About Quai Digital
At Quai Digital, we believe everyone should have access to affordable, efficient savings and investment products — and that starts with the firms who deliver them.
Since 2011, we’ve been helping financial businesses of all sizes build and run wealth propositions that are affordable, efficient and built to scale.
Whether you need investment wrappers and regulatory services, operational support or reliable platform infrastructure, our flexible services let you shape the solution that’s right for you.
Reshaping your business
We provide the industry expertise, service and technology to help you reshape your business model, streamline operations, and stay ahead of the competition.
Wealth Managers and Discretionary Fund Managers
Launch or modernise your platform with flexible, cloud technology, robust APIs and operational support.
Financial Advisers
Streamline and grow your business with broad investment choice, ready-made portals and admin support.
Wealthtechs and digital businesses
Build and scale faster with modular infrastructure, APIs, investment wrappers and built-in regulatory and operational services.
Our services
Our flexible approach lets you choose the services and components you need to shape and grow your business.
Investment wrappers and regulatory services
An FCA-regulated custodian and ISA plan manager — expand your offering with our full range of products including SIPPs, ISAs and GIAs.
Operational support
Let us handle the complex, time-consuming tasks so you can focus on growth and client relationships.
Platform technology and portals
Build your own branded platform with cloud-native tech, robust APIs or integrate our intuitive client and adviser portals.
450
Retail customers supported by Quai
40,000
SIPP accounts
22
transactions a year
150
API calls a year
2
Assets under administration
As at March 2025
Why Quai?
Experience the benefits of partnering with a leader in wealth management solutions.
Proven expertise
Decades of industry experience to support you and drive your business forward.
Flexible services
Modular components that shape around your business, not the other way around.
Operational strength
A safe pair of hands for client migrations, oversight and day-to-day delivery.
Future-ready technology
Cloud technology, robust APIs and branded portals built for modern wealth businesses.
Trusted by firms across the industry
From growing advice firms to established wealth managers.
Testimonials
Hear what our clients have to say about working with Quai Digital.
“Quai provides our firm with a robust, simple service for our products. With its sophisticated technology, Quai has enabled us to reshape the service and management we need for our clients and in an efficient, cost-effective and dependable way.”Philip Milton, MD
PJ Milton & Company PLC
“Quai Digital has a fantastic suite of products, some unavailable from traditional providers. Couple this with excellent service standards, with full integration, significant cost savings and enhancements to our business model – our relationship with Quai allows us to continue to grow.”Chris Poole, CEO
Cobens Wealth Management
“Choosing Quai Digital was a straightforward decision.
They stood out in the marketplace for their SIPP solution, full-scale administrative service and solid regulatory expertise”
Head of Investments
Fintech app
Ready to reshape your business?
We’ll help you choose the right services for your firm. Get in touch to see how we can support you.
