Financial Industry Solution

Defending High Net Worth
Assets and Trust.

Stop advisor impersonation and thread hijacking. We protect your AUM and your SEC compliance by neutralizing threats before they impact your clients.

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Specialized Security for the Wealth Sector

Wealth advisors manage more than just portfolios, they manage trust. Attackers target the communication channel between you and your high net worth clients to spoof transfer requests or harvest sensitive financial profiles. Preservers provides the predictive shield needed to maintain FINRA and SEC cybersecurity standards.

Advisor Impersonation

Attackers spoof your email or platform identity to send fraudulent investment instructions directly to your clients.

Sensitive Data Harvesting

Targeted archiving of client statements and onboarding documents to commit identity and capital fraud.

Compliance Burden

Meeting SEC and FINRA cybersecurity requirements is a constant challenge for firms with limited internal security teams.

AUM SECURITY CHECK

"URGENT: Request for liquidation and wire to new brokerage. Reason: Property acquisition."

ALERT: ADVISOR IMPERSONATION PATTERN DETECTED

We protect the integrity of the advisor to client communication channel.

Continuous Protection for Financial Integrity

Secure your AUM and your client relationships with autonomous defense that never sleeps.

01

Portfolio Footprint

We scan the entire external footprint of your firm and the Fintech tools you use to identify and close hidden security gaps.

02

Communication Safety

Our predictive logic monitors client correspondence to detect context shifts that indicate a thread hijack or impersonation attempt.

03

Regulatory Resilience

Maintain constant audit readiness by automating your internal controls and vendor audits to meet SEC cybersecurity standards effortlessly.

Your Clients Expect
Unbreakable Trust.

Do not let a security disconnect cost you your AUM or your reputation. Partner with Preservers today for specialized advisor protection.