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Managed IT · Network operations · Cloud · Security · AI

Managed IT and cybersecurity
for financial firms.

We run the technology. You run the fund. One accountable partner to reduce disruption, strengthen security and maintain the reporting your leadership and diligence teams need.

SOC 2 Type II audited2019Founded$200B+Client AUM served
  • Hedge funds
  • Private equity
  • RIAs & family offices
  • Broker-dealers
  • Credit funds
  • Growth equity & financial firms
Portal demo · illustrative sample data, not a live client environment

Choose any report to generate on demand or schedule for automatic delivery to your CCO, COO, and auditors - every one is timestamped and retained as evidence.

ReportCategoryCadenceLatestGet
SEC 17a-4 email & data retention attestationComplianceMonthlyAug 31, 2026
Cybersecurity program review (Reg S-P / S-ID)ComplianceQuarterlyJul 15, 2026
Annual written IT & security policy packageComplianceAnnualJan 20, 2026
Access review & privileged-account auditComplianceQuarterlyJul 08, 2026
Investor / ODD technology questionnaire packComplianceOn demandAug 26, 2026
Business continuity & DR test resultsResilienceSemi-annualJun 30, 2026
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Why Option One Technologies

Built by people who ran technology inside a hedge fund

Founded in 2019 by alumni from former Boston based hedge fund Highfields Capital Management, Option One Technologies is a next-generation managed IT and cloud platform democratizing best-in-class technology. We understand trading-day pressure, investor due diligence, and regulator expectations because we have lived them from the inside.

  • A documented monthly scope covering the services your firm selects
  • A named delivery team: account manager, technical lead, executive escalation
  • Documented SLAs with contractual response times and service credits
  • Regulatory alignment for SEC, FINRA, MiFID II and cyber-insurance requirements

One accountable partner

Fully outsourced, or co-managed alongside your internal IT lead - you choose, and we scope to it.

Exam and diligence ready

Evidence for SEC and FINRA exams, investor DDQs and auditor requests, ready in the client portal when you need it.

Named team, documented SLAs

An account manager, technical lead and executive escalation contact, with contractual response times and service credits.

Service portfolio

One accountable partner. Six service lines.

Choose the operational ownership your firm needs. Each service has defined coverage and documented commitments under one master agreement.

Managed IT

White-glove IT operations

Helpdesk, endpoints, M365 or Google Workspace, communications, backup, onboarding, procurement, and vCIO advisory in one per-user subscription.

Essentials · Business hoursAdvanced · 24x7x365
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Managed Network

24x7 NOC monitoring & management

Around-the-clock monitoring, remediation, and optimization of firewalls, switches, wireless, and SD-WAN at every site.

WatchManageOptimize
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Managed Cybersecurity

Apollo 24x7 SOC

Apollo is our 24x7 security operations center. Tiered endpoint, identity, email, cloud and network protection. Advanced and Comprehensive add 24x7 analyst-led MDR, SIEM, governance and network inspection.

CoreAdvancedComprehensive
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Cloud & Professional Services

Hosting, continuity & projects

Option One Technologies Virtual Private Cloud with East-to-West replication and a 99.99% uptime SLA, managed Azure, AWS and AI platforms, plus fixed-scope onboarding and security projects.

Private cloudPublic cloudProjects

Fixed-scope or SOW-based · onboarding often waived on annual agreements

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Managed AI Platforms

Enterprise AI with documented controls

Managed enterprise AI platforms, primarily Amazon Bedrock, with approved model access, documented data handling and governance for financial firms.

Bounded pilotsPlatform operationsAI governance

Requires scoping · platform management and model consumption are separate charges

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Virtual Desktops & Apps

Hosted desktops and application streaming

Managed virtual desktops and individual applications hosted in our private cloud, with centrally stored data and access controls configured for your firm's users and devices.

DaaS / VDIApplication streaming

Requires scoping · per-user pricing depends on workloads, resources and licensing

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Next step

Talk through your firm's next technology decision.

Tell us what's prompting this. We'll reply within one business day with a time to discuss your priorities, responsibilities and scope.

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