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Wealth Utilities

YourStake

ESG and SRI portfolio analytics and reporting for RIAs.

"YourStake is a portfolio analytics and reporting platform specializing in Environmental, Social, and Governance (ESG) and Socially Responsible Investing (SRI). It enables RIAs to analyze portfolio impact, customize investment screens based on client values, and generate client-facing reports demonstrating ESG performance. Firms use YourStake to meet growing client demand for values-aligned investing and differentiate their services."

Launch Product Page
Consensus Grade
B+
82/100 Confidence
Institutional Verified
Market Position
Ranked #160 in Wealth Utilities
Validated Adoption
46 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

ESG portfolio scoring and analysis
Impact reporting and visualization
Values-based portfolio screening
Customizable client reports
Integration with portfolio management systems

Primary Use Cases

Client acquisition and retention through values-based investing
Portfolio screening and construction based on ESG criteria
Reporting on portfolio impact for socially conscious clients

Agentic Intelligence Briefing

"YourStake empowers RIAs to analyze, report on, and align client portfolios with ESG and SRI investment strategies."

Real-time Forensic Synthesis

Competitive Strengths

Robust ESG data and scoring
Customizable client reporting on ESG impact
Integration with portfolio management systems

Adoption Hazards

Pricing can be unclear and potentially high for smaller firms
Depth of ESG data may not be comprehensive across all asset classes

Stack Compatibility Profile

How YourStake integrates into institutional RIA stacks.

46 Firms Analyzed
Nitrogen Wealth
93%
Stack Correlation
Riskalyze Online
89%
Stack Correlation
NDEX
78%
Stack Correlation
ROL
76%
Stack Correlation
Elements Financial Planning
61%
Stack Correlation
Advisor Websites (Responsive)
57%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs focused on ESG and socially responsible investing
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Morningstar Sustainalytics
2MSCI ESG Research

Value Proposition

"Attract and retain clients by showcasing the positive social and environmental impact of their investments with YourStake's comprehensive ESG reporting and data."

Audit Your RIA Stack

See how YourStake fits into your overall tech efficiency score.

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