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About Quai Digital

The savings and investments engine reshaping wealth management
Our purpose
We believe that everyone should have access to affordable, effective savings and investment products — and that starts with the firms who deliver them. Our purpose is to power those firms with the tools, technology and expertise they need to reshape wealth management for the better.
Reshaping technology for wealth management
Our mission

To partner with firms like yours — equipping you with the technology, products and support you need to deliver efficient, compliant and future-ready services. Whether you’re enhancing your existing proposition or building something new, we offer the expertise and stability you can rely on.

Your team of experts

Tony Webb

CEO

Kelly Stimson

Director of Operations

Michelle Beeton

Head of Product

Sarah Taylor

Compliance Director

Caroline George

Technology and Transformation Director

Nina Williams

Client Onboarding Manager

David Smith

HR Manager

Iain Willis

Non-Executive Director

Tim Sargisson, Non-Executive Director, Quai Digital

Tim Sargisson

Non-Executive Director

Graham Beschizza

Non-Executive Director

Mike Graham

Chairman of the Management Board

Quai Milestones

2011

Where it all began

Quai was founded in 2011 by industry specialists Tony Webb and Iain Willis, driven by a vision to modernise wealth and pension administration. They set out to replace outdated, manual processes with seamless, tech-driven solutions, laying the foundation for what Quai has become today.

Over the years, Quai steadily grew, expanding its client base and refining its technology, establishing a strong presence in the wealth management sector. This consistent growth set the stage for future innovations and partnerships.

2025

Fast forward to today

In 2024, we took a significant step forward by partnering with WealthOS, integrating cutting-edge software into our offering. This partnership strengthened our commitment to delivering efficient, reliable solutions for clients across the wealth management sector.

Following our acquisition of key assets from a SIPP provider, Quai’s Assets under Administration grew to £2 billion, and our team expanded by 50%, allowing us to better serve a growing client base.

Today, we continue to evolve our offering to meet the needs of modern wealth firms — combining robust technology, regulatory expertise, and trusted operational support to help clients scale with confidence.

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.

Get in touch
reshape your business for success