Our Mission

Generate Positive Impact
Our team is driven by a core belief that creating positive impact for people and the planet is essential.
Personalized Support
We offer personalized support and onboarding to each of our clients, no matter the account size.
Iterate With Speed
Our engineers strive to deliver the best experiences for our users and continue to refine our tools based on feedback.
Trust and Curiousity
Our team is founded on core values of curiosity, integrity, trust, and a belief that diversity drives innovation.
From our co-founders

“We're delivering the next frontier of personalization for Financial Advisors”

YourStake is focused on delivering the future of Wealth-Tech to Advisors and their clients. With a deep background in data-science, and expertise in AI, the entire YourStake team builds software and solutions hand-in-hand with Advisors to build the best outcomes and solve complex problems, intuitively.
Patrick Reed headshot
Patrick Reed
Co-Founder, CEO
Headshot of co-founder and president Gabe Rissman
Gabe Rissman
Co-Founder, President
Gabe Rissman and Patrick Reed, founders of YourStake PBC
Patrick and Gabe in 2018

We're here to support your practice

We're Client Obsessed!
Each and every client is given personalized support based on their unique needs. No matter the account size, our clients have the ability to impact our future roadmap.
Feedback Drives Innovation
We welcome questions, comments, and ideas on how we can further craft our tool to meet the needs of your clients and help grow your practice.
Safely Integrating AI to help you be better
Think of it as AI power with humans at the helm. Though the AI is built to be agile and dynamic, we've built safeguards to ensure compliance and safety above all else.

News & Insights

YourStake receives top ratings for advisor satisfaction across three categories in the 2024 T3/Inside Information Survey
In the news

YourStake receives top ratings for advisor satisfaction across three categories in the 2024 T3/Inside Information Survey

The 2024 T3/Inside Information Survey results are in an YourStake and the Values-Aligned Direct Index Solution (VADIS) carry highest ratings in financial advisors satisfaction across their categories.
We've launched Advisor Core, a new portfolio analysis and proposal generation tool for advisors powered with AI
In the news

We've launched Advisor Core, a new portfolio analysis and proposal generation tool for advisors powered with AI

Advisor Core is a new suite of tools that allows for statement pdf extraction in minutes with full portfolio analysis and client-ready proposals in one unified system. 
YourStake Launches first-of-its-kind Values-Based Data Packages
In the news

YourStake Launches first-of-its-kind Values-Based Data Packages

YourStake is thrilled to announce the launch of new values-based data packages.
Get news and insight from our expert team.
Read All About It!

Search

Enter keywords and click search.