Trusted IT for growing businesses
Wealth advisors and tax firms are built on client trust. Velo keeps your systems secure and ready when your examiner asks, for one fixed monthly fee.
Who We serve
Banks, advisors, tax firms, and M&A firms all answer to someone: an examiner, an auditor, or a client who wants proof their information is safe. You need IT that passes those checks, protects client money from email scams, and never slows your clients down.
FFIEC exam readiness, GLBA controls, branch connectivity, and uptime for your core banking system, with documentation written so your examiner can follow it.
Security that protects taxpayer data, and systems that hold up through April 15.
Incident response planning for Regulation S-P, including the 30-day client notice the SEC now requires, plus checks that flag fake money-movement requests before they reach your custodian.
Protection for deal documents and confidential client files, plus email filtering that flags spoofed wire instructions before a closing.
What's at stake
If you run an advisory firm, tax firm, or bank, you’ve probably been through one of these.
An email looks real and asks someone on your team to send money. They send it. Now you’re explaining it to your client and your regulator.
For a tax firm, it’s April 15. For an advisor, it’s when the market is open. Work stops, and every hour costs you.
Someone asks for proof your data is safe: your examiner, your auditor, or your insurer. If you can’t show it, you fail the exam or your claim gets denied.
Why velo
Support
You talk to a real engineer who already knows your setup, not a queue and a ticket number.
Strength
Resilient infrastructure with quarterly drills. When something breaks, your business does not.
All four in one agreement, one fixed monthly fee. That's the Velo Method®.
No overage charges, no add-ons, no surprises.
GETTING STARTED
Tell us what’s going on, and we’ll tell you whether we’re the right fit.
You get one fixed monthly price based on your number of users, before you sign anything.
We handle the handoff from your current provider, then come on site the day we go live.
Have internal IT? We work alongside them. They keep running the systems they own, and we back them up with security tools and more engineers.
how we price
One fixed monthly fee, tied to your IT user count. It covers IT support, cybersecurity, infrastructure management, and strategic guidance. No overage charges. No surprise add-ons.
The only line item we'll ever add is a planned upgrade or project, scoped and priced before work begins. You'll always know what's coming.
Our team has been working together since 2006 to provide IT strength, strategy, security, and support to growing businesses through monthly, fixed fee agreements. Business owners and administrators experience a huge relief in IT management burdens when they make the decision to switch to our managed IT services program. They get the full benefit of our comprehensive approach to proactive IT management we call – the Velo Method SM.
The goals of the Velo Method SM are simple – reduce IT issues and allow business owners to focus on production rather than technology. The methodology itself is a finely tuned machine combining proactive IT maintenance, strong IT best practices, strategic IT planning, the industry’s best IT security tools, and world-class IT support.
Financial & Professional Services
A fixed monthly fee based on your team and needs. No hourly billing, no surprise invoices, and no incentive for us to let problems linger. Compare it to the cost of one compliance finding or one hour of downtime during trading or close, and the math settles itself.
Usually the opposite. Every new tool and vendor widens your third-party risk and your attack surface. We help you keep the vendor list tight while still demonstrating strong governance. More tooling rarely reduces real risk.
Yes. We help firms connect existing controls to SOC 2 and regulatory expectations in language that stands up to a third-party assessor, document the gaps that actually matter, and skip the busywork that does not. Often the work is validating that what you already do is sound and provable.
We act as a fiduciary partner, not a box of tools. We are accountable for outcomes: a posture you can defend, controls you can prove, and a technology environment that stays as simple as your obligations allow.
