itSynergy recently announced the successful acquisition of the Itegria business line from Comply. This strategic move expands their specialized RIA technology and cybersecurity offerings. The Phoenix-based company now has more capacity to support financial firms. These organizations face complex regulatory requirements and growing digital threats today.
The transition involves approximately 70 clients moving to the itSynergy platform. To support this growth, the company is expanding its staff immediately. They want to ensure a very smooth onboarding process for everyone. This deal allows itSynergy to focus deeply on managed IT services. It also lets Comply focus on its core compliance software platform. Both firms will maintain a coordinated model to help their shared customers. Experts believe this move will redefine the standard for RIA technology support.
Strategic Impact on Financial Services
Advisory firms often struggle with the burden of maintaining secure infrastructure. This acquisition provides a dedicated path for firms to upgrade their systems. itSynergy brings decades of experience to the table for these financial professionals. They offer risk assessments, incident response, and daily technology management services. This ensures that RIA technology stays aligned with all modern regulatory expectations.
“This acquisition represents an important step in our mission to support the end-to-end operational and cybersecurity needs of RIA firms,” said Michael Cocanower, CEO of itSynergy. “RIAs operate in an increasingly complex environment. By assuming the burden of their IT and cybersecurity infrastructure, we allow firms to focus on clients while continuing to partner with Comply to support their broader compliance needs. We take this responsibility seriously and are committed to thoughtful onboarding, clear communication, and a seamless transition.”
Michael Stanton serves as the CEO of Comply. He noted that the transition builds on years of collaboration. Clients rely on Comply for regulatory expertise and modern software. However, they also need specialists to manage their hardware and security. itSynergy fills this gap with its comprehensive suite of services. The company remains a top choice for firms seeking reliable technology partners. This deal marks an important milestone for the financial services industry in 2025. It highlights the growing need for specialized IT providers. Firms can now innovate faster while keeping their client data safe.
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Source: PRNewswire
