Affinity Private Wealth has chosen Optifi to support its digital transformation.
“We’re genuinely grateful that Affinity Private Wealth has placed its trust in Optifi,” said Stuart Richford, Co-Founder of Optifi.
“Affinity’s reputation for values-led client service sets a high bar. Our role is to support their teams with practical tools, bringing clarity, control, and efficiency so they can continue delivering exceptional service.”
James Wetherall, Group Director, Affinity Private Wealth added: “Affinity builds proactive, long-term relationships grounded in purpose and responsibility.
“Through advice, planning, and management, the firm works closely with clients to secure their futures, safeguard their assets and families, and ensure their wealth aligns with their values,” said James Wetherall, Group Director, Affinity Private Wealth. “Optifi’s emphasis on practical workflow design complements our commitment to clarity, good governance, and long-term client relationships.”
“Affinity has retained its innovative, entrepreneurial spirit that’s a real asset when delivering an enterprise-grade platform,” said Cara Wright, Chief Product Officer at Optifi. “Their mix of energy, attention to detail, and genuine user empathy has empowered us to build a platform that truly reflects the future of the trust and corporate services industry.”
Pictured: James Wetherall and Stuart Richford
