Advisor Core is from the same team behind the core YourStake platform. We wanted to offer more to our current advisors so we built an entire tool set to be empowered by AI. From statement PDF conversion in under a minute to instant portfolio analysis and proposal generation, our new tool can supercharge your practice for growth.

YourStake.org was founded in 2018, and over $2 Trillion of AUM is making use of the YourStake tools. YourStake.org has been rated the top ESG/SRI analysis platform for customer satisfaction by advisors 3 years in a row from the T3/Inside Information survey.

YourStake.org has been approved for use at top-10 broker-dealers. We are always happy to talk to your compliance department and fill out their forms. You can read more about compliance here.

All YourStake.org subscriptions contain coverage of public equities, holdings data on all US-listed funds, and top community investment funds. Data on funds include shareholder engagement activities. Additional coverage areas can be made available on request.

YourStake.org is a Public Benefit Company, with our core mission being to advance sustainable investing. The founders of YourStake.org met as student activists pushing for Yale to go Fossil Free in their endowment (which they have!), and authored shareholder resolutions at major oil companies to compel them to stop funding climate denial. We have been working in the sustainable finance space for 9 years, and sit on the board of the Intentional Endowments Coalition.

Learn more about the team here

YourStake.org recently received it's SOC II compliance certificate so we can further commit to protecting your data the best way.

YourStake.org is a data science company at the core. We do not sublicense data from other providers. We process data from over a hundred publicly available sources with a goal to best provide full transparency 'from soup to nuts' on every data point presented within the reports.

We call ourselves a No-Score ESG provider, because we empower our customers with the full context instead of asking you to simply trust our own analyst opinions.

YourStake helps advisors find the truth in ESG, we do this for you by:

Made for You. This will fit into your practice workflow of meeting with clients and quickly running portfolio analysis + comparison, saving time.

Benefit from our research. Most of the sources we parse require advanced data science and machine learning techniques to extract the relevant information and keep the database updated at scale. We pull data from over a hundred sources and are always staying on top of the new trends, so that you can have a conversation with any client.

Support. You can ask us questions and give us feedback.