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Rapidly growing $6B AUM firm partners with Visory to build a scalable, AI-driven cybersecurity program tailored to their business.
Chesterfield, Mo. (May 20, 2025) – Visory (visory.net), a leader in cybersecurity and compliance solutions for financial institutions, is proud to announce the success of its partnership with Modern Wealth Management (modwm.com), a fast-growing firm managing over $6 billion in assets. Through the implementation of Visory’s AI-powered SecureCompliance™ platform, Modern Wealth has significantly enhanced its cybersecurity and compliance capabilities, ensuring stronger protections for sensitive client data and continued confidence as the firm scales.
Faced with the challenge of building a robust cybersecurity program without in-house IT or security expertise, Modern Wealth turned to Visory for a solution that could match the pace of their growth. With more than 180 employees, 6,700 clients and core operations reliant on platforms like Microsoft 365, the need for comprehensive, cost-effective cybersecurity became urgent.
“SecureCompliance was very convenient, very timely, and it has been working out pretty well. It provided a lot of transparency on how we’re doing, where we have gaps, and where we need to focus our attention,” said Mike Capelle, Co-Founder and Co-CEO, Modern Wealth.
Visory’s Solution: Scalable Cybersecurity Without the Overhead
Using Visory’s SecureCompliance™, Modern Wealth gained access to the benefits of a virtual Chief Information Security Officer (vCISO) at a fraction of the cost. The platform combined AI-driven assessment tools with hands-on support from Visory’s cybersecurity experts to deliver:
- A tailored cybersecurity framework aligned to Modern Wealth’s operations and risk profile
- Real-time visibility into vulnerabilities and proactive remediation plans
- Validation and enablement of firmwide multi-factor authentication (MFA) to support secure access controls
- Customized risk assessments, security policies, compliance readiness, and ongoing optimization
“It was not a boilerplate experience. The input and feedback were specific to what we do as a business; it was very tailored to our needs,” said J.P. Rankin, Chief Compliance Officer, Modern Wealth.
Transparent Collaboration Drives Results
What set the partnership apart was Visory’s collaborative approach. By structuring the process around transparency and education, Modern Wealth’s leadership gained hands-on insight into their risk landscape, empowering better decision-making and long-term planning.
As a result, Modern Wealth now operates with a dynamic, scalable cybersecurity program that grows with them, providing peace of mind as they continue to redefine wealth management through technology, human connection, and forward-thinking strategy.
To learn more about this success story and explore how Visory helps financial institutions modernize their cybersecurity, visit https://www.visory.net/case-studies/modern-wealth-securecompliance-vciso/. To learn more about Visory’s innovative IT solutions, visit visory.net.
About Visory
Visory, an Inc. 5000 company and recipient of the 2024 CRN MSP 500 and CRN Security 100 awards, is a hands-on technology, cybersecurity, and hosting solutions partner to more than 4,500 organizations, including independent financial advisors, accounting firms, construction firms, and other businesses. The company combines deep knowledge of the best business-oriented technology with proven industry expertise to deliver thoughtful solutions and support to help its clients grow. Visory maintains its headquarters outside of St. Louis, Missouri, with an additional three office locations in Arizona, Kansas, and New Hampshire. Visory has employees across the nation in over twenty states.