What PlainSail does

PlainSail Technologies Limited is a Jersey-headquartered software company founded in 2013 that operates a cloud-based SaaS platform purpose-built for the trust and corporate services industry (TCSPs). The company serves trust companies, corporate service providers, family offices, and government entities ranging from small independent firms of roughly eight staff through to large multi-jurisdictional groups of 200+ professionals. Its target customers require deep regulatory compliance functionality across FATCA/CRS reporting, AML/CDD, KYC screening, and entity lifecycle management.

The product is a single-codebase platform with six integrated modules — Entity Management, Compliance & CDD, Multi-Currency Accounting, Billing & Time, Document Management, and a Workflow Engine — sharing a common database and operating without bolt-ons. The platform supports multi-currency operations, integrates natively with screening and KYC providers (LSEG World-Check, KYC360, Tiller, MeshID), accounting and bookkeeping systems (Enhance Group, Landytech), bank feeds via CAMT.053, the JFSC API for regulatory submissions, and Outlook and Power BI for productivity and reporting. AI capabilities include an AI-Assisted Workflows layer in private preview (with model flexibility across Azure AI Foundry, Anthropic, or private models, plus human-in-the-loop checkpoints), an AI-powered in-app Support Assistant, Azure-powered content search inside documents, and proactive timesheet suggestions. Release cadence has accelerated, with v1.4.70.0 in January 2026 and v1.4.80.0 in April 2026 (described as one of the largest releases to date).

PlainSail operates a subscription-based SaaS revenue model with annual billing and direct enterprise sales as its sole go-to-market. No public pricing is disclosed; sales originate from website demo booking and direct email outreach. Implementation is supported by the PlainSail team alongside third-party implementation partners (Resolution IT, WARM, Certus). The company is privately held with no disclosed external funding, approximately six employees, and a Jersey domicile. It has received consecutive WealthBriefing Channel Islands Awards (Overall WealthTech Provider 2024, Platform Provider 2025) and serves clients across Jersey, Guernsey, Switzerland, the Cayman Islands, Dubai, and the United Kingdom.

Name

PlainSail

Legal name

PlainSail Technologies Limited

Website

https://plainsail.je

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

PlainSail Technologies Limited is a Jersey-based SaaS company providing a cloud-based trust and corporate administration platform to TCSPs, family offices, and government entities. Its single-codebase product integrates entity management, compliance, accounting, billing, documents, and workflow for firms ranging from small independents to large multi-jurisdictional groups.

Ownership category

akta.pro rank

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. SaaS Platform Subscription: PlainSail operates as a cloud-based SaaS platform providing integrated trust and corporate administration software. The platform is sold on a subscription basis with implementation and onboarding services included. Revenue is generated through recurring software subscriptions, with annual or multi-year billing. No public pricing is disclosed; sales are driven through direct demo booking and sales team engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

PlainSail is a cloud-based SaaS platform built specifically for the trust and corporate services industry, providing six integrated modules on a single codebase: Entity Management, Compliance & CDD, Multi-Currency Accounting, Billing & Time, Document Management, and Workflow Engine. The platform supports multi-currency operations, integrates with leading compliance (KYC360, LSEG World-Check, Tiller, MeshID), banking, and bookkeeping providers, and includes AI-assisted workflows and an AI-powered Support Assistant.

Product overview

PlainSail is a unified trust and corporate administration platform comprising six integrated modules: Entity Management, Compliance & CDD, Multi-Currency Accounting, Billing & Time, Document Management, and Workflow Engine. Built on a single codebase since 2013, these modules share a common database and work seamlessly together. The platform also includes AI-Assisted Workflows (in private preview) and an AI-powered Support Assistant. PlainSail targets trust company service providers (TCSPs), family offices, and independent trust companies requiring integrated entity management, compliance, accounting, billing, document, and workflow capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Entity Management

Quantifiable outcome

• Billing cycles reduced by up to 60%
• +5 more outcomes

Named customers7 records

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability6 records

Feature10 records

Partnerships

Eleven partnerships are on record, tiered core and supporting.

• LSEG World-CheckcoreTechnology or IntegrationIntegrated screening provider for PEP, sanctions, and adverse media screening via API. Updates to client records in PlainSail propagate automatically to the screening system, removing manual reconciliation and business risk. Core compliance integration for all regulated clients.
• KYC360coreTechnology or IntegrationIntegrated screening and AML data provider. PlainSail client records update automatically propagate to KYC360 for ongoing screening. Eliminates manual sync between PlainSail and the screening platform, providing a full audit trail of changes.
• Verify by TillersupportingTechnology or IntegrationElectronic identity verification (eIDV) integration providing document-based identity verification for client onboarding and ongoing compliance. Supports latest geolocation response format.
• MeshID VerifysupportingTechnology or IntegrationElectronic identity verification (eIDV) provider integrated into PlainSail's compliance module for digital KYC during client lifecycle management.
• Enhance GroupsupportingTechnology or IntegrationBookkeeping integration provider. PlainSail supports integration with Enhance Group for automated bookkeeping feeds, enhancing the accounting module's connectivity to external bookkeeping services.
• LandytechsupportingTechnology or IntegrationBookkeeping integration provider. Supports automated data exchange between PlainSail's accounting module and external bookkeeping systems managed by Landytech.
• Microsoft Azure (AI)coreTechnology or IntegrationUnderlying AI infrastructure for PlainSail's AI-assisted workflows (private preview). Clients can opt to use Azure AI Foundry as their AI model provider. Azure also powers content search within document management.
• Microsoft (Azure AI Foundry / Anthropic)coreTechnology or IntegrationAI model flexibility: PlainSail's AI workflows support Azure AI Foundry, Anthropic, or private models — giving clients choice over which AI provider powers their compliance and workflow automation.
• Resolution ITsupportingImplementation/ SI/ Consulting PartnerManaged service provider that collaborated with Entrust during their PlainSail evaluation and implementation. Guided Entrust through exploring regulatory technology opportunities, including email and document management, before selecting PlainSail.
• WARMsupportingImplementation/ SI/ Consulting PartnerExternal specialist with in-depth knowledge of Entrust's existing system, engaged to support the PlainSail implementation. Comprehended both PlainSail's objectives and Entrust's internal requirements, working seamlessly with the PlainSail team.
• CertussupportingImplementation/ SI/ Consulting PartnerIT support partner that worked alongside PlainSail to manage Equinox's migration from their legacy system. Migration completed in approximately two months with a mid-month cutover.

Scale indicators5 records

Recent moves1 record

Expansion highlights5 records

Broad incumbents

• Salesforce Financial Services Cloud: CRM and workflow platform tailored for financial services including wealth and trust segments. Larger incumbent with broader footprint but less domain-specific compliance and accounting functionality.
• Wolters Kluwer: Large incumbent providing professional and regulatory software (TAC, CCH, TeamMate) to legal, tax and compliance teams. Overlaps with PlainSail on regulatory reporting and compliance workflows but serves a broader portfolio of customers.
• Capita (OneVue): Large UK-listed corporate services and software business whose OneVue platform serves TCSPs and corporate administration workflows. Comparable customer base but embedded within a much wider public-sector-focused portfolio.

Emerging players

• iManage: Document and email management platform used by professional services firms including law firms and corporate service providers. Comparable document and content-search capabilities, but broader and not vertical-specific.
• Intapp: Cloud software for professional services firms including risk, compliance and document management. Partial overlap with PlainSail's compliance and document modules, with a more general professional-services focus.
• Litera: Provider of document, workflow and knowledge management tools for legal and professional services firms. Adjacent to PlainSail's document management and workflow engine capabilities.

Others

• IQ-EQ: Global corporate services and fund administration firm that operates its own technology stack and competes for the same TCSP clients. Not a direct software peer but an adjacent buyer/competitor in the same vertical.

Direct peers

• Eqos: Vertical SaaS platform for trust and corporate services firms offering integrated entity, compliance and accounting functionality. Competes head-to-head with PlainSail for TCSP clients.
• TrustQuay: Cloud-based trust and corporate administration platform providing entity management, compliance, accounting and document workflows to TCSPs. Directly competes with PlainSail in the same niche vertical with comparable customer base.
• Viewpoint Group: Provides corporate services software and administration technology to TCSPs, fund administrators and family offices. Closely comparable product category and customer profile to PlainSail.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/plainsail-technologies-limited

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PlainSail