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Financial Services Cybersecurity

Examiners want evidence, not assurances.
We hand you both.

Regulators expect documented, independent technical testing. Attackers expect lateral movement to wire-transfer systems. We give you defensible evidence for the first and break the second — under written authorization, with a real operator behind every engagement.

Book a 20-Min Security Fit Call Start with a Security Reality Check
Veteran-owned OSCP-certified CEO-led engagements Written authorization only MSP-friendly

Who this is for

Community banks and credit unions
Registered Investment Advisors (RIAs) and broker-dealers
Fintechs, lenders, and payment processors
Wealth-management and family-office firms

What we actually see

The threats hitting financial services right now

Patterns drawn from current engagements and industry incident reporting (CISA, IC3, Verizon DBIR 2025). We don't test against generic checklists — we test against the attacks your peers are actually getting hit with.

Business Email Compromise → wire fraud

BEC is still the highest-loss attack type in this sector. We test mailbox controls, conditional access, and the human-in-the-loop on wire approvals.

Privileged-account abuse

Treasury, core-banking, and trading admins are the real prize. We chain access the way an attacker would and show exactly where MFA, segmentation, or PAM fails.

Cloud + SaaS sprawl

M365, custodian portals, CRM, and core integrations all carry money-moving authority. We map and test those trust paths as a single attack surface.

Vendor and supply-chain risk

Your third parties are your attack surface. We probe the integrations and remote-support tools that examiners flag and attackers exploit.

GLBA, FFIEC, and SEC cyber rule alignment

GLBA Safeguards (16 CFR §314.4(d)(2)) and the FFIEC Cybersecurity Assessment expect periodic, independent technical testing. The SEC's 2023 cyber-disclosure rule pushes the bar higher. A Security Reality Check produces examiner-ready documentation; pen testing produces examiner-ready proof.

GLBA Safeguards RuleFFIEC alignmentSEC cyber-disclosure awareWritten authorization only

How we engage with financial services clients

Most financial firms we work with start here, in this order.

Start Here
Step 1 — Assess

Security Reality Check

Validated vulnerability assessment with prioritized remediation roadmap. The best first engagement for financial services.

Explore Security Reality Check
Step 2 — Validate

Penetration Testing

Operator-led testing that proves what an attacker can actually do — and gives you defensible evidence for examiners, clients, and insurers.

Explore Penetration Testing
Step 3 — Defend

BlackboxEDR 24/7

Managed endpoint detection and response. MSP-friendly. Coexists with Microsoft Defender. 24/7 human eyes, not just dashboards.

Explore BlackboxEDR
Veteran-owned
OSCP-certified
CEO-led engagements
Written authorization only
MSP-friendly

Financial Services FAQ

Will examiners accept your reports?
Yes. Our reports document scope, methodology, evidence, severity, and remediation guidance — the format examiners and auditors expect for independent technical testing.
Can you test without disrupting trading or settlement windows?
Yes. Scope, timing, and exclusions are negotiated and documented before any test. We commonly run during after-hours windows for high-availability environments.
Are you a substitute for our internal audit or vCISO?
No — we are a technical complement to them. We provide the offensive-side validation that internal audit and vCISO teams use as evidence.

Ready to see what an attacker would see?

A 20-minute call to scope the right starting point for your financial services environment. No pitch deck — a real conversation with the operator who would run your engagement.

Book a 20-Min Security Fit Call

Veteran-owned · OSCP-certified · Written authorization only · No unsolicited testing