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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
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
People at YourStake
People at YourStake who can refer or advise you
Simplify's Take
What believers are saying
- Acquiring First Affirmative and relaunching as Formative expands reach into tech-powered advisory services for values-based advisors.
- Partnering with SEI to launch the Values Questionnaire enhances personalized investor experiences by integrating behavioral data with reporting.
- Collaborating with Apex Fintech delivers Document-to-Portfolio APIs that digitize investment analysis checkups via image or PDF uploads.
- Launching free SFDR data libraries and raw data feeds broadens transparency for asset managers beyond just advisor clients.
- Receiving the 2024 ThinkAdvisor Luminaries Award for AI innovation validates platform efficiency in transforming advisor workflows.
- Over 400 RIAs adopting the $1K/year platform demonstrates strong market scalability in financial advisor technology.
What critics are saying
- SEI's proprietary launch of the Values Questionnaire and Impact Report in August 2023 threatens to internalize core capabilities and reduce third-party subscriptions.
- Workiva's dominance in finance-grade ESG reporting with pre-built frameworks for CFOs and audit teams crowds out YourStake's advisor-focused niche.
- Diligent's AI-powered governance platform expanding into ESG reporting with board-level data creates a billion-dollar enterprise alternative bypassing advisors.
- The pivot to direct advisory business via Formative may alienate core B2B SaaS clients who view it as a competitor in their market.
- Persefoni and Watershed's focus on audit-ready carbon accounting captures regulatory demand for precise emissions data that YourStake's metaphor metrics lack.
- Manual advisor input for values-based data creates friction and risks rapid churn if clients demand greater automation and AI-strengthened data collection.
What makes YourStake unique
- YourStake shifts from opaque ESG scores to transparent, client-driven values alignment via its NoScore Data Approach with 150+ metrics.
- Its AI-powered Advisor Core saves advisors over 5 hours weekly by automating document extraction, portfolio analysis, and proposal generation.
- The platform enables hyper-personalized insights through a behavioral values questionnaire integrated with wealth aggregation tools like Broadridge.
- It offers real-time recalculation of alignment scores based on individual client values using data from 300+ sources.
- The integration with SS&C's Black Diamond allows advisors to guide clients through values conversations and generate aligned investment proposals.
- YourStake creates tangible impact reporting via metaphor reports, such as showing '50,000 trees planted' instead of generic percentages.
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6 month growth
↑ 0%1 year growth
↑ 0%2 year growth
↑ 7%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?"
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About YourStake
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
YourStake is Hiring for 1 Jobs on Simplify!
Find jobs on Simplify and start your career today