Financial Services Firms
RIAs, family offices, lending firms and financial advisory organizations operate under increasing regulatory scrutiny and client expectations. Aeolus provides the fractional CIO leadership that aligns your technology with compliance requirements, client trust and operational efficiency.
Schedule a CIO Strategy CallSEC, FINRA, SOC 2 and state-level requirements are evolving. Without dedicated technology leadership, compliance gaps accumulate until they become enforcement actions.
Financial services firms are high-value targets for cyberattacks. Access controls, endpoint management and incident response require strategic ownership — not just IT support.
Core systems built a decade ago are limiting your ability to scale, automate and serve clients the way they expect to be served.
Every engagement is scoped around outcomes — not software. We focus on five core areas:
Modern, secure, AI-ready technology foundation. Google Workspace-first.
Backup, compliance and security baselines that meet investor and partner expectations.
Data foundation, workflows and governance to deploy AI in production.
ERP, CRM, HRIS, HCM and the integrations that connect systems to revenue and people.
IAM, device management, EDR/MDR, vendor management and ongoing CIO leadership.
Aeolus takes a Google-first approach to technology leadership — but we work with what you have. We're outcomes-focused, not product-focused. Our marketplace gives you access to vetted solutions across every category, with the strategic guidance to choose and implement the right ones. Engagements start at $2,500/day with a three month minimum.