# SideDrawer

> Secure digital vault and document collaboration platform for financial services firms and wealth advisors

## At a glance

| Field | Value |
| --- | --- |
| Category | Document Management |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Toronto, Ontario, Canada |
| Founded | 2018 |
| Stage | Growth |
| Employees | 11-50 |
| Funding | Bootstrapped |

## Overview

SideDrawer is a document collaboration and secure digital vault platform for regulated financial services firms, wealth management organizations, and insurance advisors. Founded in 2018 in Toronto, the company provides a B2B SaaS solution that streamlines document exchange, reduces administrative overhead, and maintains compliance-grade security for sensitive financial information workflows.

The platform offers white-label client portals, structured document request workflows, and multi-party collaboration tools built around AES-256 encryption and comprehensive audit trails. SideDrawer integrates with major wealth platforms including Addepar and Planworth, and partners with institutions like TD Bank Group. The company serves 5,000+ advisors across wealth, insurance, and financial services sectors.

With 29-31 employees and a focus on compliance-heavy industries, SideDrawer positions itself as infrastructure for regulated firms that need to securely exchange sensitive documents with clients, colleagues, and back-office teams. The platform reduces document collection time by 2-5 times and saves individual advisors 1-2 hours per day on administrative tasks.

## Products & services

### SideDrawer Platform

A white-label digital vault and document collaboration solution for financial services firms.

**Key features:**

- Secure document storage with AES\-256 encryption at rest and in transit
- Structured document request workflows for onboarding and compliance
- Multi\-party collaboration enabling advisors, firms, and clients to work together
- White\-label customizable client portals
- 650\+ REST API endpoints with 100% API coverage
- Production\-grade webhooks at tenant, drawer, record, or file granularity
- OCR and document vectorization with semantic database indexing
- Smart form submission with PDF generation

*Target users:* Wealth advisors, insurance brokers, family offices, investment firms, financial planners, independent agents

## Category & focus

- Subcategories: Document exchange, Workflow automation, Client portal
- Insurance verticals: P&C, Specialty, Reinsurance
- Target customers: Brokers, Agents, MGAs, Carriers

## Notable customers

- Manulife
- Issler Group
- Kelson Wealth Management
- TD Bank Group \(integrated partnership\)
- Planworth \(integrated partnership\)

## Links

- Website: <https://sidedrawer.com>
- Directory profile: <https://insurtechlist.com/companies/sidedrawer/>
- Blog: <https://www.sidedrawer.com/blog>
- Careers: <https://sidedrawer.com/careers>
- Linkedin: <https://ca.linkedin.com/company/sidedrawer>
- Brand assets: <https://www.sidedrawer.com/brand-assets>

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*Last updated: 2026\-06\-17*