Agio was born out of a hedge fund. We’re intimately familiar with the ecosystems of our clients from prime broker relationships, to SEC regulatory requirements, trading hours, your OMS and PMS, and the highly specific needs of quant shops. All of these intricacies make servicing the hedge fund industry a specialized skill set honed over time. We architect our service portfolio based on this industry experience and combine it with the delivery of highly personalized service–so your team can focus on meaningful project work to drive alpha, without interruption.

Recommended Solutions

You’re focused on your portfolio companies, lenders, and board members; we’re focused on your deal data, wire transfer processes, data rooms, investor portal security, and the SEC’s regulatory guidance and requirements. Leveraging our next-generation tools and institutional knowledge, we provide on-the-go secure and reliable services to keep proprietary data and your end-users safe – anywhere they are in absolutely every meeting.

Recommended Solutions

The level of service the financial services industry demands exceeds most MSPs’ capabilities. IT and cybersecurity partners struggle to keep up with the expectations around time to resolution, the soft skills required to develop relationships with VIPs, and the value providers need to bring to the table when clients are evaluating partnerships at a high level. We’ve invested in the people, process, and technology to drive service quality that makes our financial services clients look like heroes for partnering with Agio. We stay focused on your infrastructure and cybersecurity posture so you can stay focused on money management.

Who We Serve


Investment Banking

Broker Dealers

Wealth Management

Asset Managers

We had a seamless transition moving the staff to work from home, and I am so glad we made the change to Agio’s latest version of their SkySuite solution. I 100% recommend this offering to any like-minded firm, and I am a big supporter of Agio’s model.

Ken Cooper, Chief Financial Officer
Success Story