SideDrawer

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

Document Management Growth 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