Who We Are
Trifecta Advantage was founded to help independent financial professionals secure and preserve the systems their clients trust every day. With a foundation built on more than a decade of cybersecurity and compliance experience, our firm delivers clarity and confidence to organizations operating in regulated environments.
Our Commitment
Trifecta Advantage combines proven security frameworks with tailored risk-management practices to ensure perpetual preservation of digital assets — protecting both your clients’ trust and your firm’s reputation.
Our Approach
Our mission is simple — bring enterprise-level protection to boutique firms without enterprise-level overhead. We focus on helping Registered Investment Advisors (RIAs), wealth managers, and CPA firms meet the requirements of the FTC Safeguards Rule and modern cyber-insurance standards through clear, actionable assessments.
