What Visory does

Visory (legal entity Hosting Enterprises, Inc., also operating as RightSize Solutions, True North Networks, and Swizznet) is a US-based managed technology services provider headquartered in Chesterfield, Missouri. Founded from predecessor firms dating to 2002 and consolidated under the Visory brand via a July 2022 merger, the company serves more than 4,500 organizations across wealth management (independent RIAs), accounting firms, construction companies, and small-to-medium businesses nationwide. Its core delivery model combines outsourced IT management, application hosting, cybersecurity, and regulatory compliance services, sold primarily through subscription-based managed-services contracts.

The company's product surface is built around three pillars: Managed IT (Obsessive Support®, Managed Infrastructure, Microsoft Resource Center); Cybersecurity (Zero Trust, SASE, MFA, end-device protection via SentinelOne, awareness training via KnowBe4, virtual CISO, WISP); and Application Hosting (licensed hosting of QuickBooks via Intuit, Sage, GoldMine CRM, and tax software on Citrix-based hosted desktops). Underlying infrastructure relies on Citrix, Microsoft, and Intuit technologies, with Microsoft Solutions Partner status and Intuit QuickBooks licensing agreements forming key ecosystem anchors. The SecureCompliance offering and compliance specializations for SEC, FINRA, IRS 4557, and FTC Safeguards Rule distinguish the wealth-management and tax/accounting verticals.

Visory operates a sales-led go-to-market with a dedicated direct enterprise field-sales team, an inside-sales motion for mid-market accounts, and a self-serve e-commerce marketplace (store.visory.net) for SMB customers and add-on products. Revenue is primarily recurring: monthly managed-services subscriptions, per-user hosting fees (with Microsoft/Intuit licensing pass-through at non-pro-rated full monthly rates), and add-on security and backup services. The company is privately held with no disclosed external funding rounds, earned multi-year Inc. 5000, CRN MSP 500, and CRN Security 100 recognition, and in March 2026 added a COO (Ed Vasko) and CRO (Mark Dallmeier) to support continued scaling of service capabilities.

Name

Visory

Legal name

Hosting Enterprises, Inc.

Website

https://visory.net

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

101–250 employees

Short description

Visory is a managed IT, cybersecurity, application hosting, and compliance provider serving 4,500+ independent RIAs, accounting firms, construction companies, and SMBs across the United States via subscription-based managed services and Microsoft, Intuit, and Citrix-backed platforms.

Ownership category

akta.pro rank

Product category

Managed IT Services

NAICS

Investigation, Guard, and Armored Car Services (56161)

SIC

Services-Detective, Guard & Armored Car Services (7381)

akta.pro primary industry

Digital Asset Custody & Key Management (MPC, HSM, Wallet Infra) (FSAGAMAB)

akta.pro secondary industry

Fund Custody & Depositary Services (UCITS/AIFMD & Mutual Funds) (FSAFAHAD)

Keywords

• Managed IT services
• Cybersecurity services
• Application hosting
• Regulatory compliance solutions
• Wealth management technology

Headquarters

HQ city

Chesterfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales

Revenue model

1. Managed IT Services: Recurring subscription-based managed IT services including Obsessive Support, managed infrastructure, and managed security. Services are charged monthly on a per-user or per-service basis.
2. Application Hosting: Cloud hosting subscription services for business applications including QuickBooks, Sage, GoldMine, and Microsoft 365. Includes per-user licensing and rental fees.
3. Cybersecurity Services: Security services including managed security, zero trust, awareness training, MFA, endpoint protection, email filtering, backup, SASE, and virtual CISO services sold as add-on subscriptions.
4. Compliance Services: Regulatory compliance enforcement and security plan development services for financial advisors and other regulated businesses.
5. Software Licensing: QuickBooks and other software license rental and sales through the Visory marketplace. Non-pro-rated monthly fees for Intuit hosting and Microsoft software licenses.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Visory provides managed IT, cybersecurity, application hosting, and regulatory compliance services to financial advisors, accounting firms, construction companies, and small-to-medium businesses. Its core offerings include Obsessive Support® outsourced IT, Managed Infrastructure, Managed Security, hosted application platforms for QuickBooks, Sage, GoldMine CRM, and tax software, and compliance enforcement services for SEC, FINRA, IRS 4557, and FTC Safeguards Rule requirements.

Product overview

Visory is a technology management and cybersecurity company that offers a unified managed services platform serving independent registered investment advisors (RIAs), accounting firms, construction companies, and small-to-medium businesses. The core offering centers on Obsessive Support® (IT support services), Managed Infrastructure, and Managed Security, supported by an integrated compliance framework for SEC/FINRA (RIA & Wealth Management Security Compliance) and IRS/FTC (Tax & Accounting Compliance). The product portfolio includes specialized hosting services (QuickBooks, Sage, GoldMine CRM, Tax applications), cybersecurity add-ons (Zero Trust, MFA, End Device Protection, SASE, Virtual CISO), and productivity integrations with Microsoft 365 (Office 365, SharePoint, OneDrive, Outlook, Bookings). The company emerged from a 2022 merger of True North Networks and RightSize Solutions, and operates as Hosting Enterprises, Inc. d/b/a Visory.

Differentiator

Problem solved

Functional benefit

Products and services

• Managed IT Services (Obsessive Support®) Outsourced IT support service providing dedicated professionals as an extension of the client's team, with proactive monitoring, infrastructure management, and rapid issue resolution. Designed for financial advisors, accounting firms, construction companies, and SMBs that lack internal IT capacity.
• Managed Security Services Managed cybersecurity service developing and implementing security policies and protocols for regulated businesses. Includes zero trust architecture, end device protection, MFA, email filtering, backup, SASE, written information security plans, awareness training, and virtual CISO services. Targets RIAs, accounting firms, and other regulated SMBs.
• Application Hosting Cloud-based hosting of business applications including QuickBooks Desktop and Online, Sage, GoldMine CRM, tax preparation software, third-party applications, and cloud platforms. Provides secure, flexible access from any device for accounting firms, SMBs, and other clients.
• Regulatory Compliance Services Regulatory compliance and security plan development services covering RIA and Wealth Management (SEC, FINRA) and Tax & Accounting (IRS 4557, FTC Safeguards Rule) requirements. Includes SecureCompliance tailored assessments, WISP development, and ongoing compliance enforcement for financial advisors and accounting firms.

Quantifiable outcome

• Supporting more than 4,500 organizations across the United States
• +3 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core.

• MicrosoftcoreTechnology or IntegrationMicrosoft integration partnership providing Office 365, SharePoint, OneDrive, Microsoft Bookings, and related Microsoft solutions to clients. Visory offers Microsoft Solutions Partner status and resells Microsoft licensing through its marketplace.
• Intuit (QuickBooks)coreTechnology or IntegrationQuickBooks hosting partnership under license from Intuit Inc. Visory provides cloud-based QuickBooks hosting, QBO support, and backup services for accounting firms.
• SagecoreTechnology or IntegrationSage CRE (Construction) cloud hosting partnership providing Sage software solutions for construction industry clients.
• CitrixcoreTechnology or IntegrationUnderlying technology partnership using Citrix software to provide hosted desktop and application delivery services.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Omega Systems: Omega Systems delivers managed IT, cybersecurity, and cloud hosting services with particular depth in regulated industries including financial services. Its emphasis on compliance-driven managed security and mid-market customer base make it a directly comparable peer to Visory.
• Dataprise: Dataprise is a mid-market managed services provider with strong financial services vertical presence, offering managed IT, cybersecurity, cloud, and compliance services. Its mid-market positioning, multi-state US footprint, and security-centric service catalog closely parallel Visory's go-to-market and product mix.
• High Wire Networks (Overwatch): High Wire Networks' Overwatch division is a managed security services provider serving SMBs and mid-market firms across the US. Its service catalog, channel model, and even its leadership history (Ed Vasko, now Visory's COO, previously led High Wire Overwatch) make it a near-direct competitor and talent-market overlap.
• eSentire: eSentire is a pure-play managed detection and response (MDR) provider with deep financial services vertical penetration. While more security-focused than Visory, it competes directly for the same regulated SMB wallet and represents the more security-centric end of Visory's competitive set.
• Abacus Group: Abacus Group provides managed IT, hosting, and cybersecurity services specifically to hedge funds, private equity firms, and other alternative investment managers. Like Visory, it combines regulated-industry compliance expertise with managed services delivery for financial services SMBs, making it one of the most direct vertical analogs.

Broad incumbents

• Kaseya: Kaseya is the dominant MSP platform vendor, offering RMM, PSA, backup, and security tooling that powers thousands of MSPs including Visory-style service providers. It is not a direct services competitor but shapes the economics and capabilities available to every peer in Visory's space.
• ConnectWise: ConnectWise provides business management, automation, and security software to MSPs globally. As an enabling platform rather than a direct peer, it nonetheless sets competitive baselines for ticketing, billing, and security operations that Visory must match or differentiate against.
• Arctic Wolf: Arctic Wolf is a large, venture-backed MDR/security operations provider serving organizations across many verticals. It overlaps with Visory's managed security, MDR, and virtual CISO offerings but operates at much greater scale and without vertical specialization in RIAs or accounting firms.
• Pax8: Pax8 is a cloud distribution platform that enables MSPs to procure and manage Microsoft, security, and other cloud services. While not a service competitor, it competes with Visory's marketplace and licensing resale motion and influences vendor margins across the channel.

Emerging players

• Thoropass: Thoropass (formerly Laika) is a compliance automation platform intersecting with SOC 2, ISO 27001, and similar frameworks that increasingly overlap with SEC/FINRA compliance needs of Visory's RIA customers. It represents an emerging software-led threat to Visory's compliance services revenue stream.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/visorysolutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Visory