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Wealth Utilities

Egnyte

Secure file sharing and governance for RIAs.

"Egnyte provides a secure content platform designed for regulated industries, including financial services. It enables RIAs to securely share, manage, and govern client files, ensuring compliance with industry regulations while streamlining operational workflows."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #334 in Wealth Utilities
Validated Adoption
8 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Secure file sharing and collaboration
Granular access controls and permissions
Compliance reporting and audit trails
Data loss prevention (DLP)
Integration with existing RIA technology

Primary Use Cases

Client document management
Securely sharing files with custodians
Compliance reporting
Internal collaboration on client cases

Agentic Intelligence Briefing

"Egnyte offers RIAs a secure and compliant platform for managing and sharing sensitive client data, ensuring data protection and regulatory adherence."

Real-time Forensic Synthesis

Competitive Strengths

Secure file sharing
Compliance features (e.g., audit trails)
Collaboration tools
Integrates with other business apps

Adoption Hazards

Can be expensive for very small RIAs
Setup can be complex
User interface can be overwhelming for some users

Stack Compatibility Profile

How Egnyte integrates into institutional RIA stacks.

8 Firms Analyzed
Riskalyze Online
75%
Stack Correlation
Nitrogen Wealth
63%
Stack Correlation
Zoom
63%
Stack Correlation
ROL
63%
Stack Correlation
WordPress
63%
Stack Correlation
Bloomberg Tax (BNA)
50%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent and enterprise RIAs seeking secure document management
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Box
2ShareFile
3OneDrive for Business

Value Proposition

"Egnyte provides RIAs with a secure, compliant, and collaborative platform for managing and sharing client files, ensuring data protection and operational efficiency."

Audit Your RIA Stack

See how Egnyte fits into your overall tech efficiency score.

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