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About Us

Whether you’re about to go independent or a seasoned financial firm, we can help.

We provide affordable growth-minded technology management, cybersecurity, branding, and marketing solutions to Independent Financial Advisors, RIAs, Wealth Management Firms, CPA’s and Tax Advisors.

With over a decade of experience serving financial professionals, we offer streamlined, cost-effective solutions that strengthen operations, elevate your brand, and support scalable growth—so you can stay focused on your clients.

Services

Complete IT Support

Reliable IT support tailored to financial professionals that ensures your firm’s operations run fast and securely.

Fractional CTO / CISO

Leadership without the full-time commitment and salary to provide you with expert technology and cybersecurity.

Websites & Visibility

High-performing websites designed, developed, and maintained with SEO programs that enhance visibility and engagement.

Branding & Marketing

Stand out in the financial industry with a brand that attracts new clients and reinforces your firm’s credibility.

Learn More About Our AI Solutions!
Providing time-saving tools, data, and content.

Aurmis honestly feels like part of our team. They really streamlined our tech and marketing so we can focus on clients.

M. Tranquilli, Managing Partner at Sereno Advisors

Since we engaged Aurmis, we have experienced growth across all business channels that has been nothing short of jaw dropping.

W. Brown, CEO/Managing Partner at Formidable

Their branding and marketing gave us a professional edge that truly connects with our ideal clients and sets us apart from other firms.

E. Saling, Managing Partner at Saling Wealth Advisors

Insights