YourStake is a groundbreaking brand that aims to revolutionize the world of financial advising through values-based investing. With a mission to generate positive impact for both people and the planet, YourStake offers a range of innovative solutions for financial advisors. Advisor Core is one of their latest offerings, empowering advisors with AI tools designed to streamline portfolio analysis and proposal generation.

The Values Hub is at the core of the YourStake experience, providing a suite of tools focused on aligning portfolios with client values. Additionally, YourStake offers regulatory compliance tools to ensure adherence to new and upcoming frameworks, as well as data packages that offer unparalleled transparency for aligning portfolios with client values. At YourStake, personalized support is paramount, with each client receiving onboarding and support tailored to their unique needs.

The team is committed to continuous improvement, iterating with speed to deliver the best user experience based on user feedback. Trust and curiosity are foundational values, driving innovation within the team. Co-founders Patrick Reed and Gabe Rissman lead the charge, delivering the next frontier of personalization for financial advisors.

YourStake has garnered recognition for its achievements, ranking #1 for SRI/ESG Portfolio Analysis Services in the 2023 T3/Inside Information Advisor Software Survey. With a focus on integrating AI while prioritizing compliance and safety, YourStake provides a powerful combination of artificial intelligence and human expertise. The brand also keeps clients informed and up-to-date with news, insights, and expert opinions.

Discover the future of personalized investing with YourStake. Take advantage of their essential tools for financial advisors and sign up for a free 14-day trial. Experience features like the NoScore ESG Portfolio Designer, Behavioral Values Questionnaire, Impact Reporting & Metaphors, and Portfolio Research Tools.

YourStake caters to both asset managers and advisors, offering custom ESG Data API, VADIS SFDR Data Library, and ESG Regulatory Compliance solutions. Join the YourStake community, and together, let's shape a better future through values-based investing