YourStake

About YourStake

YourStake provides AI-powered assistants for financial advisors, focusing on organizing scattered documents, meeting notes, and portfolio data into a synchronized practice. Its AdvisorCore suite automates meeting prep, note-taking, transcription, and CRM sync, while ValuesCore delivers values-based investing tools, impact reporting, and client questionnaires to support advisor-client conversations. The company emphasizes helping wealth managers align portfolios with clients’ values and provide deeper, question-ready insights across advisory workflows, with operations centered in the United States.