YourStake Email Formats

Financial Services • Brooklyn, New York, United States • 11-20 Employees

YourStake Email Formats

YourStake uses 2 email formats. The most common is {first initial} (e.g., j@yourstake.org), used 88.9% of the time.

Format	Example	Percentage
{first initial}	j@yourstake.org	88.9%
{first name}	john@yourstake.org	11.1%

Key Contacts at YourStake

Patrick Reed

Ceo

Robyn Wood

Director Of Business Development

Company overview

Headquarters	356 Midwood St, Brooklyn, New York 11225, US
Website	yourstake.org
NAICS	52
SIC	621
Keywords	Impact Investing, Notetaker, Portfolio Analysis, Fintech, ai, Faith-Based Investing, Investment Data, Direct Indexing, Portfolio Research, Values-Based Investing, Clientstatementconversion, Portfolio Proposal, Proposalgeneration, Ria Tools, Advisor Growth Tools, Ai Advisor Tools, Ai Financial Advisor, Ai Notetaker, Investment Screens, Investmentscreening
Founded	2018
Employees	11-20
Socials

About YourStake

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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

YourStake has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Explore YourStake's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2025-06-12	13	N/A

Funding Insights

Number of funding rounds

YourStake Tech Stack

Discover the technologies and tools that power YourStake's digital infrastructure, from frameworks to analytics platforms.

parcel

Miscellaneous

Embedly

Widgets

Goober

JavaScript libraries

SWC

Miscellaneous

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HSTS

Security

Calendly

Appointment scheduling

Zoho

CRM

Webflow

Page builders

Google Analytics

Analytics

Frequently asked questions

YourStake is located in Brooklyn, New York, US.

YourStake was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

YourStake has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at YourStake

Patrick Reed

Ceo

Robyn Wood

Director Of Business Development

4.8

40,000 users