Fundraising Fox
/Companies
Sign in

YourStake

1 known investors

Find your way into YourStake

Sign up to find every way you can get introduced to YourStake

  • Your email: who you already know at YourStake, and who your contacts know
  • 2nd- and 3rd-degree connections: people you know who worked, studied or invested with the YourStake team
  • Your LinkedIn: the connections who can make the intro for you

We rank every route by how warm it is, so you raise on warm intros instead of cold emails.

Sign up with GoogleAlready have an account? Log in

YourStake provides AI-powered software for financial advisors and RIAs, including tools for portfolio analytics, statement extraction, meeting notes, automated proposal generation, and values-based/ESG investing analysis. Its offerings integrate with advisor CRMs and support direct indexing and impact reporting for wealth management practices.

AI & Machine LearningFintechImpact & Social GoodSaaS

Founders & leadership

GRGabe Rissman
Gabe RissmanCEO
PRPatrick Reed
Patrick ReedFounder

Investors · 1

In the news

First Affirmative Financial Network and YourStake Introduce Values-Aligned Direct Index Solution for Independent Advisorsprnewswire.com · Oct 2021YourStake Launches New Suite of “ESG Metaphor Metrics;” Expands to Serve International Investors with Global Impact Dataglobenewswire.com · Sep 2021

Frequently asked questions

What does YourStake do?
YourStake provides AI-powered software for financial advisors and RIAs, including tools for portfolio analytics, statement extraction, meeting notes, automated proposal generation, and values-based/ESG investing analysis. Its offerings integrate with advisor CRMs and support direct indexing and impact reporting for wealth management practices.
Who founded YourStake?
YourStake was founded by Gabe Rissman.
Who are YourStake's investors?
YourStake's investors include Fin Capital.