All the ESG tools that financial advisors need walk clients through a sustainable investing journey.
Location: United States, Connecticut, Guilford
Employees: 11-50
Founded date: 2018
Investors 1
Mentions in press and media 7
| Date | Title | Description |
| 05.06.2023 | YourStake Launches first-of-its-kind Values-Based Data Packages | "We're excited to build on our trusted reputation among advisors using our data to now bring the same transparency and trusted data more widely available to asset managers through these raw data feeds," said Gabe Rissman, Co-Found... |
| 20.03.2023 | YourStake Ranked Number 1 for SRI/ESG Portfolio Analysis Services Three Years in a Row | The platform ranked #1, the third year in a row, for SRI/ESG Portfolio Analysis Services in the 2023 T3/Inside Information Advisor Software Survey. These results are only made possible because of our amazing team and engaged customers. With... |
| 19.07.2022 | YourStake launches new integration with SS&C's Black Diamond® Wealth Platform to give clients a full view of their investment impact | NEW YORK (PRWEB) July 19, 2022 YourStake is pleased to announce a new integration with SS&C Technologies' Black Diamond® Wealth Platform. This integration connects YourStakes' deep data insights and values alignment to SS&C's powerf... |
| 05.05.2022 | YourStake is ranked #1 again for SRI/ESG Portfolio Analysis Services in the 2022 T3/Inside Information Advisor Software Survey | BROOKLYN, N.Y. (PRWEB) May 05, 2022 YourStake provides the tools financial advisors need to help clients understand and grow their social and environmental investing impact. YourStake’s personalized ESG/SRI solutions and impact reporting eq... |
| 22.04.2022 | Do You Want To Retire By Investing Deforestation Free? | If you’re like most people, when you think of retirement investing you don’t also think of deforestation. When I was younger, I heard those who cared about deforestation referred to as “tree huggers.” That concern was often associated with ... |
| 09.03.2022 | Can Women Actually Retire Successfully by Investing in Gender Equality? | LINCOLN MEMORIAL, WASHINGTON DC, UNITED STATES - 2018/01/20: Participants at the anniversary of the ... [+] Women's March On Washington D.C. (Photo by J.M. Giordano/SOPA Images/LightRocket via Getty Images) LightRocket via Getty Images |
| 23.12.2020 | First Affirmative Financial Network partners with YourStake.org to equip large network of ESG-focused financial advisors with YourStake.org's impact reporting solution | First Affirmative Financial Network partners with YourStake.org First Affirmative already provides their members with extensively customizable ESG portfolios, and we are excited to provide FAFN advisors with enhanced reporting on how their ... |