Case Study: a wealth management firm achieves above-average cybersecurity with Xantrion Managed Security

Wealth Management Firm earns above-average security ratings with Xantrion

A wealth management firm based in the San Francisco Bay Area faced the challenge of meeting complex regulatory requirements across its distinct business lines. To proactively identify security risks and align with SEC recommendations, the firm engaged its existing vendor, Xantrion, and its Managed Security service to arrange for a third-party penetration test.

Xantrion acted as a true partner throughout the process, assisting with vendor selection, providing technical information, and reviewing the assessment report. The results showed the firm had an unusually strong security posture for its size, receiving average or above-average ratings across all measures, which the firm's COO attributed to Xantrion's proactive and team-oriented approach to managing their security.