01
Executive Consulting
Focused access to an operator's perspective on product feedback, roadmap reviews and enterprise sales strategy, available hourly or as prepaid advisory packages.
Fintech Advisory
See your product from the advisory firm's side of the table.
For wealth technology companies building for RIAs and wealth management firms.
The perspective
Both sides of the table.
Advisory firms judge technology by how it fits their operations, data, compliance duties and client experience, not by its features alone.
Trevor has led technology inside an RIA, evaluating, buying and implementing platforms. He has also worked inside a wealth technology provider. Stack brings both perspectives to how products are built, positioned and adopted.
Offerings
Three ways to engage.
02
Product & Market Validation
A fixed-fee assessment of product capabilities, fit with the RIA market, positioning, barriers to adoption and strategic opportunities, from the buyer's point of view.
03
Executive Advisory
Recurring executive advisory for leadership teams on product strategy and go-to-market direction, including selected customer discussions. Formal advisory board appointments may be scoped separately.
Clear boundaries.
Fintech advisory is kept separate from Stack's work for RIAs. Relevant relationships are disclosed to RIA clients, and potential conflicts are evaluated and managed. Stack does not accept referral compensation for platform recommendations.