Acquisition Expands Cybersecurity and Tech Support for Financial Advisors

inbusinessPHX.com

itSynergy, a leading provider of IT and cybersecurity services to Registered Investment Advisers, announced the acquisition of the Itegria line of business from Comply, the leading provider of firm and employee compliance software and services for financial firms. The transition expands itSynergy’s capacity to support financial services firms with dedicated IT and cybersecurity expertise.

With this acquisition, itSynergy will take on full responsibility of IT and cybersecurity services historically delivered through Itegria, allowing Comply to continue focusing on its rapidly growing regulatory technology platform. Many firms will continue to work with both organizations, now in a more coordinated, purpose-built model.

“This acquisition represents an important step in our mission to support the end-to-end operational and cybersecurity needs of RIA firms,” said Michael Cocanower, CEO of itSynergy. “RIAs operate in an increasingly complex environment. By assuming the burden of their IT and cybersecurity infrastructure, we allow firms to focus on clients while continuing to partner with Comply to support their broader compliance needs. We take this responsibility seriously and are committed to thoughtful onboarding, clear communication, and a seamless transition.”

Approximately 70 clients will transition to itSynergy, which is expanding its team immediately to support onboarding and strengthen service capacity.

“This transition builds on years of collaboration with itSynergy,” said Michael Stanton, CEO of Comply. “Our clients rely on us for regulatory expertise and a modern compliance platform, and this shift ensures they also have dedicated specialists managing their IT and cybersecurity needs. It’s a focused, strategic evolution that reflects the needs and priorities of Itegria clients.”

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