YourStake
Financial Services
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.
Is YourStake hiring?
Yes. As of November 8, 2026, YourStake has 1 open role on Metaintro.
Open roles
Newest first. Pay shown when the posting lists it.
AI launches and partners
What YourStake has launched and who it works with on AI.
- LaunchAdvisorCoreAdvisorCore is a suite of AI-powered assistants that will transform scattered documents, meeting notes, and portfolio data into a synchronized practice that catches what humans might miss.
- LaunchPortfolio AssistantYourStake launches the Portfolio Assistant focused on statement extraction, portfolio analytics, and investment proposal generation, seeing the potential AI can bring to Fintech and Financial Advisors.
- OperationsData science and AI expertiseThe YourStake team leverages deep expertise in data science and AI to solve complex problems.
Skills they ask for
Most frequent across open postings.
Tech stack
- CMS
- Webflow
- HubSpot CMS
- Analytics
- Google Analytics 4
- Marketing
- HubSpot
- VWO
- Lucky Orange
- CDN
- Amazon CloudFront
- Libraries
- jQuery
- Font Awesome
Company facts
- Founded
- 2019
- Industry
- Financial Services
- Sector (NAICS)
- Information
- Peer
- Muthoot Fincorp
- Website
- yourstake.org
- Careers
- yourstake.breezy.hr
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