YourStake
HQ Address
100 Cherry Street, Guilford, CT 06437, United States
Website Address
Business introduction
Turn client chaos into organized intelligence
Our AI-powered system transforms scattered documents, meeting notes, and portfolio data into a synchronized practice that catches what humans might miss
Our story
Founded in 2019, YourStake was formed from a vision to make portfolios feel personal.
We recognized that advisors struggled with delivering personalized experiences and advice because it was as too difficult and took valuable time away from other aspects of their practice.
This led us to create a platform that simplifies advisors' work and enhances the client journey to drive personalized investing.
YourStake Solutions
Advisor Core
Advisors spend up to 12 hours analyzing clients' portfolios and comparing them to model portfolios. Manual transcription often leads to errors, and pouring over analytics adds time and complexity to the task and hinders growth. Advisor Core simplifies the process by allowing advisors to quickly upload account statements and receive a......
business needs
- Client Marketing & Prospecting
- Client Onboarding & Identity Verification
- Financial & Retirement Planning
Values-Aligned Direct Index Solution (VADIS)
What is VADIS? VADIS (Values-Aligned Direct Index Solution) empowers advisors to uncover and build portfolios based on the values of every client. From $25,000 to $25 million and beyond, our platform built in collaboration with First Affirmative Financial Network helps you transform client values into tailored investment strategies, fostering deeper client relationships......
business needs
view solutionValues Hub
Values-based solutions and impact reporting with a mission to equip advisors with the depth of information needed to answer any client question, beyond abstract scores. ...
business needs
- Client Communications & Reporting
- Client Marketing & Prospecting
- Portfolio Build, Analysis & Reporting
