YourStake

YourStake provides the #1 rated tools financial advisors need to provide personalization and values alignment to their clients’ investments, using the latest AI technology. We offer advisors a suite of tools that bring time efficiencies and insights to client prospecting, reporting, and portfolio analytics. We also help with investment research and portfolio optimization to provide scalable personalization for clients.

We're a small, remote-first team that values curiosity, integrity, and diversity. You'll have lots of freedom to choose your tools and approach, and your work will have a major impact on the business from your first day forward.