YourStake turns client chaos into organized intelligence with AI-powered assistants for financial advisors. Our Document, Meeting, and Portfolio assistants streamline your practice while our values-based investing solutions help you deliver on client priorities.
Company Details
- Employees
- 16
- Founded
- -
- Address
- 356 Midwood St, Brooklyn,new York 11225,united States
- in****@****ake.org
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- yourstake.org
- Keywords
- values-based investing, portfolio research, Faith-Based Investing, Impact Investing, portfolio analysis, portfolio proposal, ai, fintech, clientstatementconversion, proposalgeneration, direct indexing, investmentscreening, notetaker, ai notetaker, ai advisor tools, ai financial advisor, advisor growth tools, investment screens, investment data, RIA tools.
- HQ
- Brooklyn, New York
Yourstake Questions
Yourstake's website is yourstake.org
Yourstake's LinkedIn profile is https://www.linkedin.com/company/yourstake
Yourstake has
16 employees.
View email and phone details for 16
employees at Yourstake.
Yourstake's industry is
Financial Services
Yourstake's top competitors are
Investsuite,
Wealthfeed,
Vega Minds | Ai For Advisors,
Thyme (Yc S24),
Vrgl,
Apricity Consulting,
Onsiteiq,
Cashmere,
Advintro,
Zocks | Ai For Advisors.
Yourstake's support email address is info@yourStake.org
Yourstake's categories are Financial Services
Yourstake's founding year is 2018
