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Fractional CTO Services for Registered Investment Advisors

We help RIA leadership teams align technology, security, and compliance with growth. Executive-level guidance and oversight—without the full-time CTO cost.


wealthtechadvisory.com | 937.422.6662

Core Services

Fractional CTO Leadership

Cybersecurity & Risk Advisory

Cybersecurity & Risk Advisory

 Ongoing strategic oversight, planning, governance, and executive reporting. 

Cybersecurity & Risk Advisory

Cybersecurity & Risk Advisory

Cybersecurity & Risk Advisory

 Assessments, control validation, incident readiness, and prioritized remediation. 

IT Strategy & Roadmaps

IT Strategy & Roadmaps

IT Strategy & Roadmaps

 Roadmaps aligned to business goals, advisor productivity, and scalable operations. 

Vendor & MSP Oversight

IT Strategy & Roadmaps

IT Strategy & Roadmaps

 Independent evaluation and governance for performance, transparency, accountability. 

Typical Deliverables

  • Quarterly technology roadmap & priorities
  • Security baseline review and improvement plan
  • Vendor/MSP scorecards and governance cadence
  • Policy, procedure, and documentation support

Outcome Driven Approach

 We focus on measurable improvements: reduced risk, tighter governance, better vendor accountability, and a technology program leadership can trust. 

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