SideDrawer evolved out of a need they faced in their personal and business lives. They frequently found the need to exchange confidential, sensitive information like tax documents with an accountant or a financial advisor, but the only option was through unsecure email, or file sharing sites that offered a generally poor user experience.
Showing 13 SideDrawer Customer Success Stories
Alaphia Financial Wellness
Natasha Knox
Founder
Black Star Wealth
Courtney
Black Star Wealth
Continuum II Inc
Peter Andreana
Partner
Cove Continuity Advisors
Bernie Geiss
Founder & Head Advisor
CSR Wealth
Frank Gasper
CSR Wealth
Dewdney&Co
Christopher Dewdney
Founder
FSG
Delta Sciur
FSG
Issler Group
Rolf Issler
Founder
Kobalt.io
Gaston Siri
Chief Executive Officer
Modern Cents
Andrea Thompson
Owner
TvH Financial
Viive Planning
Mallory McGrath
Founder and CEO
We Listen Financial
Jeff Stuart
Founder
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