Modern Wealth Strengthens Cybersecurity Posture with Visory's SecureCompliance™ Platform

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May 28, 2025, 08:44 ET

Rapidly growing $6B AUM firm partners with Visory to build a scalable, AI-driven cybersecurity program.

CHESTERFIELD, Mo., May 28, 2025 /PRNewswire/ -- Visory (visory.net), a leader in cybersecurity and compliance for financial institutions, announces the successful deployment of its SecureCompliance™ platform at Modern Wealth Management, a firm managing over $6 billion in assets. The partnership has enabled Modern Wealth to rapidly enhance its cybersecurity and compliance operations, ensuring robust protections for sensitive client data as the company scales.

As cybersecurity threats grow more sophisticated, even high-performing firms can struggle to scale their defenses. That's why Modern Wealth, a rapidly growing firm with $6B in assets under management and 180+ employees, partnered with Visory to build a tailored, AI-powered cybersecurity program.

With more than 180 employees and 6,700 clients, Modern Wealth needed a comprehensive cybersecurity program but lacked in-house IT or security expertise. They turned to Visory for a solution tailored to their growth trajectory and reliance on tools like Microsoft 365.

"SecureCompliance was very convenient, very timely, and it has been working out pretty well. It provided a lot of transparency on how we're doing, where we have gaps, and where we need to focus our attention." — Mike Capelle, Co-Founder and Co-CEO, Modern Wealth

Visory's SecureCompliance™ offers the benefits of a virtual Chief Information Security Officer (vCISO) at a fraction of the cost. The AI-powered platform, paired with expert support, delivered:

A tailored cybersecurity framework aligned to Modern Wealth's risk profile
Real-time visibility into vulnerabilities and remediation plans
Firmwide multi-factor authentication (MFA) enablement
Customized risk assessments, security policies, and compliance readiness

"It was not a boilerplate experience. The input and feedback were specific to what we do as a business — it was very tailored to our needs." — J.P. Rankin, Chief Compliance Officer, Modern Wealth

The collaboration emphasized transparency and education, giving Modern Wealth's leadership actionable insight into their risk landscape and empowering long-term strategic planning.

Modern Wealth now operates with a scalable, proactive cybersecurity program designed to evolve alongside the firm, supporting their vision to redefine wealth management through technology, human connection, and forward-thinking strategy.

Learn more: visory.net/case-studies/modern-wealth-securecompliance-vciso

For interviews, contact [email protected] or call 602-875-5664.

SOURCE Visory