YourStake

YourStake

Financial Services

Brooklyn, New York 1,686 followers

YourStake is on a mission to make scalable personalization easy to implement into your practice.

About us

YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client’s investments. We offer advisors a suite of tools that bring immense time efficiencies and insights to client prospecting, reporting, and portfolio analytics. We also help with investment research and optimization to provide scalable personalization for clients.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Brooklyn, New York
Type
Privately Held
Founded
2018
Specialties
ESG, ESG analysis tool, ESG tool for financial advisors, values-based investing, portfolio research, ESG compliance, Sustainable Investing, Faith-Based Investing, Impact Investing, ESG reporting, portfolio analysis, portfolio proposal, ai, fintech, clientstatementconversion, proposalgeneration, and direct indexing

Locations

Employees at YourStake

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