Is Your Financial Firm Protected Against Modern Cyber Threats?

Download the Cybersecurity Checklist Every Financial Firm Should Be Using in 2026 to protect client data, meet compliance expectations, and reduce cyber risk.

Who This Guide Is For?

Financial Advisors / RIAs

Financial advisors handle highly sensitive client information including investment accounts, financial plans, and personal identity data. This makes advisory firms a frequent target for phishing attacks and credential theft. This guide outlines the essential cybersecurity controls needed to protect client assets and maintain regulatory trust.

CPA & Accounting Firms

Accounting firms store tax records, financial statements, payroll information, and social security numbers. Because this data is extremely valuable to cybercriminals, accounting firms are increasingly targeted by ransomware and data theft attacks. This guide helps CPA firms understand the protections needed to safeguard client financial data.

Wealth Management Firms

Wealth management firms manage high-value financial accounts and confidential client portfolios. Cybersecurity breaches in this environment can lead to financial fraud, reputational damage, and regulatory scrutiny. This guide provides a clear framework for implementing the cybersecurity controls expected of modern wealth management organizations.

Tax & Bookkeeping Offices

Tax and bookkeeping firms maintain detailed financial records, banking data, and identity information for individuals and businesses. During tax season in particular, these firms become prime targets for phishing and identity theft scams. This guide outlines the key protections needed to reduce cyber risk and protect client data.

Firms Handling Sensitive Financial Data

Any organization that stores or processes financial or personal identity information must maintain strong cybersecurity protections. Even small firms can be targeted by automated cyberattacks. This guide provides a simple framework to evaluate whether your firm has the essential safeguards in place.

Not sure where your firm stands today?

To help you determine where you stand, the free guide includes a quick self-assessment to reveal any cybersecurity gaps and highlight where additional protection or guidance may be needed.

Lean Gen Form 12 Controls

Cyber threats targeting financial firms continue to increase every year.

Understanding the protections your firm should have in place is the first step toward reducing risk.