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.