Quantios
Quantios provides AI-native SaaS for trust, corporate, and fund services providers, unifying entity management, compliance, regulatory filing, workflow automation, and client servicing across 100+ countries for 600+ firms.
- Company typePrivate
- Founded2008
- HeadquartersMountain View, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What Quantios does
Quantios is a UK-headquartered SaaS provider serving trust, corporate, and fund services providers (TCSPs) globally, with more than 600 customer firms across six continents. The company delivers an integrated entity management, compliance oversight, regulatory filing, workflow automation, and client servicing platform, anchored on Microsoft Dynamics 365 Business Central and distributed through enterprise field sales, Microsoft AppSource, and a partner ecosystem that includes PwC, BDO, Landytech, KYC360, and DocuSign. Its product portfolio spans Quantios Core (operational backbone), eFileConnect (multi-jurisdictional statutory and regulatory filing including FATCA/CRS AEOI and beneficial ownership), Quantios AI (agentic and generative AI features such as the Bank Statement Processing Agent, AI Co-Pilot, and AI-Generated Records & Summaries), Portal (white-labelled client servicing), Academy (CPD-accredited training), and the Klea AI-powered legal entity management solution covering 100+ countries.
The business operates a subscription-based enterprise SaaS model with annual, quote-based pricing tied to firm size, entity volumes, and module selection. Quantios is a private company owned by Hg Capital and EQT, formed through the 2023 merger of TrustQuay and Viewpoint (themselves a consolidation of Microgen, Touchstone, Landsteinar/LCI, and Viewpoint) and rebrand in 2024, with headquarters in Fleet, UK, and APAC headquarters in Singapore plus engineering/operations in Cambridge and Serdang, Malaysia. The company maintains ISO 27001 certification, Microsoft Gold Partner status, and Oracle partnership credentials, serving customers that include HSBC, RBC, Nedbank, Sanlam, Ocorian, TMF Group, Trident Trust, Sovereign Group, and NZPT.
Quantios firmographics
Firmographics- Name
- Quantios
- Legal name
- Quantios Management Services Ltd.
- Website
- http://www.quantios.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Quantios provides AI-native SaaS for trust, corporate, and fund services providers, unifying entity management, compliance, regulatory filing, workflow automation, and client servicing across 100+ countries for 600+ firms.
- Ownership category
- akta.pro rank
Quantios industry classification
Industry- Product category
- Trust and Corporate Services Software
- NAICS
- Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)
- akta.pro primary industry
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
Keywords
Where Quantios is headquartered
LocationHeadquarters
- HQ city
- Mountain View
- HQ country
- United States
- HQ region
- North America
Offices12 records
Markets served
Quantios business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- SaaS Platform Subscription: Quantios operates as a SaaS provider offering subscription-based access to its platform. The platform is available as a cloud-based solution with subscription pricing. The company also offers implementation services and professional services for deployment.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS platform pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Quantios product offering
Product offeringCore offering
Quantios provides an AI-native SaaS platform for trust, corporate and fund services providers (TCSPs) that unifies entity management, compliance oversight, regulatory filing, workflow automation, and client servicing across front, middle and back-office operations. The platform is built on Microsoft Dynamics 365 Business Central and serves more than 600 firms across six continents with embedded generative and agentic AI capabilities.
Differentiator
Problem solved
Functional benefit
Brands
- Quantios AI: AI-powered platform freeing teams for higher-value work through agentic intelligence and embedded generative capabilities.
- Quantios eFileConnect
- Quantios Core
- Quantios Portal
- Quantios Academy
- Klea
Products and services
- Quantios Core
Quantifiable outcome
- Projected hours saved through automation based on customer profile of 600 users managing 2,500 structures
- +2 more outcomes
Companies that use Quantios
Customer profileNamed customers17 records
Segments5 records
Ideal customer profiles4 records
Quantios technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability9 records
Feature6 records
Quantios partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered core, supporting, strategic and regional.
- LandytechcoreTechnology provider delivering solutions for TCSPs to automate bookkeeping and investment reporting. Integration supports reconciliation, reporting and final accounts within Quantios Core.
- KYC360coreProvides tools for KYC compliance, focusing on AML and risk management. Integrates with Quantios platform for enhanced compliance capabilities.
- LaserfichesupportingDocument management and workflow automation solutions provider. Offers document management capabilities integrated with Quantios platform.
- Bank ClaritysupportingOptimises banking operations and enhances financial transaction management for TCSPs. Integration supports banking reconciliation within Quantios.
- Enhance MosaicsupportingFintech platform providing a quantitative, auditable foundation for portfolio monitoring. Part of Quantios ecosystem for investment management.
- DocuSigncoreHelps organisations automate the agreement process with electronic signatures. Integration enables secure document signing within Quantios workflows.
- PwCstrategicEconomic Substance Advisory Service to streamline Economic Substance reporting. Provides consulting expertise for regulatory compliance matters.
- BDOstrategicGlobal network of firms delivering comprehensive audit, tax, and advisory services to the TCSP sector. Supports implementation and consulting.
- MBSsupportingTailored IT solutions and support services for the TCSP industry. Provides localised implementation support.
- C5 AlliancesupportingTechnical and strategic expertise in technology solutions for the financial, legal and TCSP sectors. Provides regional support in finance sector.
- VantagesupportingSpecialised risk management, software implementation and support solutions to the TCSP industry.
- AegissupportingTechnology provider focusing on cybersecurity solutions and IT consultancy for TCSPs.
- CaribtechregionalIT solutions designed specifically for the TCSP market in the Caribbean. Provides regional coverage and support.
- MicrosoftcoreQuantios Core built on Microsoft Dynamics 365 Business Central, available on Microsoft AppSource. Microsoft Gold Partner status.
Scale indicators4 records
Recent moves11 records
Expansion highlights6 records
Quantios competitors and assessment
Company assessmentPeers
- Onit: Enterprise workflow and process automation SaaS (Onit, Activate, LawVu) targeting legal operations, contract lifecycle management, and compliance for regulated industries. Comparable to Quantios in workflow automation and process orchestration for legal/compliance teams, with similar PE backing (K1 Investment Management) and enterprise SaaS GTM.
- Viewcentric (legacy TCSP software): Legacy TCSP and corporate services software provider with on-premises entity management and trust accounting solutions. Direct competitor to Quantios in the TCSP vertical prior to Quantios' consolidation play; remaining on-prem vendors represent the displacement opportunity Quantios targets with its SaaS model.
Emerging players
- Workiva: Cloud platform for regulatory reporting, SOX compliance, and connected data management across finance, risk, and ESG. Comparable in serving enterprise compliance and reporting workflows with cloud-native SaaS, though focused on listed-company SEC/ESG disclosure rather than TCSP-specific filings; an emerging adjacency for Quantios as TCSPs face investor-grade reporting demands.
- iManage: Enterprise document and email management SaaS platform serving law firms, corporate legal departments, and professional services. Comparable to Quantios in document management, workflow, and AI-driven knowledge retrieval for regulated industries; both built on AI-augmented document/case management with PE backing (Hg Capital, Insight Partners - interesting overlap with Quantios sponsors).
- Board Intelligence: UK-based SaaS platform for board and governance workflows serving corporates, financial institutions, and public sector organizations. Comparable to Quantios' Portal and governance automation capabilities, though narrower in scope (board pack creation, meeting management) and not focused on TCSP entity management.
Broad incumbents
- CSC (Corporate Services Company): One of the world's largest corporate services providers (CSC Global) with its own proprietary entity management, compliance, and corporate secretarial software stack. Directly comparable target customer base (TCSPs, large corporates managing multi-jurisdictional entities) and overlaps with Quantios on entity management, beneficial ownership, and regulatory filing capabilities.
- Wolters Kluwer: Global information services and compliance software company (CCH, OneSumX, TeamMate) serving tax, audit, legal, and regulatory reporting needs of corporations and financial institutions. Directly competes with Quantios in regulatory reporting (AEOI/FATCA/CRS), entity compliance, and workflow automation for regulated industries, though Wolters Kluwer is far broader and serves many verticals beyond TCSPs.
- Computershare Governance Services: Global leader in share registration, corporate trust, and governance services with embedded software for entity management, AGM/board workflows, and regulatory compliance. Overlaps with Quantios on entity management and corporate secretarial workflows for listed corporates and large unlisted entities, though primarily a corporate services firm with proprietary software rather than a pure SaaS vendor.
Direct peers
- Mitratech: PE-backed legal operations and compliance SaaS platform (TeamConnect, PolicyHub, TyMetrix) serving corporate legal, risk, and compliance teams. Highly comparable product positioning (entity/contract management, workflow automation, AI-driven compliance) and GTM motion (enterprise legal and compliance buyers); private equity owned (Centerbridge, Vista Equity).
- Diligent Corporation: Board management and governance SaaS platform (acquired Galvanize/ACL and BoardBooks) serving corporations, non-profits, and financial institutions. Comparable to Quantios in providing entity governance, compliance, and board-meeting workflow automation for regulated enterprises, with similar enterprise sales motion and PE backing (Insight Partners, Clearlake).
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights8 records
Customer concentration
Quantios social profiles
Digital presenceQuantios financial estimates
Financial estimateRevenue estimate
Valuation estimate
Quantios leadership team
Management profileNumber of profiles
Profiles7 records
Quantios subsidiaries and ownership
Company hierarchySubsidiaries1 record
Quantios funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Quantios M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Quantios
What does Quantios do?
Quantios provides an AI-native SaaS platform for trust, corporate and fund services providers (TCSPs) that unifies entity management, compliance oversight, regulatory filing, workflow automation, and client servicing across front, middle and back-office operations. The platform is built on Microsoft Dynamics 365 Business Central and serves more than 600 firms across six continents with embedded generative and agentic AI capabilities.
Is Quantios a public or private company?
Quantios is a private company. It is classified as private equity controlled and is currently operating.
When was Quantios founded?
Quantios was founded in 2008. It employs 251 to 500 people.
Where is Quantios based?
Quantios is headquartered in Mountain View, United States, in the North America region.
How does Quantios make money?
One revenue line is on record: saaS Platform Subscription.
Who are Quantios's main competitors?
Peers on record are Onit and Viewcentric (legacy TCSP software). Emerging players are Workiva, iManage and Board Intelligence. Broad incumbents are CSC (Corporate Services Company), Wolters Kluwer and Computershare Governance Services. Direct peers are Mitratech and Diligent Corporation.
Does Quantios have an API?
No public API is recorded for Quantios.
What industry is Quantios in?
Quantios's product category is Trust and Corporate Services Software. Its primary akta.pro industry code is HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites. Its NAICS code is 54151 and its SIC code is 7370.