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YourStake receives top ratings for advisor satisfaction across three categories in the 2024 T3/Inside Information Survey
In the news

YourStake receives top ratings for advisor satisfaction across three categories in the 2024 T3/Inside Information Survey

The 2024 T3/Inside Information Survey results are in an YourStake and the Values-Aligned Direct Index Solution (VADIS) carry highest ratings in financial advisors satisfaction across their categories.
We've launched Advisor Core, a new portfolio analysis and proposal generation tool for advisors powered with AI
In the news

We've launched Advisor Core, a new portfolio analysis and proposal generation tool for advisors powered with AI

Advisor Core is a new suite of tools that allows for statement pdf extraction in minutes with full portfolio analysis and client-ready proposals in one unified system. 
YourStake Launches first-of-its-kind Values-Based Data Packages
In the news

YourStake Launches first-of-its-kind Values-Based Data Packages

YourStake is thrilled to announce the launch of new values-based data packages.
YourStake is ranked #1, 3 years in a row, by the 2023 T3 Advisor Survey
In the news

YourStake is ranked #1, 3 years in a row, by the 2023 T3 Advisor Survey

YourStake is ranked #1, the third year in a row, for SRI/ESG Portfolio Analysis Services in the 2023 T3/Inside Information Advisor Software Survey.
YourStake Launches Free Library of SFDR Data
In the news

YourStake Launches Free Library of SFDR Data

Data library covers 160 top companies in S&P 500 across all 18 mandatory Principal Adverse Impact indicators.
Investing in the EATV ETF Can Be 4x More Impactful  on Animal Welfare than Diet Change Alone, New Data Reveals
In the news

Investing in the EATV ETF Can Be 4x More Impactful on Animal Welfare than Diet Change Alone, New Data Reveals

Powered with data by YourStake, the EATV ETF Underscores Its Commitment to Investing for Animals, the Planet and People.
YourStake is ranked #1, again, by the 2022 T3/Inside Information Advisor Software Survey
In the news

YourStake is ranked #1, again, by the 2022 T3/Inside Information Advisor Software Survey

For two years in a row, YourStake has been rated #1 for SRI/ESG Portfolio Analysis tools.
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