


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 | |
| 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
Employees by Department
YourStake has 6 employees across 3 departments.
Departments
Number of employees
YourStake Tech Stack
Discover the technologies and tools that power YourStake's digital infrastructure, from frameworks to analytics platforms.
Miscellaneous
Widgets
JavaScript libraries
Miscellaneous
CDN
JavaScript libraries
Analytics
Security
Appointment scheduling
CRM
Page builders
Analytics
Frequently asked questions
4.8
40,000 users



