Who We Serve

Managed IT Services for the Financial Services industry

Financial services firms, wealth management firms, and private equity firms faced with FINRA, SEC, and FFIEC regulations can turn to Velo IT Group for the IT expertise they need to gain compliance.

Financial Services
Financial Services

Scale Your Financial Services Business With Technology

Additionally, investors, traders, and staff will appreciate the responsive, white-glove IT support Velo’s engineers are known for delivering, and you will enjoy the consistency and predictability you’ll experience when your IT infrastructure is maintained by our team and aligned with Velo’s best practices.

Velo’s managed IT Services program for the Financial Services Industry is built on experience gained serving hedge funds, broker-dealers, wealth managers, and family offices. We have become experts in FINRA/SEC regulations and regulatory IT compliance. We’ll work with you to manage cybersecurity risks, data access policies and data loss prevention measures.

The Velo Method provides a system and processes that will help your financial services firm build data access logs, take a strong, defensive and offensive posture against cyber-liabilities, report on intrusion attempts, and develop plans for disaster response scenarios.

If you think you’ve outgrown our current IT services provider and you’re ready to consider a change, we’d be so thrilled to learn about your firm and talk about how you’re currently managing IT today and see if Velo might be a fit for your company.


We want to help you recover time spent managing IT, so you can spend your time on things only you can do to grow your business.

In the increasingly competitive insurance industry, leveraging the power of cutting-edge technology has become essential for staying ahead. A premier managed IT service provider is key to driving innovation, streamlining operations, and enhancing data security for your insurance business. By partnering with IT experts, you can focus on your core competencies, knowing that your infrastructure is in capable hands. The result is a seamless integration of technology solutions that empower your company to deliver superior customer experiences and thrive in the digital age.

Velo IT Group CEO Taylor Toce


We Partner With You To Support, Secure, Maintain, And Improve Your IT Infrastructure Through Our Four Service Delivery Teams.

Each team covers a different aspect of IT management for your company so at the end of the day, you’re completely covered. There are no loose ends, exceptions, or a la carte, add-on services. All of your IT infrastructure is managed by Velo’s highly experienced team.

For firms with in-house IT staff, we offer additional resources and support. We collaborate with your IT personnel, combining their institutional knowledge with our managed IT services team's expertise for the best of both worlds.

How Much does It Cost?

Part of our cost structure is a win-win setup. In order to minimize usage-based billing, we have “baked-in” all aspects of it management into your monthly agreement so that the fewer issues you experience, the greater margin we experience.

We work diligently to reduce it issues at every turn so that your users have to call less frequently, and we can partner with you to focus on the big picture – whether that’s growth, efficiency, or improved compliance and security measures.

Expect a fixed monthly fee based on your IT user count, with extra costs only for upgrade/improvement projects. Our professional team will collaborate with you and third-parties for smooth implementation and delivery of valuable new technologies.

Velo IT Group Engineering Team

Make the Switch

Are you tangled up with an Managed Service Provider you've outgrown?

We know making changes about information technology management is a big decision. If you're looking for managed IT services for the distribution and wholesale industry, we would be thrilled to share our methodology with you and see if Velo might be a fit for your business.

Considering a new IT service provider or enhancing in-house IT? Our proven onboarding methods ensure smooth transitions. Check our Onboarding Roadmap to see how Velo can benefit your business!

Let's Have A Conversation

Give us just a few quick details, and we can have a 15-minute conversation about the way you currently manage information technology, and how Velo IT Group might be able to help.

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