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[ EP Wealth Banner ] [[https://www.smarsh.com/customer-story/ep-wealth-advisors-pdf?utm_source=marketo&utm_medium=email&utm_campaign=2025_CORP_Capture_H2Campaign-EP-Wealth]] | | |
How EP Wealth Scaled Compliance with Smarsh | Hey Rupert,
When rapid growth meets rising regulatory pressure, your email archiving and records retention strategy has to keep up.
Just ask EP Wealth Advisors — a $31B RIA scaling nationally through acquisitions while maintaining strong compliance archiving and digital communications oversight.
| Whether you're facing electronic record retention challenges or looking to unify your archiving platform across acquired firms, EP Wealth's story is full of practical insights. | Read the full case study Read the full case study [[https://www.smarsh.com/customer-story/ep-wealth-advisors-pdf?utm_source=marketo&utm_medium=email&utm_campaign=2025_CORP_Capture_H2Campaign-EP-Wealth]] | | |
Transform oversight into foresight. | | |
