Case Study: Equity Trust Company achieves $500K+ savings and resilient, secure network availability with VMware NSX Data Center and VMware NSX SD-WAN

Equity Trust Company Sets High Standard for Network, Data, and Application Reliability to Protect Customer Confidence

Equity Trust Company is a Westlake, Ohio–based financial custodian that serves more than 175,000 clients with roughly $25 billion under custody, enabling self‑directed IRAs and alternative investments including digital currencies through its myEQUITY platform. Facing rapid growth, stringent compliance requirements, and a small IT team, the company needed a scalable, easy‑to‑manage infrastructure to ensure strong security, reliable access to cloud apps, and continued customer confidence.

Equity Trust deployed a virtual cloud network using VMware vSphere and Horizon, plus VMware NSX Data Center and NSX SD‑WAN by VeloCloud, using rapid deploy services and staff training for fast adoption. The overhaul eliminated MPLS and a firewall platform, delivered seamless availability for 400+ employees during simultaneous fiber outages, and produced over $500,000 in CapEx/OpEx savings while avoiding costly downtime (estimated $25,000 per hour), strengthening security and customer trust as the firm moves toward broader cloud adoption.

Equity Trust Company

John Moses

Former Director of Enterprise Technology