Case Study: Nemes Rush Family Wealth Management achieves rapid, compliant IT setup with Visory

Nemes Rush Family Wealth Management launches in 2 days early with Visory

Nemes Rush Family Wealth Management, a new registered investment advisor (RIA), faced the challenge of building its technology infrastructure from scratch upon its establishment in 2021. This included sourcing and setting up all hardware and software. After an extensive vendor search, they selected Visory for its comprehensive managed IT services, particularly due to its experience with RIAs.

Visory swiftly implemented its solution, completing the entire technology setup two days ahead of schedule. The results included seamless operations from day one, responsive support that eliminated downtime, and a smooth SEC cybersecurity audit. The stability provided by Visory's end-to-end solutions allowed Nemes Rush to focus on growth, increasing its assets under management by $150 to $200 million annually.

Nemes Rush Family Wealth Management