Itegria
Itegria was a Park Ridge, Illinois-based managed service provider delivering IT and cybersecurity services to approximately 70 Registered Investment Adviser firms before being acquired by itSynergy in December 2025.
- Company typePrivate
- Founded2007
- HeadquartersPark Ridge, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Itegria does
Itegria was a managed service provider headquartered in Park Ridge, Illinois, founded in 2007 and operating with 11-50 employees. The firm specialized in delivering IT and cybersecurity services tailored to Registered Investment Advisers (RIAs), addressing SEC and FINRA regulatory requirements through offerings spanning managed IT, network monitoring, cybersecurity, data backup, and disaster recovery. Its value proposition centered on combining industry-specific compliance knowledge with technical security delivery for the RIA vertical, serving approximately 70 clients before being absorbed by a strategic acquirer.
Itegria operated as a business unit of Comply rather than as an independent operating company. On December 18, 2025, itSynergy acquired the Itegria business from Comply, with all approximately 70 RIA clients expected to transition to itSynergy's platform. The acquisition effectively ended Itegria as a standalone entity and folded its customer base, RIA-domain expertise, and service capacity into itSynergy's broader RIA cybersecurity and managed services practice headquartered in Phoenix, Arizona.
The business model was a recurring-revenue managed services model selling IT and cybersecurity contracts to small and mid-sized RIAs, though pricing was not publicly disclosed and no revenue figures were available in the source data. The company was privately held, had no external funding of substance (a single zero-dollar event recorded in 2014), and carried no disclosed patents, awards, or third-party technology partnerships. As a result of the December 2025 transaction, the Itegria brand and entity no longer operate independently.
Itegria firmographics
Firmographics- Name
- Itegria
- Legal name
- Itegria
- Website
- http://www.itegria.com/
- Company type
- Private
- Founded year
- 2007
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Itegria was a Park Ridge, Illinois-based managed service provider delivering IT and cybersecurity services to approximately 70 Registered Investment Adviser firms before being acquired by itSynergy in December 2025.
- Ownership category
- akta.pro rank
Where Itegria is headquartered
LocationHeadquarters
- HQ city
- Park Ridge
- HQ country
- United States
- HQ region
- North America
Markets served
Itegria business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales
Itegria product offering
Product offeringCore offering
Itegria was a managed service provider that delivered IT and cybersecurity services specifically tailored for Registered Investment Advisers (RIAs). Its offerings combined managed IT support, continuous network monitoring, cybersecurity risk management, and compliance-aligned solutions built around SEC and FINRA regulatory requirements. The firm served approximately 70 RIA clients before its business was acquired by itSynergy from Comply on December 18, 2025, with those clients transitioning to itSynergy.
Product overview
Itegria was a business focused on RIA technology and cybersecurity services for financial advisory firms. It was acquired by itSynergy from Comply. As a standalone entity, no specific product portfolio details are available in the source data. The company served approximately 70 clients in the RIA sector who transitioned to itSynergy following the acquisition.
Differentiator
Problem solved
Functional benefit
Products and services
- RIA Cybersecurity Risk Assessment and Alignment Cybersecurity risk assessment service that evaluates and aligns an RIA firm's security posture against SEC and FINRA regulatory expectations. Intended for Registered Investment Adviser firms seeking documented compliance evidence.
- Disaster Recovery and Business Continuity Planning Planning service that designs disaster recovery and business continuity programs for RIA firms, covering data backup, restoration procedures, and operational resilience aligned with regulatory expectations.
- Incident Response Planning and Tabletop Exercises Service that builds incident response plans and runs tabletop exercises simulating cybersecurity incidents for RIA firms to test readiness and regulatory response capability.
- Microsoft 365 Consulting for RIA Firms Consulting service for deploying, configuring, and managing Microsoft 365 environments within RIA firms, with attention to compliance and security controls relevant to financial advisory operations.
- IT Help Desk for RIA Firms Outsourced IT help desk support providing day-to-day technical assistance to RIA firm employees on hardware, software, connectivity, and user issues.
- Network Penetration Testing for RIA Firms Authorized network penetration testing service that identifies exploitable vulnerabilities in an RIA firm's network infrastructure and produces findings for remediation.
- Managed Detection and Response for RIA Firms Continuous managed detection and response service that monitors RIA firm environments for threats, investigates alerts, and coordinates response actions.
- Phishing Protection and Training for RIA Firms Service combining technical phishing protection controls with security awareness training for RIA firm employees to reduce social engineering risk.
Companies that use Itegria
Customer profileSegments1 record
Ideal customer profiles1 record
Itegria technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Itegria partnerships and signals
Strategic signalScale indicators1 record
Recent moves2 records
Expansion highlights3 records
Itegria competitors and assessment
Company assessmentBroad incumbents
- Atlantic.Net: Cloud hosting and managed services firm with a financial services customer base. Competes with Itegria on hosting, backup, and IT infrastructure services for RIAs, though at greater scale and broader scope.
- Centre Technologies: Larger, multi-region managed IT and cybersecurity provider serving financial services among other verticals. Broader portfolio than Itegria but competes for the same RIA IT outsourcing budgets.
Direct peers
- Charles IT: Managed service provider offering IT support, cybersecurity, and compliance services to financial advisory and other regulated SMB clients. Comparable in size, vertical mix, and service catalog to Itegria.
- itSynergy: Acquirer of Itegria and direct RIA-focused cybersecurity and managed IT services peer. Operates from Phoenix, AZ with overlapping RIA compliance (SEC/FINRA), Microsoft 365, MDR, and incident response offerings — the closest functional comparator.
- RIA in a Box: Compliance, cybersecurity, and technology services firm built exclusively for RIAs. Overlaps Itegria on RIA-specific compliance and IT risk management, with deeper software/content vs. pure MSP delivery.
- NetGain: Managed IT, cloud, and cybersecurity provider with explicit focus on financial services, accounting, and advisory firms. Closely aligned vertical mix and compliance-aware service model.
- Cetrom: Managed IT and cybersecurity provider specifically serving CPA firms and financial advisory firms. Closely mirrors Itegria's vertical-specialist MSP model with cloud hosting, security, and compliance support.
- Coretelligent: Managed IT and cybersecurity provider serving financial services, life sciences, and professional services. Comparable in offering breadth (help desk, security, compliance) to Itegria for RIA clients.
Emerging players
- Sagenext: Cloud hosting and managed IT specialist for tax, accounting, and financial firms. Smaller and more hosting-focused, but addresses the same RIA/financial advisory IT outsourcing buyer.
- Defenshield: Cybersecurity and IT risk advisory serving RIAs and small financial firms. Narrower scope than Itegria (security-led, not full MSP) but directly competitive for RIA cybersecurity compliance budgets.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat3 records
Key risks5 records
Key highlights4 records
Customer concentration
Itegria social profiles
Digital presenceItegria financial estimates
Financial estimateRevenue estimate
Valuation estimate
Itegria leadership team
Management profileNumber of profiles
Itegria funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Itegria M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Itegria
What does Itegria do?
Itegria was a managed service provider that delivered IT and cybersecurity services specifically tailored for Registered Investment Advisers (RIAs). Its offerings combined managed IT support, continuous network monitoring, cybersecurity risk management, and compliance-aligned solutions built around SEC and FINRA regulatory requirements. The firm served approximately 70 RIA clients before its business was acquired by itSynergy from Comply on December 18, 2025, with those clients transitioning to itSynergy.
Is Itegria a public or private company?
Itegria is a private company. It is classified as corporate owned and is currently acquired.
When was Itegria founded?
Itegria was founded in 2007. It employs 11 to 50 people.
Where is Itegria based?
Itegria is headquartered in Park Ridge, United States, in the North America region.
Who are Itegria's main competitors?
Broad incumbents on record are Atlantic.Net and Centre Technologies. Direct peers are Charles IT, itSynergy, RIA in a Box, NetGain, Cetrom and Coretelligent. Emerging players are Sagenext and Defenshield.
Does Itegria have an API?
No public API is recorded for Itegria.