About Us

Without high-caliber service, even the best technology isn’t enough

Since 2002, RightSize Solutions has been helping RIAs leverage technology to gain a competitive advantage and do better business. In the process, we’ve built a roster of very satisfied clients. As the very first provider of outsourced technology management and cloud-based cybersecurity solutions to RIAs, being ahead-of-the-pack is exactly where we like to be. At RightSize Solutions, everything we do comes down to this: helping your business achieve excellence in the safest environment. We provide what you need—even if this means we don’t “rack up” extra hours or “make an extra sale.” Our goal is to deliver top-notch security and streamlined service that fits your business and budget, and helps to increase your profitability and efficiency. Yes, we have the accolades, the expertise/track record and the growing roster of satisfied clients (who represent billions of assets under management)—but succeeding, truly succeeding in this industry—is about so much more than that. An intimate level of 24/7/365 service, and passion for our clients’ success, is what sets us apart.

What is the RightSize for your company?

This is a question we ask, every single day, for our clients. It’s not about slapping a “solution” on your company because it’s a certain size or certain industry. Security solutions are not one-size fits all. Really, it’s not about us at all— it’s about you. At the end of the day, we only succeed when you do. Every step we take is dedicated to our mutual success. Crafting the right solution is our specialty. To find out more, let’s talk.

See the difference

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



See if we're a good fit