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Digital exchange

Stak

STAK is a transparent digital exchange for professional private client advisers to high net worth clients.

CATEGORY

Digital exchange

LOCATION

Global

FOUNDED

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VISIT WEBSITE

Project Overview

How does it work?

  • Professional Advisers build a personal profile via their dashboard and get verified by STAK against strict criteria, ensuring the Community is made up of quality sources.

  • Professionals refer business or originate RFP’s on behalf of their clients, who remain anonymous.

  • STAK help manage the RFP process and originate responses from the market, with STAK members getting visibility of all open leads should they wish to express an interest.

  • Professionals who are active and generate high quality outcomes in STAK are ranked based on a range of factors. High ranking = higher referral levels.

  • Family Offices and other professionals search for dealflow and service providers in the STAK meritocracy, and a strong ranking will make you stand out!