Incorporate technology with your workflow tofree up resources and grow your business.

IT services for the finance industry

Financial firms are held to strict data protection and record-keeping standards. CorporateTech implements the controls regulators and auditors expect, secures email and client data, and provides documented business continuity so your firm stays operational and compliant.

What we handle for you

  • Compliance programs (SOC 2, PCI DSS, NIST, FINRA/SEC expectations)
  • Identity protection and MFA for client data
  • Secure document exchange and e-signature
  • Email security, archiving and retention
  • Backup, continuity and ransomware recovery
  • Vendor and third-party risk management
  • Security awareness training
  • AI-use governance for advisors and analysts
  • 24/7 managed detection and response

Frequently asked questions

Do you provide IT support for finance businesses in Orange County?

Yes. CorporateTech is headquartered in Newport Beach, California and supports finance clients across Orange County, Los Angeles and nationwide with onsite and remote engineers.

What does a managed services agreement include?

Proactive monitoring, help desk support, patching, backup, email and network security, compliance management and regular technology planning for a fixed monthly fee.

How do we get started?

Schedule a complimentary consultation. We review your current environment, identify risks and gaps, and propose a plan and budget.

Trusted by

Businesses across Orange County, Los Angeles, San Diego and beyond

  • American College of Healthcare & Technology logo
  • U.S. Bank logo
  • California State Board of Equalization logo
  • Carbon38 logo
  • DealerClick logo
  • Dr. Shida Saam logo
  • Fashion Nova logo
  • Fidelity Capital logo
  • Go Rentals logo
  • LAX logo
  • Liquipel logo
  • LJP logo
  • Nutall logo
  • California Closets logo
  • Sharp logo
  • Vanguard Electronics logo
  • Walkow logo
  • AmScope logo
  • Alger Triton logo
  • Armaghan logo
  • Asher Fabrics logo
  • Benji logo
  • Cardinal Dental logo
  • CD3K logo
  • Claraphi logo
  • DNA Micro logo
  • Dreamcatchers logo
  • Dun logo
  • First Option logo
  • Fullerton logo
  • Karaki logo
  • Liberty logo
  • Magnetika logo
  • Mark logo
  • Morson logo
  • Northwestern logo
  • Paco logo
  • Rubicon Gear logo
  • SCTE logo
  • SG logo
  • Sila Dental logo
  • Spectrum logo
  • Stadco logo
  • Time Warner logo
  • TOW logo
  • VIZIO logo

Let’s talk

Ready to hand IT to a team that owns it?

One call tells you where you stand: what’s exposed, what’s costing you, and what to fix first. No pitch deck, no obligation.

  • Since 1999Serving Southern California and clients nationwide
  • 24/7Live help desk and monitoring
  • ★ 4.822 Google reviews
  • RPOCyber AB Registered Provider Organization