ItSynergy
ItSynergy is a Phoenix-based managed IT services and cybersecurity firm specializing in SEC/FINRA-aligned technology, cybersecurity, and compliance services for Registered Investment Advisers and SMBs across Arizona and Denver.
- Company typePrivate
- Founded1997
- HeadquartersPhoenix, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What ItSynergy does
ItSynergy is a Phoenix, Arizona-based managed IT services and cybersecurity provider founded in 1997 and operated under parent holding company MC Group, Inc. The firm specializes in delivering IT management, cybersecurity, and regulatory compliance services to Registered Investment Advisers (RIAs) and small-to-mid-sized businesses across Arizona and Denver, combining managed IT services (help desk, 24/7 network monitoring, backup and disaster recovery, cloud services) with an RIA-specific compliance practice built around SEC, FINRA, NIST CSF, and Reg S-P requirements.
The company's core technology stack centers on Microsoft 365 and Azure, augmented by Remote Monitoring and Management software that triggers automated alerts for over 2,400 issue types and by a proprietary FINSERV Compliance Suite built on Microsoft SharePoint that delivers continuous 24/7/365 monitoring, version-controlled audit trails, and NIST-compliant documentation for OCIE examination readiness. The team's dual-domain credentials — IACCP for compliance and CISSP/CEH for cybersecurity — anchor the firm's positioning as a specialized provider rather than a generalist MSP.
ItSynergy generates revenue primarily through fixed monthly managed-services retainers (subscription/recurring), supplemented by project-based engagements (infrastructure upgrades, cloud migrations, security assessments) and standalone RIA compliance subscriptions. Go-to-market is sales-led and direct, supported by content marketing (RIA News blog, gated whitepapers) and a consultative 3-step appointment process targeting RIA compliance officers and CTOs. In December 2025 the firm acquired Comply's Itegria business, adding approximately 70 financial-advisory clients and materially expanding its RIA-focused service capacity.
ItSynergy firmographics
Firmographics- Name
- ItSynergy
- Legal name
- itSynergy
- Website
- https://itsynergy.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ItSynergy is a Phoenix-based managed IT services and cybersecurity firm specializing in SEC/FINRA-aligned technology, cybersecurity, and compliance services for Registered Investment Advisers and SMBs across Arizona and Denver.
- Ownership category
- akta.pro rank
ItSynergy industry classification
Industry- Product category
- Managed IT Services
- NAICS
- Computer Facilities Management Services (541513)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Security Operations Center (SOC) as a Service (BPAEADAB)
- akta.pro secondary industry
- Data Security & Privacy Managed Services (DLP/Encryption) (BPAEADAL)
Keywords
Where ItSynergy is headquartered
LocationHeadquarters
- HQ city
- Phoenix
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ItSynergy business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Managed IT Services (Recurring): itSynergy provides full-scale managed IT services under a fixed, predictable monthly cost model. Services include IT help desk, network monitoring, cybersecurity, backup and disaster recovery, vendor management, and CTO/strategic consulting. This is the company's primary recurring revenue stream.
- IT Projects (One-Time): Project-based IT services including major infrastructure upgrades, strategic IT planning, email and cloud migrations, workstation and server upgrades, network design, IT relocation, and security assessments. Billed as one-time project engagements.
- RIA Compliance Services (Recurring): Ongoing RIA compliance support including cybersecurity risk assessments, incident response planning, tabletop exercises, vendor oversight, and regulatory compliance management (SEC, FINRA, NIST CSF, HIPAA, PCI, CMMC, SOC II, ISO) for registered investment advisers.
- Cloud Services (Recurring): Managed cloud services including strategic cloud planning, fully managed migrations, 24/7 cybersecurity monitoring, continuous maintenance, vendor assessments, and consulting on regulatory compliance and data residency. Offered as part of managed services or as standalone cloud engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Managed IT Services – Fixed Monthly Retainer |
| One time/ perpetual license | Pay-as-you-go | IT Project Services – One-Time Engagement |
| Subscription | Monthly | RIA Compliance Services – Subscription |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
ItSynergy product offering
Product offeringCore offering
itSynergy provides managed IT services and RIA-focused cybersecurity to small and mid-sized businesses, with an exclusive specialization in Registered Investment Advisers. Core offerings combine full-scale IT help desk, 24/7 network monitoring, cybersecurity, backup and disaster recovery, and cloud (Microsoft 365/Azure) services delivered under fixed monthly subscriptions. A proprietary FINSERV Compliance Suite on Microsoft SharePoint supports SEC/FINRA/NIST-aligned regulatory compliance and OCIE audit readiness for RIA clients.
Product overview
ItSynergy is a managed IT services and RIA-focused cybersecurity provider offering a comprehensive portfolio of IT solutions. The core offerings include RIA Cybersecurity services (combining IACCP compliance expertise with CISSP cybersecurity certification) and Managed IT Services, supplemented by specialized service modules including Cloud Services (Microsoft Office 365/Azure focused), IT Infrastructure Services, Phishing Protection & Training, Backup and Disaster Recovery Services, IT Help Desk, and Outsourced IT Services. The company also provides a proprietary RIA Compliance Suite platform built on Microsoft SharePoint for regulatory compliance management. IT Projects offers project-based technology services as a complementary delivery mechanism. The company operates from Phoenix, Arizona and serves small to mid-sized businesses, with particular specialization in Registered Investment Advisers needing SEC cybersecurity compliance.
Differentiator
Problem solved
Functional benefit
Products and services
- RIA Cybersecurity Specialized cybersecurity services for Registered Investment Advisers combining industry-specific compliance knowledge (IACCP) with cybersecurity expertise (CISSP) to deliver risk assessments, incident response planning, network penetration testing, and regulatory compliance support aligned with SEC cybersecurity requirements.
- Managed IT Services Full-scale IT department services providing IT help desk support, cybersecurity monitoring, network monitoring and management, backup and disaster recovery, vendor management, CTO and strategic IT consulting, work-from-home support, and regulatory compliance management at a fixed monthly cost.
- IT Projects Project-based technology services including holistic technology assessments, email and cloud migration, workstation and server upgrades, desktop and server virtualization, disaster recovery planning, IT relocation services, network assessments, network design, and IT security assessments with employee training.
- Cloud Services Managed cloud services including strategic planning, fully managed migrations with minimal downtime, 24/7 cybersecurity monitoring, continuous maintenance, vendor assessments, and consulting on industry regulation compliance and data residency, primarily focused on Microsoft Office 365 and Azure environments.
- IT Infrastructure Services Design, implementation, and management of IT environments including infrastructure planning and design, network setup and management, hardware and software management, data storage and backup solutions, and security and compliance implementation.
- Phishing Protection & Training Comprehensive phishing protection services for RIA firms including email security configuration and review, simulated phishing campaigns, targeted employee education, credential protection reinforcement, and measurable risk reporting for compliance documentation.
- RIA Compliance Suite A NIST-compliant compliance management platform built in Microsoft SharePoint that audits environments, implements continuous 24/7/365 monitoring, provides change history tracking, compliance documentation, and a custom compliance portal for RIA firms to demonstrate regulatory adherence to OCIE auditors.
- IT Help Desk Services Dedicated service desk offering 24/7 remote support, on-site technical assistance, issue tracking and management, regular system maintenance, and user training and support for businesses.
- Outsourced IT Services Outsourced IT partnership providing access to IT expertise, strategic IT guidance, consistent monthly technology costs, trained technicians, fully staffed IT team capabilities, 24/7 network monitoring, and ethical hacking services for businesses without internal IT departments.
- Backup and Disaster Recovery Services Data protection and business continuity services including cloud and on-premise backup solutions, disaster recovery planning with regular testing, rapid data restoration, regular reporting and analytics, and custom data retention policies for regulatory compliance.
- Cybersecurity Services General cybersecurity services for businesses including risk assessment and management, network and endpoint security, cybersecurity training and awareness, data protection and privacy measures, and regular security audits and compliance checks.
Quantifiable outcome
- Approximately 70 clients transitioned to itSynergy through the acquisition of Comply's Itegria business, significantly expanding service capacity.
- +2 more outcomes
Companies that use ItSynergy
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
ItSynergy technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
ItSynergy partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Comply (Itegria Business)coreitSynergy acquired the Itegria business from Comply in December 2025, expanding its capabilities to provide IT and cybersecurity services to financial advisory firms. Approximately 70 clients are expected to transition to itSynergy as a result of this acquisition, strengthening itSynergy's service capacity, operational support, and market position in the RIA technology and cybersecurity space.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
ItSynergy competitors and assessment
Company assessmentBroad incumbents
- Presidio: Large-scale IT services and solutions provider covering managed services, cloud, and cybersecurity across all major verticals. Comparable to itSynergy in capability set (managed IT, SOC, cloud migration) but operates at significantly larger scale and broader portfolio.
Emerging players
- Visory: Technology and cybersecurity platform purpose-built for RIAs and wealth management firms. Comparable to itSynergy in target buyer and compliance-IT intersection, though Visory leans more toward SaaS/tech-enabled services versus itSynergy's traditional managed services delivery.
Direct peers
- Apex IT Group: Managed IT services provider focused on financial services and RIA firms. Comparable to itSynergy because both target registered investment advisers with bundled managed IT, cybersecurity, and compliance support under recurring monthly contracts.
- Dataprise: National managed IT services and cybersecurity provider serving mid-market and enterprise clients, including financial services firms. Comparable to itSynergy because both operate a fixed-monthly managed services model with 24/7 SOC capabilities and a financial-vertical go-to-market, though Dataprise is significantly larger and broader-geography.
- Integris: Managed IT and cybersecurity provider with a strong financial services and RIA/accounting vertical focus. Directly comparable to itSynergy because both sell fixed-fee managed services to regulated SMB clients, with Integris operating at a larger multi-state scale.
- Meriplex: Managed IT, cybersecurity, and SD-WAN provider serving mid-market and enterprise clients across multiple U.S. regions, including regulated industries. Comparable to itSynergy in offering 24/7 SOC, managed detection and response, and compliance-aligned IT services under recurring contracts.
- True North Networks: Managed IT and cybersecurity firm serving financial services and other regulated SMBs. Comparable to itSynergy because both deliver fixed-fee managed services with cybersecurity and compliance alignment for small/mid-sized firms in regulated industries.
- Safe Systems: IT and compliance services provider exclusively serving community banks and financial institutions. Comparable to itSynergy in vertical-specialist positioning and in bundling managed IT with regulatory compliance (in its case, FFIEC/GLBA) under recurring contracts.
- NetGain Information Systems: IT services firm specializing in accounting, financial advisory, and RIA firms. Closely comparable to itSynergy because both target the same niche of regulated financial advisory SMBs with managed IT plus cybersecurity and compliance alignment.
- Abacus Group: Managed IT and cybersecurity provider exclusively focused on alternative investment firms (hedge funds, private equity). Comparable to itSynergy because both operate vertical-specialist, compliance-driven managed services models for regulated investment management clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
ItSynergy social profiles
Digital presenceItSynergy compliance and trust
Trust signalCompliance3 records
ItSynergy financial estimates
Financial estimateRevenue estimate
Valuation estimate
ItSynergy leadership team
Management profileNumber of profiles
ItSynergy subsidiaries and ownership
Company hierarchySubsidiaries1 record
ItSynergy funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ItSynergy M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ItSynergy
What does ItSynergy do?
itSynergy provides managed IT services and RIA-focused cybersecurity to small and mid-sized businesses, with an exclusive specialization in Registered Investment Advisers. Core offerings combine full-scale IT help desk, 24/7 network monitoring, cybersecurity, backup and disaster recovery, and cloud (Microsoft 365/Azure) services delivered under fixed monthly subscriptions. A proprietary FINSERV Compliance Suite on Microsoft SharePoint supports SEC/FINRA/NIST-aligned regulatory compliance and OCIE audit readiness for RIA clients.
Is ItSynergy a public or private company?
ItSynergy is a private company. It is classified as corporate owned and is currently operating.
When was ItSynergy founded?
ItSynergy was founded in 1997. It employs 11 to 50 people.
Where is ItSynergy based?
ItSynergy is headquartered in Phoenix, United States, in the North America region.
How does ItSynergy make money?
Four revenue lines are on record. Managed IT Services (Recurring) is the primary driver. The others are IT Projects (One-Time), RIA Compliance Services (Recurring) and cloud Services (Recurring).
Who are ItSynergy's main competitors?
Presidio is listed as a broad incumbent. Visory is listed as an emerging player. Direct peers are Apex IT Group, Dataprise, Integris, Meriplex, True North Networks, Safe Systems, NetGain Information Systems and Abacus Group.
Does ItSynergy have an API?
No public API is recorded for ItSynergy.
What industry is ItSynergy in?
ItSynergy's product category is Managed IT Services. Its primary akta.pro industry code is BPAEADAB, Security Operations Center (SOC) as a Service, with a secondary code of BPAEADAL, Data Security & Privacy Managed Services (DLP/Encryption). Its NAICS code is 541513 and its SIC code is 7370.