YourStake
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · New York, United States · 1-10 Employees
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Overview
Headquarters
356 Midwood St, Brooklyn, New York, 1122...Website
www.yourstake.orgRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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1
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1
About YourStake
YourStake provides AI-powered assistants designed for financial advisors, helping to streamline practices by organizing client documents, meeting notes, and portfolio data. Their offerings include AdvisorCore, which features tools like Meeting Assistant and Document Assistant, and ValuesCore, which focuses on values-based investing solutions. The company aims to enhance client relationships and align investments with client values through comprehensive analytics and reporting. Targeted at financial advisors, YourStake equips them with the necessary tools to deliver personalized and informed advice to their clients.Explore more
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YourStake Tech Stack
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Event
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Event
Person-Based
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Event
Person-Based
YourStake News & Media
YourStake launches Advisor Core, a new portfolio analysis and proposal generation tool for advisors
Advisor Core is a new suite of tools that allows for statement pdf extraction in minutes with full portfolio analysis and client-ready proposals powered by AI NEW YORK, NY, UNITED STATES, September 11, 2023 /EINPresswire.com/ -- YourStake, the financial …SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution
New Applications Help Advisors Connect Investors to What Matters Most OAKS, Pa., Aug. 7, 2023 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated1 financial advisor...YourStake Launches first-of-its-kind Values-Based Data Packages
YourStake is thrilled to announce the launch of new values-based data packages for asset managers to have better access to trusted and transparent data without the use of scores. (PRWeb June 05, 2023) Read the full story at https://www.prweb.com/releases/2023/6/prweb19369756.htmYourStake Ranked Number 1 for SRI/ESG Portfolio Analysis Services Three Years in a Row
The platform ranked #1, the third year in a row, for SRI/ESG Portfolio Analysis Services in the 2023 T3/Inside Information Advisor Software Survey. NEW YORK, NY, USA, March 20, 2023 /EINPresswire.com/ -- YourStake is ranked #1, the third year in a row, …
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YourStake provides AI-powered assistants designed for financial advisors, helping to streamline practices by organizing client documents, meeting notes, and portfolio data. Their offerings include AdvisorCore, which features tools like Meeting Assistant and Document Assistant, and ValuesCore, which focuses on values-based investing solutions. The c... Read More
