Slide

Built for Advisors. Powered by Focus.

About Us

Solutions and Support for Financial Advisors and CPAs at Every Stage.

Whether you’re about to go independent or a seasoned financial firm, Aurmis is here for you. 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.

One Trusted Partner. Endless Capabilities.

From full suite packages to individual services — we’ve packed a mountain of services typically managed by multiple vendors into one streamlined platform. Flexible, cost-effective, and trusted by firms nationwide.

Services

IT Support Management

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.

Financial Websites

Modern, compliant websites built to establish trust, elevate your brand, and convert more prospects into clients.

SEO Visibility

Targeted search optimization to help your firm increase traffic and attract new investors searching for guidance.

Brand Identity Suite

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

Marketing Services

Insight-driven advisor marketing that boosts awareness, nurtures relationships, and supports sustainable growth.

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

Learn More

They didn’t just bring tools — they brought strategy when we launched our firm. They understand the RIA space and build solutions that make sense for how we actually work.”

T. Knickerbocker, Stonebrook Private

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

M. Tranquilli, Sereno Advisors

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

W. Brown, Formidable Asset Management

Case Studies

Interested in Aurmis? Request an Introduction Today.

Ready to take your firm to the next level? Schedule your complimentary discovery call so we can understand your firm’s challenges and goals.

Insights