External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Values-based investing and AI assistant platform helping advisors analyze and report ESG preferences.
Description
YourStake provides values-based investing analysis and AI assistants for advisors, screening portfolios against client values and generating personalized ESG and impact reports alongside document and meeting tools.
Integrations
YourStake has 3 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- Advisor Center Level 1
- Black Diamond Level 2
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
None
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
None
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal features
None
Developer sandbox URL
No
