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.

Looking to join the team?

Our Founders Meet
Co-founders Gabe Rissman and Patrick Reed met as student environmental advocates at Yale, working to persuade the endowment to shift away from fossil fuel investments. With his student club, Gabe became the first student to file a shareholder resolution, which succeeded in the subsequent year.
Gabe Rissman and Patrick Reed, founders of YourStake PBC
2019
YourStake is founded and registered as a Public Benefit Corporation (PBC) with a mission to align client values with investments.

As a PBC, our social mission is part of our legal mandate in our articles of incorporation.
2020
YourStake introduced the “NoScore” data approach in 2020 to offer a transparent alternative to traditional ESG data without relying on one-size-fits-all scores or complex ratings.

YourStake now powers multiple Indexes using this unique data process including the Adasina Social Justice Index

“The biggest challenges in values-based investing are data and process and YourStake is helping me really move forward and overcome some of those challenges. Your reporting and data is extremely valuable, I’m really happy to be a customer.”

Michael Reynolds, CFP, Elevation Financial

2021
The first client-friendly portfolio impact reports are launched, which pair with a behavioral values questionnaire to showcase how investments align with clients’ unique value personas.
2022
YourStake collaborated with First Affirmative Financial Network to launch VADIS, the Values-Aligned Direct Indexing Solution to bring deeper personalization capabilities to Advisors using transparent data and industry-leading software to Direct Indexing.

Meanwhile YourStake further expanded their platform with advanced Fund and Company Screeners, performance data reporting, and a portfolio designer to aid in making personalization transparent, data-driven, and intuitive for Advisors.
2023
YourStake launches the Portfolio Assistant in September at FutureProof focused on statement extraction, portfolio analytics, and investment proposal generation seeing the massive potential AI can bring to Fintech and Financial Advisors

YourStake and SEI partner to enhance their personalized investor experience using the Behavioral Values Questionnaire and Reporting Solution.

2024
YourStake enhances the Portfolio Assistant with a risk tolerance questionnaire, custom branding abilities, additional analytics while increasing statement extraction speed and accuracy.

Major partnerships signed with Broadridge, Mercer Advisors, and Apex Fintech Solutions.

YourStake wins the 2024 Luminaries Award for AI Innovation

2025
AdvisorCore is released alongside the reorganization of our values-based investing solution as ValuesCore.

AdvisorCore is a suite of AI-powered assistants that will transform scattered documents, meeting notes, and portfolio data into a synchronized practice that catches what humans might miss.

We're focused on turning client chaos into organized intelligence, and we're just getting started.

Tomorrow & Beyond
The YourStake team is dedicated to solving complex problems, leveraging deep expertise in data science and AI.

The team has a proven history of building software that addresses advisors’ core challenges from the ground up, working with our advisor clients from the start to produce solutions that help them and their clients invest for the best tomorrow. Now.
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