Personalize at Scale.

Enhance Client Relationships.

Streamline Decisions.

Transform your practice with YourStake's integrated wealth management platform, powered by transparent data from over 300 sources and AI-empowered insights.

Our Solutions

What our Clients Say

Hear from some of our amazing users using YourStake tools to power growth and investment transparency.
"YourStake's tools are pivotal in elevating the client experience at blue marble Investments. Moreover, the portfolio design and Advisor Core tools significantly streamline processes, enhancing the efficiency and effectiveness of investment management."
Sierra Smith
Investment Advisor
"YourStake is a platform that works the way I work. They help me take clients through layer by layer of data. No other tool in the marketplace gives me this data."
Max Mintz
Financial Advisor
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"The top three pillars within our transformation journey are around advisor productivity, digitizing operations and personalizing the investor experience. When we went to market to find a solution provider within this value-based space, YourStake encapsulates all that and checks off all the boxes, especially in this politically and subjectively charged environment that we all live in."

Paul Camuto
VP Wealth Aggregation and Insights, Broadridge
Supporting these Firms and others to grow and enhance their capacities through AI empowerment
Mercer Advisors
Apex Fintech Solutions
Apex Fintech Solutions
Apex Fintech Solutions
SEI
Wealth Care
Common Interests + Max Mintz
Colorado Capital
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Case Study

How a Major RIA Aggregator Saved $60,000+ Annually and Boosted Conversions with YourStake

Gear - Elements Webflow Library - BRIX Templates

The Challenge:

  • Processing 10-15 prospect brokerage statements daily
  • Manual data entry taking 1 hour per statement
  • 3-5 day turnaround time
  • Concerns over data accuracy from senior management
Star - Elements Webflow Library - BRIX Templates

The YourStake Solution:

Implemented Advisor Core, featuring AI-powered statement extraction, instant portfolio analysis, discovering best-fit among models, and one-click proposal generation.

Growth - Elements Webflow Library - BRIX Templates

The Results:

  • Over $60,000 per year saved in time costs
  • Turnaround time reduced from days to just minutes
  • Significantly improved data accuracy
  • Increased prospect-to-client conversion rate for advisor teams
Users - Elements Webflow Library - BRIX Templates

The Bottom Line:

Faster turnaround time and improved accuracy led to higher prospect-to-client conversion rates, directly impacting the firm's growth and profitability.

As Seen In

Industry Recognition

Barron's MMI Awards Finalist

Nominated as a finalist for Values-Based Investing Solutions for VADIS and NoScore Data

Think Advisor Luminaries Awards Finalist

Nominated as a finalist for the Artificial Intelligence Firm Award for Innovation.

T3/Inside Information Advisor Survey Winner

Top ranked software for Advisors based on satisfaction, 4 years in a row across 3 key categories

2024 Real Impact Leader Award

Named top leader in generating impact with Green Future Wealth Management

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Why Choose YourStake

Personalized Support

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.

Innovative Problem-Solving

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.

Values-Driven Investing Made Simple

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.

Continuous Innovation

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.

Enterprise-Grade Security

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.

Discover how our AI-powered platform can streamline your workflow and enhance client engagement.

Free Trials Available
Personalized Onboarding Sessions
Continuous Education on essential topics including AI

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