Stack Strategy

Stack Strategy provides independent technology leadership for registered investment advisors (RIAs) at every stage of growth. Technology decisions have a lasting impact on how advisory firms operate, serve clients, manage risk, and scale. Yet many RIAs lack dedicated executive technology leadership to connect those decisions to the broader goals of the business. That's where we come in. Founded by a former RIA Chief Technology Officer, Stack Strategy brings real world experience navigating the technology, operational, and cybersecurity challenges facing growing advisory firms. Our services are organized around three practices: Stack Foundation | Helping breakaway advisors and newly independent RIAs plan, select, and implement the technology needed to launch their firms. Stack Forward | Providing established and growing RIAs with strategic technology leadership, including technology roadmaps, vendor optimization, AI strategy, platform selection, implementation oversight, and ongoing fractional CTO advisory. Stack Security | Helping RIAs strengthen cybersecurity governance, assess risk, prepare for regulatory examinations, and build sustainable information security programs through assessments and fractional CISO leadership. We're vendor agnostic by design. We don't sell software, resell technology, or benefit from recommending one provider over another. Our role is to help firms make informed decisions, establish clear priorities, and hold their technology partners accountable. Whether you're launching an independent firm, navigating growth, or simply wondering whether your technology is keeping up with your business, Stack Strategy provides the leadership and perspective to move forward with confidence. Better technology starts with better decisions.