Cloud & Infrastructure
Secure, compliant cloud infrastructure for financial services firms — built with SOC 2 controls, disaster recovery planning, and cost optimization from day one. Not generic cloud migrations repackaged for regulated industries.
The infrastructure gap
Why On-Prem Infrastructure Creates Operational Risk
Many RIAs and financial services firms still rely on aging on-premises infrastructure — servers in closets, manual backup routines, and hardware refresh cycles that fall behind the pace of regulatory change. This is not just a technology problem. It is an operational risk that compounds over time.
Regulators expect financial services firms to demonstrate business continuity capabilities, data protection controls, and auditable access management. On-prem environments make this harder, not easier. Manual patching, inconsistent configurations, and single-point-of-failure architectures create gaps that surface during audits, outages, and security incidents — exactly when you can least afford them.
Generic cloud migrations fail for RIAs because they ignore the regulatory context. Moving workloads to AWS or Azure without accounting for data residency requirements, encryption mandates, audit logging obligations, and SOC 2 control mappings creates new compliance gaps while solving old infrastructure problems. SSG designs cloud environments that satisfy both operational and regulatory requirements from the start.
What we deliver
Our Services
SOC 2 Compliant Cloud Architecture
Cloud environments designed from the ground up for regulatory compliance. Audit-ready configurations across AWS, Azure, and GCP with security controls mapped to SOC 2 trust service criteria, encryption at rest and in transit, identity and access management policies, and continuous monitoring aligned with financial services oversight requirements.
Disaster Recovery & Business Continuity
RTO and RPO planning tailored to the operational demands of financial services firms. Automated failover architectures, geo-redundant backup strategies, regular recovery testing, and regulatory disaster recovery documentation that satisfies SEC and FINRA business continuity expectations — not generic backup policies that collapse under examination.
Infrastructure as Code
Terraform and Pulumi-based infrastructure definitions that eliminate configuration drift and manual deployment errors. Repeatable, version-controlled infrastructure deployments with full environment parity between staging and production. Every change is tracked, reviewed, and auditable — exactly what regulators expect from firms handling sensitive client data.
Container Orchestration & FinOps
Kubernetes orchestration and microservices architecture for financial services workloads with security-hardened container images and network policies. Combined with FinOps cost optimization — resource right-sizing, reserved instance planning, and spend visibility dashboards — so you get the scalability of modern infrastructure without runaway cloud bills.
Why regulated cloud is different
Generic DevOps Is Not Enough
Financial services cloud infrastructure is not the same as deploying a SaaS application or spinning up a startup's first Kubernetes cluster. Data residency requirements, encryption mandates, and audit logging obligations add layers of complexity that generic DevOps teams routinely underestimate.
Regulators expect firms to know where client data resides, who accessed it, and how it is protected — at all times. That means every cloud environment needs proper encryption key management, centralized audit logging with tamper-evident storage, access controls with least-privilege enforcement, and network segmentation that isolates sensitive workloads from general compute.
SSG builds cloud infrastructure that satisfies these requirements by design, not as an afterthought. We have seen what happens when firms migrate first and try to bolt on compliance later — it costs more, takes longer, and creates the kind of gaps that surface during audits and security incidents. Getting it right from the start is not a luxury. It is a regulatory necessity.
Our commitment to security
SOC 2 Type II Certified
We do not just advise on security standards; we meet them. SSG is SOC 2 Type II certified — the same audit framework we help our clients achieve.
SOC 2 Type II certification requires independent third-party verification of security controls over a sustained period, covering access controls, encryption, change management, incident response, and monitoring. It is not a self-assessment or checklist — it is an audited attestation of operational security maturity.
When we architect cloud infrastructure for RIA clients, we apply the same controls and frameworks we defend in our own audits. That operational credibility matters when you need an infrastructure partner you can trust with sensitive client data and regulatory obligations.
Schedule a consultation
Ready to modernize your infrastructure?
Whether you need a SOC 2 compliant cloud migration, disaster recovery planning, or a full infrastructure modernization — we bring the same rigor we apply to our own SOC 2 Type II certified operations. No generic lift-and-shift. No cookie-cutter architectures. Just cloud infrastructure built for the regulatory and operational requirements of RIAs and financial services firms.