What is Stak?

Wealth expertise, connected

Combining technology and deep industry insight, STAK is a community of professional advisers and family offices where you can source services, refer leads, and find opportunities.

What’s the problem?

$30trn will change hands in the next 5 years, but the wealth industry is structurally unsound and incumbents cannot adjust

The wealth services exchange
The wealth services exchange
The wealth services exchange

A community of vetted, verified, top-tier wealth professionals and family offices, where client anonymity and ethics come first.

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

Creating harmony

A universal, flexible deal and services exchange

Professionals rated on outcomes by peers and clients

Strong contributors get strong referral levels


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