STAKE

stake-logo

Stake is a social impact reporting tool for the wealth management and asset management industries.

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STAKE

Social Links:

Industry:
Finance Information Technology Social

Founded:
2018-01-01

Address:
Guilford, Connecticut, United States

Country:
United States

Website Url:
http://www.yourstake.org

Total Employee:
1+

Status:
Active

Email Addresses:
[email protected]

Technology used in webpage:
Amazon Organization Schema Apache HubSpot CMS Hub Hubspot Hosted ContactPoint Schema DreamHost Hosting Airtable


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Current Advisors List

darrell-benatar_image

Darrell Benatar Investor and Advisor @ Stake
Advisor
2020-01-01

Current Employees Featured

adrien-delessert_image

Adrien Delessert
Adrien Delessert CTO @ Stake
CTO
2020-09-01

gabe-rissman_image

Gabe Rissman
Gabe Rissman Co-Founder @ Stake
Co-Founder
2018-01-01

patrick-reed_image

Patrick Reed
Patrick Reed Co-founder and CEO @ Stake
Co-founder and CEO
2018-05-01

Founder


gabe-rissman_image

Gabe Rissman

patrick-reed_image

Patrick Reed

Official Site Inspections

http://www.yourstake.org Semrush global rank: 11.7 M Semrush visits lastest month: 151

  • Host name: server-52-85-151-66.iad89.r.cloudfront.net
  • IP address: 52.85.151.66
  • Location: Seattle United States
  • Latitude: 47.6348
  • Longitude: -122.3451
  • Metro Code: 819
  • Timezone: America/Los_Angeles
  • Postal: 98109

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More informations about "Stake"

YourStake | AI Assistants for Financial Advisors & Values-Based ...

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 โ€ฆSee details»

About YourStake

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 advisorsโ€™ core challenges from the ground up, โ€ฆSee details»

Wealth Management Technology for RIAs | YourStake

By fall 2020, YourStake expanded to cover the full steps on a sustainable investing client's journey, from intake questionnaire to portfolio construction to personalized impact reporting. โ€ฆSee details»

YourStake - Org Chart, Teams, Culture & Jobs | The Org

View YourStake's up-to-date org chart, open roles, and culture details. Find executives, board members, teams, related companies, and more. Log in. Sign up. YourStake. Track. YourStake โ€ฆSee details»

YourStake | Wealth Management EDGE - Informa Connect

About YourStake Founded in 2019, YourStake transforms how financial advice is delivered by creating order from chaos. The company serves thousands of advisors nationwide, providing โ€ฆSee details»

YourStake 2025 Company Profile: Valuation, Funding

YourStake was founded in 2018. Where is YourStake headquartered? YourStake is headquartered in New York, NY. What is the size of YourStake? YourStake โ€ฆSee details»

Stake - Crunchbase Company Profile & Funding

Organization. Stake . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. ... PRWeb โ€” First Affirmative Financial Network partners with โ€ฆSee details»

YourStake - Leadership Team - The Org

The Leadership Team at YourStake is responsible for setting the strategic direction of the company, driving its mission to expand impact investing, and fostering partnerships that align โ€ฆSee details»

YourStake.org Shareholder Advocacy - Impact Financial Planners

Apr 21, 2020 There are two components of YourStake: portfolio impact reporting and a petition platform. PORTFOLIO IMPACT REPORTING. One is portfolio impact reports for financial โ€ฆSee details»

YourStake - Schwab Advisor Services

YourStake helps advisors master the conversation with clients about sustainable investing. We help advisors a) understand the personalized values of each client, b) research funds and โ€ฆSee details»

YourStake | Advisor Services

YourStake.org provides all the tools financial advisors need to help clients understand and grow their social + environmental impact: ESG Personality Types Questionnaire; Award Winning โ€ฆSee details»

YourStake Insights

The SEC has issued final climate disclosure rules requiring public companies to provide detailed climate-related disclosures. Learn about the background, key elements of the rules, and โ€ฆSee details»

Gabe Rissman - Intentional Endowments Network

Gabe Rissman, Co-Founder & President, Yourstake.org. Gabe is the Co-Founder and President of Yourstake.org, which helps you learn the impact of your investments, and improve it. ... which became the first undergraduate โ€ฆSee details»

How Exxon Taught Me That Shareholders Can Change the World

Article by Gabe Rissman, Co-Founder and President of Yourstake.org. Gabe also co-founded Real Impact Tracker, which scores the social impact of investment funds. Gabe is the former โ€ฆSee details»

YourStake - Overview, News & Similar companies | ZoomInfo.com

Aug 6, 2023 Who is YourStake. YourStake is a platform that equips asset managers and financial advisors with all of the tools, data, and reporting metrics they need to make sust โ€ฆSee details»

YourStake.org - AIO Financial - Fee Only Financial Advisors

Sep 8, 2023 At the 2019 Sustainable, Responsible, Impact investing conference, I was introduced to YourStake and we are trying it this year. There are two components of โ€ฆSee details»

Learn More about Stake - yourstake.org

YourStake.org worked with experts who had relations with the target companies. The experts held meetings with their contacts at the companies, and took care of the formal paperwork around โ€ฆSee details»

YourStake reduces advisor workload through data analytics

Nov 4, 2024 Website: www.yourstake.org Size of YourStake: The platform has more than 400 advisor clients and roughly a dozen employees, Rissman said. Products and services offered: โ€ฆSee details»

YourStake Investment Impact Reporting - AIO Financial

Sep 6, 2023 Below is one of the displays from YourStake.org โ€“ a metaphor display. It show, in very tangible terms, the impact of your investments. On the positive side, if you own portions โ€ฆSee details»

Advisor Core Pricing - YourStake.org

YourStake.org is a Public Benefit Company, with our core mission being to advance sustainable investing. The founders of YourStake.org met as student activists pushing for Yale to go Fossil โ€ฆSee details»

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