Clearstead Pairs Rapid Growth with Strong Security and Compliance

Clearstead Advisors, a rapidly growing wealth management firm, struggled with data sprawl, inconsistent IT systems, and rising regulatory demands as it expanded across multiple locations. Legacy tools such as VPNs and SharePoint failed to provide the speed, visibility, and user adoption needed to manage data effectively.

By implementing Egnyte’s cloud-based, unified content environment, Clearstead consolidated its data infrastructure while preserving a familiar and efficient user experience. This shift strengthened security and compliance, improved visibility into firmwide data, and positioned Clearstead for scalable, compliant growth.

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