The startup offers an online petition platform that provides financial management services tailored for impact-focused advisors and financial institutions. Its technology enables individual investors to assess their fund investments through personalized impact reporting, portfolio comparisons, and enhanced transparency of holdings, facilitating informed decision-making regarding social and environmental outcomes.
Funding
$3.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial advisors face challenges in efficiently managing client data, extracting insights from scattered documents, and aligning investment portfolios with individual client values, leading to time-consuming manual processes and generic investment strategies. Traditional ESG scoring systems often fail to capture the nuances of client values, resulting in a disconnect between investments and personal beliefs.
Solution
YourStake provides an AI-powered wealth management platform that streamlines advisor workflows and enhances client engagement through personalized investment solutions. The platform's AdvisorCore suite automates tasks such as document extraction, portfolio analysis, and proposal generation, while the ValuesCore suite facilitates values-based investing through client questionnaires, impact reporting, and direct indexing. By integrating AI-driven insights with transparent data, YourStake enables advisors to create tailored portfolios that reflect each client's unique values and financial goals, fostering deeper relationships and driving practice growth.
Target Audience
YourStake primarily targets financial advisors, wealth management firms, and RIAs seeking to enhance client engagement, streamline operations, and offer personalized, values-aligned investment solutions.
Features
- **AdvisorCore:**
- **Meeting Assistant:** Automatically prepares, records, and summarizes client meetings, integrating with CRM systems.
- **Document Assistant:** Extracts information from various document types, builds client dossiers, and autofills PDF forms.
- **Portfolio Assistant:** Streamlines portfolio analytics and proposal generation by extracting data from brokerage statements.
- **ValuesCore:**
- **Behavioral Values Questionnaire (BVQ):** Uncovers client values through a scientifically-backed questionnaire.
- **Impact Reporting:** Showcases how investments align with client values through detailed reports.
- **Values-Aligned Direct Indexing Solution (VADIS):** Enables the creation of customized direct index portfolios aligned with client values, with options for persona portfolios, firm value alignment, and bespoke customization.
- **Fund and Company Screeners:** Identifies investments aligned with client values and financial goals.
- **AI-Powered Automation:** Leverages AI to automate data extraction, analysis, and reporting, reducing manual effort and improving accuracy.
- **Integration:** Seamlessly integrates with existing tools like Zoom, Teams, Wealthbox, Redtail, Apex, Schwab and SEI.
- **Security:** SOC 2 Type 2 certified, ensuring client data is protected with enterprise-grade security controls.