List of Egnyte Financial Services Customers
Mountain View, 94043, CA,
United States
Since 2010, our global team of researchers has been studying Egnyte Financial Services customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Egnyte Financial Services for Content Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Egnyte Financial Services for Content Management include: Wintrust Financial Corporation, a United States based Banking and Financial Services organisation with 5903 employees and revenues of $2.45 billion, Pure Financial Advisors, a United States based Banking and Financial Services organisation with 19 employees and revenues of $2.0 million, E P Wealth Advisors, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Egnyte Financial Services, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Egnyte Financial Services customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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E P Wealth Advisors | Professional Services | 10 | $1M | United States | Egnyte | Egnyte Financial Services | Content Management | 2023 | n/a | In 2023, E P Wealth Advisors implemented Egnyte Financial Services to secure confidential client data and to natively integrate file management with its Practifi CRM. The deployment addressed Content Management requirements for a small professional services firm operating across the United States, supporting advisory, portfolio management and compliance workflows. The implementation emphasized granular permissions, external secure file sharing, centralized permission management and audit reporting as core functional capabilities. Egnyte Financial Services was configured to provide governance features aligned with those capabilities, and the native Practifi CRM integration linked document workflows to client and portfolio records to support advisory and portfolio management processes. Operational coverage included compliance and client service teams across the United States, with governance and workflow changes focused on centralized permission controls and audit trail consolidation. The rollout improved external secure file sharing, centralized permission management and audit reporting to address SEC and GLBA compliance requirements, as described in the vendor case study. | |
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Pure Financial Advisors | Banking and Financial Services | 19 | $2M | United States | Egnyte | Egnyte Financial Services | Content Management | 2024 | LEA | In 2024, Pure Financial Advisors implemented Egnyte Financial Services as a Content Management platform to centralize secure document intake and management across its United States operations. The deployment provisioned Egnyte Financial Services as a centralized repository and intake layer for client documents, supporting secure storage, indexed retrieval, and controlled access. The implementation emphasized structured ingestion workflows to feed downstream planning processes. Configuration included automated statement ingestion and AI extraction capabilities provided by LEA, with LEA acting as the implementation partner to integrate AI driven data extraction into the platform. Egnyte Financial Services was integrated with Salesforce to link ingested documents and extracted data to client records and prospect workflows, enabling coordinated wealth management planning. The solution leveraged Content Management functionality for document classification, metadata enforcement, and automated routing to planning teams. Operational scope covered the firm’s wealth management planning function in the United States, scaling document intake to approximately 3,700 prospects and supporting about 1,300 comprehensive financial plans annually. Governance adjustments standardized intake and review workflows and centralized audit trails and access controls to reduce manual handoffs. The deployment cut manual data entry time to minutes through automated ingestion and LEA’s AI extraction, accelerating plan production while maintaining secure document handling. | |
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Wintrust Financial Corporation | Banking and Financial Services | 5903 | $2.5B | United States | Egnyte | Egnyte Financial Services | Content Management | 2024 | n/a | In 2024, Wintrust Financial Corporation deployed Egnyte Financial Services as a centralized Content Management platform across its financial holdings in the United States. The deployment targeted finance and wealth management operations to improve data discovery, retention, access monitoring and classification. Egnyte Financial Services was configured to provide governance controls, secure file sharing, automated classification and retention policy enforcement, and enhanced access monitoring. The implementation leveraged Egnyte governance capabilities and centralized repository indexing to standardize classification and retention workflows across business units. Architecturally the solution centralized distributed content repositories and integrated with Splunk for operational monitoring and audit log aggregation. Operational coverage focused on finance and wealth management teams across Wintrust’s US footprint, enabling consolidated search, audit trails and access analytics. Governance was formalized through company wide data governance policies, role based access workflows and automated retention enforcement tied to monitoring and logs. Outcomes reported include strengthened data governance, improved data discovery and retention, and reduced storage growth despite substantial asset and headcount expansion. |
Buyer Intent: Companies Evaluating Egnyte Financial Services
- Bostany Law Firm, a United States based Professional Services organization with 10 Employees
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