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We are always looking for new ways to connect with like-minded individuals.
STAK is a transparent digital exchange for professional private client advisers to high net worth clients.
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!