Finance
Managed IT Services for Financial Services Firms in Texas
About Finance
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 AssessmentWhy 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.
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 ConsultationCybersecurity 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.
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.
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.
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:
- Increased operational efficiency and client confidence
- 99.9% uptime across offices
- Passed GLBA audit with zero findings
Frequently asked questions
Financial Services FAQ
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 AssessmentUprite Services Is Recognized For Creating Positive Impact For Businesses Throughout Texas
The Uprite Way
Secure. Responsive. Proactive.
Client Testimonials
We Understand Your Technology Challenges
Our experts have your technology needs covered so you can stay secure, be more efficient, grow your business, and succeed in the marketplace. Schedule time with us today to explore how Uprite can help you reach your objectives.
Uprite News
How to Choose an MSP: Complete Evaluation Checklist for 2026
Choosing the right MSP comes down to 4 things: Reliable support that
Learn More
7 Biggest IT Mistakes Houston Businesses Make (And How to Avoid Them)
Most Houston businesses aren’t losing money because of one catastrophic IT failure. It’s the same
Learn More
Modernizing Infrastructure with a Full Serverless Cloud Migration
Transforming Legacy IT into a Scalable Cloud Future Businesses relying on outdated infrastructure often face
Learn More
Rapid Data Recovery and Business Continuity for a Non-Profit Organization
Rapid Data Recovery That Saved Years of Critical Data When unexpected IT failures strike, the
Learn More
