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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.

Find YourStake employees' phone numbers or email addresses

YourStake Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Oceania
1

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  • Australia
    1

YourStake's Leadership

  • Stylized image of a person
    P. R.
    Ceo
  • Stylized image of a person
    G. R.
    Cofounder And President At Yourstake (https:/Yourstake.Org)
  • Stylized image of a person
    R. W.
    Director Of Business Development
  • Stylized image of a person
    B. C.
    Senior Software Engineer
  • Stylized image of a person
    P. R.
    Senior Software Engineer
  • Stylized image of a person
    H. B.
    Software Engineer
  • Stylized image of a person
    A. L.
    Data Engineer

YourStake Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Business
  • Banking
  • Business Development
  • Finance
  • Other

Contact profiles from YourStake

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. R.
    Cofounder And President At Yourstake (https:/Yourstake.Org)
    United StatesNew York
    Mar 04, 2026
  • Stylized image of a person
    P. R.
    Ceo
    United StatesNew York
    May 14, 2026
  • Stylized image of a person
    R. W.
    Director Of Business Development
    United StatesGeorgia
    Jun 10, 2025
  • Stylized image of a person
    B. C.
    Senior Software Engineer
    United StatesMassachusetts
    Dec 08, 2025
  • Stylized image of a person
    P. R.
    Senior Software Engineer
    United StatesGeorgia
    Feb 28, 2024
  • Stylized image of a person
    H. B.
    Software Engineer
    United States
    Apr 04, 2025
  • Stylized image of a person
    A. L.
    Data Engineer
    United StatesNew York
    Nov 06, 2025

Frequently Asked Questions

What is YourStake known for?

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YourStake was founded in 2018 operates in the Financial Services industry. Explore YourStake's company overview page for more information.

What is YourStake's most common email format?

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YourStake employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more YourStake email formats with LeadIQ.

How many employees does YourStake have currently?

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YourStake has approximately 14 employees as of August 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are YourStake's key employees and leadership?

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As of August 2026, YourStake's key employees include:

  • Ceo: P. R.
  • Cofounder And President At Yourstake (https:/Yourstake.Org): G. R.
  • Director Of Business Development: R. W.
  • Senior Software Engineer: B. C.
  • Senior Software Engineer: P. R.

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