STAK - World's first Wealth Services Exchange.

Stak for Professional advisers

True pros want a level playing field

Know your onions? Join the meritocracy, get alerts about new deals, register interest and tender on the world’s only exchange for professionals serving private wealth.

Level the playing field

Win new business based on best practice, not BS or awards.

Find recurring work

Build your profile to get new opportunity alerts based on your expertise.

Success breeds success

Our ranking system means high-quality services lead to high-quality leads.

Give to get

Refer leads when you can’t, and accept referrals when you can.

Level the playing field

He who shouts loudest can go elsewhere

We aim to build a meritocracy, where results outshine pomp and awards. Join the universal, flexible deal and services exchange where professionals are rated on outcomes by peers and verified clients.

Find recurring work

Requirements. Solutions. Opportunity.

Get alerts about new deals, register your interest and tender. All sources are verified so you don’t waste time on the time wasters.

Success breeds success

A wealth services meritocracy

The STAK community thrives on direct 'on the record' referrals and member's actively nominating or sponsoring other professionals for opportunities.

Give to get

Reciprocity makes the world go round

STAK: where every referral counts. Your address book just grew by 1,000’s of vetted and verified professional advisers just like you. Refer leads when you can’t service a deal, and get referrals when you can.

How our community uses STAK

Case study

Financial due diligence for corporate tenants

Family offices Commercial real estate

Completed by STAK

Case study

Full-service project team for building project

Family offices Private real estate

Completed by STAK

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

Get Started

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!

Get Started