STAK - World's first Wealth Services Exchange.

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

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

“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