Expansion opportunities Stake has grown from a US stock access platform to a multi‑product financial services provider with ASX, SMSF, and managed investing offerings, suggesting opportunities to cross-sell custody, advisory, or portfolio management services to their existing 750k+ customers.

High assets, mid‑size With over A$7 billion under management and a customer base of 750,000+, Stake presents a sizeable, scalable platform ripe for procurement of enterprise tech, data analytics tools, or compliance solutions that support increasing AUM growth and client onboarding.

Digital marketing Current tech stack includes LinkedIn Ads, Taboola, Twitter Ads, and Databricks, indicating ongoing emphasis on digital acquisition and data-driven marketing; sales opportunities exist to provide advanced ad tech, attribution, or analytics services to optimize spend and ROI.

Energy for growth Recent diversification into managed investing and SMSF services signals a growth trajectory and potential needs for scalable operations, risk management, cybersecurity, and customer support infrastructure as volumes rise.

Competitive landscape Stake operates in a crowded fintech and brokerage space with peers like Interactive Brokers, Charles Schwab, and eToro; partnership or white-label capabilities, premium data feeds, and integrative APIs could help differentiate offerings and win more mid-market or enterprise clients.