IT · Cybersecurity · AI · Compliance One program, not four vendors Since 1997 in California
Industries

Compliance-first IT for RIAs and advisers.

SEC, FINRA, and SOC 2-aware infrastructure — because your compliance officer is functionally one of our clients too.

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trusted by
Healthcare networks SEC-registered RIAs Community colleges Bay Area nonprofits Growth-stage startups
★ Clutch Top Provider
★ Google 4.9
✓ HIPAA compliant
The challenges
What makes this sector different.
SEC and FINRA examination readiness, year-round
Client data that has to be provably protected, not just protected
Legacy systems from a compliance vendor nobody remembers choosing
Advisers who need secure access from anywhere
In practice
Compliance review workflows that used to take days now surface AI-flagged items for a human reviewer the same day — cutting manual review cycles from four days to under six hours for one $1.5B AUM client.
Compliance
Built for the rules your sector actually has.

SOC 2 Type I & II evidence and a CIS Controls baseline, mapped directly to what your next exam will actually ask for.

What clients say
Results that prove the work.
"When you're a $1.5B RIA, your compliance posture is everything. Varsity built a workflow that cut our audit prep time by 70%."
JK
J. Kim
COO, SEC-Registered Investment Adviser
Other industries
The full spectrum we serve.
Healthcare
HIPAA-compliant infrastructure, clinical system integration, and BAA management across your vendor base.
Financial
SEC and FINRA obligations, SOC 2, and human-approval workflows for advisers and wealth managers.
Startups
Infrastructure and compliance that scale with headcount — SOC 2 groundwork from day one.
Nonprofits
Donor data protection and grant-cycle realities. We have worked in this sector since 1999.
Small Business
Enterprise-grade security and support, priced against what the risk actually warrants.
Education
FERPA obligations, high device counts, and academic-calendar deployment windows.
Foundations
Grantee data handling and lean internal teams that need depth without adding headcount.
Professional Services
Client confidentiality and secure collaboration for law firms, consultancies, and agencies.
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Let's talk about Financial Services.
Not sure which parts you need?
We will assess your environment and tell you plainly what you need and what you do not.
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