16 Years
Serving local business
Security First
Built for compliance
Same-Day
On-site response
5-Star
Google-rated by clients
IT that takes your clients’ data as seriously as you do
Financial firms don’t get the same margin for error as other businesses. You hold money and the personal financial details of every client you serve, which makes you a target and puts you under rules a generic IT company has never read. One breach, or one wire sent to the wrong account, can undo years of trust.
BoldTech provides IT support for financial services firms across Vancouver, WA and the Portland metro: advisors, lenders, and offices that handle money and sensitive client data. We lock down access, defend against the scams aimed at your industry, and put the security controls in place that your clients, your insurer, and your regulators expect — documented, so you can prove it.
We’ve done this work for years, including the security questionnaires and cyber-insurance renewals that land on your desk. You get IT that protects the trust your business runs on.
“BoldTech is amazing. They are professional, prompt, and always willing to assist. We have been using them for all our technical, computer, and cybersecurity needs for over 5 years and they have never let us down.”
Stacey L. — Lisa Tom CPA
Areas we serve
Vancouver, WA • Salmon Creek • Camas • Battle Ground • Ridgefield • Washougal • Portland Metro • Gresham • Lake Oswego • Tigard • Happy Valley
Why financial firms call us
The risks that come with handling money and client data.
You’re a target
Firms that hold money and financial data are among the most-attacked businesses. We put the defenses in place that keep client accounts, and your reputation, off the breach list.
The rules are real
GLBA, the FTC Safeguards Rule, SEC and FINRA expectations, state privacy laws. We put the required controls in place and document them, so an exam or a client questionnaire isn’t a fire drill.
Wire fraud is aimed at you
The scams that cost the most, fake wire requests and impersonated executives, target financial offices first. We build the email and verification defenses that stop a convincing fake from emptying an account.
What we handle for financial firms
Security, compliance, and uptime for a business built on trust.
Data security and access controls
Encryption, multi-factor login, and least-privilege access, so client financial data is only reachable by the people who should see it.
Compliance support
GLBA, the FTC Safeguards Rule, SEC and FINRA expectations, and cyber-insurance requirements, with the controls put in place and documented for exams and client questionnaires.
Email and wire-fraud defense
Email security, phishing filtering, and verification steps that stop business email compromise, the scam that drains financial accounts most often.
Backup and recovery
Tested backups and a written recovery plan, with the records retention financial firms are expected to keep.
Cybersecurity
Endpoint protection, monitoring, and layered defense that keeps a problem on one device from reaching client data.
Secure access anywhere
Protected access to your systems from the office, home, or a client meeting, without opening a hole for an attacker to walk through.
What our clients say
Businesses across the region that trust us with their systems and their data.
★★★★★
“BoldTech is amazing. They are professional, prompt, and always willing to assist. We are a small business and have been using them for all our technical, computer, and cybersecurity needs for over 5 years and they have never let us down.”
Stacey L.
Lisa Tom CPA
★★★★★
“Jeff and his team are the best. They are super responsive whether it’s an emergency or just a general inquiry. Customer service, integrity, and honesty have never wavered with BoldTech since we first signed up nearly a decade ago.”
Aly S.
Battle Ground Chiropractic
★★★★★
“I’ve been working with BoldTech for more than 4 years. As a customer, I can’t ask for a better service. They are always on top of all my requests and have their customers’ best interests in mind. I’d recommend their service to anyone.”
Sandy C.
Bluevolt
Common questions from financial firms
What owners and partners ask before they hand off their IT. If your question isn’t here, call and ask it directly.
Do you understand the compliance rules we have to follow?
Yes. Depending on your firm that can mean GLBA, the FTC Safeguards Rule, SEC or FINRA expectations, and state privacy laws. We put the required controls in place, document them, and keep them current, so compliance is something you can show, not scramble for.
Can you help us answer a client security questionnaire or pass an audit?
Yes, and it’s one of the most common reasons financial firms call us. We map your controls to what’s being asked, fix the gaps, and document everything, so the questionnaire or exam is a form to complete instead of a panic.
How do you protect us from wire fraud and email scams?
Financial offices are the top target for business email compromise, where a fake email requests a wire or a change of account details. We layer email security, phishing protection, and simple verification steps so a convincing fake doesn’t move real money.
Is our client data safe if our team works remotely?
Yes, with the right setup. We use encryption, multi-factor login, and controlled access so your team can work from anywhere without exposing client financial data. Remote access should be secure by design, not a workaround bolted on later.
Do you work with our financial and advisory software?
In almost all cases, yes. We support and protect the line-of-business and custodial software your firm runs on, keep it backed up and updated where the vendor allows, and coordinate with your software vendors so it stays reliable.
What does this cost?
It’s priced to the size of your firm and what you need protected — a two-person advisory and a 40-person office are different plans. For managed IT clients, security and compliance support are built into the agreement. We’ll give you a number after a short assessment.
Protect the trust your clients place in you
No sales pitch. A short conversation and an honest read on where your firm is exposed and what it takes to fix it.
9013 NE Hwy 99, Suite W • Vancouver, WA 98665 • (360) 718-3450 • Serving the Portland metro since 2009
Explore our Services!
Managed IT Support
Full management and monitoring of your IT so problems get handled before they reach your clients
Learn MoreCyberSecurity
Layered protection that keeps your network, email, and client data safe from current threats
Learn MoreBackup & Disaster Recovery
Tested backups and a written recovery plan, so the next bad day is a short one
Learn MoreMicrosoft 365 Support
Migration, security, license cleanup, and real backup for Microsoft 365
Learn More