# Katalism Cybersecurity

> Compliance-first managed IT and cybersecurity for regulated industries.

Katalism Cybersecurity delivers compliance-first managed IT and cybersecurity services for regulated industries across the United States. Founded in 2017 by Jameson Smallwood and Sarah Tan, and headquartered in Dallas, TX, we specialize in industries where data protection and regulatory compliance are mandatory — not optional.

Unlike general-purpose MSPs, we build every IT decision around regulatory obligations including HIPAA, FTC Safeguards, SOC 2, CMMC, FINRA, SEC, FERPA, ITAR, PCI-DSS, and NIST AI RMF.

## Services

- [Compliance & Risk Management](https://katalism.com/services/compliance): HIPAA, FTC Safeguards, SOC 2, CMMC, and PCI-DSS compliance management with risk assessments, gap analysis, and remediation.
- [HIPAA Compliance](https://katalism.com/services/hipaa): End-to-end HIPAA compliance for healthcare organizations including risk assessments, policy development, and breach prevention.
- [FTC Safeguards](https://katalism.com/services/ftc-safeguards): FTC Safeguards Rule compliance for financial institutions including risk assessments and information security programs.
- [CMMC Compliance](https://katalism.com/services/cmmc): CMMC 2.0 compliance for defense contractors including gap assessments, NIST 800-171 controls, and audit preparation.
- [SOC 2 Compliance](https://katalism.com/services/soc-2): SOC 2 Type I and Type II compliance including trust service criteria mapping, control implementation, and audit preparation.
- [AI Compliance](https://katalism.com/services/ai-compliance): AI governance and compliance for organizations adopting artificial intelligence.
- [Managed Security](https://katalism.com/services/managed-security): 24/7 security operations, threat detection, and incident response.
- [Endpoint Protection](https://katalism.com/services/endpoint-protection): Advanced endpoint security for workstations, servers, and mobile devices.
- [Email Security](https://katalism.com/services/email-security): Email threat protection, phishing prevention, and email encryption.
- [Managed IT Support](https://katalism.com/services/managed-it): Full-service managed IT with proactive monitoring and maintenance.
- [Microsoft 365](https://katalism.com/services/microsoft-365): Microsoft 365 administration, migration, and security configuration.
- [Helpdesk & Support](https://katalism.com/services/helpdesk): Responsive IT helpdesk support for end users.
- [Fractional CIO (vCIO)](https://katalism.com/services/vcio): Strategic IT leadership, technology roadmaps, and budget planning without the full-time executive cost.
- [Fractional CISO (vCISO)](https://katalism.com/services/vciso): Security program leadership, risk management, and compliance oversight for regulated industries.

## Industries Served

- [Healthcare](https://katalism.com/healthcare): HIPAA-compliant managed IT for medical practices, dental offices, and clinics.
- [Financial Services](https://katalism.com/financial-services): FTC Safeguards and SOC 2 compliance for financial institutions.
- [RIA IT Services](https://katalism.com/ria-it-services): Managed IT for Registered Investment Advisers with custodian integrations (Schwab, Fidelity, Pershing), SEC Regulation S-P compliance, books & records retention, and 24/7 cybersecurity.
- [Financial Advisors Cybersecurity](https://katalism.com/financial-advisors-cybersecurity): Cybersecurity programs for financial advisors covering SEC rule compliance, custodian security, BEC prevention, audit readiness, and threat analysis for SMB and mid-market firms.
- [Private Capital & M&A Cybersecurity](https://katalism.com/private-capital-ma): Cybersecurity due diligence for M&A and private capital transactions — secure data rooms, vulnerability assessments, penetration testing, vendor risk, regulatory compliance, and post-close integration.
- [M&A Due Diligence Checklist](https://katalism.com/ma-cybersecurity-due-diligence-checklist): A 42-point cybersecurity due diligence checklist for deal teams covering governance, access controls, encryption, monitoring, vendor risk, business continuity, and incident history.
- [Construction](https://katalism.com/construction): Cybersecurity and compliance for construction firms and government contractors.
- [Education](https://katalism.com/education): FERPA-compliant IT for schools, districts, and educational institutions.
- [Consultants](https://katalism.com/consultants): Secure IT infrastructure for consulting firms handling sensitive client data.
- [Sports & Fitness](https://katalism.com/sports-fitness): Data protection and PCI compliance for sports and fitness organizations.

## Case Studies

- [Ransomware Recovery & FTC Audit Remediation for an RIA](https://katalism.com/case-studies/ria-ransomware-ftc-remediation): Remediated persistent ransomware compromises, migrated a 32-person Dallas RIA to Microsoft Entra and Office 365, hardened email and endpoints, and helped the firm pass its FTC audit.
- [Managed IT & Cybersecurity for a Stock Trading Firm](https://katalism.com/case-studies/trading-firm-managed-it): Hardened trading workstations, optimized low-latency networks, provided 24/7 NOC/SOC coverage, and built tested DR playbooks for a 25-person stock trading firm.
- [Managed IT & Cybersecurity for an Equipment Finance Lender](https://katalism.com/case-studies/equipment-finance-lender-it): Modernized IT for a 13-person equipment finance lender with centralized identity, hardened workstations, secure loan-document management, tested backups, and vendor hardening.

## Key Pages

- [Home](https://katalism.com)
- [About](https://katalism.com/about)
- [Case Studies](https://katalism.com/case-studies)
- [FAQ](https://katalism.com/faq)
- [Blog](https://katalism.com/blog)
- [Reviews](https://katalism.com/reviews)
- [Free Compliance Assessment](https://katalism.com/assessment)
- [RIA Cybersecurity Assessment](https://katalism.com/ria-cybersecurity-assessment): Free 30-minute cybersecurity assessment for RIAs and financial advisors — evaluates SEC Regulation S-P readiness, custodian integration security, and audit preparedness.
- [IT Buyer's Guide](https://katalism.com/it-buyers-guide)
- [2026 Cybersecurity Checklist for Financial Advisors](https://katalism.com/cybersecurity-checklist-financial-advisors): A 46-point checklist covering SEC Regulation S-P, FINRA compliance, identity management, data protection, incident response, AI risk, and vendor management for financial advisory firms.
- [How to Pass an SEC Cybersecurity Audit](https://katalism.com/how-to-pass-sec-cybersecurity-audit): A 12-step guide to passing an SEC cybersecurity audit for RIAs and financial firms covering WISP requirements, Reg S-P compliance, MFA, vendor risk, evidence packs, and incident response.
- [What IT Should Cost a 15-Person Financial Firm](https://katalism.com/what-it-should-cost-financial-firm): Detailed IT cost breakdown for a 15-person financial advisory firm: $153K-$256K annually covering managed IT, cybersecurity, software, hardware, backup, training, and compliance.

## Contact

- Phone: (469) 535-6400
- Email: sales@katalism.com
- Address: 14114 Dallas Parkway, STE 230, Dallas, TX 75254
- Website: https://katalism.com

## Optional

- [Full details for LLMs](https://katalism.com/llms-full.txt)