by Jon Kendrick | Mar 30, 2021 | In The News
We made it to 2021, so what’s next? It’s clear that some of the operational and technology shifts that accounting and bookkeeping firms made in 2020 are here to stay and more changes may be on the way. By Wes Stillman. Read the article here
by Jon Kendrick | Nov 9, 2020 | In The News
Lenexa-based RightSize Solutions is building out its executive team with the addition of a newly created role.By Fintechnews Staff. Read the article here
by Jon Kendrick | Nov 9, 2020 | In The News
Chesterfield, Mo.-headquartered Swizznet, a cloud-based software provider specializing in serving accounting firms, announced on Friday that it is purchasing outsourced RIA cloud service-provider RightSize Solutions, based in Lenexa, Kansas. Swizznet said that it...
by Jon Kendrick | Nov 9, 2020 | In The News
Lenexa-based RightSize Solutions has a new owner that’s backed by private equity firm Bluff Point Associates. In recent years, Connecticut-based Bluff Point has kept tabs on the Lenexa company’s growth and regularly checked in, RightSize CEO and founder Wes Stillman...
by Jon Kendrick | Nov 6, 2020 | In The News
Cloud solution provider and hosting firm Swizznet purchased RIA-focused IT provider RightSize Solutions, according to an announcement. With the purchase, PE-backed Swizznet is expanding into compliance enforcement and managed technology services. Wes Stillman said...
by Jon Kendrick | Aug 6, 2020 | In The News
The Covid-19 pandemic has given advisors greater appreciation of their need to be flexible and accessible in their working arrangements—and at the same time, for their technology to be safe and secure. We are going to be shifting to a “new normal.” That might mean...
