We’re reimagining how work gets done

About Us

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.


Team members


Years in

20,000 +


$250B +

Client AUM 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.

Management Team

David Matalon

CEO & Co-founder


Jacob Kazakevich

CIO & Co-founder


Morley Ivers



Alex Osipov



Conor McCarthy

Chief Financial Officer


Sam Attias

VP, Partnership Development


John Certo

VP, Service Delivery & Deployments


Ready to take a test drive?

Contact Us