Co-managed IT Services for Financial Firms
Run lean. Stay secure. Deliver results that earn trust.
We help financial firm IT leaders like you reduce audit stress, lock down critical systems, and automate repetitive tasks. So, you can deliver consistent results that build trust with stakeholders – from boards to clients.
Trusted by financial companies like RIAs, banks, VC/PE, and financial consultants.
Fast-moving deals. Strict compliance. Zero tolerance for downtime.
You know what’s at stake. Our job is to help you deliver under pressure.
You’ll gain:
- Expert support across endpoints, infrastructure, and users.
- Backup testing and privileged access control.
- Playbooks and automation aligned to SEC, FINRA, and GLBA standards.
- Alignment with compliance, legal, or CCO teams.
IT that moves as fast as your market.
We help you plan for the future – whether it’s scaling for growth or strengthening governance. As your strategic co-managed partner, we align IT strategy with your firm’s goals, risk tolerance, and regulatory requirements.
You’ll gain:
- Roadmaps for secure, scalable infrastructure and compliance alignment.
- Guidance for cloud modernization and licensing optimization.
- Planning support for mergers, acquisitions, and workforce expansion.
- Recommendations that balance innovation with risk management.
Support for high-energy tasks.
We help you:
- Offload tickets, patching, backups, and M365 management.
- Access tools and dashboards that give you visibility and control.
- Focus on strategic initiatives like MFA enforcement or cloud migration.
- Communicate clearly with execs via automated reports.
Security gaps put your reputation and revenue on the line.
- Palo Alto Networks
- Sophos
- Cisco
- Blackpoint Cyber
Built for financial services. Built for security.
We don’t just deploy tools. We configure, monitor, and report on them with the rigor financial firms expect.
Every control has a purpose. Every task is mapped to your risk, compliance, and goals.
Key components:
- M365 & AVD secured for continuity and remote access.
- Entra ID with audit-ready controls & lifecycle policies.
- Backup & DR with restore testing and compliance alignment
- EDR/MDR with 24/7 US-based SOC monitoring.
- Endpoint encryption & app control to enforce least privilege.
- SPF, DKIM & DMARC to block spoofing and impersonation.
We support you.
CTOs / CIOs / vCIOs / CISOs
IT Operations Managers
VP of Technology
IT Directors
How Teal implements co-managed IT solutions.
Explore the power of co-managed IT services with two of Teal’s cofounders, Reid Johnston and Gar Whaley.
Delivering Exceptional Results
Keep your roadmap. Gain a partner.
You know your environment best. We’re here to strengthen it with the support, expertise, and transparency you’ve been missing.
Picking the wrong co-managed IT provider costs more than time…
Use our guide to identify red flags, ask the right questions, and choose a partner who genuinely supports you.
Financial Services FAQ
Co-managed IT is a smart choice if you are:
- Stretched thin
- Struggling with compliance, audit, or security demands
- Looking for help deploying tools or strategies
- Ready to shift your focus from daily tasks to strategic IT goals
- Anticipating growth, mergers or acquisitions that will require rapid expansion of your infrastructure
Yes. Our team supports your internal compliance efforts by implementing and documenting security controls aligned to frameworks like SEC, FINRA, and GLBA. We work directly with your teams to reduce risk and streamline audits.
You gain access to seasoned professionals, including: cybersecurity engineers/analysts, vCISOs, and senior project managers. We help implement secure identity access, EDR/MDR solutions, cloud infrastructure, and automation.
Absolutely. Whether you’re onboarding users, integrating systems, or preparing for a merger, our team can help scale your IT environment securely and efficiently. We’ll implement the tools, documentation, and execution that best align with your strategy.
Yes. Co-managed doesn’t mean giving up control. You maintain full access and visibility. We will support, configure, and manage tasks based on your goals. You’re always included in what we’re doing and why.
Critical issues are flagged automatically and escalated to senior technicians. You’ll know exactly who’s handling it, when to expect updates, and how to track progress.
Empower your financial services company with the latest strategies and insights.
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