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About Us

Solutions and support for financial firms 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.

Websites & SEO Visibility

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

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.

Learn More

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

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, Saling Wealth Advisors

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