AI-driven Zero-Trust security for your Microsoft 365 environment.
WaypointX automatically activates and manages Microsoft 365’s built-in protections. For organizations that want deeper strategic oversight, our Fractional CTO leadership can extend those automations into a secure, scalable technology roadmap.
Your Trusted Technology Partner
AI Automation for Cybersecurity – built by Waypoint Tech Advisors
We build WaypointX, our intelligent cybersecurity automation engine that secures your Microsoft 365 environment — identity, data and devices — at enterprise level, without enterprise complexity.
Combine that with our Fractional CTO service for executive-caliber tech leadership on demand.
Why Choose Waypoint?
- Outcomes first: Reduce risk, document diligence, and keep work moving.
- Trust-forward: Microsoft-native, contained in your Microsoft 365 environment, and least-privilege by design. We don’t store your data.
- Audit-ready, compliance-aligned. Pre-configured for SOC 2, Zero Trust and other frameworks—so you can prove protection when it matters.
- Strategic leadership when you need it. Our Fractional CTO service brings the roadmap, governance and oversight to match your growth ambitions.
What you'll notice in your first 30 days
WaypointX is built to deliver visible improvements in the first month — here’s what most clients experience.
Clarity
A prioritized plan for identity, devices, and data (or for your broader tech roadmap) powered by WaypointX analysis.
Coverage
High-impact controls activated automatically, with minimal disruption to your team.
Confidence
Audit-ready documentation and reporting prove that security isn’t just deployed—it’s working.
How we deliver - securely
Your Microsoft 365 environment stays under your control. Waypoint X enforces protection inside your tenant — Waypoint never touches your data.
We connect using a secure Microsoft app registration
WaypointX operates inside your Microsoft 365 environment. You approve access, we automate protection — we never touch your data.
• Secure Microsoft app registration, minimum permissions only.
• No remote logins, no data extraction.
• Transparent, reversible control remains you
Privacy
We never store, process, or transmit your information outside Microsoft’s ecosystem.
All actions and authentication occur entirely within your Microsoft 365 environment.
Control
You approve every change through Azure consent and can revoke access anytime.
Security settings remain yours — always transparent, always reversible.
Outcomes we drive
Reduce breach likelihood and blast radius with identity-first Zero-Trust controls.
Prove diligence with audit-ready evidence and reporting.
Increase operational predictability through a light, recurring operating rhythm.
Align spend to value—project where needed, OPEX when preferred.
Industries we serve
We specialise in regulated industries where security, strategy and simplicity matter most.
About Waypoint Tech Advisors & WaypointX
Founded with a mission to bring enterprise-grade cybersecurity automation to businesses that need it most. Our AI-driven WaypointX platform and on-demand tech leadership deliver precision, trust and tested engineering.
Law Firms
Secure client data, streamline case work, meet ABA expectations.
Accounting & Financial Services
Align with IRS/FINRA/GLBA requirements.
Healthcare
Achieve HIPAA compliance and protect PHI with confidence.
And any other small business
That wants to maximize productivity, reduce risk, drive security, strategy, and simplicity.
Founded with purpose. Built on trust. Focused on you.
Waypoint Tech Advisors was founded five years ago with a simple but powerful mission: to bring enterprise-level technology leadership and cybersecurity to small businesses that need it most. From the beginning, we’ve focused on serving our local community with integrity, accountability, and a commitment to extraordinary service.
We understand that in industries like law, accounting, and healthcare, trust is everything. That’s why we don’t just deliver solutions—we build relationships. Our team takes pride in being responsive, reliable, and relentlessly focused on your success.
Whether we’re helping you navigate compliance, secure your Microsoft 365 environment, or plan your next phase of growth, we bring the same level of care and clarity to every engagement.
Local roots. National reach. Always personal.
FAQ
At Waypoint Tech Advisors, we believe in transparency, clarity, and making technology approachable. Whether you're exploring our services for the first time or preparing to engage with us, these FAQs are here to help you understand how we work, what to expect, and how we support your business every step of the way.
What kind of businesses do you work with?
We specialize in supporting small to mid-sized businesses in regulated industries—such as law firms, accounting practices, and healthcare providers—where compliance, data protection, and strategic IT planning are essential.
Where are you based? Do you work with clients remotely?
We’re based in Southern California, but we work with clients across the U.S. Our services are fully remote, using secure cloud-based tools to collaborate and communicate efficiently.
How do you manage projects and track progress?
We use Microsoft Planner to organize and track all project tasks, timelines, and deliverables. You’ll have visibility into every step of the engagement, with clear milestones and status updates.
How do we communicate during the engagement?
All communication is handled through Microsoft Teams—either via a dedicated Teams channel or direct chat messages. This keeps everything centralized, secure, and easy to reference.
Do you offer one-time projects or only ongoing support?
We offer both. Whether you need a one-time assessment and roadmap or ongoing strategic guidance, we tailor our services to your needs and budget.
Is my business too small for your services?
Not at all. We’re built to serve small businesses that need enterprise-grade expertise without the enterprise overhead. If you’re serious about security, compliance, and smart IT planning, we’re here to help—no matter your size.
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