STAK - World's first Wealth Services Exchange.

How does Stak work?

Route to Market

STAK connects verified parties either through our Universal CRM for 'on the record' direct referrals, through our proprietary RFP-tender process for conflict-free market searches, or by publishing leads to the open market via the Openlist

The ecosystem

A perfect balance of market reach, privacy and insights

Family office

Whole-of-market reach without compromising on privacy

Service providers

Deep insights into team activity, referrals in and out, business won and lost

Professional advisors

Level the playing field, without wasted time on the time wasters

Your Client

High quality outcomes

Who can join Stak?

Professionals serving private wealth

Join our global community of trusted advisors across all professions: banking, legal, trust, investment management, professional services and private equity.

Join Stak

Why join Stak?

Unprecedented change in private wealth

$100 trillion dollars will be under the control of HNW’s within the decade, and investment and sourcing habits are changing at an unprecedented pace.

The ‘good actors’ don’t always win. Conflicts and regulation present significant challenges, and clients struggle to differentiate between quality and fake credentials. STAK is the solution, where verified professionals represent their clients’ interests and where delivery goes ‘on the record’.

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.

How does Stak work?

Open the kimono

Sign up, complete your profile, get verified for full access to STAK. We use accessible public domain information to approve our members. If you represent an organisation or service provider, contact us to arrange subscription and setup your administrator to manage membership, content, referrals and insights.

Activating Private Capital

Family offices

Find co-investors or vetted and verified service providers with total anonymity and security

Stak for Family offices

Professional advisors

Broadcast your credentials, stand out from the crowd. Search out opportunities or find solutions for your clients

STAK for Professional advisors

Service providers

Your Universal CRM covering referrals in and out, where every opportunity is both confidential and on-the-record!

STAK for Service providers

What members say about STAK

“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 RFPs”

RH, Family Office

London

“I haven't got the time or skillset 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

“The team at STAK have a deep understanding of the market within which family offices and large family businesses operate. I will be using them for all of our tenders going forward.”

Brian McCarthy

Managing Director, C. Le Masurier Ltd

What makes STAK unique?

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

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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