Capabilities Brief | Solanasis
Cybersecurity and operational resilience for wealth management
Cybersecurity and Operational Resilience for Wealth Management
Solanasis is a cybersecurity and operational resilience firm built specifically for wealth management professionals. We work with RIAs, estate planning attorneys, and private foundations to close the gap between what regulators expect and what most firms actually have in place.
The Problem Nobody Talks About
Most wealth management firms have three parties involved in their compliance and technology: a compliance consultant who writes policies and prepares for examinations, an IT provider who manages day-to-day operations, and the firm itself trying to hold it all together.
Here's the thing: neither the compliance consultant nor the IT provider typically handles the technical verification that ties the two together. The compliance consultant writes "the firm shall maintain and test backup and recovery procedures." The IT provider configures automated backups.
But nobody verifies the backups actually restore. Nobody tests the incident response plan. Nobody documents the evidence trail that examiners will ask for.
That gap is where quiet failures accumulate. Policies say one thing; systems do another. Backups run on autopilot for months without anyone confirming they work.
Vendor access persists long after relationships end; the risk debt builds in silence until a regulator, an insurer, or an attacker brings it into the light.
Where Solanasis Fits
We are the verification and proof layer between your compliance consultant and your IT provider.
The Starting Point: Compliance Readiness Assessment
Our 10-day Compliance Readiness Assessment gives your firm a clear, evidence-based picture of where you stand. Every finding maps to your specific regulatory requirements. The assessment includes a real disaster recovery restore test (not just a checkbox), a prioritized risk register, and a 90-day roadmap your team can act on immediately.
Beyond Assessment: Services That Make Your Firm Run Better
Once the fundamentals are solid, we help firms move faster. Every service below builds on the foundation of knowing where you stand.
Compliance Readiness Assessment
10-day baseline with a real disaster recovery test, regulatory gap analysis, and a 90-day roadmap.
Security Remediation Sprint
Close the top findings in 2-4 weeks. Vendor contract updates, incident response buildout, access control hardening. Fixed scope, fixed fee.
Fractional Cybersecurity Partner
Ongoing oversight on a monthly cadence. Quarterly backup testing, documentation maintenance, vendor monitoring, and leadership reporting.
Data Migrations
Controlled moves between platforms with validation at every step. We test before, during, and after.
CRM Setup and Optimization
A CRM that matches how your firm actually works, with proper permissions and integrations that don't silently break.
Responsible AI Implementation
AI tools with guardrails. Document analysis, client communication, and operational workflows with appropriate data handling and governance.
Who We Are
Dmitri Sunshine, Founder
23+ years building, securing, and stress-testing business systems. Built and scaled an ERP SaaS company from the ground up.
Patrick McHeyser, Operations Lead
Seven years at NOLS teaching leadership to Fortune 500 CEOs, Special Operations Forces operators, and Wharton MBAs. Five years as a software engineer.
How to Get Started
Book a 30-minute intro call. We learn about your firm. We'll tell you straight whether we're the right fit.
Compliance Readiness Assessment. 10 business days. Fixed scope, fixed fee.
Choose your path. Execute independently, bring us in for a sprint, or engage us as an ongoing partner. No lock-in.
No email required. Just download it.
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