We’re reimagining how work gets done

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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 +


$200B +

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.

Management Team

David Matalon

CEO & Co-founder

Jacob Kazakevich

CIO & Co-founder

Morley Ivers

President & CRO

Alex Osipov


Sam Attias

Chief Customer Officer

John Certo

VP, Service Delivery & Deployments

Justin Kapahi

VP, Solutions & Security

Robin Brown

VP, Marketing

Marc Gilman

VP, Compliance & General Counsel

Florian Fangohr

VP, User Experience

Aron Derstine

VP, Strategic Partnerships

Gail Della Valle

VP, Customer Success

Katie Yeskel

Director, Recruiting & Human Resources

Anthony Cuni

Director, Customer Experience

Ready to take a test drive?

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