{"name":"Yourstake","domain":"yourstake.org","url":"https://optimly.ai/brand/yourstake","is_claimed":false,"categories":["data-analytics-business-intelligence"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"AI-powered system that turns client chaos into organized intelligence, offering comprehensive data synchronization, automated processes (meetings, documents, portfolio analysis), and values-based investing solutions without relying on abstract scores.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://yourstake.org","updated_at":"2026-10-04T00:06:12.971000+00:00"},{"key":"description","label":"Description","shape":"text","content":"Yourstake provides an AI-powered system designed for financial advisors to transform scattered client documents, meeting notes, and portfolio data into organized intelligence. It offers tools for streamlining operations and aligning portfolios with client values, providing comprehensive insights beyond abstract scores.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://yourstake.org","updated_at":"2026-10-04T00:06:12.971000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"AdvisorCore (Meeting Assistant\nDocument Assistant\nPortfolio Assistant) and ValuesCore (Behavioral Values Questionnaire\nImpact Reporting & Metaphor Reports\nFund Screening and Research Tools\nNoScore Data Approach).","source_type":"1p_website","source_label":"Brand's website","source_url":"https://yourstake.org","updated_at":"2026-10-04T00:06:12.971000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Subscription-based with a 14-day free trial option.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://yourstake.org","updated_at":"2026-10-04T00:06:12.971000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial advisors, wealth management firms, and financial planning professionals.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://yourstake.org","updated_at":"2026-10-04T00:06:12.971000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:06:12.971000+00:00","last_changed_at":"2026-10-17T23:33:00.148205+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=254e5028-8425-42b5-b971-48eb2965e3dd"}