IT for independent advisors, accounting and CPA firms, and mortgage professionals — built by technologists from major financial institutions.
Before EverPineLab, our founding team built and secured the systems banks run on — and professionally attacked systems like them to prove where they break. We know what it means to work where every document is sensitive, every outage is measured in trust, and “we think it's backed up” is not an acceptable sentence. Now we bring that discipline to the financial firms banks don't serve: the independent advisor, the ten-person CPA firm, the mortgage team.
Access controls set up correctly the first time. Documentation of everything — because “the IT guy remembers” is not a system. Email security configured properly, since your inbox is where your clients' finances live. Backups that are tested, not assumed. And an instinct for treating client data the way your regulators, your insurers, and your clients expect it treated.
We are not auditors, and we don't issue compliance attestations or SOC reports. What we do: implement the technical controls that compliance frameworks and cyber-insurers expect, document them properly, and help you answer due-diligence questionnaires truthfully. If your obligations exceed what a firm our size should carry, we'll say so in the first meeting.
A free discovery call — we’ll walk through your environment and outline exactly where we’d start.
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