Great to be talking with SEI leadership and advisors about the difference YourStake can make in building efficient growth processes and produce better personalized insights for each and every client. Be sure to join Gabe Rissman tomorrow morning for a discussion on how #AI as well!
YourStake
Financial Services
Brooklyn, New York 1,666 followers
YourStake is on a mission to make scalable personalization easy to implement into your practice.
About us
YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client’s investments. We offer advisors a suite of tools that bring immense time efficiencies and insights to client prospecting, reporting, and portfolio analytics. We also help with investment research and optimization to provide scalable personalization for clients.
- Website
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https://yourstake.org
External link for YourStake
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Brooklyn, New York
- Type
- Privately Held
- Founded
- 2018
- Specialties
- ESG, ESG analysis tool, ESG tool for financial advisors, values-based investing, portfolio research, ESG compliance, Sustainable Investing, Faith-Based Investing, Impact Investing, ESG reporting, portfolio analysis, portfolio proposal, ai, fintech, clientstatementconversion, proposalgeneration, and direct indexing
Locations
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Primary
356 Midwood St
Brooklyn, New York 11225, US
Employees at YourStake
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Robert McGraw
Strategic Advisor to Innovators
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Gershon Bialer
Sr. Software Engineer and Sustainability Change Agent
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Paul R. Renken
Co-Founder of Advintro - Advice | Introductions | Outsourced Sales | Business Development
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Gabe Rissman
Cofounder and President @ YourStake | helping financial advisors win new business and save time with AI and personalization
Updates
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We're thrilled to be back at the SEI Advisor Summit starting this weekend in Arizona. This year, Gabe Rissman will be taking the main stage to discuss how AI is changing the landscape for all Advisors in a panel with Sneha Sanghrajka Shah, SEI, Rob Pettman, TIFIN AG, and Farbod Nowzad, Cashmere Be sure to see Patrick Reed and Kenneth Silva Ballard as well to discuss what we're working on with SEI and how we aim to bring AI-empowerment to all Advisors.
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Direct Indexing is a powerful way to align client financial goals with their personal values. The Values Aligned Direct Index Solution (VADIS) empowers Advisors with the tools and knowledge to offer personalized portfolios to clients in a wide range of ways. VADIS combines the power of our data and technology with First Affirmative Financial Network's investment management expertise to deliver a truely unique investing experience for you and your clients. Learn about the three ways to implement VADIS --> https://hubs.ly/Q02PHPQX0
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Founded in 2019, we've been on a mission to make portfolios feel personal. We recognized that advisors struggled with delivering personalized experiences and advice because it was as too difficult and took valuable time away from other aspects of their practice. This led us to create a platform that simplifies advisors' work and enhances the client journey to drive personalized investing. Visit our updated about us page to learn the founding story of YourStake: https://hubs.ly/Q02PD1Xz0
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Q: How do you see AI transforming sustainable investing and financial advising? We've been really interested in artificial intelligence and how it can make financial advisors' lives easier in a whole bunch of areas. This includes values-aligned investing, but also generally day-to-day practice management. For example, AI can help with: Extracting key information from complex documents like bond prospectuses. Automating the analysis of brokerage statements to provide quick insights aligned with an investor's values. Integrating various financial documents (like mortgages, taxes, estate plans) to offer a more holistic view of an individual's financial situation. The goal is to reduce manual entry and make advisors' lives easier, freeing up time for more strategic analysis and client interaction. We’re currently focused on solving these problems through Advisor Core that we launched about a year ago. Read or Listen to Gabe Rissman and Joe Pelusi's discussion on the Planet Profit Podcast here --> https://hubs.ly/Q02PzPFr0
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Our President & Co-Founder Gabe Rissman Rissman discusses how AI tools can help wealth managers align investment strategies with clients' personal needs while upholding ethical standards. In an interview with Wealth Solutions Report, he emphasizes the importance of protecting client privacy by using specialized vendors with robust data protection measures. Read it here —>https://lnkd.in/gU8wu-xn
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We're working with Equities.com to highlight how NoScore data can help provide a comprehensive view into leaders and laggards across issues clients care most about. Read this recent article on the companies leading the biggest fines for ethics violations. https://hubs.ly/Q02PztXl0
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Aligning values with investments is more than just climate change. Here are some of the top issues we've seen: 1: Fossil Fuel Exposure 2: Gender Equality 3: Tobacco and Weapons Exposure 4: Geographical Investments (e.g. Russia, Israel, Ukraine, Taiwan) 5: Human Rights and Forced Labor But beyond that, the amount of faith-aligned investors, SDG-aligned portfolios and hyper-specific issues continues to grow as more clients look to invest in the issues that matter most to them. Joe Pelusi and Gabe Rissman covered this and many more topics in their recent episode of the Planet Profits Podcast. Watch the clip below or listen to the full episode: https://lnkd.in/ekngYapH
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With Advisor Core It's never been faster to move from meeting a prospect to building a portfolio in minutes. 1. Extract any client statement in just minutes using our AI and OCR technology. 2. Select your prospect's risk and values preferences to build out a personalized analysis 3. Analyze and Compare Portfolios or against a benchmark 4. Output a custom proposal, or walk your prospect through an interactive experience right in Advisor Core. Learn more: https://hubs.ly/Q02PBfBH0
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YourStake reposted this
We discuss how wealth managers can leverage the many positives of AI, while maintaining industry ethical standards, with Gabe Rissman of YourStake. He unpacks data privacy, transparency in values investing, practical steps for ethical AI use and more. https://lnkd.in/gU8wu-xn #AI #WealthManagement #WealthSolutionsReport #FinancialAdvisors
How AI Can Be Leveraged for Clients While Maintaining Ethical Standards
https://wealthsolutionsreport.com