Branded document delivery for finance professionals
First impressions matter in financial services, even when you're sharing a PDF. WeTransfer Ultimate lets you give each document transfer its own background image and a written description, so a client opening your link receives something that looks considered and professional, not a generic file drop.
Your transfers, personalized
Finance and banking professionals send sensitive, high-stakes documents every day, from term sheets and investment summaries to onboarding packs and compliance reports, and how those files arrive reflects on your firm. WeTransfer Ultimate lets you style each transfer individually with a custom background and a description, so every document delivery feels like a deliberate presentation. Recipients can preview PDFs and Office documents directly in the browser before downloading, which means clients can confirm they have the right version without any back-and-forth. Your files travel in their original format with no alteration, and since recipients need no account to access a transfer, there is nothing between your branded link and your client's inbox. For teams that need shared branding and centralized billing, the Teams plan extends all of this across your whole group.
What makes WeTransfer different
Our features are designed to minimize how much of your data we — or anyone else — can access, so you can keep what's yours, yours.
30M+ Transfers sent every month
4.8 App Store / Play Store average rating
12M+ Monthly active users
43K+ Enterprises using WeTransfer daily
Everything you need
Give people simple tools, and they'll do extraordinary things. Ultra-fast file transfers, built-in customization, easier team collaboration. That's the magic of WeTransfer.
Move your ideas forward
Share content with a unique link, give anyone a free pass to send you 200 GB files, and stay in control of transfers — even after you hit send.
Collaboration tools for teams of all sizes
With tools designed to enhance collaboration, get everyone in your team talking and moving as one, without disrupting their workflow.
Share with confidence and security
From password protection to file encryption, WeTransfer has all the built-in security features you need to safeguard your work.
FAQs
All your questions answered.
On WeTransfer Ultimate, you can add a custom background image and a written description to each individual transfer before sending. For finance professionals, this means a due diligence pack, a client report, or a set of loan documents can arrive with your firm's visual identity already in place, rather than looking like an anonymous download link. The branding is set per transfer, so you can tailor the look and message for each client or deal.
Yes. Recipients never need a WeTransfer account to access, preview, or download a transfer. This matters in finance and banking, where clients or counterparties may be on locked-down corporate devices or simply unwilling to sign up for a third-party service. They click your link, see your branded presentation, and go straight to the files.
WeTransfer handles any file type without compression or modification, including PDFs, Word documents, Excel spreadsheets, PowerPoint presentations, and ZIP archives containing multiple files. PDFs and Office documents can also be previewed directly in the browser, so clients can check the contents before downloading the full transfer.
WeTransfer gives you a few layers of control. You can add a password to any transfer, which must be shared with recipients separately and is required before anyone can download. You can also restrict access to a specific list of email addresses, so only verified recipients can open the files. Both options are available across all plans and can be set or changed after a transfer is already sent.
On WeTransfer Ultimate, you can set transfers to never expire, or choose any custom expiry date that suits the deal timeline. This is a meaningful upgrade from the Free plan, where transfers are only available for up to three days. For finance professionals managing ongoing client relationships or long closing processes, keeping documents accessible for as long as needed removes a common source of friction.