WHO WE SERVE • Financial Services

Managed IT Services for Financial Firms & Advisors

Velo IT Group® provides managed IT services for financial firms, wealth managers, and financial advisors. FINRA, SEC, and FFIEC compliance expertise included.

Recognized & ranked

Independently ranked and rated — by the platforms we build on and the clients we answer to.

Scale Your Financial Services Business With Technology

No items found.

Who this is for

No items found.

What's at stake

No items found.

Why velo

Velo has run IT for energy companies since 2006, from Lafayette to the Permian. We know what breaks in the field, and we build so it doesn't.

Support

IT Support That Actually Solves the Problem

You talk to a real engineer who already knows your setup, not a queue and a ticket number.

Support

→

Strength

When Something Breaks, Your Business Doesn't

Resilient infrastructure with quarterly drills. When something breaks, your business does not.

Strength

→

Security

Security Sized to Your Actual Risk

One breach can undo twenty years of trust. We protect your business like we'd protect our own

Security

→

Strategy

IT That Moves With Your Business Plan

A roadmap aligned to your three-year plan, reviewed every quarter with your leadership team.

Strategy

→

All four in one agreement, one fixed monthly fee. That's the Velo Method®.
No overage charges, no add-ons, no surprises.

Platforms & obligations

We keep the platforms your practice runs on fast and secured, and we build to the obligations your clients and bar rules impose.

iManage
NetDocuments
Clio
Relativity
Microsoft 365
ABA Model Rule 1.6 / Formal Opinion 477R
Client outside-counsel guidelines
Wire-transfer verification controls
Cyber insurance requirements

Client story · Macdonald Devin

What I appreciate more than anything is that we didn't have a stop-down event when we switched to the new systems.

John Kenefick · Macdonald Devin

How it starts

Three steps. Two weeks to switch.

1

Book a 15-minute call

No pressure, just perspective, and a straight answer on fit.

2

Get one number

A fixed monthly fee tied to your user count, before you commit.

3

We take over in 2 weeks

Pre-onboarding handles the transition. Then we flip the switch and show up on-site.

Have internal IT? We co-manage. Your team keeps the systems they own, and we bring the security stack, tooling, and engineering depth behind them.

how we price

Predictable monthly pricing. No surprise bills.

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.

Velo CEO Taylor Toce working with Velo Team to scale Velo IT Group from 2012-2015.
Financial trading data on screen representing IT security needs of financial services firms

Strategic IT Solutions That Drive Productivity

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 Services IT, asked and answered

How much does managed IT cost for a financial services firm?

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.

Will working with you mean adding more vendors and software?

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.

We have an assessment coming up. Can you help us prepare?

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.

What makes Velo different from a typical IT vendor for a financial services firm?

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.

Talk to an IT team built for Financial Services.

Most conversations start with a 15-minute call. No pressure, just perspective on where your environment stands and what it would take to fix.

Book a 15-minute call

→