YourStake

YourStake

ESG analytics for advisor impact reporting

Overview

YourStake is a B2B SaaS platform that provides ESG analytics and personalized impact reporting for financial advisors and wealth management firms. It helps advisors analyze client portfolios through values-based lenses such as climate impact, gender equality, and racial justice, and generate customized reports that align with each client’s personal values. The product works by integrating with other financial software to pull in client data, run ESG analyses, and produce actionable impact reports, streamlining advisor workflows. Its differentiator is the emphasis on values-aligned investing and easy-to-understand reporting, enabling advisors to translate complex ESG data into clear insights and deepen client relationships. The company’s goal is to meet growing demand for values-driven investment strategies by making ESG data accessible and actionable for advisors and their clients.

About YourStake

Simplify's Rating
Why YourStake is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Fintech

Financial Services

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

2018

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Simplify's Take

What believers are saying

  • May 2026 Formative acquisition expands distribution into a values-based RIA with $1 billion AUM.
  • August 2023 SEI partnership and 2026 website updates show persistent enterprise adoption.
  • YourStake's 2024 Apex collaboration broadens APIs into fintech marketplaces and advisor workflows.

What critics are saying

  • Values-based investing faces political backlash; advisor demand for ESG tools can disappear quickly.
  • Addepar and SEI can replicate reporting features and squeeze YourStake's margins.
  • YourStake's niche depends on values-based demand; a category freeze threatens Formative.

What makes YourStake unique

  • Formative gives YourStake a captive proving ground: First Affirmative’s 35-year advisor workflows.
  • YourStake's Document-to-Portfolio APIs convert statements into analysis, cutting advisor onboarding friction.
  • Black Diamond, SEI, and Apex integrations embed YourStake inside existing wealth platforms.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Vacation

Growth & Insights and Company News

Headcount

6 month growth

-6%

1 year growth

0%

2 year growth

7%
Business Wire
May 25th, 2026
YourStake Acquires First Affirmative and Relaunches the Advisory Firm as Formative, the Home for Modern Values-Based Advisors

Values-based tech platform YourStake acquired First Affirmative, the pioneering RIA of the values-based advisor community; relaunching as Formative.

PR Newswire
May 12th, 2025
The Founders Arena Wealthtech Accelerator Announces Spring 2025 Cohort Focused On Ai, Automation, And Advisor Enablement

Fourth Cohort announced by Accelerator connects startups with financial institutions to fast-track research, development, and adoptionARLINGTON, May 12, 2025 /PRNewswire/ -- The Founders Arena WealthTech Accelerator, in partnership with First Rate, Inc., SEI® and the City of Arlington, today announced the selection of its Spring 2025 cohort. The six companies—AssetLink, Investipal, MDOTM, Sequence, Quorus, and YourStake—represent a diverse set of solutions designed to streamline financial advisory workflows, enhance investment performance, and deliver more personalized client experiences through automation and data intelligence.Now in its fourth cohort, The Founders Arena continues to serve as a launchpad for high-growth WealthTech companies, bridging the gap between founders and the financial institutions that power the wealth management industry. Since inception, four participating startups, Charityvest, Sora Finance, upSWOT, and Caribou, have gone on to be acquired, and multiple cohort companies, including Bento Engine and Zeplyn, have found unique ways of partnering together though the connections the cohort creates."The Founders Arena really helped us in three key ways: it sharpened our pitch and value proposition for the RIA customer base, deepened our connectivity across the broader space, and enabled us to define a proof of concept with an enterprise customer," said Rohit Agarwal, Co-Founder and Co-CEO, Sora Finance.The Spring 2025 cohort includes:AssetLink : A bidirectional intelligence platform that empowers asset managers and distribution teams to make smarter, faster fund placement decisions by directly connecting with buyers whose clients align with their strategy. AssetLink is based in New York, NY .: A bidirectional intelligence platform that empowers asset managers and distribution teams to make smarter, faster fund placement decisions by directly connecting with buyers whose clients align with their strategy. AssetLink is based in. Investipal : An advisor-first tool that automates portfolio construction and proposal generation

YourStake
Dec 12th, 2024
YourStake Wins 2024 ThinkAdvisor Luminaries Award for Client Engagement and AI

As many remember back in 2023 when YourStake first launched Advisor Core, the development process started with a fundamental question to its advisor community: "What could AI do for you to help you run your practice better?"

FinTech Futures
Jun 10th, 2024
YourStake Announces Collaboration with Apex Fintech Solutions Inc to Deliver The Building Blocks For The New Paradigm Of AI-First Fintech

YourStake announces collaboration with Apex Fintech Solutions Inc to deliver the building blocks for the new paradigm of ai-first fintech.

StreetInsider
Aug 7th, 2023
SEI enhances personalized investor experience with Values Questionnaire and reporting solution

OAKS, Pa., Aug. 7, 2023 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated1 financial advisor solution for environmental, social, and governance, faith-based, and values-based investing.

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