Free for financial advisors

The tech stack
your firm actually needs.

Not a directory of every tool ever built. Not a consultant charging $25,000. A rigorous expert who has approved only the 85–95 tools that passed our integrator test — and designed your exact system from that set. Personalized AI intelligence that works for your firm, continuously.

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Staq
Dashboard
Stack Builder
Directory
Integrations
Co-Pilot
Academy

Stack Health

82

Tools Active

14

Monthly Cost

$1,847

Issues

2

AI Recommendations

CostWealthbox replaces Salesforce at your size — saves $400/mo
RiskNo compliance archiving detected. Audit risk elevated.
HealthOrion integration running 16x above baseline latency

85–95

rigorously vetted tools — being on Staq is a quality signal

5 min

to a complete stack blueprint

Free

for every advisor, always

What Staq does

Everything a $25,000 consultant does.
Continuously. For free.

Kitces built a map. Maps don't think. Staq is the intelligence layer that sits between an advisor and the entire fintech market — profiling, recommending, building, and monitoring without pause.

AI Firm Profiler

Tell us about your firm in your own words. Our AI listens, asks follow-up questions, and builds a precise profile from a natural conversation — not a form, not a checkbox.

Stack Architect

Integration Health

AI Co-Pilot

For Advisors

Your competitive edge costs nothing.

Staq is funded by the technology vendors who want your attention — not by you. Every feature, every recommendation, every integration monitor. No tiers. No expiration. Free.

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AI firm profiling and archetype scoring
Personalized stack recommendation with full reasoning
Access to 85–95 Staq-approved tools — each rigorously vetted and scored
Interactive stack builder
Real-time integration health monitoring
AI Co-Pilot — ask anything, get a real answer
Peer benchmarking against similar firms
Unlimited. Forever.

For Technology Vendors

Direct access to every serious RIA making a buying decision.

Staq puts your product in front of advisors at the exact moment of evaluation. Not ads. Not cold lists. Qualified, intent-driven exposure to the firms that match your ICP.

Verified Listing$299/mo
Featured Placement$999/mo
Lead Generation$50–150 / demo
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Stack Adds

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Avg Firm AUM

$420M

your audience

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