We streamline technology and maximize security for RIAs

At RightSize Solutions, we provide RIAs the technology and security they need to do better, safer, more efficient business. The sharpest technology and security is important. But it’s our service that empowers your business. Want to know more about how we can help?

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We’ll Analyze Your Network For Free

We provide all prospective clients with a full assessment of their network. Got existing tech problems? Our support team would love a chance to demonstrate their knowledge. At no cost to you.

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Raising the bar, across the industry

To help improve the community and promote technology and security education, RightSize Solutions frequently publishes white papers and contributes to various industry publications. Here is the latest:

In the News

Want a technology partner whose level of client service resembles your own?

You’re in the right place. At RightSize Solutions, we take pride in providing top-notch technology solutions and peace-of-mind so you can do better business. You go above and beyond for your clients. We do the same

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Our clients are our best sales people

Almost all our referrals come from happy RightSize customers. See why our clients continuously share our name with their colleagues

Praise from our clients

We provide the right solutions for your company

We provide solutions that are the right size for your company—with the type of high-caliber client service, support and partnership that you don’t always see in today’s hi-tech world. See how our service sets us apart.

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Providing peace-of-mind through secure, efficient, technology solutions

Your ability to manage your clients’ money relies heavily on technology—even more so than other businesses. Privacy, security and compliance are essential. At RightSize Solutions, we specialize in helping RIAs gain peace-of-mind through secure, efficient technology solutions.

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Why Choose Us?

With an eye on tomorrow, we help you embrace and navigate technology. Our business is about long term relationships with clients who count on us. It’s about knowing that we are doing the best for our clients—so you can do your best for yours. See what makes us different.

All services include peace of mind

Your ability to manage your clients’ money relies heavily on technology—even more so than other businesses. Privacy, security and compliance are essential. At RightSize Solutions, we specialize in helping RIAs gain peace-of-mind through secure, efficient technology solutions. From privacy and security to compliance and the cloud—we’ll keep your technology running seamlessly.

Cybersecurity

Military Grade Protection for Information Security Concerns

Compliance

Ensure Compliance with the Ever-Changing Regulatory Environment

Backup & Recovery

Reduce Downtime and Maximize Your Firm’s Productivity

IT Management

Relieve your team of Up-time burden with our dedicated IT resources

Private Cloud

A Server-Free, Cost-Efficient Technology Platform that is Secure & Scalable

See the difference

Watch this 90 second video for a quick view into what we do, and why it matters to our clients.

"I can honestly say it’s great having RightSize Solutions as our IT 'department.'"


SCOTT M. KAHAN, CFP®
President & Senior Financial Planner
Financial Asset Management Corp.

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"The staff of RightSize Solutions is always willing to solve any issue, including software we acquired outside of RightSize Solutions."


ROGER C. KRUSE, CHFC, CFP®, EA
Principal, Chief Financial Consultant
FFP Wealth Management

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"I so appreciate the services RSS provides - I can close my eyes at night, knowing we are well taken care of."


PATRICIA HART
Chief Operations & Compliance Officer
Harvest Capital Advisors

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"RightSize Solutions provided us a clear path to the cloud. Wes Stillman and the entire RSS team are first class."


KEVIN LANE
Principal, Investment Advisor
Lane Brothers & Co

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"We give Wes and his team high marks for their ability to get on things right away and get problems solved when they come up"


Tom Batterman, JD, CTFA
Principal, Senior Financial Associate
Financial Fiduciaries

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"We would and do recommend RightSize to any advisory business that is looking for a professional IT firm that knows our industry"


Jennifer Goldman
President
My Virtual COO

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"Their team is relentless when it comes to solving any technology issue"


Kelly Trageser
President
Sea Clear Financial Planning

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"Over the years RightSize has become a valued and trusted resource for our firm."


Christopher Rasberry
COO
HFG Wealth Management

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See if we're a good fit

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