Who are YourStake's investors?

YourStake's investors include Fin Capital.

YourStake

1 known investors

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 Learning Fintech Impact & Social Good SaaS

Founders & leadership

Patrick Reedin

Gabe RissmanCEO

Investors · 1

Fin CapitalSan Francisco · $250K – $15M

In the news

YourStake in the American Dream - Climate and Capital Mediaclimateandcapitalmedia.com · Jul 2022

First Affirmative Financial Network and YourStake Introduce Values-Aligned Direct Index Solution for Independent Advisorsprnewswire.com · Oct 2021

YourStake 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 are YourStake's investors?: YourStake's investors include Fin Capital.