From Yale Student Investment Activists to All-in-One Advisor Solution: Inside YourStake's Evolution

Founded in 2019 by Yale graduates Gabe Rissman and Patrick Reed, YourStake began with a successful campaign to influence Yale's endowment managers to consider values alignment in their investment process. Today, YourStake has transformed into a comprehensive platform that's catching the attention of major industry players.

Recent partnerships with Broadridge Financial Solutions, Mercer Advisors, and Apex Fintech Solutions validate YourStake's growing influence in the advisor technology space. These relationships signal strong market confidence in their approach to portfolio analytics and practice management.

Comprehensive Product Suite

YourStake offers four core solutions:

• Values Hub: Focuses on portfolio customization and values alignment
• Advisor Core: Launched in 2023, streamlines client onboarding and portfolio management
• Values-aligned Direct Indexing: Enables personalized direct indexing solutions for all client values

The platform's newest addition, an AI-based notetaker tool, seamlessly integrates with common CRM systems to draft meeting summaries and prepare for client interactions. This integration allows advisors to extract CRM information and share meeting notes automatically, creating a more efficient workflow.

Cost-Effective Innovation

Starting at $1,000 per year per advisor seat, YourStake positions itself as the lowest-cost solution for broker statement extraction in the market. Pricing scales from $3,000 to $10,000 annually depending on the selected tools and hubs, making it accessible for firms of various sizes.

Why It Matters Now

In an industry where efficiency drives profitability, YourStake claims to save advisors at least five hours of portfolio analysis work per week through their AI-powered tools. This time savings, combined with their comprehensive feature set and competitive pricing, positions them as a compelling solution for advisors looking to streamline their practice while enhancing their value proposition.

For the complete story and detailed feature analysis, visit Financial Planning's coverage