Case Study: Wealth Engineers, LLC achieves secure, simple client document sharing with Hightail

Wealth Engineers - Customer Case Study

Wealth Engineers, led by Jonathan K. Duong, CFA, CFP®, is an investment management and financial planning firm that serves busy professionals, entrepreneurs and athletes. Built on client-first, risk-aware and evidence-based principles, the firm faced a challenge: email attachments were convenient but insecure and prone to accidental forwarding, so Duong needed a simple, secure way to exchange large, confidential documents with clients.

Wealth Engineers adopted Hightail’s Uplink and secure file-sending features so clients can drop documents without logging in and the firm can send files with expirations, download limits and activity alerts. The result is streamlined document exchange, lower security risk, faster follow-up on downloads and greater confidence that client information is being protected in line with the firm’s fiduciary duties.

Wealth Engineers, LLC

Jonathan Doung

President and Founder