World’s only
exchange for professionals serving private wealth.

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The community where advisers and family offices around the world source services, refer leads, find opportunities.

Opportunities

Intermediary Lender

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Deal Size

PoA

CI property lending pipeline £25m+

Direct lender needed for 1st charge 5-8% pa, max 66% LTV max 2yr term.

Special Circumstances RFP

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Family Office

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Deal Size

PoA

Financial DD for corporate tenants

Private commercial property owner seeks long term partner for due diligence on all new corporate tenants across property portfolio, c 50 tenants annua...

Family Office & Professional Services

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Tax and trusts advisor and trustee

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Asset Value

£1M

Discretionary Trust Services

A discretionary family trust holding a small investment portfolio are looking to replace current service provider, looking to generate income to contr...

Trust & Corporate

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Accountant

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Deal Size

PoA

Project Team sought for Residential Development

UHNW seeks proven full service project team to deliver private residential building project. (£10 - 15m GDV).

Family Office & Professional Services

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Family Office Adviser

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Deal Size

PoA

Private Lender

Private lender seeking new GBP and EUR short term property lending opportunities. Appetite for deals £1-£10m up to 75% LTV, rates 6%+ depending on ris...

Special Circumstances RFP

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Insurance Broker

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Deal Size

CHF 282.6M

Swiss based Independent Asset Managers sought for M&A

Regulated Professional represents Family Office-backed Asset Manager seeking opportunities to merge or acquire Swiss-based Asset Managers or Independe...

Family Office & Professional Services

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Intermediary Lender

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Deal Size

£7M

Commercial Property Refinance

Partial refinance of £7m against first charge security of an increasing asset valuation, presently sitting at £15m.

Property Lender

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Chartered Accountant

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Deal Size

£608.6K

Bespoke Lending

Holiday let requiring buy to let interest only financing at 72% LTV

Property Lender

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Financier

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Deal Size

$12.8M

Commercial Property Lend

Caribbean Resort & Hotel development requiring financing over 2 years on an interest only basis

Property Lender

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Company Director

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Deal Size

£3.4M

UK Development Finance

Development finance required for converting an existing barn into several dwellings. Underlying client is an experienced developer, borrowing via an e...

Family Office & Professional Services

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The transparent digital exchange for professional private client advisers to high net worth clients.

No fees.

Client remains Anonymous.

Ethics first.

“A mix of Uber and Trip Advisor for Private Client Advisers, long overdue!”

Private Client Trustee, Jersey

“This team delivers: they expertly guided us through a re-selection process for a company administrator and bank at a critical time, having just received a major financing injection into our business.”

Chief Investment Officer, Privately Held International Telecoms Co.

“Genius idea, like a ‘professionals only’ open register of referrals and RFP’s”

RH, Family Office, London

“I haven't got the time or skill set to maintain an awareness of lending rates and policies for my clients; STAK allows me to handle the marketplace in a really smart, easy way”

M. Wan, Kuala Lumpur

Opportunities

View All

Intermediary Lender

Reference:XK2CQ Deal Size PoA

CI property lending pipeline £25m+

Direct lender needed for 1st charge 5-8% pa, max 66% LTV max 2yr term.

Special Circumstances RFP

Open to Bids

Family Office

Reference:MBVPY Deal Size PoA

Financial DD for corporate tenants

Private commercial property owner seeks long term partner for due diligence on all new corporate tenants across property portfolio, c 50 tenants annua...

Family Office & Professional Services

Completed

Tax and trusts advisor and trustee

Reference:WRYL7 Asset value £1M

Discretionary Trust Services

A discretionary family trust holding a small investment portfolio are looking to replace current service provider, looking to generate income to contr...

Trust & Corporate

Out to RFP

Accountant

Reference:3GML7 Deal Size PoA

Project Team sought for Residential Development

UHNW seeks proven full service project team to deliver private residential building project. (£10 - 15m GDV).

Family Office & Professional Services

Completed

Family Office Adviser

Reference:WY8TD Deal Size PoA

Private Lender

Private lender seeking new GBP and EUR short term property lending opportunities. Appetite for deals £1-£10m up to 75% LTV, rates 6%+ depending on ris...

Special Circumstances RFP

Open to Bids

Insurance Broker

Reference:GEKA6 Deal Size CHF 282.6M

Swiss based Independent Asset Managers sought for M&A

Regulated Professional represents Family Office-backed Asset Manager seeking opportunities to merge or acquire Swiss-based Asset Managers or Independe...

Family Office & Professional Services

Open to Bids

Intermediary Lender

Reference:QYAW6 Deal Size £7M

Commercial Property Refinance

Partial refinance of £7m against first charge security of an increasing asset valuation, presently sitting at £15m.

Property Lender

Open to Bids

Chartered Accountant

Reference:WAGVQ Deal Size £608.6K

Bespoke Lending

Holiday let requiring buy to let interest only financing at 72% LTV

Property Lender

Completed

Financier

Reference:AUCZF Deal Size $12.8M

Commercial Property Lend

Caribbean Resort & Hotel development requiring financing over 2 years on an interest only basis

Property Lender

Out to RFP

Company Director

Reference:5NRKA Deal Size £3.4M

UK Development Finance

Development finance required for converting an existing barn into several dwellings. Underlying client is an experienced developer, borrowing via an e...

Family Office & Professional Services

Open to Bids

World's first
Wealth Services Exchange.

Where Advisers and Family Offices source services, refer leads, find opportunities

$30trn changes hands in the next 5 years. We are combining cutting-edge technology with deepest wealth industry insight to create a meritocracy for professionals in wealth services.

Join for free today to search our latest open wealth opportunities.

Credentials

Verified, accountable, trusted sources.

Dealflow

Refer or find providers for your clients, or source new engagements.

Client outcomes

Transparent, confidential and fair, assuring you the best outcome.

World’s only
exchange for professionals serving private wealth.

20,000+

£400m+

Opportunities

PoA

PoA

£1M

PoA

PoA

CHF 282.6M

£7M

£608.6K

$12.8M

£3.4M

The transparent digital exchange for professional private client advisers to high net worth clients.

No fees.

Client remains Anonymous.

Ethics first.

20,000+

£400m+

“A mix of Uber and Trip Advisor for Private Client Advisers, long overdue!”

“This team delivers: they expertly guided us through a re-selection process for a company administrator and bank at a critical time, having just received a major financing injection into our business.”

“Genius idea, like a ‘professionals only’ open register of referrals and RFP’s”

“I haven't got the time or skill set to maintain an awareness of lending rates and policies for my clients; STAK allows me to handle the marketplace in a really smart, easy way”

Opportunities

World's first
Wealth Services Exchange.

Join for free today to search our latest open wealth opportunities.

Credentials

Dealflow

Client outcomes

World’s only exchange for professionals serving private wealth.

20,000+

£400m+

Opportunities

PoA

PoA

£1M

PoA

PoA

CHF 282.6M

£7M

£608.6K

$12.8M

£3.4M

The transparent digital exchange for professional private client advisers to high net worth clients.

No fees.

Client remains Anonymous.

Ethics first.

20,000+

£400m+

“A mix of Uber and Trip Advisor for Private Client Advisers, long overdue!”

“This team delivers: they expertly guided us through a re-selection process for a company administrator and bank at a critical time, having just received a major financing injection into our business.”

“Genius idea, like a ‘professionals only’ open register of referrals and RFP’s”

“I haven't got the time or skill set to maintain an awareness of lending rates and policies for my clients; STAK allows me to handle the marketplace in a really smart, easy way”

Opportunities

World's firstWealth Services Exchange.

Join for free today to search our latest open wealth opportunities.

Credentials

Dealflow

Client outcomes

World’s only
exchange for professionals serving private wealth.

World's first
Wealth Services Exchange.