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IT for PE, VC & Wealth Management

IT for firms that move money and can't move slowly.

Managed IT and cybersecurity for private equity, venture capital and wealth management firms, built around SEC and FINRA expectations, fast deals and the partners who close them.

Institutional-grade security, concierge-level service.

Security that matches the assets you protect.

Investment firms are a favorite target for attackers because a single altered wire instruction can be worth millions. We build layered defenses around your email, identities and devices, aligned with what SEC and FINRA examiners expect to see.

Your partners get direct access to senior technicians who know them by name, including help with home networks, family devices and travel, so the people with the most access are also the best protected.

For PE firms we also standardize IT across portfolio companies, so every new acquisition comes onto the same secure, documented platform instead of becoming its own project.

What we handle

Technology investment firm teams depend on.

Books & records retention

Email, Teams and text archiving that supports SEC recordkeeping and Marketing Rule obligations.

Wire fraud defense

Email security and account monitoring that catch spoofed capital calls and altered wiring instructions.

Deal speed

Fast, secure access to data rooms, CRMs and deal tools, so technology never holds up a close.

Partner protection

Enterprise-grade security extended to partners' homes, family devices and travel.

One standard across every office and portfolio company.

We bring vCIO planning, day-to-day support and documented, repeatable systems to your firm and the companies you own, with clear ownership and escalation paths when something needs attention fast.

PlanningDesignIntegrationSupportConsultingTechnical services

Services that fit

From the blog

Worth a read

We want to meet you

Start with a free network assessment.

We walk your office, review your network and security, and hand you a clear report with what to fix first. No obligation.

Call(208) 906-1230Emailsupport@datataptech.com
Office2775 W Navigator Dr STE 115
Meridian, ID 83642