Case Study: Equity Trust Company achieves resilient network and application reliability and over $500,000 in savings with VMware SD-WAN

A VMware SD-WAN Case Study

Preview of the Equity Trust Company Case Study

Equity Trust Company Sets High Standard For Network, Data, And Application Reliability To Protect Customer Confidence

Equity Trust Company is a financial services firm that helps more than 175,000 clients manage alternative investments and custodial IRAs, holding roughly $25 billion in assets. As it expanded offerings like the myEQUITY platform and digital-currency custody, the company needed a scalable, secure, and easy-to-manage IT infrastructure to maintain compliance and customer confidence while supporting reliable access to data and cloud applications with a small IT team.

Equity Trust implemented a software‑defined Virtual Cloud Network using VMware NSX Data Center, NSX SD‑WAN by VeloCloud, VMware Horizon, and vSphere, leveraging rapid-deploy services and training for fast rollout. The changes delivered immediate benefits—more than $500,000 in CapEx/OpEx savings, elimination of MPLS and a firewall platform, over $150,000 saved by removing physical load balancers, and avoidance of downtime costs of about $25,000 per hour during fiber outages—while improving security, application availability for 400+ employees, and customer confidence.


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Equity Trust Company

John Moses

Former Director of Enterprise Technology


VMware SD-WAN

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