Advisor Core

Become an AI-enhanced Advisor with tools built to make you faster and more insightful.

Values Hub

Our flagship software that helps align client portfolios with their values, investment research and optimization.

"YourStake's tools are pivotal in elevating the client experience at Blue Marble Investments. Moreover, the portfolio design and check-up tools significantly streamline processes, enhancing the efficiency and effectiveness of investment management. YourStake is an essential resource for responsible investors and their advisors."

Sierra Smith
Sustainable Investment Advisor

YourStake is a platform that works the way I work. They
help me take clients through layer by layer of sustainability data.
No other tool in the marketplace gives me this data.”

Max Mintz
Financial Advisor

"I know a lot about ESG and I've been through your site, your tools, and looked at them in depth and they're excellent. I can see why you're rated number 1"

Frank Dixon
Founder of Global System Change

#1 rated analysis tool,
3 years in a row

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