YourStake
PrivateLast Round
Accelerator
May 12, 2025
Total Funding Raised
$3.45M
Momentum
Top 5%
of companies Caplight tracks
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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
YourStake Comparables
Compare YourStake with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Zeplyn | 84% | |
| FinTurk Inc. | 79% | |
| FP Alpha | 78% | |
YourStake Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | May 12, 2025 | ||||
| Seed | May 21, 2021 | ||||
| Seed | Apr 22, 2021 | ||||
| Seed | Jan 16, 2020 |
YourStake Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| PEAK6 Strategic Capital | Seed |
| Vectr Ventures | Seed |
| Fin Venture Capital | Seed |
| The Founders Arena | Seed, Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 25, 2026
Monthly visitors increased 159% MoM, reaching 8.3K.
- May 7, 2026
Acquired Formative (formerly First Affirmative) according to a job posting.
YourStake Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about YourStake's valuation, stock price, and market status.