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Ranked #1, again, by the 2022 T3/Inside Information Advisor Software Survey

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.

YourStake Team

In the news
May 5, 2022


YourStake is ranked #1, the second year in a row, for SRI/ESG Portfolio Analysis Services in the 2022 T3/Inside Information Advisor Software Survey

YourStake provides the tools financial advisors need to help clients understand and grow their social and environmental investing impact. YourStake’s personalized ESG/SRI solutions and impact reporting equips advisors with the depth of information needed to answer any client question, beyond abstract scores.

"We are thrilled to see that YourStake has continued to be the leading tool for advisors to help clients align their investments with their values. We’re humbled to receive continued positive feedback from our advisors. These results reflect our company ethos to listen to our clients and improve YourStake to meet their needs.” 

Gabe Rissman, YourStake Co-Founder

About the Annual 2022 T3/Inside Information Advisor Software Survey

The goal of this annual survey is to address the most basic questions that software users and competitors in the financial advisory space would plausibly be asking. The community of consumers and providers are interested in which tech solutions are most popular in each category, and the satisfaction levels (on a scale of 1-10) of their users. This data is especially important to the people who make software decisions at advisory firms—the consumers in this ever-evolving marketplace who are charged with creating and maintaining a functional tech stack in an ever-shifting marketplace. The 2022 survey collected data from advisory firm participants, anonymously, through the months of December, 2021 and January, February, and part of March of 2022.

The SRI/ESG Portfolio Analysis Services category has been identified as a key growth area as more advisory firms and investors embrace SRI and ESG investing concepts, and gained market share from last year.

YourStake.org is Ranked #1, for the second year in a row, with an Average Rating of 8.35, compared to a category average of 6.67. YourStake.org was also named a software all-star as it finished top five in the ESG/SRI category, and achieved an 8.0+ average user rating among its competitors.

About YourStake.org

YourStake helps Financial Advisors understand their client/prospect values by utilizing a Behavioral Values Questionnaire to better understand the most important beliefs their clients have. This questionnaire paired with tangible, personalized, impact outcomes help clients invest in portfolios that better align with their values, and demonstrate impact delta. Portfolio Managers benefit from YourStake’s platform which provides transparent and objective raw data from over 200 sources. Wealth managers and financial advisors use YourStake’s tools to discover and engage on client values across the sustainable investment journey, from prospecting, to investing, to reporting, and to explain impact reports that highlight the outcomes achieved by ESG investments. Solutions are available for individual RIAs and for enterprises. Contact Director of Marketing, jack@yourstake.org for media inquiries.

Jack Casady


+1 617-281-5988

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