True North Networks

Wealth management firms running on aging or under-supported IT infrastructure face a specific problem: regulatory scrutiny does not pause for technology failures. True North Networks, operating under the Visory brand, positions itself as a managed IT and cybersecurity provider built specifically for RIAs and wealth managers, with a stated 20-year track record in the sector. That depth of focus means the firm understands SEC cybersecurity expectations, compliance documentation requirements, and the kinds of applications wealth managers actually run, rather than applying generic SMB IT support to a regulated industry.

For a family office or RIA evaluating this vendor, the core offering breaks down into five areas:

• Managed IT services and day-to-day helpdesk support branded as “Obsessive Support”
• Application hosting on an enterprise-grade cloud platform accessible from any device
• Cybersecurity monitoring, threat mitigation, and protocol implementation
• Regulatory compliance support aligned to SEC guidance
• Technology integration support for RIA mergers and acquisitions

The firm serves multiple verticals including accounting and construction, which means wealth management is one of several industries it supports rather than an exclusive focus. Pricing is not publicly disclosed, and no details on contract structure or minimum firm size are available on the site. Family offices evaluating Visory will need a direct conversation to determine whether their specific technology stack and regulatory requirements fit the firm’s service model. For smaller RIAs or family offices that lack internal IT staff and want a provider with demonstrated familiarity with SEC cybersecurity expectations, Visory presents a credible option. Larger family offices with complex multi-entity infrastructure or dedicated internal IT teams may find the offering less differentiated.