Wealth Technology to power the amazing

YourStake simplifies your tech stack by crafting personalized experiences that excite clients and accelerate growth within one seamless-platform
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From proposal generation to values alignment tools and access to Direct Indexing, YourStake serves as an all-in-one solution for Advisors of all sizes.

Using OCR and AI technology, YourStake can offer portfolio analysis in minutes, assemble transparent client impact reports, and offers a suite of investment research and analysis tools all at an affordable price. Additionally, access Direct Indexing to offer better personalization

Advisor Core

Use the magic of AI to close clients faster. Extract statement data, run instant analysis and prepare proposals at the click of a button.

Values Hub

Align client portfolios with their values using our questionnaire, investment research and optimization tools and much more.

Direct Indexing

The Values-Aligned Direct Index Solution (VADIS) fits any client portfolio backed by the expertise from First Affirmative Financial Network

Top rated platform based on advisor satisfaction across three categories in 2024

Keeping client information secure with SOC 2 Type 2 certification

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We've helped hundreds of Financial Advisors provide more amazing to their clients

Hear from some of our amazing users using YourStake tools to power growth and investment transparency.
"YourStake's tools are pivotal in elevating the client experience at Blue Marble Investments. Moreover, the portfolio design and check-up tools significantly streamline processes, enhancing the efficiency and effectiveness of investment management."
Sierra Smith
Investment Advisor
"YourStake is a platform that works the way I work. They help me take clients through layer by layer of data.
No other tool in the marketplace gives me this data."
Max Mintz
Financial Advisor


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