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.
| Website | https://yourstake.org |
| Employees | 15 (8 on RocketReach) |
| Founded | 2018 |
| Industry | Financial Services, Finance General, Finance |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, Morningstar, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, Betterment, Wealthfront, Acorns, Investopedia +39 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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YourStake Questions
Patrick Reed is the CEO of YourStake.
8 people are employed at YourStake.
YourStake is based in Brooklyn, New York.
The NAICS codes for YourStake are [5239, 52, 523].
The SIC codes for YourStake are [62, 621].
Top YourStake Employees
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Patrick Reed
CEO at YourStake
New York, NY, US14 -
Gabe Rissman
Cofounder and President at YourStake (https: and and yourstake.org) at YourStake
New York, United States34 -
Robyn Wood
Director of Business Development at YourStake
Spring Lake, NC, US45+ -
Gershon Bialer
Data Engineer at YourStake
San Francisco, CA, US35+ -
Bryan Chambers
Senior Software Engineer at YourStake
Boston, MA, US35 -
Harold Bracy
Software Engineer at YourStake
Sebago, ME, US25 -
Marie D.
Customer Success Manager at YourStake
Sacramento, CA, US1
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