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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.
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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Values-based tech platform YourStake acquired First Affirmative, the pioneering RIA of the values-based advisor community; relaunching as Formative.
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
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?"
YourStake announces collaboration with Apex Fintech Solutions Inc to deliver the building blocks for the new paradigm of ai-first fintech.
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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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
Find jobs on Simplify and start your career today