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The AI System of Action for Corporate and Trust Services.
Our Vision
To be the platform of choice that enables governance, operations and investment anywhere in the world.
Leadership Team
Our leadership brings proven expertise across trust services, Fintech and enterprise technology, united by a commitment to innovation and customer-first thinking.
Guy Harrison Chief Executive Officer
As CEO of Quantios, Guy brings extensive experience in Regulatory Compliance, AML and KYC in highly regulated industries and fast-growth technology. Before joining Quantios in 2024, he led SmartSearch, a leading AML and Compliance software provider. He also served as General Manager at Dow Jones Risk & Compliance in London and was the Global Head of Strategy & Change Management at Goldman Sachs.
Ben Donnelly Chief Financial Officer
Ben is a Chartered Accountant who is focused on value creation through growing SaaS businesses, optimising operations and M&A. Ben joins us from A2Mac1, a private equity backed data business based in Paris, where he was Interim CFO. Prior to that, Ben was part of the finance leadership team at Micro Focus plc, a listed enterprise software business where he held multiple roles across finance, M&A and investor relations. Ben started his career as an auditor within Deloitte, before working within their transaction services team supporting a range of businesses in both private and public M&A activities.
Grant Jones Chief Revenue Officer
Grant has held leadership roles in financial technology companies for the past 14 years and specialises in uniting teams around strategic go to market. Grant joins Quantios following 10 years in the Vista Equity Partners portfolio, where he was responsible for global go to market and the partners ecosystem for Finastra. Most recently, Grant was part of bringing together two market leaders in the alternative investment space to create Allvue Systems. Grant’s role with Quantios includes ensuring customer-centricity is at the heart of everything we do.
Adrian Akers Chief Product Officer
Adrian Akers is Chief Product Officer for Quantios. He has worked in the Trust and Corporate Services sector for over 20 years starting his career as a software engineer having gained a first class bachelor of science honours in Computing and Informatics. Adrian and his product team are responsible for the delivery of a best in class product portfolio, serving enterprise and mid-market customers, whilst ensuring that quality, innovation and the customer voice are at the heart of the products we build for this sector.
Marie Palmer Chief Customer Officer
Marie brings over 20 years leadership experience across Customer Success, Professional Services and Support to Quantios, with a proven track record of value delivery and SaaS transformation. Throughout her career, Marie has focused on embedding a culture of 'customer first' thinking and ensuring teams are developed to succeed. Most recently, Marie held the position of Chief Customer Officer at 1E, where she led the global customer organisation through a major SaaS transition and scaled internal teams and operations. Prior to this, Marie led the EMEA & APJ Customer Success team at CarbonBlack, expanding the team from its UK base out to new territories.
Joe Sefton Jenkins Chief Technology Officer
Joe has been leading the development and technology organisation at Quantios since July 2017 and has overall responsibility for technology and product development across the firm’s portfolio. His role also encompasses IT & cyber security, DevOps & cloud operations and the Quantios Academy. He is also responsible for the heritage products that are under long-term applications management. Prior to joining Quantios, Joe was the Global Director of Product Development at Fiserv working across a range of different disciplines including fraud detection, KYC, AML and account control, serving some of the world’s largest financial institutions. Joe holds a degree in Geophysics from Leeds University and post-graduate research in seismology at the University of Bristol.
Mel Mariner Global Head of HR
Mel is the Global Head of HR at Quantios. She joined the business in 2018 and has over 15 years of experience in HR within the software industry. Mel is committed to continually developing the organisation culture and the impact the HR function can have to support the business achieve its strategic goals by means of their most valuable asset – their people. Mel has a degree in Business Studies from Bournemouth University and started her career as a recruitment consultant for Reed before moving into HR and later becoming the HR Manager at ICSA software, a global vendor of compliance solutions.
Quantios in numbers
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Our Story
Our journey to enabling governance, operations and investment anywhere in the world.
Awards and Accreditations
As a leading voice in the sector Quantios continues to be recognised by the most respected industry bodies as well as receiving accreditations to enhance our delivery for customers.
Best TCSP Industry Software Company & RegTech Innovation Excellence Award - Wealth and Finance FinTech Awards 2025
Most Innovative Compliance / RegTech Product - WealthBriefingAsia Awards 2025
Most Innovative Client Solution - WealthBriefing Awards Swiss 2025
Best Innovative Client Solution - WealthBriefing Awards Channel Islands 2024
Best Compliance Solution - WealthBriefing Awards Channel Islands 2024
Best TCSP Industry Software Company 2024
CPD
ISO 27001. Information security management certification.
Best Innovative Technology 2024 - Wealthbriefing Europe
Best Fintech Award. Jersey Tech Awards
FinTech Vendor of the Year. Citywealth Magic Circle
Best Software Supplier of the Year. Citywealth Brand Management
Best Onboarding Solution. WealthBriefing Channel Islands
Best Innovative Client Solution. WealthBriefing Channel Islands
Technology Innovators of the Year. Magic Circle
WealthTech Provider of the Year - WealthBriefing Channel Islands
Best Innovative Solution. WealthBriefing Americas
Best Innovative Solution. Wealth Briefing Asia
Best Onboarding Solution. WealthBriefing Europe
Best Onboarding Solution. WealthBriefing Switzerland
FinTech Vendor of the Year. Magic Circle Awards
Best Software Supplier of the Year. Brand Management Awards
Microsoft Gold Partner
Oracle Partner
Digital Company of the Year. Jersey Tech Awards
Best Innovative Client Solution. WealthTechAsia
FinTech Vendor of the Year. Citywealth Magic Circle
Our approach to ESG
Quantios is committed to Environmental Social Governance (ESG) through our effective stewardship of the environment, having a positive impact on people, communities and suppliers as well as being governed and operating ethically.
At Quantios, our commitment to sustainable business practices centres around three core pillars: People, Planet, and Community. This focus is woven deeply into every aspect of our operations.
We continuously refine our governance structure and policies, and provide ongoing training to maintain ethical and compliant operations while prioritising the well-being of our communities and workforce.
We continuously refine our governance structure and policies, and provide ongoing training to maintain ethical and compliant operations while prioritising the well-being of our communities and workforce.
Our environmental responsibilities are a top priority. We actively measure our carbon footprint to identify reduction opportunities, setting the stage for ambitious emissions targets. Through effective resource planning and adopting flexible, agile work practices and new technologies, we have significantly reduced our office-based, commuter, and travel emissions.
We are equally committed to minimising our environmental impact by reducing waste,
We are equally committed to minimising our environmental impact by reducing waste,
increasing recycling, and choosing ethical suppliers.
These efforts are part of our broader strategy to sustainably manage our natural resources.
By consistently enhancing our ESG policy and integrating these values across our business activities, we remain focused on making a positive impact on People, Planet, and Community. Our goal is to continually improve and evolve, striving to be the best version of Quantios possible.
These efforts are part of our broader strategy to sustainably manage our natural resources.
By consistently enhancing our ESG policy and integrating these values across our business activities, we remain focused on making a positive impact on People, Planet, and Community. Our goal is to continually improve and evolve, striving to be the best version of Quantios possible.
Our People
We bring together deep technical expertise and a collaborative spirit that drives exceptional service.
With teams across the UK and Channel Islands, EMEA and APAC, we blend local understanding with global capability to solve client challenges.
Frequently Asked Questions
Quantios provides a global SaaS platform for corporate, trust and fund services providers. The platform supports operational management, regulatory compliance and intelligent automation within a single connected environment.
Through its platform and solutions, Quantios helps firms operate with clarity, meet regulatory obligations with confidence and automate time-intensive work so teams can focus on higher-value activities.
More than 600 firms across six continents rely on Quantios, including trust companies, corporate services providers, fund administrators and financial institutions.
The platform supports organisations of all sizes, from growing firms to large global providers managing complex international structures.
Yes. AI capabilities are embedded within the Quantios platform to support operational and regulatory work across trust, corporate and fund services firms.
These capabilities help teams analyse data, generate documents and surface insights more quickly, reducing manual effort while improving accuracy and visibility across the business.
Quantios combines deep industry expertise with a globally capable SaaS platform shaped through decades of working with leading corporate, trust and fund services organisations.
Across its Operate, Regulate and Automate capabilities, the platform helps firms manage core operations, handle regulatory requirements and automate complex tasks within a single environment.
TrustQuay was a well-established provider of software solutions for the trust and corporate services industry. Its flagship product, TrustQuay Online, was a comprehensive platform for entity management and workflow automation. Following the formation of Quantios through a significant merger, TrustQuay Online has evolved and is now known as Quantios Core. Quantios Core represents the next generation of this powerful platform, incorporating the strengths of TrustQuay Online with further innovations and integrations to provide an even more robust and comprehensive solution for TCSPs.
Quantios was formed through the strategic consolidation of several leading businesses in the trust, corporate services, and legal tech sectors, backed by Hg Capital. These included:
- Microgen: A provider of software solutions for trust and corporate service providers, known for its 5Series platform, a comprehensive solution for trust and fund administration.
- Viewpoint: Another established player in the TCSP software market, offering vPoint, a solution focused on trust, fund, and company administration.
- Touchstone: A technology services provider that had been working with some of the merging entities.
- TrustQuay: Known for NavOne and its TrustQuay Online platform, now Quantios Core, offering entity management and workflow automation.
Furthermore, in 2024, Klea (klealegal.com), a legal entity management software provider, became a Quantios solution, further strengthening our offering in this critical area. Our combined strengths allow Quantios to offer a comprehensive suite of solutions, including eFileConnect (focused on regulatory filing), Portal (for enhanced digital client servicing) and the evolved Quantios Core, alongside the innovative capabilities of Klea Legal. This unification creates a powerful partner for TCSPs seeking to navigate the complexities of the modern wealth management environment.
At Quantios, the security and reliability of our SaaS solutions are paramount. We employ a multi-layered approach to safeguard our platform and your data, including:
- Robust Infrastructure: We utilise secure and reliable cloud based hosting environments with industry-leading security protocols.
- Data Encryption: We employ advanced encryption methods to protect your data in transit and at rest.
- Regular Security Audits: We conduct internal and external security audits and penetration testing to identify and address potential vulnerabilities.
- Access Controls: We implement strict access controls and authentication mechanisms to ensure only authorised personnel can access sensitive data.
- Data Backup and Recovery: We have comprehensive data backup and disaster recovery plans to ensure business continuity and minimise the risk of data loss.
- Compliance with Security Standards: We adhere to relevant industry security standards and best practices.
We are committed to providing a secure and reliable platform that you can trust.
There are several ways you can learn more about Quantios and our suite of solutions for Trust and Company Service Providers:
- Request a demo: You can request a personalised demonstration of our software to see how it could benefit your business. Simply click the “Book Demo” button at the top of our website.
- Explore our website: You can find detailed information about our products across the website product pages, news and press releases, and links to our Klea Legal site.
- Contact our sales team: Our knowledgeable sales team is available to discuss your specific needs and answer any questions you may have. Our number is at the top of the page or click to our Contact Us page.
- Follow us on social media: Keep updated on the latest news, insights, and product updates by following us on LinkedIn.
- Attend industry events: We regularly participate in TCSP industry conferences and webinars. We also host in-person events where you can meet our team and get hands-on with the Quantios software. Keep an eye on our website or social media for announcements or contact our team to ensure you are on the invite list for the next event.
We encourage you to reach out and learn how Quantios can help your TCSP business thrive.