YourStake
Financial 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
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
YourStake Org Chart
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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
