Free
$0
Anyone who wants to start the assessment privately, at their own pace, with no commitment.
- Access to the full 56-control guided wizard
- A partial view of your results to see where the gaps are
Take Charge of Your Cybersecurity
A fraction of a compliance suite. A fraction of a managed contract. You can start the assessment for free.
Real cyber posture for a small firm, right-sized and right-priced. No minimums, no long commitments to start.
Veteran OwnedBuilt by a 30-year practitionerTrusted by RIAs, broker-dealers, and insurance firms
Cybersecurity often feels like it should cost more than you can afford. Managed contracts run into hundreds per month. Compliance suites built for big firms can run thousands. What you actually need, if you're a small financial firm, is to know where you stand and have the basics covered.
That's what we're built for. Our self-service assessment runs at the price of a streaming subscription, and you can start the assessment for free, no card required.
Plans and pricing
Workspace (Self-Service)
$14.99/mo
Owners who want the complete picture and a grade they can act on and show.
- Full access to all 56 controls across every Pillar
- Your complete A to F letter grade and percentage score
- A full report with your prioritized next steps
- An H2Cyber Level seal to embed in client-facing materials, insurer applications, or a regulator packet
- Ability to update your assessment as your posture improves
Concierge (Full Service)
$24.99/mo
Includes $100 one-time onboarding.
Owners who want a hand to hold. A cyber practitioner walks you through every control, scores it as you go, and you finish with your grade and plan. No need to figure it out yourself.
- Everything in Workspace (Self-Service), plus:
- Two one-hour calls with a cyber practitioner (we finish the assessment in the first pass)
- Technical controls reviewed with a practitioner
- A completed report with your grade, plan, and applicable seal
- No upcharge if you need a little extra time
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.
Get my gradeOr call us: 469-715-5255
Managed Services
Need device monitoring, email security, or Microsoft tenant management on top of the assessment? Managed services are a separate, optional layer.
Compare plans
What's included: at a glance
Free
$0- Guided assessment wizard
- Partial
- Complete A to F grade + report
- Not included
- Prioritized next steps
- Not included
- H2Cyber Level seal
- Not included
- Practitioner-guided control review
- Not included
- Completed report with grade and plan
- Not included
- Two one-hour practitioner calls
- Not included
Workspace (Self-Service)
$14.99/mo- Guided assessment wizard
- Full
- Complete A to F grade + report
- Yes
- Prioritized next steps
- Yes
- H2Cyber Level seal
- Yes
- Practitioner-guided control review
- Not included
- Completed report with grade and plan
- Not included
- Two one-hour practitioner calls
- Not included
Concierge (Full Service)
$24.99/moIncludes $100 one-time onboarding.
- Guided assessment wizard
- Full
- Complete A to F grade + report
- Yes
- Prioritized next steps
- Yes
- H2Cyber Level seal
- Yes
- Practitioner-guided control review
- Yes
- Completed report with grade and plan
- Yes
- Two one-hour practitioner calls
- Yes
| Feature | Free | Workspace (Self-Service) | Concierge (Full Service) |
|---|---|---|---|
| Guided assessment wizard | Partial | Full | Full |
| Complete A to F grade + report | Not included | Yes | Yes |
| Prioritized next steps | Not included | Yes | Yes |
| H2Cyber Level seal | Not included | Yes | Yes |
| Practitioner-guided control review | Not included | Not included | Yes |
| Completed report with grade and plan | Not included | Not included | Yes |
| Two one-hour practitioner calls | Not included | Not included | Yes |
| Price | $0 | $14.99/mo | $24.99/moIncludes $100 one-time onboarding. |
FAQ
Frequently asked questions
You can start the 56-control guided wizard with no card and no account required. You'll see where your gaps are. Upgrading to Workspace (Self-Service) gives you the full grade, the complete report, and your Level seal.
Workspace (Self-Service) is $14.99 per month. Concierge (Full Service) is $24.99 per month. Includes $100 one-time onboarding. Both plans are month to month, and you can cancel either one at any time.
Your posture changes over time, and regulators and insurers want to see an up-to-date assessment. Most clients keep their subscription active so they can update their assessment when controls change and keep their Level seal current.
No. Managed services (device monitoring, email security, Microsoft tenant management, and vCISO programs) are separate and optional. See the Managed Services page for details.
With Workspace (Self-Service), you work through the assessment yourself at your own pace. With Concierge (Full Service), a cyber practitioner is on the call with you, walking through every control, explaining what it means, and scoring it as you go. The difference is the hands-on guidance and documentation review. 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.
No. Workspace (Self-Service) and Concierge (Full Service) are both month-to-month, and you can cancel at any time. Managed services are contracted separately and have their own terms.
Cybersecurity can feel like a problem too big to solve without a big budget. It isn't. Covering your basics is faster and cheaper than most small firm owners expect: often a week or two of work, once you know what to do and in what order.
We've helped RIAs, broker-dealers, and insurance firms do exactly this. The assessment gives you the clarity to make the right moves, in the right order, without wasting money on things you don't need yet.
You're not starting from zero. You're starting from where you are. That's the whole point.
Start with a free assessment. See where your firm stands before a regulator or an insurer ever asks.
Take the free assessment, or book a 20-minute call and we'll walk you through it.
Or call us: 469-715-5255