About Optifi.

Our Vision

Empowering you to do your best work.

At Optifi, we want to empower you to make an impact. Remove unnecessary friction and time-wasting in your workflows to ensure your people are free to do their best work: nurturing relationships, growing wealth and building legacies for your clients.

Sun rising over a calm horizon — symbolising vision and possibility

Flowing teal and purple ribbons of light — symbolising momentum and connection

Our Mission

Support. Streamline. Succeed.

Combining deep sector insights with cutting edge technology, our mission at Optifi is to deliver journeys enriched with powerful intelligence and automation – built to grow your business whilst making your and your teams' lives easier.

Looking up at modern skyscrapers — symbolising ambition, structure and rigour

Our Values

The principles that shape every line of code and every client conversation.

Three commitments that keep us honest, focused and genuinely useful to the firms we serve.

People first

At Optifi, we believe the best technology starts with people. By placing our clients at the heart of everything we do, we can work together to unlock their business's full potential.

Engineered for change

Our team is built to act and Optifi is built to get results. We always listen, act purposefully, and innovate continuously – our clients don't have time to wait, so neither do we.

Precision matters

From compliance to client service, precision matters. We bring rigor, automation, and transparency to every process and decision point, so our clients can act with confidence.

Book a Demo

Meet the Team

Nearly 150 years of combined experience

Optifi's visionary team brings together industry and technology leaders who understand first-hand the challenges facing Trust and Corporate Services today. Meet the experts behind Optifi's powerful and innovative solutions.

Stuart Richford

Chief Executive Officer

Digital transformation expert with over three decades of experience restructuring some of the biggest global brands in private equity, fund administration, trust services, and banking.

Over his extensive career, Stuart has led large-scale global restructures, post-acquisition integrations, and regulatory change projects; founded, scaled, and successfully exited a consulting business; and become a recognised industry speaker specialising in leveraging AI, data and emerging technologies to drive operational excellence and future-proof financial services.

Previous firms: BDO, Deutsche Bank, and Barclays.

Focus at Optifi: As CEO of Optifi, Stuart spearheads innovation in the trust and family sector, ensuring clients achieve efficiency, scalability, and regulatory confidence.

stuart.richford@optifiplatform.comEmail

Alain Egre

Chief Operating Officer

Innovative strategy and facilitation leader with a remarkable background in change management and consulting across major players in trust, wealth and banking.

An expert facilitator, Alain has a natural authority when bringing teams and stakeholders together to shape a strategy, capture outcomes and plan critical path activities.

Previous firms: BDO, Sionic, Kleinwort Hambros and Barclays.

Focus at Optifi: Alain plays a pivotal role in ensuring that internal processes evolve in alignment with our external mission and client value proposition. Through strategic leadership and operational excellence, Alain ensures that Optifi delivers the very best transformative solutions for our clients.

alain.egre@optifiplatform.comEmail

Tish Vadher

Chief Strategy Officer

Digital product development genius with 25 years' experience in reshaping financial services through cutting-edge tech.

Tish has successfully delivered cloud-based core banking solutions, AI-driven digital products, and large-scale agile transformations for major global brands. He has deep expertise across cloud architecture, fintech strategy, and regulatory tech solutions.

Previous firms: Bupa, Ocorian, AXA Wealth, and RELX Group.

Focus at Optifi: Tish ensures that Optifi remains at the forefront of digital innovation in Trust and Corporate Services. Working closely with our partner ecosystem, Tish ensures Optifi provides best-in-class solutions to our mutual clients.

tish.vadher@optifiplatform.comEmail

Alex Steele

Chief Technology Officer

Tech and IT pro with 30 years' experience building and managing enterprise technology platforms in the wealth management space.

Alex has a profound understanding of platform architecture, agile delivery, and vendor management, having led complex migrations and managed multiple development teams to build scalable, compliant investment platforms at a global bank.

Previous firms: Barclays.

Focus at Optifi: Alex defines Optifi's technology vision and strategy, ensuring all systems are secure, scalable, and cloud optimised. He leads the development and architecture of our technology platform, using AI and automation to accelerate innovation and adoption. By tracking key DevOps metrics, he ensures fast, reliable delivery aligned with investor and client goals.

alex.steele@optifiplatform.comEmail

Cara Wright

Chief Product Officer

Product leader with an impressive portfolio driving change and modernisation in key leadership positions across financial services, fintech, and digital transformation.

With over 15 years' experience running multi-million-pound technology change portfolios impacting billions of dollars, Cara has extensive expertise in corporate client servicing, trading and investment platforms and digital client engagement. She has worked with some of the major players in banking and wealth management, designing & executing CX-focused product strategies, agile product deliveries and AI-powered financial solutions.

Previous firms: JP Morgan Chase Investment and Private Banks, and Barclays Wealth & Private Bank.

Focus at Optifi: Cara ensures that Optifi's platform delivers people-focused experiences to modernise Trust and Corporate Service providers, within an innovative and creative product culture.

cara.wright@optifiplatform.comEmail

Rafi Ghazi

Board Advisor

Private equity, venture capital and corporate finance expert combining financial acumen and hands-on operational experience.

With over 30 years in global investment banking and asset management, Rafi brings a wealth of knowledge across private equity, venture capital and corporate finance. He has supported SaaS and tech scale-ups, led multi-billion-dollar co-investments, and helped leadership teams unlock capital and accelerate growth. As Senior Advisor to a leading multi-family office, Rafi shapes investment strategy and portfolio growth in fintech and digital infrastructure.

Previous firms: Hitachi Global Energy, Patrimium Family Office, Ridgeback Capital.

Focus at Optifi: Rafi is a Founding Board Member and Management Board Advisor, guiding governance, strategy, funding and go-to-market execution as the company scales to become the category-defining platform for the Trust and Corporate Services industry.

rafi.ghazi@optifiplatform.comEmail

Aleksandra Anderson

Finance & Board Director

Finance leader with 18 years' experience driving transformation, integration and commercial improvement across global financial services.

Aleksandra has led transformative finance programmes across multiple jurisdictions, combining her ACCA and STEP Diploma qualifications with Lean Six Sigma methodology. Her expertise spans NavOne, PlainSail, Adaptive and SAP, with a proven track record of building high-performing teams and turning complex finance processes into streamlined, insight-driven solutions that empower strategic growth.

Previous firms: Zedra Group, Barclays Wealth, Summit Group.

Focus at Optifi: Aleksandra brings strategic rigour and operational discipline to Optifi's finance function, creating the systems and transparency needed to scale the business and support long-term value creation.

aleksandra.anderson@optifiplatform.comEmail

Let's talk

To book a demo, get a platform overview from one of our experts or discuss partnerships, fill in the form below and we'll respond within one business day.