Security Solutions for
Wealth Management
Safeguard sensitive data and protect personal assets.
Ultra-high-net-worth individuals and wealth management firms are prime targets for cyber criminals. That’s why you need proactive and robust cybersecurity solutions that give your business a competitive edge.
Wealth Management Security Risks
Too much is at stake to mishandle financial information. Here are the most common security threats for wealth managers.
Phishing & Social Engineering
Wealth advisors and their clients are targeted through deceptive emails, impersonation scams, and fraudulent transactions.
Data Breaches & Insider Threats
Unauthorized access to client data – from external hackers or internal personnel – can lead to significant financial loss and damage to your reputation.
Ransomware & Malware Attacks
Malicious software can lock critical financial data and demand hefty ransoms for its release.
Regulatory Compliance Challenges
SEC, FINRA, and other financial regulators require stringent cybersecurity standards, and failure to comply results in penalties and loss of credibility.
Man-in-the-Middle (MITM) Attacks
An attacker intercepts online communications or data exchanges to steal information or impersonate participants, making the interaction appear legitimate.
Deepfakes
Cybercriminals use AI to generate realistic but fake audio or video content, spreading misinformation, damaging reputations, or impersonating public figures for fraud.
Hackers are relentless. We’ll make sure you sleep better at night knowing your data is protected.
End-to-End Data Encryption
Military-grade encryption for data in transit and at rest.
Multi-Factor Authentication (MFA)
MFA reduces the risk of unauthorized logins.
Real-Time Threat Monitoring
A 24/7 security operations center (SOC) will continuously monitor for potential cyber threats.
Regulatory Compliance & Risk Assessments
Adhere to industry standards with customized audits, reporting, and ongoing compliance support.
Incident Response & Recovery
If a security breach occurs, our rapid response team will mitigate damage and restore operations swiftly.
Security Awareness Training
95% of breaches occur due to human error. Our training programs educate employees on recognizing and preventing phishing, social engineering, and other cyber threats.
Wealth Managers are prime targets.
Fidelity Bank
A data breach in August of 2024 compromised the personal information of more than
77,000 customers.
A $5m class action lawsuit has been filed and alleges that the bank did not follow standard cybersecurity practices, including encrypting client information and providing sufficient employee training.*
25%
of family offices reported suffering a cyberattack in 2023, up from 17% in 2020.*
Additional IT Operations to Help Your Business Thrive
Managed IT Services
Streamline your operations and boost your productivity. Let us manage your IT.
Cloud & Infrastructure
Cloud migration and modernization increases flexibility, reduces operating costs, and drives data-based decision-making.
Microsoft 365
Integrate easy-to-use security technology available in your Microsoft stack with a free license review.
Why Wealth Managers Choose Moonshot Solutions
Tailored for Wealth Managers
We understand the unique risks facing UHNWIs and their financial advisors and are prepared to act.
Proven Cybersecurity Expertise
Moonshot has decades of experience in financial-sector security.
Proactive, Not Reactive
We don’t just respond to threats; we prevent them before they happen.
Seamless Integration
Our solutions work within your existing IT infrastructure, minimizing any disruption.
