Comprehensive IT Services for Financial Services

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

it for financial services

275+ Financial Services Clients

IT for Financial Services

Private Equity

Private equity firms are focused on maximizing ROI. They need rock-solid availability of their IT platforms and expert, real-time support. We’ve partnered with many private equity firms, advising them on best practices and helping ensure they can focus on providing profit for partners.

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.

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.

Choosing the Right IT Partner for Financial Services

Download our free whitepaper to help your firm in conducting the necessary due diligence when choosing an IT partner.


Free Risk Assessment

How confident are you in your security and compliance profile? Do you understand your current risk exposure?

We can help you discover where you may have gaps and identify areas for improvement.

Schedule your free risk assessment today!

Risk Assessment Offer

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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

Cybersecurity Checklist for Financial Services

Download our free checklist to help your firm assess its cybersecurity readiness and identify any gaps in your security program.

Financial Services Cybersecurity

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

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