YOURSTAKE.ORGManage supplier listing
Provides AI software and values/impact screening data for financial advisors: analyzes client portfolios and documents, and screens investments against client values using its proprietary NoScore methodology with impact reporting.
Datasets
1Values and impact screening data plus AI advisor tooling for RIAs: ValuesCore screens funds and client portfolios against per-issue 'NoScore' transparent metrics (no composite ESG rating) with client-facing impact reports, alongside AdvisorCore meeting/document/portfolio assistants and VADIS direct indexing.
Coverage FinancialsAsset class Mutual funds · Etfs · Equity portfolio holdingsTickers BLK · TROW · BEN
Sample, licence terms, pricing and eval results when YourStake publishes them. Until then, discover alternatives today with a 7-day trial.
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What buyers ask about YourStake, answered from this page.
What does YourStake do?
Provides AI software and values/impact screening data for financial advisors: analyzes client portfolios and documents, and screens investments against client values using its proprietary NoScore methodology with impact reporting.
What data does YourStake offer?
YourStake offers (values/ESG screening data and advisor AI software).
What is YourStake's data used for?
wealth management / independent financial advisory (RIAs)
How is YourStake's data delivered?
The data is delivered by api.
What does YourStake cover?
Coverage spans US.
How do I get a sample from YourStake?
The supplier's own access route is an api signup. Request a sample through Brickroad to start.
How is YourStake's data licensed and priced?
subscription — Published seat-based tiers. AdvisorCore: Starter $600/seat/yr (200 usage credits), Core $1,000/seat/yr (500 credits), Pro $3,000/seat/yr (2000 credits). ValuesCore annual: Explainer from $999, Professional from $2,999, Champion from $4,999, Analyst Terminal from $9,999 per seat/yr; monthly equivalents from $99 / $299 / $499 / $999 per seat/month. Annual contracts with no-commitment 14-day trials.. Terms and price bands are in the Buyer room.
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