In The News

The Week in Digital Wealth (7/19/22)

The Week in Digital Wealth (7/19/22)

True North Networks has joined forces with RightSize Solutions to become Visory, a provider of technology management, cybersecurity and hosting solutions for independent registered investment advisors (RIAs). True North Networks provides SEC-compliant technology...

True North Networks and RightSize Solutions become Visory

True North Networks and RightSize Solutions become Visory

True North Networks in Swanzey has joined forces with RightSize Solutions to become Visory, a provider of technology management, cybersecurity and hosting solutions for independent registered investment advisors (RIAs). Read more here.

PE-backed RIA IT firms merge

PE-backed RIA IT firms merge

Private equity-backed RIA information technology providers RightSize Solutionsand True North Networks are joining forces. Lenexa, Kan.-based RightSize Solutions and Swanzey, N.H.-based True NorthNetworks have merged under the new brand name of Visory. The twocompanies...

True North and RightSize merge into Visory

True North and RightSize merge into Visory

True North Networks and RightSize Solutions, two competitors that provide cybersecurity and technology management for independent registered investment advisers, are merging to become Visory. Read more here:

Visory Launches out of Merger to Offer Tech to RIAs

Visory Launches out of Merger to Offer Tech to RIAs

Visory, which launched today and is headquartered in Chesterfield, Mo., has been created from the merger of True North Networks with RIghtSize Solutions. The combined entity will provide technology management, cybersecurity and hosting solutions, particularly for...

Reassessing Cybersecurity in a Changing World

Reassessing Cybersecurity in a Changing World

As the industry waits for the Securities and Exchange Commission’s final rules on cybersecurity, RIAs can take steps now to better safeguard themselves and their clients. Wes Stillman provides insight in InvestmentNews article Reassessing...

Wealth Management “Wealthies” Finalist

Wealth Management “Wealthies” Finalist

Congratulation to Wes Stillman, selected as a finalist in the Wealth Management "Wealthies"  Chief Technology Officer of the Year annual award, along with all the other category finalists. Read more here.

RIA Intel Award

RIA Intel Award

RightSize Solutions is honored to be selected as a finalist in the RIA Intel inaugural awards for Most Innovative Technology of the Year. Read more and see the full list of categories and finalists here.