Coming to a city near you.

We had a blast at Javier’s in LA for Agio’s Lunch and Learn, hosted by David Costa and Bart McDonough! From discussing common technology challenges to giving innovative recommendations for developing firm’s IT strategies, this session was a hit.

What an amazing experience at the Future Proof Retreat! We enjoyed connecting with influential leaders in wealth management. The thought-leadership keynotes and exclusive networking sessions made it a standout event in the financial services industry.

We had a great Agio Advisory Board meeting and Spring Reception at the Knickerbocker Hotel in NYC! The event started with Agio executives presenting service updates across Cyber Governance, Managed IT & Advisory, and Accelerator. We also showcased AgioNow Portal features and functionality in a highly interactive platform demo.

We had a great time at the 2023 T3 conference, connecting with over 1000 attendees including RIAs, IBDs, and FinTech/WealthTech vendors, all focused on cybersecurity.

We celebrate Agio’s latest technology innovations with rooftop chats, dinner, and a special presentation from Agio’s CEO and Founder, Bart McDonough.

Join Agio’s Executive Director of Agio Cybersecurity, Kirk Samuels, and experts Mark Gurevich, Chief Compliance Officer of Maverick Capital, Ron Geffner, Partner of Sadis & Goldberg, and Joe Larizza, Managing Partner of Mirador, discuss the Securities and Exchange Commission’s latest cybersecurity proposals.

Watch Agio’s CEO and Founder Bart McDonough, along with industry experts from EPIC Brokers & Consultants, discuss steps to manage risk and protect against spiking insurance premiums.