Independent Technology Advisory
Better technology starts
with better decisions.
Independent technology leadership for RIAs at every stage of growth.
Stack Strategy helps firms make better technology decisions, build a technology strategy around the needs of the business, and bring experienced leadership to increasingly complex technology environments.
You've built a sophisticated business.
Your technology leadership should match it.
Technology decisions that were straightforward when your firm was smaller become increasingly consequential as you grow.
More systems. More integrations. More data. More vendors. Greater cybersecurity expectations. New opportunities with AI. And more dependencies between technology and how your people actually work.
Yet responsibility for technology is often spread across operations, compliance, IT providers, vendors and individual business leaders.
Everyone owns part of the technology environment. Who owns the whole?
Stack Strategy brings an executive perspective across it.
Capabilities
How Stack helps
Stack Foundation
Planning and launch leadership for advisors building an independent firm, from early feasibility through implementation and handoff.
Explore Stack Foundation Established and growing RIAsStack Forward
Executive technology leadership that simplifies the environment and supports the firm's next stage of growth.
Explore Stack Forward Cybersecurity leadership for RIAsStack Security
Assess cybersecurity readiness, strengthen the program and bring experienced leadership to an increasingly important area of the business.
Explore Stack SecurityOur position
Independent
by design.
Technology vendors are an important part of your ecosystem. They shouldn't be the ones defining your technology strategy.
Stack Strategy does not resell software, operate as an MSP or accept referral compensation for platform recommendations.
Our job is to represent your firm's interests.
When implementation or specialized expertise is required, we can work alongside your existing teams and vendors or help identify the right resources to execute.
Founder perspective
Built from the operator's side of the table.
Trevor Hicks, Founder
Before Stack Strategy, Trevor spent more than a decade leading technology inside a wealth management firm as it grew from approximately $4 billion to more than $16 billion in assets.
As CTO, he led technology through growth, organizational change and merger integration while overseeing major initiatives across portfolio technology, CRM, cybersecurity, data, client technology and emerging AI capabilities.
That experience shapes Stack's approach: technology strategy isn't about accumulating more tools. It's about understanding the business, making good decisions and building an environment capable of supporting what comes next.
Insights
Perspective
Technology is a business discipline.
Thoughts on technology leadership, growth, AI and the changing wealth management industry.
Introducing Stack Strategy
After more than two decades in technology leadership, Trevor Hicks introduces Stack Strategy, a boutique advisory firm helping wealth management businesses solve technology challenges and access experienced executive guidance without hiring a full time CTO.
Read insight →AI & AdviceThe AI-Prepared Client: Rethinking AI's Role in the Advisor / Client Relationship
AI may change more than advisor productivity. It may change what clients expect from their advisors.
Read insight →Technology StrategyHow Early Technology Decisions Influence the Future Operating Model
As firms grow, early technology decisions can quietly shape the operating model that follows.
Read insight →LeadershipCTO v COO: Different Roles, Shared Goals
Technology and operations approach the business from different vantage points, but increasingly share the same problems.
Read insight →AI & LeadershipLearning to Work with AI
The real opportunity with AI isn't replacing human judgment. It's raising the bar for it.
Read insight →Start a conversation
Make the next technology decision with the bigger picture in mind.
Whether you're planning for growth, reconsidering your technology stack or simply trying to understand what should come next, the conversation can start there.
Or call 415.251.5415