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The hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs

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Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone

Managed Security

Best in class security to protect your firm’s data and technology

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Tips, advice, and industry insight from our team of accountants and business owners to yours.

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Take your business to new heights with Visory’s flexible QuickBooks hosting solutions

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The same Sage you work in every day, only better

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An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs

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Revolutionize your next tax season with added efficiency and mobility

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Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server

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Access affordable enterprise-grade hosting solutions with none of the IT burden

Watch your firm grow with the ultimate ease of access, security and flexibility.
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Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.

Managed Security

We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

Managed Infrastructure

We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to

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Managed Security

We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance

Zero Trust

Security that ensures everyone granted access is who they claim to be

Awareness Training & Testing

Educate and train your most important last line of defense – your people

End Device Protection

Protection where people and their machines intersect

Multifactor Authentication

Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.

Email Filter

A different approach to protecting emails

Single Sign-on

Secure single sign-on access for a connected world

Backup

Backup your data for business continuity and compliance

SecureCloudDrive

Keep everyone on the same page. Any user, every device.

SASE

Secure connections for all your users, devices and networks

Written Information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

No firm is too big or too small for a data breach or a cyberattack. Let’s talk about your security.
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Tax & Accounting

IRS 4557 and the FTC Safeguards Rule

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Complying with state and federal privacy regulations and more

Written information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Awareness Training & Testing

Educate and train your most important last line of defense — your people.

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

Contact us to learn more about how we keep your business safe and in compliance
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With a legacy of growth and innovation, Visory looks ahead. 

Chesterfield, Mo. (April 1, 2025) – Visory, a leading provider of technology management, cybersecurity and hosting solutions, announced the retirement of Chief Executive Officer Bob Hollander. As part of the company’s planned leadership transition, Brett Helgeson, former President & CEO of Adopt Technologies, which Visory acquired in the Fall of 2023, assumed the role of Visory’s President & CEO effective March 1, 2025.

Hollander, who has led Visory through substantial growth and innovation, leaves a legacy of expanding Visory’s reach and strengthening its position as a trusted partner for accounting firms, wealth managers, construction companies, and small—to medium-sized businesses nationwide.

“After a 40-year career in the IT industry, I am retiring and concluding my time as CEO of Visory. Leading this company over the past five years—integrating four businesses, building a strong team, and deepening our customer-first approach—has been one of the most rewarding experiences of my career. I am incredibly grateful for the trust, collaboration, and partnerships shaping Visory’s success.

As I pass the baton to Brett Helgeson, current president at Visory, I do so with complete confidence in his leadership. Brett is an exceptional leader with a strong customer focus and a vision to move Visory forward.  I have complete confidence that Visory will continue to innovate and deliver the outstanding service and solutions our customers have come to expect under his leadership. It has been an honor to be part of this journey, and I look forward to seeing the company thrive in the years ahead.” – Bob Hollander, CEO, Visory. 

Visory provides comprehensive IT solutions designed to help businesses navigate the complexities of modern technology. From managed IT services and cloud hosting to advanced cybersecurity protection, Visory ensures that organizations can operate securely and efficiently in an increasingly digital world. With a client-first approach, the company specializes in serving industries with high regulatory and security demands, including financial services, accounting, and construction. By combining deep industry expertise with cutting-edge technology, Visory empowers businesses to scale, adapt, and stay ahead in an ever-evolving landscape.

Helgeson brings decades of business leadership experience and a strong track record of business growth. Before joining Visory, he was the President, CEO, and Managing Partner of Adopt Technologies, a Phoenix-based IT service provider recognized for its innovative cloud solutions, exceptional client retention, and award-winning service. Following Visory’s acquisition of Adopt Technologies in 2023, Helgeson played a pivotal role in aligning the companies’ capabilities and expanding service offerings. He previously presided over impressive growth at Adopt Technologies, which landed the company on the Inc. 5000 fastest-growing companies list for six consecutive years and was recognized as one of the world’s top 200 management consulting firms by Forbes for four consecutive years.

“First, I am incredibly appreciative of the time I have had here at Visory under the leadership of Bob over the last eighteen months.  That time and his guidance have enabled me to grasp the opportunities we will capitalize on and identify the areas in which we are committed to ongoing improvement and evolution.  I am honored to step into this role and continue building on the strong foundation Bob and the Visory team have established,” said Helgeson. “As technology evolves, so do the needs of our clients. I will focus on driving innovation, strengthening our service offerings, delivering Best-in-Class customer service, and ensuring Visory remains the trusted IT partner for businesses nationwide.  We are focused on achieving “Destination IT Partner and Destination Employer” status – to get to the point where prospective clients and the best talent are knocking on your door to do business with you or work on your team, you have to be doing a lot of things right on a lot of levels.  Visory is committed to becoming that destination company in this competitive technology landscape.”

Under Helgeson’s leadership, Visory will continue to expand its suite of technology solutions, emphasizing security, scalability, and seamless digital transformation catering to accounting firms, wealth managers, construction companies, and various small to medium-sized businesses designed to scale as they grow.  Helgeson is intensely client-centric and works diligently with and through his team to establish partnerships with clients, vendors, and employees that stand the test of time.

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To learn more about Visory’s innovative IT solutions, visit visory.net.  For interviews, please email as****@fe**********.com or call 602-875-5664.

About Visory
Visory, an Inc. 5000 company and recipient of the 2024 CRN MSP 500 and CRN Security 100 awards, is a hands-on technology, cybersecurity, and hosting solutions partner to more than 4,500 organizations, including independent financial advisors, accounting firms, construction firms, and other businesses. The company combines deep knowledge of the best business-oriented technology with proven industry expertise to deliver thoughtful solutions and support to help its clients grow. Visory maintains headquarters outside of St. Louis, Missouri, with an additional three office locations in Arizona, Kansas, and New Hampshire.  Visory has employees across the nation in over twenty states.

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