KOP Consultancy
KOP Consultancy is a Jersey-based professional services firm founded in 2015 that delivers project management, business analysis, training, and document management consultancy to mid-to-large legal, fiduciary, trust, fund management, and wealth management firms in the Channel Islands.
- Company typePrivate
- Founded2015
- HeadquartersSilver Sands, Barbados
- Headcount1–10
- GTM typeB2B
- OfferingServices
What KOP Consultancy does
KOP Consultancy is a Jersey-based professional services firm founded in 2015 that delivers project management, programme management, business analysis, training, document and records management, and reporting and analytics services to offshore financial services clients. The firm targets mid-to-large enterprises across five primary verticals: legal firms, trust and fiduciary businesses, fund management companies, wealth management businesses, and banking and finance organisations — almost entirely within the Channel Islands. Its client roster includes Bedell Cristin, Mourant, Ocorian, Carey Olsen, Conyers, JTC Group, Butterfield Group, Elian, Sovereign Group, and Jersey Water, among others, indicating established relationships at the top of the Jersey legal and fiduciary market.
The company's "technology" is its consulting methodology and partner ecosystem rather than any proprietary software product. KOP acts as a channel partner for Smartsheet (since 2018) and iManage, and has built a broader partner network including Cheetah Transformation, Co-Flo Enterprise, Prosperoware, QBIX, Litera, Kerv, Comnexa, MetaphorIT, Puritas, BrandSpark, and Tiger Eye. The firm maintains a library of more than 30 project management templates and runs an active programme of partner seminars, webinars, and blog content. Mike Thorpe serves as Managing Director and the primary client-facing contact via a published Calendly link.
Revenue is generated through time-and-materials or fixed-scope consultancy engagements typical of the professional services model, with no public pricing disclosed and prospective clients directed to contact the firm directly. The company is privately held with no external funding, 1-10 employees, and a registered office in St Clement, Jersey. Its most significant recent strategic moves have been the November 2025 alliance with Tiger Eye to extend reach into the Channel Islands and broader EMEA, and the May 2025 partnership with Co-Flo Enterprise to add iManage-native operations management capabilities.
KOP Consultancy firmographics
Firmographics- Name
- KOP Consultancy
- Legal name
- KOP Consultancy Limited
- Website
- https://kopconsultancy.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- KOP Consultancy is a Jersey-based professional services firm founded in 2015 that delivers project management, business analysis, training, and document management consultancy to mid-to-large legal, fiduciary, trust, fund management, and wealth management firms in the Channel Islands.
- Ownership category
- akta.pro rank
KOP Consultancy industry classification
Industry- Product category
- Management Consulting Services
- NAICS
- Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)
- akta.pro secondary industry
- Contract Lifecycle Management (CLM) & Document Automation (BPAEAPAD)
Keywords
Where KOP Consultancy is headquartered
LocationHeadquarters
- HQ city
- Silver Sands
- HQ country
- Barbados
Offices1 record
Markets served
KOP Consultancy business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others, Infrastructure
Revenue model
- Consultancy and Professional Services: KOP Consultancy generates revenue by providing billed consultancy services including project management, programme management, business analysis, training, document and records management, and reporting and analytics. Fees are likely structured as time-and-materials or fixed-scope engagements, typical for professional services firms serving the financial services sector.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
KOP Consultancy product offering
Product offeringCore offering
KOP Consultancy delivers project management, programme management, business analysis, training, document and records management, and reporting and analytics services to legal, fiduciary, trust, fund management, and wealth management organisations. The firm functions as a channel partner and implementation specialist for technology platforms including Smartsheet, iManage, QBIX, Litera, Kerv, and BrandSpark, providing configuration, training, and change-management consultancy around these tools.
Product overview
KOP Consultancy is a Jersey-based consultancy founded in 2015 that provides project support and training services across Legal, Fiduciary, Trust, Funds, and Wealth Management sectors. Their service portfolio is organized as five core service lines (Project & Programme Management, Business Analysis & Process, Training, Document & Records Management, and Reporting & Analytics) supported by specialized sub-services (PMO setup, PPM, and System Selection). The company operates as a channel/strategic partner for technology platforms including Smartsheet (collaboration and project management) and iManage (document/email management and knowledge work), providing implementation, training, and consultancy services around these platforms.
Differentiator
Problem solved
Functional benefit
Products and services
- Project & Programme Management End-to-end project and programme management consultancy delivering initiatives on time, within budget, and to required scope for legal, fiduciary, trust, fund management, and wealth management clients.
- Business Analysis & Process Research-led business analysis discipline that identifies business needs and determines solutions to business problems, including process improvement, organisational change, and strategic planning for financial services organisations.
- Training Multi-format training delivery including induction, eLearning, classroom, remote, floorwalking, train-the-trainer, UAT, and application-specific training across Elite, iManage, InterAction, Microsoft Office, NavOne, Oneplace, PDF Docs, and SharePoint.
- Document & Records Management Advisory, implementation, and policy services for document management systems (DMS) and records management, including system selection, delivery, maintenance, Records Management Policy creation, and Retention Schedule design.
- Reporting & Analytics Analytics and dashboard consultancy that extracts and organises meaningful data insights using Smartsheet as the recommended platform, enabling clients to better understand and improve business performance.
- Smartsheet Services Channel partner services for Smartsheet, a collaboration platform for project management, programme management, and process automation, including platform configuration, training, and integration with analytics tools.
- iManage Services Strategic partnership services for iManage, providing document and email management implementation, AI-powered knowledge work solutions, and the Tiger Eye Blueprint knowledge management platform for legal, trust, and fund management clients.
- QBIX Services Partnership services with QBIX Limited providing technology solutions integration specialising in international trust administration, corporate services, and alternative fund administration sectors.
- BrandSpark Employer brand services for the financial sector, helping clients attract and retain talent through employer branding, recruitment marketing, and content marketing services.
Companies that use KOP Consultancy
Customer profileNamed customers16 records
Segments5 records
Ideal customer profiles4 records
KOP Consultancy technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
KOP Consultancy partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Tiger EyecoreStrategic alliance announced November 2025, where Tiger Eye expands into regions such as the Channel Islands leveraging KOP Consultancy's expertise and partner network. Mike Thorpe remains Managing Director of KOP while acting as a consultant for Tiger Eye, focused on providing consultancy to trusts, asset management, and fiduciary firms. KOP's clients gain direct access to Tiger Eye's specialist iManage services and solutions.
- Co-Flo EnterprisecorePartnership announced May 2025 to offer clients access to Co-Flo's operations management applications built exclusively within the iManage interface. Co-Flo tools improve project management outcomes and provide operational insights through enriched metadata management, reduced administrative tasks, and automated key processes. Targets corporate service teams in Legal, Finance, Compliance, Risk, and HR.
- Cheetah TransformationcorePartnership with Cheetah Transformation (Smartsheet's 2022/2023 EMEA Partner of the Year) for Smartsheet implementation and technical services. Cheetah brings extensive Smartsheet experience and technical capabilities. KOP has been a Smartsheet partner since 2018. Joint seminars are hosted at Santander Work Cafe in Jersey.
- iManagecoreLongstanding iManage partner working with Jersey businesses to develop functionality and templates for document and email management solutions. KOP and iManage hold joint seminars and webinars (e.g., 'Making Knowledge Work'). iManage Work 10 is the document and email management platform recommended for legal, trust, and fund management clients.
- SmartsheetcoreKOP is a Smartsheet channel partner since 2018. Smartsheet is promoted as a collaboration tool for planning, capturing, managing, automating, and reporting on work. KOP conducts regular Smartsheet seminars in Jersey and recommends Smartsheet for PPM, executive reporting, and dashboards.
- BrandSparkminorKOP is a partner for BrandSpark, the only dedicated employer brand services provider in the financial sector. BrandSpark helps attract and retain talent through employer branding, recruitment marketing, and content marketing services.
- SnapminorSnap (snap.je) is a Jersey-based marketing and website design partner. Listed among KOP's learning and software providers, supporting client digital presence needs.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
KOP Consultancy competitors and assessment
Company assessmentDirect peers
- Wellingtone: UK PMO and project management consultancy with a comparable service mix (PMO setup, PPM, training, maturity assessments). Closest UK mainland analogue to KOP's core PMO/PPM practice.
- Tiger Eye Consulting: UK-based specialist legal technology consultancy focused on iManage knowledge work solutions. Now a strategic partner of KOP, with directly overlapping target clients (trusts, asset managers, fiduciary firms) and a comparable consulting-plus-vendor-partnership model.
- QBIX Limited: Jersey-based technology solutions integrator focused on international trust administration, corporate services and alternative fund administration. A formal KOP partner serving many of the same Channel Islands clients with overlapping change and project delivery work.
- Cheetah Transformation: Smartsheet's 2022/2023 EMEA Partner of the Year, providing Smartsheet implementation, training and technical services to enterprise clients. Operates a near-identical channel-partner-plus-consultancy model to KOP across the same platform.
Broad incumbents
- Elevate Services: Larger, US-originated legal services and consulting firm offering technology, consulting and managed services to law firms and corporate legal departments. Overlaps with KOP on document management and change programmes but at materially greater scale and breadth.
- EY Channel Islands: Big Four advisory presence in Jersey/Guernsey with FS consulting, technology and transformation offerings. Competes indirectly for the same FS change mandates and brings global scale and partner relationships KOP cannot match.
- Deloitte Channel Islands: Big Four advisory practice serving Jersey and Guernsey financial services. Overlaps with KOP on transformation, technology implementation and managed services within the same offshore FS client base.
- PwC Channel Islands: Big Four advisory practice in the Channel Islands with established FS and legal-sector client relationships. Overlaps on technology-enabled change and PMO work for the same fiduciary and banking clients, though at much broader portfolio scope.
- KPMG Channel Islands: Big Four advisory presence in Jersey serving many of the same legal, fiduciary, banking and fund clients. Competes for transformation, risk and technology mandates but as part of a full-service advisory portfolio rather than a specialist FS-tech niche.
- BDO Channel Islands: Mid-tier professional services firm with a Channel Islands FS practice. Overlaps with KOP on advisory, system implementation and change work for fiduciary and fund clients, albeit at broader scope across audit, tax and advisory.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
KOP Consultancy social profiles
Digital presenceKOP Consultancy financial estimates
Financial estimateRevenue estimate
Valuation estimate
KOP Consultancy leadership team
Management profileNumber of profiles
Profiles1 record
KOP Consultancy funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
KOP Consultancy M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about KOP Consultancy
What does KOP Consultancy do?
KOP Consultancy delivers project management, programme management, business analysis, training, document and records management, and reporting and analytics services to legal, fiduciary, trust, fund management, and wealth management organisations. The firm functions as a channel partner and implementation specialist for technology platforms including Smartsheet, iManage, QBIX, Litera, Kerv, and BrandSpark, providing configuration, training, and change-management consultancy around these tools.
Is KOP Consultancy a public or private company?
KOP Consultancy is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was KOP Consultancy founded?
KOP Consultancy was founded in 2015. It employs 1 to 10 people.
Where is KOP Consultancy based?
KOP Consultancy is headquartered in Silver Sands, Barbados.
How does KOP Consultancy make money?
One revenue line is on record: consultancy and Professional Services.
Who are KOP Consultancy's main competitors?
Direct peers on record are Wellingtone, Tiger Eye Consulting, QBIX Limited and Cheetah Transformation. Broad incumbents are Elevate Services, EY Channel Islands, Deloitte Channel Islands, PwC Channel Islands, KPMG Channel Islands and BDO Channel Islands.
Does KOP Consultancy have an API?
No public API is recorded for KOP Consultancy.
What industry is KOP Consultancy in?
KOP Consultancy's product category is Management Consulting Services. Its primary akta.pro industry code is BPAHAEAI, ERP, CRM & Enterprise Applications Consulting, with a secondary code of BPAEAPAD, Contract Lifecycle Management (CLM) & Document Automation. Its NAICS code is 54161 and its SIC code is 8742.