT per year?

A fully managed IT program for a boutique financial services firm typically costs $175-$325 per user per month in the Bay Area market. For a 20-person firm, that translates to approximately $42,000-$78,000 per year. This should include managed IT, cybersecurity, encrypted communications, DLP, backup, help desk, and baseline compliance support. Additional costs may apply for SOC 2 preparation, major infrastructure projects, or advanced compliance documentation.

Does my firm need SOC 2 certification?

If your firm manages capital for institutional investors, services loans for institutional lenders, or provides services to SEC-registered entities, you will likely need SOC 2 certification. Even if not strictly required today, SOC 2 is rapidly becoming the expected standard for boutique financial firms that work with institutional counterparties. A SOC 2 Type II report streamlines LP DDQ responses, strengthens your position in regulatory examinations, and demonstrates a serious commitment to security that differentiates your firm. Read our complete guide to SOC 2.

How do I protect deal data from being leaked?

Deal data protection requires a layered approach: data loss prevention (DLP) rules that prevent sensitive documents from leaving approved channels, encrypted communications for all deal-related correspondence, access controls limiting deal data to authorized team members, virtual data room access management with detailed logging, security awareness training focused on deal confidentiality, and monitoring for unusual data access patterns. Your IT provider should configure these controls as a standard part of your managed IT program, not as an optional add-on.

What happens during a DFPI or SEC cybersecurity examination?

Regulators will request documentation of your information security program, risk assessments, incident response plan, access control policies, vendor management practices, and evidence that controls are actually implemented and tested. They may also request evidence of security awareness training, penetration testing results, and cyber insurance coverage. The examination is much smoother if you maintain this documentation continuously rather than assembling it reactively. Your IT provider should maintain examination-ready documentation as part of their ongoing service.

Should my financial services firm adopt AI?

Yes, but with rigorous controls. AI delivers real value in deal sourcing, financial modeling, portfolio monitoring, and compliance automation. However, financial data requires the highest level of confidentiality. Use only enterprise-grade AI tools with contractual guarantees that your data will not be used for training. Maintain human oversight of all AI-assisted decisions. Document AI usage for regulatory purposes. The SEC, FINRA, and DFPI are all developing guidance on AI use in financial services, so documented governance is essential.

What is the difference between GLBA and the FTC Safeguards Rule?

The GLBA (Gramm-Leach-Bliley Act) is the federal law that requires financial institutions to protect customer financial data. The FTC Safeguards Rule is the implementing regulation that specifies how non-bank financial institutions must comply with the GLBA’s data protection requirements. The updated Safeguards Rule (effective June 2023) added specific technical requirements including MFA, encryption, access controls, penetration testing, and a designated Qualified Individual. If your firm handles consumer financial data, both the GLBA and the Safeguards Rule apply. Read our complete FTC Safeguards Rule guide.

How do I prepare for a cyber insurance renewal?

Start preparation at least 90 days before your renewal date. Compile evidence of all required controls: MFA deployment records, EDR coverage documentation, backup testing logs, your written incident response plan, security awareness training completion records, and penetration testing results. Your IT provider should maintain this evidence continuously and produce a renewal-ready documentation package on request. Financial services firms face the tightest underwriting, so gaps in documentation can result in coverage denial, exclusions, or significant premium increases.

Can my firm meet SEC cybersecurity requirements without a large IT budget?

Yes. The SEC’s cybersecurity expectations are scaled to the size and complexity of the firm. A boutique firm with 10-30 employees is not expected to have the same infrastructure as Goldman Sachs. What regulators require is a thoughtful, documented information security program with controls appropriate to your firm’s risk profile, regular risk assessments, tested incident response procedures, and evidence that you take cybersecurity seriously. A qualified managed IT provider delivers these capabilities at a fraction of the cost of building an in-house security team. Read our guide to SEC cybersecurity requirements for boutique firms.

Next Steps

If you are a boutique financial services firm COO, managing director, or compliance officer evaluating your IT strategy, One82 can help. We have served professional services firms exclusively since 1999, and we understand the regulatory, operational, and deal-cycle realities of running a financial services practice.

Schedule a 15-Minute Discovery Call to discuss your firm’s IT, cybersecurity, and compliance needs. No sales pitch. Just a conversation about where you are, where you need to be, and what it takes to get there.

Or call us directly at 408-335-0353.

One82 is a managed IT services provider serving boutique financial services firms, law firms, and CPA firms across the San Francisco Bay Area, including San Jose, Palo Alto, San Francisco, Menlo Park, and Mountain View. Founded in 1999, One82 specializes in managed IT, cybersecurity, compliance, and AI integration for professional services firms with 5 to 100 employees.