Most Financial Firms Are One Incident Away From Regulatory Exposure.

ImpetraInsights™ is a structured cyber risk assessment built specifically for accounting and financial firms.

150+ Firms Assessed
12 States Covered
CIS v8 Framework Aligned
100% Insurance Renewal Rate

Overview Video — Coming Soon

Why Financial Firms Are Targeted

IRS-Related Phishing Campaigns

Tax season creates predictable attack windows. Firms handling sensitive filings are high-value targets for credential harvesting and data exfiltration.

Wire Fraud & Payment Diversion

Business email compromise attacks redirect payments through impersonation of partners, clients, or internal approvers.

Client Portal Credential Theft

Weak authentication on document portals exposes client PII, financial records, and tax filings to unauthorized access.

AI-Powered Social Engineering

Generative AI enables attackers to craft highly convincing impersonation emails, voice calls, and document forgeries at scale.

Increasing Cyber Insurance Requirements

Carriers now require documented security controls. Firms without evidence of risk management face higher premiums or denial of coverage.

Regulatory Exposure Risk

FTC Safeguards Rule, IRS Publication 4557, and state privacy laws create overlapping compliance obligations with real enforcement consequences.

What ImpetraInsights™ Delivers

Risk Scoring Aligned to CIS v8

Quantified risk posture mapped to the CIS Critical Security Controls framework, providing a defensible baseline.

Insurance Gap Identification

Analysis of current controls against common cyber insurance underwriting requirements to surface coverage risks.

Regulatory Exposure Review

Assessment of compliance posture across FTC Safeguards, IRS mandates, and applicable state-level requirements.

Executive-Ready Risk Summary

A clear, non-technical report designed for firm leadership and board-level review — not an IT document.

Prioritized Remediation Roadmap

Actionable steps ranked by risk impact, giving your firm a clear path to measurable risk reduction.

This is not an IT audit. This is a business risk evaluation — built for firm leadership, not the help desk.

How It Works

1

Data Collection

Structured questionnaire and controlled technical review of your firm's current security environment.

2

Risk Analysis

Quantitative scoring against CIS v8 controls, insurance requirements, and regulatory frameworks.

3

Executive Risk Brief

Delivery of a concise, executive-ready report with prioritized findings and a remediation roadmap.

Ready to See Where Your Firm Stands?

Request a confidential risk snapshot. Pick a time that works for you.

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