Expand your business.
30-day satisfaction guarantee.

Affordable for Financial Advisors and Portfolio Managers alike.

Core products:
Questionnaire

Our expertly-crafted Behavioral Questionnaire helps client ascertain their true impact personas

Impact Reports

Our best-in-class impact reports offer true transparency -- see all the data sources and calculations down to the security level for portfolios.

Customization

Customize reports according to individuals' impact personas, or create your own sets of values based on our 100+ metrics.

Support

All plans come with an onboarding coaching session for you and your team, and email + help desk support.

Explain

For advisors who help clients understand model portfolios
choose
$99/mo

Champion

For the ultimate advisor experience, suitable to present to family offices and foundations.
choose
$499/mo
What's included:
  •   Client Values Questionnaire
  •   Custodian Client Sync
  •   Customized Impact Reporting
  •   Portfolio Comparisons
  •   Shareholder Engagement
What's included:
  •   Client Values Questionnaire
  •   Custodian Client Sync
      Customized Impact Reporting
  •   Portfolio Comparisons
  •   Shareholder Engagement
  •   Fund Screener
What's included:
  •   Client Values Questionnaire
  •   Custodian Client Sync
      Customized Impact Reporting
  •   Portfolio Comparisons
  •   Shareholder Engagement
  •   Fund Screener
  •   Metaphor Impact Reporting
  •   Institutional Impact Report
Core products:
Free Tutorials

Our expertly-crafted Behavioral Questionnaire helps client ascertain their true impact personas.

Team Dashboard

Our best-in-class impact reports offer true transparency -- see all the data sources and calculations down to the security level for portfolios.

Answer Bots

Customize reports according to individuals' impact personas, or create your own sets of values based on our 100+ metrics.

Live Support

All plans come with an onboarding coaching session for you and your team, and email + help desk support.

Explain

For advisors who help clients understand model portfolios
Choose
$99/mo
What's included:
  •   Client Values Questoinnaire
  •   Custodian Client Sync
  •  Customized Impact Reporting
  •   Portfolio Comparisons
  •   Shareholder Engagement

Champion

For the ultimate advisor experience, suitable to present to family offices and foundations.
Chat with us
$499/mo
What's included:
  •   Client Values Questoinnaire
  •   Custodian Client Sync
     Customized Impact Reporting
  •   Portfolio Comparisons
  •   Shareholder Engagement
  •   Fund Screener
  •   Metaphor Impact Reporting
  •   Institutional Impact Report
Core products:
Free Tutorials
Team Dashboard

Our best-in-class impact reports offer true transparency -- see all the data sources and calculations down to the security level for portfolios.

Answer Bots

Customize reports according to individuals' impact personas, or create your own sets of values based on our 100+ metrics.

Live Support

All plans come with an onboarding coaching session for you and your team, and email + help desk support.

Explain

For advisors who help clients understand model portfolios
Choose
$999/year
  •   Client Values Questoinnaire
  •   Custodian Client Sync
  •  Customized Impact Reporting
  •   Portfolio Comparisons
  •   Shareholder Engagement

Champion

For the ultimate advisor experience, suitable to present to family offices and foundations.
Choose
$4,999/year
  •   Client Values Questoinnaire
  •   Custodian Client Sync
     Customized Impact Reporting
  •   Portfolio Comparisons
  •   Shareholder Engagement
  •   Fund Screener
  •   Metaphor Impact Reporting
  •   Institutional Impact Report
Core products:
Questionnaire

Our expertly-crafted Behavioral Questionnaire helps client ascertain their true impact personas.

Impact Reports

Our best-in-class impact reports offer true transparency -- see all the data sources and calculations down to the security level for portfolios.

Customization

Customize reports according to individuals' impact personas, or create your own sets of values based on our 100+ metrics.

Support

All plans come with an onboarding coaching session for you and your team, and email + help desk support.

Explain

For advisors who help clients understand model portfolios
choose
$999/year

Champion

For the ultimate advisor experience, suitable to present to family offices and foundations.
choose
$4999/year
What's included:
  •   Client Values Questionnaire
  •   Custodian Client Sync
  •   Customized Impact Reporting
  •   Portfolio Comparisons
  •   Shareholder Engagement
What's included:
  •   Client Values Questionnaire
  •   Custodian Client Sync
      Customized Impact Reporting
  •   Portfolio Comparisons
  •   Shareholder Engagement
  •   Fund Screener
What's included:
  •   Client Values Questionnaire
  •   Custodian Client Sync
      Customized Impact Reporting
  •   Portfolio Comparisons
  •   Shareholder Engagement
  •   Fund Screener
  •   Metaphor Impact Reporting
  •   Institutional Impact Report

All-in-One Price Breakdown: To fit your needs

Try any plan for free for 30 days

Essential

Try for free
1

Initial Price

Try any plan for free for 30 days. This is the base price.

Essential

Try for free
$162/mo
2 team members
100 customers
$278/mo
10 team members
200 customers
2

+ Active Customers

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.
*201-400

Essential

Try for free
+24/month
+36/month
*401-1,000

Essential

Try for free
+38/month
+55/month
*Over 1,000

Essential

Try for free
+47/month
+68/month
3

+ Team Members

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Essential

Try for free
$10/mo
per additional team member
$10/mo
per additional team member

Premium

chat with us

For premium pricing, contact us for custom rates.

Team Price Breakdown:
For the Entire Squad

Try any plan for free for 30 days

Essential

Try for free
1

Initial Price

Try any plan for free for 30 days. This is the base price.

Essential

Try for free
$99/mo
2 team members
100 customers
$255/mo
10 team members
200 customers
2

+ Active Customers

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.
*201-400

Essential

Try for free
+24/month
+36/month
*401-1,000

Essential

Try for free
+38/month
+55/month
*Over 1,000

Essential

Try for free
+47/month
+68/month
3

+ Team Members

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Essential

Try for free
$10/mo
per additional team member
$10/mo
per additional team member

Premium

chat with us

For premium pricing, contact us for custom rates.

Frequently Asked Questions

How many other advisors are using this solution?

YourStake.org was founded in 2018, and over $200b of AUM is making use of the YourStake.org tools. YourStake.org was recently rated the top ESG/SRI analysis platform for customer satisfaction by advisors in the 2020 T3/Inside Information survey.

Will my compliance department approve?

YourStake.org has been approved for use at top-10 broker-dealers. We are always happy to talk to your compliance department and fill out their forms. You can read more about compliance here.

What is the data coverage?

All YourStake.org subscriptions contain coverage of public equities, holdings data on all US-listed funds, and top community investment funds. Data on funds includes shareholder engagement activities. Additional coverage areas can be made available on request.

Who are you?

YourStake.org is a Public Benefit Company, with our core mission being to advance sustainable investing. The founders of YourStake.org met as student activists pushing for Yale to go Fossil Free in their endowment (which they have!), and authored shareholder resolutions at major oil companies to compel them to stop funding climate denial. We have been working in the sustainable finance space for 9 years, and sit on the board of the Intentional Endowments Coalition.

Is this Secure?

Yes.
- YourStake.org can be used without any sensitive information, as a research and reporting tool on publicly traded investments.
- YourStake.org is officially integrated with custodians, such as TD Ameritrade and Schwab, for you to be able to securely sync client accounts for reporting convenience, if you so choose.
- A full dossier of security documentation is available on request to be sent to your compliance or IT department for their review

Where do you get your data?

YourStake.org is a data science company at the core. We do not sublicense data from other providers. We process data from over a hundred publicly available sources with a goal to best provide full transparency 'from soup to nuts' on every data point presented within the reports. We call ourselves a No-Score ESG provider, because we empower our customers with the full context instead of asking you to simply trust our own analyst opinions.

What is the benefit of using this tool versus looking up public data on my own?

Here are some of the key benefits:
Made for You. This will fit into your practice workflow of meeting with clients and quickly running portfolio analysis + comparison, saving time.
Benefit from our research. Most of the sources we parse require advanced data science and machine learning techniques to extract the relevant information and keep the database updated at scale. We pull data from over a hundred sources and are always staying on top of the new trends, so that you can have a conversation with any client.
Support. You can ask us questions and give us feedback.