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Trusted IT Solutions for San Jose and Silicon Valley’s Financial Sector

Delivering responsive, secure technology services to meet the evolving demands of innovative investment firms.

Leaders in Cloud & Cyber Security for the Financial Sector

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Cloud 
Services

We provide secure, scalable cloud environments that enable financial organizations to operate with greater resilience, flexibility, and accessibility.

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Managed
IT

Our managed services are tailored to your business model. We provide end-to-end support, proactive monitoring, and strategic guidance so your internal teams can focus on results.

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Cybersecurity & Governance

From policy development to real-time threat detection, we help your organization stay protected and prepared with solutions that reflect today’s evolving regulatory expectations.

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AI & Data
Services

Tap into smarter decision-making with solutions that help you analyze risk, improve workflows, and extract valuable insights from structured and unstructured data.

Scalable Technology Support in the Innovation Capital

In the heart of the world’s most tech-forward region, financial organizations demand more from their IT. At RFA, we help firms in San Jose and across Silicon Valley meet compliance requirements, maintain secure infrastructure, and accelerate performance.

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Our Expertise in
Financial Market

We bring hands-on industry experience to a wide range of financial entities operating in the region. Whether supporting emerging funds or established institutions, RFA ensures IT strategies match both scale and ambition.

Allocator &
Family Offices

Implement systems that bring clarity to multi-manager oversight, investor reporting, and risk transparency.

Hedge 
Fund

Our IT solutions support secure execution environments, enable real-time visibility, and ensure uptime across critical operations.

Asset & Wealth Management

Deliver a higher standard of service to clients through modernized tools, secure communication systems, and seamless data integration.

Private
Equity

We provide the IT infrastructure and insight needed to manage transactions, streamline due diligence, and support growth across your portfolio.

Portfolio Companies

Create cohesion across your investments with scalable solutions that enhance operational consistency and secure digital workflows.

CSSF-Regulated Companies

Our team helps financial organizations meet stringent compliance benchmarks while ensuring performance is never compromised.

What We Do at RFA

RFA provides secure, compliant IT infrastructure designed specifically for financial services. Our global team supports clients with responsive service and deep expertise in managing regulated environments, hybrid operations, and modern data stacks. Whether serving new launches or multinational institutions, we focus on delivering technology that works for your strategy, not the other way around. Our reputation is built on results. We are consistently recognized for our high service standards, trusted by some of the most discerning financial organizations worldwide.

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Our Expertise in
Financial Market

Tailored solutions to address the unique challenges of various financial sectors.

Allocator &
Family Offices

Innovative technologies to streamline allocation processes.

Hedge
Fund

Navigate market complexities with confidence through our expert solutions.

Asset & Wealth
Management

Secure and efficient IT services for enhanced wealth management.

Private
Equity

Maximize investment returns with strategic IT support.

Portfolio
Companies

Optimize efficiency and growth by integrating appropriate IT solutions.

CSSF- Regulated
Companies

Tailored solutions to ensure compliance and operational resilience.

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Our Global Impact

650+

Clients Globally

30+

Years of Service

$1+

Trillion AUM

14

Global Locations

Exceptional Service and Expertise!

“Working with RFA has been a game-changer for our firm. Their deep understanding of the alternative investment sector, coupled with their cutting-edge technology solutions, has significantly improved our operations. From day one, their team demonstrated exceptional professionalism and a commitment to our success. Their cloud platforms are robust and reliable, giving us the scalability we need, while their cybersecurity measures have provided us with peace of mind in an increasingly complex threat landscape. The responsiveness of their support team is unparalleled, always ready to address our needs with speed and precision. We couldn’t be more pleased with the partnership, and we highly recommend RFA to any firm looking for a technology partner who truly understands the industry.”
 

– [Client’s Name], Managing Director at [Client’s Company]

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Empowering Financial Leaders with Cutting-Edge Technology and Innovative Solutions to Drive Strategic Success. Our advanced tools and insights help optimize performance and streamline operations, ensuring leaders stay ahead in a competitive landscape.

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Contact Information

Sales: sales@rfa.com
US: +1 212 867 4600
UK: +44 207 093 5000

Support

Email: support@rfa.com
US: +1 212 867 4600
UK: +44 207 093 5000

Latest News & Resources

Stay informed with our latest updates, insights, and resources.

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Get Expert
Advice

Let’s discuss how RFA can help your San Jose or Silicon Valley-based firm stay secure, agile, and prepared for what’s next in finance and technology.

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