For Wealth Managers · Family Offices · RIA Firms

Client-side exposure intelligence under your fiduciary umbrella.

Your ultra-high-net-worth clients carry personal exposure that materially exceeds anything a corporate cyber posture assessment covers. Wire fraud, deepfake extortion, family exposure, property intelligence. LeakTrace runs the intelligence engine. You keep the relationship, the fiduciary posture, and the differentiation.

SEC Reg S-P 2024 amendments and IIROC / CIRO cybersecurity guidance made advisor cyber posture a fiduciary matter, not just IT. Client-side exposure intelligence reduces your regulatory exposure and creates client differentiation your peers cannot match.

Research methodology anchored in:

White-label under your firm's brand Kickback or wholesale-with-markup Continuous client + family exposure monitoring Fiduciary cover for the advisor Regulatory-aligned Reg S-P / IIROC / CIRO

Why UHNW clients need exposure intelligence at the advisor level.

The exposure profile of an ultra-high-net-worth individual and their immediate family carries several attack vectors that a standard corporate cyber assessment does not surface. The advisor relationship is where these attack vectors first manifest as material client harm.

Wire fraud impersonating the client

Voice-cloned advisor calls

Attackers use AI voice cloning of the client to impersonate them to their financial advisor, requesting large transfers with fabricated urgency. The advisor becomes the fraud victim's counterparty.

Wire fraud impersonating the advisor

The BEC direction is reversible

Attackers impersonate the advisor to the client, redirecting outbound transfers to attacker-controlled accounts. Client sends funds believing they are following normal advisor instructions.

Deepfake + extortion targeting family

Synthetic content against principal + spouse + children

Voice + video deepfake attempts extract family funds through impersonation of a family member in distress. The advisor is often the first call for verification.

Property + physical exposure

Home, staff, travel patterns publicly indexed

Property registry, publicly-indexed household staff, family travel patterns on social media all combine into a physical safety exposure profile. The advisor may not be the first line of defense but is often the first to be told.

Data broker aggregation

Client dossier auto-assembled from public data

Radaris, BeenVerified, WhitePages Premium, and similar services aggregate the client's home address, phone, family, and financial advisor into a targetable dossier. Continuous removal is a material client service.

Regulator cyber-posture attestation

Reg S-P + IIROC / CIRO expectations

Your written information security program must include reasonable client-side considerations. Demonstrating client-side intelligence services strengthens your posture at the next examination.

How the wealth-manager partnership works.

LeakTrace runs the intelligence engine. You own the client relationship, choose the engagement model, and set client-facing pricing (or take a documented referral fee on retail LeakTrace charges). Clients see the delivery through your brand or through LeakTrace directly, whichever you prefer.

Lightweight partnership agreement

Either referral kickback (LeakTrace prices at retail, documented fee per active client) or white-label wholesale (advisor sets retail, brand on deliverable). Signed in a single call. No complex integration.

Client onboarding through your channel

Advisor forwards client + consent to LeakTrace. First exposure brief inside one business day. Delivery through advisor-branded channel or direct LeakTrace channel, whichever you prefer.

Continuous monitoring across client + family

Daily sweeps across breach databases, data broker directories, deepfake / voice-clone surfaces, court filings, and financial-record aggregators. Family members and household staff included on request. Alerts routed to advisor and client through the channels you specify.

Documented cyber posture at the advisor level

Advisor holds documented evidence of client-side cyber posture across every enrolled relationship. Materially strengthens the advisor's own regulatory posture at Reg S-P + IIROC / CIRO examinations without adding operational lift.

Two engagement models.

Referral relationship

You refer, LeakTrace prices + delivers, you take a documented kickback.

Simplest. LeakTrace sets retail. Advisor introduces to client. Documented referral fee per active client. Zero operational lift for the advisor beyond introduction. Suitable for advisors testing the model before committing operationally.

Best for advisors wanting fiduciary strengthening + revenue without operational commitment.

White-label partnership

Your firm's brand on the deliverable. You set retail. LeakTrace at wholesale.

Advisor prices to their clients however they choose (bundle with concierge tier, add to existing advisor fees, position as differentiated service). Reporting is advisor-branded. LeakTrace is the invisible intelligence layer.

Best for advisors wanting a differentiated service under their own brand.

Start the conversation

One form. We reach out within one business day.

Wealth managers, family offices, private banks, RIA firms, and MFOs welcome. No pitch deck required. NDA available on request before first call.