Case Study: Clearstead strengthens security and compliance with Egnyte

Clearstead Pairs Rapid Growth with Strong Security and Compliance

Clearstead, a fast-growing Cleveland-based registered investment advisor, was struggling with data sprawl, inconsistent file-sharing tools, and rising compliance demands as it expanded across multiple offices. The firm needed a way to unify access to content while meeting strict financial-services regulations, and it turned to Egnyte for a modern file management and governance platform.

Egnyte implemented a unified cloud-based content environment that consolidated Clearstead’s disparate systems, provided familiar mapped-drive access, and added security and governance capabilities such as Secure & Govern. The result was better visibility into where data lives and how it’s shared, stronger compliance confidence, and improved user satisfaction; Clearstead also reported that Egnyte was scalable, fast, and feature-rich, with plans to expand into metadata tagging and automated workflows.

Clearstead

Edward Mielcarek

Managing Director, IT Operations