Case Study: Waypoint Wealth Partners achieves secure, fast file sharing and cloud backup with Egnyte

Waypoint Wealth Partners - Customer Case Study

Waypoint Wealth Partners is a six-year-old, virtual wealth management firm with five employees across three California offices. As a distributed, serverless team they struggled to securely share and collaborate on client documents—after trying CDs, a database sync and a VPN, they needed a simple, reliable solution that non-technical staff could use.

They implemented Egnyte’s On Demand File Server and then Egnyte Local Cloud, giving each office a fast local copy that syncs overnight to a unified cloud repository. The firm now scans and uploads Word/Excel/PDFs, uses client exchange folders and supports SEC reviews, reporting faster collaboration, greater efficiency and dependable offline performance.

Waypoint Wealth Partners

Ed Runyon

Firm Partner