Comprehensive IT Solutions for Key Business Challenges for Financial Services

Coretelligent has years of experience serving VC firms, hedge funds, family offices, and wealth management firms. We understand the nuanced needs of various financial service organizations—and we deliver Managed and Co-Managed IT solutions tailored to the needs financial services organizations.

Venture Capital Firms

VCs are reliant on technology for evaluating investments and managing their portfolios. They need to focus their time and talent on deals—not the care and feeding of IT platforms. We help VCs leverage technology to improve relationship management and transparency.

Hedge Funds

Hedge funds monitor global financial information and activity 24/7. They need rock-solid availability of their IT platforms and expert, real-time support. We’ve partnered with many hedge funds, advising them on best practices and helping ensure they’re poised for growth.

Family Offices

Family offices provide superlative service to their high net worth individuals and families—they expect the same from their IT service provider. We provide expertise and highly responsive support that frees family offices to focus on their clients.

Wealth Managers

Financial advisory firms must ensure compliance with an expanding array of evolving regulatory requirements. They need IT solutions that enable them to maintain and verify compliance.

Investment Banks

Investment banks rely on technology to drive every aspect of their M&A businesses. They need IT solutions that keep them on the cutting edge, while safeguarding sensitive data and maintaining regulatory compliance.

Download our Free Checklist

Financial Services Cybersecurity Checklist

This checklist will help your financial services firm appraise its cybersecurity readiness and compliance response. If you are interested in investing in IT solutions, start with narrowing down offerings that will best support your needs.
Download Now
Download our Free Whitepaper

Managing Compliance Risk for Financial Services

This whitepaper takes a closer look at the challenging task of maintaining compliance in the financial services sector and how to help your business stay on top of the ever-changing landscape.
Download Now


Slide 1

Integral to the past and future success of our firm is our partnership with Coretelligent. Entrusting the entirety of our IT footprint to Coretelligent has created a multiplying effect for the business; we are realizing greater synergies, empowering our people to be more productive, and enhancing our abilities to protect our business and our client’s data from every present cyber threats.

Mike Twomey
Director of Operations
Coastal Bridge Advisors

Blue-chip Clients

We’re proud to be a member of the following Financial Service Organizations.

HFM Logo