Take Charge of Your Cybersecurity
A plain-English cyber risk assessment, built by practitioners and right-sized for small financial firms, that lets you track your progress over time. Cover your basics, see exactly where you stand, and prove it.
Built for the small firm, with financial advisors front and center.
H2Cyber is designed for small businesses that manage something valuable and can't afford a full security team. We built it first for financial advisors, the RIAs, broker-dealers, and insurance firms who hold their clients' trust and their data, and it works just as well for other small firms: law offices, financial planners, startups, and more.
The pain points we built this around
You don't have to become a security expert. You need your basics covered, in the right order.
Limited budgets.
Cybersecurity shouldn't cost more than it saves you. We help your money go the furthest in reducing real risk, starting with the basics that matter most.
No idea where to start.
We do. We've prioritized exactly what to do and the order to do it in, so a reluctant owner can make real progress in a week or two, not a year.
Can't afford a cyber expert.
Hiring someone with decades of cyber experience is expensive. We put that experience in your hands, in plain English, for the price of a streaming subscription.
What you walk away with
Three things, in plain English:
A clear letter grade.
Your firm's cybersecurity, scored A to F. No guessing. You can't act on "we're probably fine," but you can act on "we're a C, and here's how we get to a B."
A prioritized plan.
The exact next steps for your firm, in the order that reduces the most risk first.
A seal you can show.
An H2Cyber Level seal you can put in front of a regulator, an insurer, or a client. A plain seal records the Level earned by a self-assessment without the Validated band. A Validated seal additionally records H2Cyber review and explicit approval for that report.
Cyber posture
Riverside Advisors
82/100
Your prioritized plan
Tap to check off
Your Level seal
Issued to Riverside Advisors
- 70%+
Level 1
Your basics are covered
- 80%+
Level 2
You are hereYour program is solid
- 90%+
Level 3
You are at the top of the standard
How it works
Take the assessment.
56 plain-English controls, grouped the way an owner actually thinks. Do it yourself with our guided wizard, or have a cyber expert walk you through it.
Get your grade and your plan.
A letter grade backed by a clear report, plus your prioritized next steps.
Cover your basics and prove it.
Work the plan, earn your Level seal, and be ready before a regulator or an insurer ever asks.
Your pillars
7 of 10 on track
- Backup and RecoveryB
- Continuous MonitoringC
- Device SecurityB
- Email SecurityA
- Incident HandlingC
- Network SecurityB
- OversightB
- Physical SecurityA
- Security AwarenessC
Cyber hygiene is a lot like math
You can't do geometry before you've got basic arithmetic down. Most small firms don't need an enterprise security program. They need the basics covered, in the right order.
The big frameworks (the kind built for large companies) start at geometry. We start where you actually are. Our 56 controls are the arithmetic of cybersecurity for a small firm: the fundamentals, prioritized, in plain English.
Arithmetic
Where you start. 56 controls, the basics.
Geometry
A broader program, for a bigger company.
Calculus
NIST CSF, ISO 27002: a later step.
Two ways to do it
Do it yourself.
Our guided, self-service assessment walks you through every control privately, at your own pace. No need to admit out loud that you don't have anything in place yet. Start free.
Have an expert do it with you.
Prefer a hand to hold? A cyber practitioner walks you through the assessment over two roughly one-hour calls, scoring as you go, and you finish with your grade and your plan. No upcharge if you need a little longer.
For affiliations and oversight
Oversee a network of firms? See where all of them stand.
If you're a broker general agency, a broker-dealer, an RIA network, or a regulator, H2Cyber gives you centralized visibility into the cybersecurity posture of every member firm: who's covered, who's at risk, and what to fix first. Turn an audit cycle that used to take years into one you can read in days.
Available for
- BGAs
- broker-dealers
- RIAs
- private equity
- franchises
- regulators
- cyber insurers
- state agencies
Member firms
12 firms
Grade mix
- 4grade A
- 5grade B
- 3grade C
Coverage
9 of 12 covered
+ 7 more firms
68/100|Assessed Q2 2026
A real person answers
When you call us, you get a person, not a robot, not fifteen prompts, not an offshore queue. That matters most when you're not sure what you're looking at and you want someone in your corner who can explain it. Helping you understand your risk is the whole point.
What our clients say
We really enjoy working with H2Cyber. They have been doing a great job for us, and their knowledge of the industry is strong.
John ChuffPresident, BA Securities Not only were they thorough, but they also took the time to teach us additional cybersecurity best practices.
Andy BrinkmanCEO, Stableford Capital
Right-sized, and right-priced
Real cyber posture for a small firm shouldn't cost what an enterprise tool costs. Our self-service assessment is a fraction of what a compliance suite or a managed contract runs, and you can start the assessment for free.
Workspace (Self-Service) is $14.99/month. Concierge (Full Service) is $24.99/month. Includes $100 one-time onboarding.
Built by a practitioner, for people like you
H2Cyber was built by a cybersecurity practitioner with three decades of real-world experience, after years inside the financial-services world watching small firms get left behind. The big firms have security teams. You have us.
Veteran owned. Founder-led. A real person is available when you need help understanding your risk.
Frequently asked questions
See where your firm stands.
Take the free assessment, or book a 20-minute call and we'll walk you through it.
Or call us: 469-715-5255