510-272-4701
GET STARTED

Success Stories

Wealth Management Firm Builds a More Secure, Proactive IT Foundation 

A Denver-based wealth management and family office firm needed an IT partner that could deliver faster support, reduce operational risk, and provide the strategic guidance required to strengthen security over time. The firm partnered with Xantrion to replace a reactive support model with proactive managed IT services, continuous monitoring, and practical IT strategy. The Challenge: Moving Beyond Reactive IT Support…

Helping a San Francisco Accounting Firm Modernize Its Desktop Environment

A San Francisco-based accounting firm engaged Xantrion to help modernize its IT infrastructure by migrating from an aging on-premises Remote Desktop environment to Microsoft Azure Virtual Desktop (AVD). The firm wanted to improve scalability, strengthen security, support future growth, and provide a more flexible platform for employees while ensuring uninterrupted access to critical accounting and tax applications. Challenge The firm’s…

Helping a Distributed Nonprofit Clarify Its IT Needs Before Selecting MSP Coverage

A large nonprofit with a distributed workforce, seasonal locations, remote employees, and a mix of national and local technology systems engaged Xantrion for IT benchmarking and advisory support. The goal was not to implement services, but to help the organization better understand its IT environment, clarify its real support needs, and identify opportunities to refine its MSP requirements before selecting…

National Nonprofit Strengthens Cybersecurity and Reduces Downtime Across Distributed Sites With Co-Managed IT

For a mission-driven nonprofit supporting multiple park sites, IT has to be both reliable and invisible. Staff need secure access to systems and data without downtime, delays, or constant troubleshooting. With a lean internal IT team and nonprofit budget constraints, this organization needed a partner who could strengthen cybersecurity, modernize infrastructure, and keep day-to-day support running smoothly across locations. That’s…

Bay Area Municipality Stabilizes IT, Strengthens Security, and Supports Public Safety Operations

The Challenge: Public Safety Uptime + Many Departments + Inconsistent IT Coverage Municipal IT environments are uniquely complex. This city supports operations across multiple distinct departments, including public safety functions that require 24/7/365 availability. Police, fire, and dispatch operations can’t wait for business hours, and interruptions can have real-world consequences. Before partnering with Xantrion, the municipality relied on a hybrid…

Litigation Law Firm Outsources IT Management for Faster Support and Less Internal Overhead

A litigation-focused law firm needed dependable, day-to-day IT management and support, but didn’t want internal staff spending time on troubleshooting, vendor wrangling, and ongoing technology administration. Challenge As a civil and criminal litigation law firm, the team depends on always-on access to case files, email, cloud apps, and secure user access. However, they lacked the time for internal staff to…

Bay Area Construction Firm Improves Security and Stability with Proactive Managed IT

A long-established commercial general contractor in the San Francisco Bay Area supports complex projects with a disciplined operational approach. As security expectations increased and IT environments became more difficult to manage reactively, the firm wanted a more dependable model that strengthened protection, improved visibility, and reduced the day-to-day disruption that comes with surprise issues. The Challenge: Lowering Exposure While Increasing Day-to-Day…

Financial Services Firm Accelerates Post-Acquisition IT Integration and Security Hardening

A San Francisco–based financial services firm (~200 employees) needed to integrate an acquired ~60-person family office while maintaining operational continuity. With a highly compressed timeline and the integration running in parallel with onboarding to Xantrion, the firm wanted a structured cutover that minimized disruption, improved stability, and strengthened security. The Challenge: Integrating an Acquired Business Without Downtime The firm needed…

Financial Services Firm Modernizes IT with a Microsoft Cloud Migration

A financial services firm in Concord helps small and mid-sized businesses secure long term, low fixed rate financing for commercial real estate. With a growing employee base and increasing requirements for secure collaboration and remote access, the firm wanted to modernize its IT environment to improve reliability and reduce the operational burden of maintaining on-premises infrastructure. 

Proactive Monitoring Stops a Password Spray Attack in Its Tracks

Synopsis: When a senior leader at a healthcare organization was targeted by a password spray attack, Xantrion’s security team detected and stopped the attempt before it could compromise any accounts. The event highlights the value of continuous monitoring, layered defenses, and rapid human response. The Challenge Recently, Xantrion’s security operations center detected suspicious login attempts targeting the executive at a…

Nonprofit Secures the Future with a Seamless Azure Migration

A leading nonprofit organization dedicated to developing, building, and managing affordable housing across California sought to modernize its IT infrastructure to better support over 1,000 employees and expand its impact. With a mission to provide housing alongside critical on-site support services, this organization plays a vital role in improving the lives of low-income individuals and families. The organization’s Technical Architect…

How Xantrion Healthcare Clients Become HIPAA Audit-Ready

Healthcare organizations across the US face mounting pressure to demonstrate HIPAA compliance. As a harbinger of things to come, HHS has proposed significant updates to the HIPAA Security Rule. This composite case study illustrates the stakes and how healthcare organizations of all sizes are addressing the pressure with the aid of Xantrion’s methodology.

Fuel Distributor Saves Significant Time and Money with Xantrion 

A distributor of petroleum-based and renewable fuels, lubricants, and propane across California, Arizona, and northern Nevada, sought to upgrade its IT systems to enhance operational efficiency across multiple sites. Xantrion was selected to lead the project, resulting in reduced IT downtime, improved remote desktop services (RDS) performance, significant cost savings, and a more reliable IT infrastructure. 

Prominent Food Manufacturer Enhances IT Operations with Xantrion 

As a well-known manufacturer scaled its operations, its IT environment became increasingly difficult to manage. The company faced challenges that included the need for proactive IT monitoring to detect and resolve potential system issues before they could escalate.

Enhancing Cybersecurity Compliance for a Bay Area RIA 

Our client, a Registered Investment Advisor (RIA) firm in the Bay Area of California, has long prioritized delivering top-tier financial advisory services. However, with increasing pressure to maintain industry-specific cybersecurity compliance and data protection standards, they recognized the need to bolster their security infrastructure. 

Managed IT Services Company Adopts Hybrid Work Model

As part of adopting a hybrid work model, Xantrion needed to identify a secure, reliable, and user-friendly online collaboration tool to enable our team to efficiently engage with one another, service clients across multiple time zones, and ensure business continuity.

Legal Firm Upgrades Cybersecurity

Over the past few years, several top law firms have made headlines after malware or phishing attacks led to significant data breaches. Such breaches are costly – not only because of remediation expenses but the resulting, and too often lasting, damage to client trust.

International Development Foundation Avoids Malware Attack

According to the Federal Bureau of Investigation, phishing scams are on the rise – and such cyberattacks are only getting more sophisticated. The foundation engaged Xantrion earlier last year to provide information technology services, including managed security services.

Life Science Tools Company Scales IT Infrastructure

The existing network at this Bay Area maker of tools for the life sciences industry was an inconsistent collection of standalone services that made it hard to onboard new employees and ensure reliable, secure access to key systems and data.

Finance Firm Invests in Secure Remote Work with a Zero Trust Model

Bridgewater Associates is a strategic partner for some of the world’s most sophisticated global institutional investors—including central banks, sovereign wealth funds, pension funds, and foundations. As a leader in alternative asset management, the firm relies on a tireless drive to understand macroeconomic trends in global economies and markets, using that research to develop trading and portfolio construction strategies for its…

Private Foundation Adopts Cloud Infrastructure

One of the SF Bay Area’s leading philanthropies distributes more than $40 million in grants each year to organizations that support education, the arts, civic institutions, and the Jewish community. To better support this intense level of activity, Xantrion worked in partnership with the foundation to move from paper-based processes and on-site servers to digital workflows on cloud-based services.  

Scaling Success: How a Biotech Company Transformed IT Services

Doubling in size in less than a year left this San Francisco Peninsula based biotechnology firm struggling to provide consistent, reliable IT services to all of its employees. Maintaining an in-house IT team wasn’t practical for a company with a laboratory and office in California, a manufacturing facility in Kansas, and a remote sales team scattered throughout the country.

Proactive Approach: Wealth Management Firm’s Success in Cybersecurity

With three locations and four distinct lines of business that each have specific regulatory requirements, this 60-employee, San Francisco Bay Area based wealth management firm has technology needs more complex than many larger organizations. That’s why they have trusted Xantrion’s Managed Security service to safeguard their infrastructure for several years.

SF Wealth Management Firm

In Silicon Valley, people who seek out wealth management services have expectations of technology that are as high as their net worth. This San Francisco Peninsula wealth management firm needed to keep up with those expectations while protecting the privacy of sensitive financial and personal information of their clients.

Investment Management Firm Improves Cybersecurity Posture

With 180 clients and $800 million under management, this San Francisco Bay Area investment management firm was acutely aware that hackers would consider it an appealing target. The COO, who is also the Chief Compliance Officer, became concerned about business and security risks—and about how long it was taking the firm’s IT outsourcing provider to respond to those concerns.

Wealth Management Firm Strengthens Cyber Security and Compliance

A wealth management services firm based in the San Francisco Bay Area is comprised of four businesses, including a registered investment advisor, a provider of models, a research publishing enterprise, and an advisor to a family of mutual funds. The Challenge: Rising Cyber Threats and a Complex Regulatory Landscape The firm faced a growing number of cyber crime threats, as…

Built to Comply: How a New RIA Firm Launched SEC-Ready from Day One

As this group of experienced advisors planned to launch their new San Francisco based firm, they needed an IT services partner that could not only support all their business needs, but ensure their complete compliance with all relevant regulations from their first day of operations.

Financial Advisory Firm

This San Francisco Bay Area headquartered financial advisory firm, with 15 offices nationwide, was the first of Xantrion’s clients to be chosen for a 2016 Securities and Exchange Commission cybersecurity audit.

Community Expansion Financier

A SF Bay Area non-profit that helps low-income communities finance and build community development projects, this organization needed to replace its outdated infrastructure and find reliable technology support. Xantrion repaired existing systems, migrated to more stable platforms, and eliminated security vulnerabilities.

Supportive Housing Nonprofit

This San Francisco Bay Area based supportive housing nonprofit works to end homelessness in the SF Bay Area by providing support services, employment training, and quality affordable housing at 14 buildings it owns throughout San Francisco. Persistent connectivity problems with its legacy client-server version of Microsoft Exchange meant staff members’ email periodically stopped working, even internally.

Research & Consulting Firm

This San Francisco headquartered research and consulting firm helps SF Bay Area nonprofits and government agencies plan programs and allocate resources more effectively. As it expanded from San Francisco to Davis, San Diego, and Los Angeles, it struggled to make applications function uniformly across all locations.

Real Estate Management Firm

Growth at this San Francisco based real estate management firm required the firm to improve employee access to crucial line-of-business applications while protecting company data, the firm asked Xantrion to overhaul its network.

Investment Management Firm

This San Francisco Bay Area investment management firm’s previous IT vendor was no longer delivering the same level of service. Today, the IT infrastructure is hosted almost entirely by Xantrion. The firm also enjoys the peace of mind of knowing its backups are easy to recover and compliant with all relevant regulations.

Investment Advisory Firm

Every investment firm needs to protect its clients’ sensitive financial data. When your clients are household names and multi-millionaires, you have to go several steps farther. Because this San Francisco based firm handles every aspect of its clients’ financial lives, from investments to employee management, it’s committed to absolute discretion.

Trusted with Finances, Trusted with Data: A Cloud Transformation Story

This San Francisco Bay Area financial planning firm was increasingly concerned about the risks and inconveniences of maintaining decades of confidential client financial data onsite. Its unreliable remote access solution also prevented the staff from working efficiently on their frequent travels.

Environmental Nonprofit

This San Francisco headquartered environmental non-profit needed a network that was more reliable to use, easier to support, and less expensive to maintain.

Subscribe to our newsletter and get the latest IT tips.

SUBSCRIBE
Menu
dialpad