RFA

What RFA does

RFA is a managed service provider founded in 1989 and headquartered in New York, delivering specialized IT, financial cloud, and cybersecurity solutions exclusively to the financial sector. Its client base spans hedge funds, private equity firms, asset and wealth managers, family offices, and CSSF-regulated entities, totaling more than 650 clients across 14 global locations whose collective assets under management exceed $1 trillion. The company operates through four primary solution lines—Cloud Services, Managed IT, Cybersecurity & Governance, and AI & Data Services—and supports multiple cloud deployment models (public, private, and hybrid), including a dedicated Secure Private Cloud built for regulatory-driven financial workloads.

The technical core of RFA's offering is its proprietary RFA AiRE (Automated Incident Response Engine), an AI-driven security platform that uses behavioral analytics and machine learning for anomaly detection, real-time threat response, and continuous monitoring across the technology stack. AiRE is complemented by the O365 Guardian module for Microsoft 365 environment protection, an integration with Seceon's aiSIEM platform for adaptive SIEM and managed detection and response, and a suite of cybersecurity add-ons spanning AI Anti-Phishing, Vulnerability Management, Dark Web Monitoring, SaaS Platform Security Management, Policy Writing, Due Diligence Audit, and User Training. On the AI & Data side, RFA delivers Microsoft Azure AI & Copilot integration, application development, DevOps, business process automation, data analytics with predictive modeling, data governance, and DBA & data warehousing. RFA maintains certifications including SOC 2 Type 2, GDPR compliance via the EU-U.S. Data Privacy Framework, CCPA compliance, and CSA STAR Level 1, and integrates with Microsoft 365, SharePoint Online, and Azure as core platforms.

RFA generates revenue through managed services contracts, subscription-based cloud and AI services, and project-based professional services (including vCIO/CTO advisory and training), priced on a customized, quote-based model tailored to each financial institution's scale and regulatory posture. The company pursues enterprise field sales with dedicated client relationship managers and a white-glove service model. In August 2025, RFA was acquired by Titan, an AI holding company whose $74 million funding round was led by General Catalyst, with the strategic intent of building an AI-augmented MSP platform that combines Titan's AI capabilities with RFA's financial-sector expertise. RFA continues to operate under its brand post-acquisition.

Name

RFA

Legal name

RFA Next-Gen Inc

Website

https://rfa.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

251–500 employees

Short description

RFA is a managed service provider founded in 1989 delivering specialized IT, cloud, and cybersecurity solutions exclusively to financial institutions, serving 650+ hedge funds, private equity firms, asset managers, family offices, and CSSF-regulated entities across 14 global locations.

Ownership category

akta.pro rank

Product category

Managed IT and Cybersecurity Services for Financial Sector

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Cloud Security Managed Services (CSPM/CWPP/CNAPP) (BPAEADAF)

akta.pro secondary industry

Cloud Compliance, Audit & Continuous Controls Monitoring (CCM/GRC) (HDABAHAI)

Keywords

• Managed IT services
• Financial sector cybersecurity
• Cloud services for finance
• Managed detection response
• AI data analytics

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales

Revenue model

1. Managed IT Services: Comprehensive IT service management for financial institutions including operational support, system efficiency enhancement, and resource optimization.
2. Cloud Services: Seamless and secure cloud solutions tailored to organizational needs, supporting digital transformation and reliable data backup.
3. Cybersecurity & Governance: Tailored protection and compliance solutions for the financial sector including threat detection, risk management, and regulatory compliance.
4. AI & Data Services: Precision-driven tools and data management services enhancing operations and strategic decision-making for financial institutions.
5. Professional Services: Expert training programs, vCIO/CTO services, and strategic IT management for financial organizations.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

RFA delivers managed IT, cloud, and cybersecurity services built exclusively for the financial sector, including Cloud Services, Managed IT, Managed Cybersecurity & Compliance, Managed Detection & Response, and AI & Data Services. The portfolio is centered on the proprietary RFA AiRE (Automated Incident Response Engine) and integrated Seceon aiSIEM and O365 Guardian platforms, supported by 24/7 Security Operations Centers and tailored for hedge funds, private equity, asset and wealth managers, family offices, and CSSF-regulated entities.

Product overview

RFA provides a comprehensive managed services platform with specialized IT, cloud, and cybersecurity solutions built exclusively for the financial sector. The portfolio centers on four core offerings: Cloud Services (including Secure Private Cloud, Microsoft 365 Platform, and Cloud Backup & Business Continuity), Managed IT (with strategic technology planning and 24/7 network monitoring), Cybersecurity & Governance (featuring Managed Cybersecurity & Compliance, Managed Detection & Response with proprietary RFA AiRE platform, and specialized add-ons including AI Anti-Phishing, Vulnerability Management, Dark Web Monitoring, and Cybersecurity Dashboard), and AI & Data Services (encompassing Microsoft Azure AI & Copilot, Application Development, DevOps, Business Process Automation, Data Analytics, Data Governance, and DBA & Data Warehousing). The RFA AiRE (Automated Incident Response Engine) serves as the proprietary AI-driven core security platform, complemented by Seceon aiSIEM and O365 Guardian modules. The platform operates across multiple cloud models (public, private, hybrid) and serves diverse financial segments including hedge funds, private equity, asset management, family offices, and CSSF-regulated entities.

Differentiator

Problem solved

Functional benefit

Brands

• RFA AiRE: Automated Incident Response Engine - AI-driven threat management platform for advanced threat detection and real-time risk management
• O365 Guardian
• Seceon aiSIEM

Products and services

• Cloud Services Managed cloud solutions including expert cloud management, secure private cloud infrastructure, Microsoft 365 integration, digital transformation, and cloud backup with business continuity, tailored for financial institutions.
• Managed IT Comprehensive managed IT services including strategic technology planning, proactive system maintenance, and 24/7 network monitoring to ensure operational efficiency and reduce IT downtime for financial institutions.
• Managed Cybersecurity & Compliance Comprehensive cybersecurity solutions with advanced threat detection, regulatory compliance assurance, and proactive risk management tailored for the financial sector.
• Managed Detection & Response Proactive monitoring and response solutions to efficiently detect, analyze, and neutralize cyber threats using AI-driven technology including AiRE, Seceon aiSIEM, and O365 Guardian for financial institutions.
• AI & Data Services Integrated AI and data services including Microsoft Azure AI & Copilot, Application Development, DevOps, Business Process Automation, Data Analytics, Data Governance, and DBA & Data Warehousing for enhancing financial strategies.
• Support & Management Services Global support services, vCIO/CTO services, and managed technology services including 24/7 global support ensuring continuous operational excellence for financial organizations.

Segments6 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability8 records

Feature4 records

Partnerships

Four partnerships are on record, tiered major and core.

• TitanmajorStrategic or Co-development Partner · 12 August 2025Titan, an AI holding company, acquired RFA, an MSP serving the financial services industry. The acquisition aims to develop a new MSP platform that integrates Titan's augmented AI technology with RFA's financial sector expertise to enhance IT service delivery.
• SeceoncoreTechnology or IntegrationSeceon aiSIEM™ system complements RFA's AiRE platform by delivering an adaptive and intelligent security information and event management platform. This integration allows MSPs to deploy powerful managed detection and response services efficiently.
• Microsoft AzurecoreTechnology or IntegrationRFA leverages Microsoft Azure AI and Copilot to revolutionize financial services. Azure's robust cloud infrastructure enhances data management securely and efficiently, supporting scalable financial operations with enhanced team capabilities through Copilot.
• Microsoft 365coreTechnology or IntegrationRFA provides expert integration of Microsoft 365 into financial firm frameworks, ensuring seamless operations and enhanced collaboration. RFA's team aligns Microsoft's comprehensive suite of tools with specific business needs, providing continuous support and training.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Kudelski Security: Kudelski Security provides managed security services and consulting with notable financial-services clients in Switzerland and internationally, serving as a comparable financial-vertical cybersecurity peer.
• Expel: Expel provides transparent, cloud-native managed detection and response services to organizations across multiple sectors including financial services, directly comparable to RFA's MDR offering.
• Arctic Wolf: Arctic Wolf delivers security operations-as-a-concierge including managed detection and response across multiple verticals including financial services, competing directly with RFA's managed cybersecurity portfolio.
• SS&C Eze (Eze Software): Eze Software (now part of SS&C) provides front-to-back office technology and managed services for hedge funds and asset managers, overlapping directly with RFA's hedge fund and asset management workflows.
• BlueVoyant: BlueVoyant is a cybersecurity services provider with explicit focus on the financial services sector, offering managed detection and response, supply chain defense, and digital risk — a close peer in RFA's cybersecurity line.
• eSentire: eSentire is an MDR/MSSP with a strong presence in financial services and alternative-investment firms, providing 24/7 SOC services comparable to RFA's managed detection and response capabilities.
• Datavise: Datavise is an IT managed services and cybersecurity provider focused on hedge funds, private equity, and asset managers — a near-direct vertical and size peer to RFA in financial-sector managed services.
• Enfusion: Enfusion delivers integrated cloud-native investment management software and operations outsourcing for hedge funds and asset managers, competing in the same financial IT-services niche as RFA.

Broad incumbents

• Optiv: Optiv is a large, broad-based cybersecurity solutions integrator and MSSP serving enterprise clients including financial institutions — a larger, more general incumbent peer to RFA's cybersecurity practice.
• Donnelley Financial Solutions (DFIN): DFIN provides regulatory, compliance, and data management technology for the financial sector, overlapping with RFA's governance, compliance, and data services for financial clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/rfa

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RFA