Few industries are like financial services when it comes to strict regulatory oversight and security needs. But locking down the technology environment isn’t the answer. We built workplace to empower wealth managers without compromising security, control and compliance. workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry. We provide an ultra-secure cloud-based hub that reduces the risk of cyber threats while enabling firms to be fully compliant and productive.
Client AUA we protect
We are passionate about what we do, and we are driven by our commitment to deliver security and compliance technologies that protect your business.
CEO & Co-founder
CIO & Co-founder
Chief Customer Officer
VP, Service Delivery & Deployments
VP, Solutions & Security
VP, Compliance & General Counsel
VP, User Experience
VP, Strategic Partnerships
Gail Della Valle
VP, Customer Success
Director, Recruiting & Human Resources
Director, Customer Experience