YourStake Employee Directory
Financial ServicesNew York, United States11-50 Employees
YourStake provides AI-enabled support for financial advisors, turning scattered client information into organized insights. Its offerings include assistants for documents, meetings, and portfolios that aim to streamline advisory workflows and increase efficiency. In addition, the company offers values-based investing solutions designed to help advisors align client priorities with investment outcomes. Based in Brooklyn, New York, YourStake operates as a small-to-mid-sized player within the financial services technology space. Its primary customers are financial advisors seeking to manage client data and proposals more effectively in a complex advisory practice. A notable development is its June 2024 collaboration with Apex Clearing Corp to deliver the building blocks for an AI-first fintech approach.