YourStake

Private

Guilford, ConnecticutFinTechhttps://yourstake.org/

Last Round

Accelerator

May 12, 2025

Total Funding Raised

$3.45M

Company Overview

YourStake is a fintech company that provides an AI-powered platform for financial advisors to facilitate values-based investing, reporting, and portfolio analysis.

Sector

FinTech

Verticals

Wealth Management, ESG Analytics, Workflow Automation, NLP & Conversational AI, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

wealth management softwareAI financial advisoradvisor copilotRIA softwarevalues-based investingESG analyticsdirect indexingpractice management softwareworkflow automationportfolio analyticsdocument extractionfintech SaaSAI meeting assistantwealthtechimpact reporting

Historical Pricing

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Caplight Momentum Score

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YourStake Comps

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YourStake comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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YourStake Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Accelerator	May 12, 2025
Seed	May 21, 2021
Seed	Apr 22, 2021
Seed	Jan 16, 2020

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Key People

Founding team and executive leadership

Patrick Reed

CEO

Executive Team

YourStake Investors

Notable investors and investment history

YourStake investors
Investor	Rounds
PEAK6 Strategic Capital	Seed
Vectr Ventures	Seed
Fin Venture Capital	Seed
The Founders Arena	Seed, Accelerator

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Market signals

Structured signals derived from secondary market and firmographic data.

May 12, 2025
The Founders Arena participated in the round.

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YourStake Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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YourStake Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersGuilford, Connecticut

Employee Range15

Year Founded2019

Last FundingMay 12, 2025

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