Summit Trail Advisors Relies on Workplace by OS33’s Security Expertise

Summit Trail Advisors was founded by a group of investment professionals with decades of experience in the wealth management and advisory services business.

In creating a wealth management start-up, their vision was to deliver to clients the investment prowess and resources of a private bank, while providing the independence and personal attention of a boutique.

With $5.5 billion under management, they have succeeded in that vision. To keep the firm’s client information and its assets and platform secure, Summit Trail counts on Workplace by OS33.

“Summit Trail was looking for a comprehensive and secure IT offering, which turned out to be exactly what Workplace was offering,” said Thomas Harms, Chief Operating Officer.

Fill out the form below to download the full case study and find out how Workplace helped Summit Trail Advisors set up and maintain a secure and compliant cloud-based IT system.

Comments are closed.