Transform your practice with YourStake's integrated wealth management platform, powered by transparent data from over 300 sources and AI-empowered insights.
Streamline brokerage statement extraction, portfolio analysis, and proposal creation, saving you valuable time, and powering growth.
Align portfolios with client values using rigorous, transparent data. Our "NoScore" approach offers a clear alternative to traditional ratings.
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Craft bespoke, values-driven portfolios through direct indexing. Collaborate with clients to create portfolios that reflect their values and goals.
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Transform every client conversation into actionable intelligence with our AI-powered meeting assistant for Financial Advisors
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How a Major RIA Aggregator Saved $60,000+ Annually and Boosted Conversions with YourStake
Implemented Advisor Core, featuring AI-powered statement extraction, instant portfolio analysis, discovering best-fit among models, and one-click proposal generation.
Faster turnaround time and improved accuracy led to higher prospect-to-client conversion rates, directly impacting the firm's growth and profitability.
Nominated as a finalist for Values-Based Investing Solutions for VADIS and NoScore Data
Nominated as a finalist for the Artificial Intelligence Firm Award for Innovation.
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Top ranked software for Advisors based on satisfaction, 4 years in a row across 3 key categories
Named top leader in generating impact with Green Future Wealth Management
We prioritize tailored support for each client. Our responsive team often resolves issues within 24 hours, ensuring you have the assistance you need when you need it.
Our team of experts in data science and computational astrophysics is dedicated to solving complex challenges, building software that addresses core advisor needs from the ground up.
We simplify the implementation of values-based investing, allowing you to effortlessly support clients seeking impact in their investments while aligning with their unique values.
From our "NoScore" data approach to AI-enhanced analytics, we're constantly pushing the boundaries to provide you with the most advanced tools in the industry.
YourStake is SOC 2 Type 2 certified and complies with all regionally applicable privacy regulations where we operate. YourStake adheres to industry best practices on security. Sensitive data is encrypted in transit and at rest.
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