Why Choose Us?
RightSize Solutions is a provider of cloud-based solutions to the wealth management industry. 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
Compliance
Backup & Recovery
IT Management
Private Cloud
See the difference
Watch this 90 second video for a quick view into what we do, and why cloud-based solutions matter to our clients.
See if we're a good fit