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The Origination Engine

Source services, refer leads, find opportunities, find investors. The universal exchange for professionals serving private capital

Opportunities

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Wealth expertise, connected

Join our global community of trusted professional advisors

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Family offices and leading professionals across the wealth industry

4,000+

professionals

£400m+

Deal flow
What is STAK?

Wealth know-how, know-who

Post your requirements to a community of vetted, verified, top-tier wealth professionals and family offices, where client anonymity and ethics come first.

What is STAK?
What is STAK?
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How does STAK work?
How does STAK work?
How does STAK work?

Wealth RFP in a box. Simple.

We know what questions to ask. Manage a fair and transparent, on-the-record competitive tender process where you get access to an amazing source of talent and opportunity, without compromising on the power of relationships. No BS and no charlatans. Just best practice.

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Source opportunities & services

Source opportunities & services

Family Offices need to balance appetite with privacy. STAK undertakes a whole-of-market search anonymously, on your behalf. Present a scenario or desired goals and we filter respondees to your criteria before introducing qualified parties. Find co-investors or vetted and verified service providers with total client anonymity and security.

Find opportunities

Find opportunities

It is difficult to stand out or find engagements, and it is also challenging to help clients find alternative services transparently and efficiently. STAK is your Universal CRM: administer your referrals in and out, track and manage your tenders or bids via the STAK interface.

What makes STAK unique?

Meritocracy

Meritocracy

Those who speak loudest are not necessarily those who deliver! STAK delivers meaningful performance insights at member and organisational level

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Client anonymity

Client anonymity

STAK never captures your client identity: our entire ethos is based on trusted professionals representing client scenarios - once you are chosen we step away so you can do your thing!

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Ethics first

Ethics first

We are passionate about transparency and the highest standards of conduct: STAK is designed to favour the good actors

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What members say about STAK

Latest opportunities

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Join today to source services, refer leads and find opportunities

Signing up takes seconds and, once verified, get alerts on new deals or invite or nominate colleagues & trusted contacts to tender

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