Overview
Connections
News
Salaries
Products
People
Growth
Offices
Financials

Funding and backers

Team
11-50
employees, estimated range
Hiring now
1
open roles
Backers
1
Fin Capital
Momentum
0/100
no fresh signals
Last sign of life
1 mo ago
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
May 24 Acquisition YourStake Acquires First Affirmative And Relaunches Firm As Formative · Pulse 2.0 Oct 28, 2020 Launched on Hacker News Show HN: Uncover how your funds spend money in politics 2018 Founded
Tractionpublic signals, read monthly
Web presence
top 7%
of 133.2M domains by links, Common Crawl
Launched on Hacker News
46 points
Backed byfrom the funds' portfolios and accelerator catalogs
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Overview

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.

Connections

List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors1
Fin CapitalVia a fund
130 portfolio companies: WitnessAI, Yaspa, Wholesail and 127 more

News

News Pulse 2.0 6 months ago
YourStake Acquires First Affirmative And Relaunches Firm As Formative
YourStake announced the acquisition of First Affirmative Financial Network and the relaunch of the registered investment advisory firm under the new name Formative. The transaction combines First Affirmative's more than 35 years of operational and investm
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Report
News Financial Planning 2 years ago
How YourStake founders' ESG passion transformed into an advisor platform
YourStake is expanding its platform from ESG-focused portfolio analytics to an all-in-one solution for advisors.
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Report
News SCM 2 years ago
YourStake To Provide AI-Powered APIs To Apex Fintech Solutions
The Document-to-Portfolio tool aims to allow users to upload images or PDF files of account statements from brokerages and banks, automatically populate account transfer details and receive real-time financial analysis.
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Report
News Financial Planning 3 years ago
Gabe Rissman of YourStake on why to ask clients their thoughts on straws
The fintech firm providing ESG data technology gives financial advisors more openings to ask customers about their values and implement them in portfolios.
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Report
News assetservicingtimes.com 4 years ago
Yourstake launches a free library of SFDR data - Asset Servicing Times
Data solutions provider Yourstake has launched a free library of SFDR data, covering the top 200 highest market cap companies in the S&P 500 and Stoxx 600 index
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Report

Salary insights

Compensation ranges based on this company's open jobs
Median
$110k
Typical range
$110k
Open positions
1
1 Jobs
Senior 100%
Level Jobs Median Typical range
Senior 1 $110k $110k
Highest paying role Senior Financial Planning Specialist (CFP Required) $110k
Normalized to USD per year

Growth

Hiring Momentum
28/100
Slowing
Open positions
1
0 opened / 0 closed in 30 days
ATS activity
Every ~5 hours
Today
Hiring Dynamics 0%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Finance
100% ▼

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Brooklyn United States
HQ
10-50 est. staff
seen since Aug 2026