Document Management

Citrix ShareFile

Est. 2005·🇺🇸TampaTampa, United States·Acquired·Shared

Acquired by Progress Software Corporation for $875 million in October 2024

ShareFile is a secure file sharing and collaboration platform designed to enhance client experience by providing a structured space for sharing files, collecting signatures, and managing tasks seamlessly.

Egnyte

Est. 2009·🇺🇸Palo AltoPalo Alto, United States·~900

$136M

Egnyte provides a secure content platform that includes content governance, compliance, and collaboration tools for businesses.

Box.com

Est. 2005·🇺🇸Los AltosLos Altos, United States

$693M

Box is a cloud content management platform that enables secure collaboration and enhances productivity through AI-driven insights and data extraction. It is designed to streamline workflows and protect sensitive information within organizations.

FutureVault

Est. 2016·🇨🇦TorontoToronto, Canada·~45

$10M+ Raised

FutureVault is an intelligent digital vault that helps organizations and advisors to manage and deliver important documents.

Advyzon

Est. 2015·~200·Billions AUM

Bootstrapped

Advyzon offers a cloud-based platform for investment advisors that integrates portfolio management, performance reporting, client relationship management, and billing, helping to simplify and scale investment firm operations.

Box

Est. 2005·🇺🇸Los AltosLos Altos, United States·Public (BOX)·2,500

Public (BOX)

Box provides intelligent content management, enabling secure collaboration and streamlined workflows through AI capabilities.

Docupace

Est. 2002·PE-Backed·180

PE Backed (FTV)

The Docupace platform transforms how financial professionals manage accounts, contacts, reporting, and integrations.

Dropbox

Est. 2007·🇺🇸San FranciscoSan Francisco, United States·Public (DBX)·3,000

Public (DBX)

Dropbox is a cloud storage service that allows users to store and share files securely. It features tools for collaboration, organization, and integration with various third-party applications.

eFileCabinet

Est. 2001·🇺🇸LehiLehi, United States·PE-Backed·~150

PE Backed

eFileCabinet provides document management software for businesses to store and manage documents, content, and records electronically, with options for on-premise or cloud-based solutions.

EstateSpace

Est. 2020·🇺🇸SeattleSeattle, United States·Private·~25

Private

EstateSpace is an integrated AI platform designed for the efficient management of physical assets, providing a centralized view for tracking and reporting on properties and assets.

Google Drive

Est. 1998·🇺🇸Mountain ViewMountain View, United States·Public (GOOGL)·180k+

Public (GOOGL)

Google Cloud offers an expansive platform for building, deploying, and scaling applications, harnessed by advanced AI capabilities and robust data analytics.

Docubee

Est. 2015·🇨🇦TorontoToronto, Canada·PE-Backed

PE Backed (PSG)

Docubee is an intelligent contract automation platform that lets you create, manage, sign, and track digital contracts.

Cabinet

Est. 1890·🇺🇸St. LouisSt. Louis, United States

Part of eFileCabinet Hub

Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

Conea

Est. 2011·🇺🇸NashvilleNashville, United States

Wealth Access provides a Connected Intelligence Platform that empowers financial institutions to unify data and enhance the client experience by delivering clearer, more connected insights.

Dropbox Business

Est. 2007

Dropbox Business is a cloud storage and collaboration platform designed for teams, offering features for secure file sharing, team folders, and administrative controls.

software company

Microsoft OneDrive is a file-hosting service operated by Microsoft.

Finity360

The Finity360 platform enhances business operations for RIAs, broker-dealers, and financial institutions.

SharePoint is a web-based collaborative platform primarily used for building corporate intranets, document and content management, and file sharing.