SideDrawer
HQ Address
3335 Yonge St, Suite 401, Toronto, ON M4N 2L9, Canada
Website Address
Relevant Regions
Business introduction
Scale your business through engaging document collaboration
A secure, branded platform designed to improve efficiency through unique workflows, with a phenomenal user experience
SideDrawer evolved out of a need we faced in our personal and business lives. We 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.
We also realized that enterprises and startups who needed to improve their internal or clients' document collaboration offering did not have the ability to truly create their own experiences. They were forced into using storage platforms with limited functionality and interfaces, or they had storage solutions through their cloud providers but no workflows and everything had to be built from scratch.
So, combining both problems resulted in SideDrawer becoming the first API-based infrastructure agnostic, document collaboration platform. Our platform serves individuals and businesses through our web and mobile document collaboration platform, and our APIs serve enterprises and fintechs with infrastructure-agnostic APIs that can be incorporated into a seamless user experience.
SideDrawer - Product Video
Client Engagement & Management, Digital Platforms & Tools, Document Management & Storage
03/08/2021
WealthTech 2022: The view from SideDrawer
Client Engagement & Management, Compliance & Regulation, Digital Platforms & Tools, Document Management & Storage
12/04/2022
Business Overview
Our platform serves individuals and businesses through our web and mobile document collaboration platform, and our APIs serve enterprises and fintechs with infrastructure-agnostic APIs that can be incorporated into a seamless user experience.
Customers
Our customers are asset managers, credit unions, group benefits firms, and financial advisors, that utilize our SaaS product for engaging document collaboration. We also have fintech customers that leverage our APIs to enhance their document collaboration with a scalable solution that grows with them.
Key Data
Year founded
2018employees
11-50offices
2Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
SideDrawer Solutions
SideDrawer
You have more stuff than you think. It can be daunting to organize all your financial documents, assets, identity and important everyday life documents. Thinking about how to securely store and share your information, track who it is shared with, and trying to gather and manage all your information from......
business needs
- Client Engagement & Management
- Compliance & Regulation
- Digital Platforms & Tools
- Document Management & Storage
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- End Private Clients
