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YourStake review for financial advisors
By William Foster · Updated October 22, 2026
Verdict: YourStake is best for advisors who want document extraction that autofills account-opening forms. Pricing: From $600/seat/yr. Skip it if you don't open many new accounts and don't need values-based reporting.
How we review: this is an editorial summary of what YourStake publishes about its product and pricing, checked on October 22, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Advisors who want document extraction that autofills account-opening forms |
|---|---|
| Category | Tax return & document analysis |
| Starting price | From $600/seat/yr |
| Free option | None listed |
| Pricing model | Published on the vendor's website |
| Website | www.yourstake.org/ |
What YourStake does
YourStake's Document Assistant extracts data from tax documents, IDs and brokerage statements, builds a client Dossier and pre-fills PDF forms such as Altruist, Schwab and Apex account-opening applications, which it says reduces NIGO errors. Its Meeting Assistant prepares briefings, records, transcribes and summarizes meetings and syncs tasks to Wealthbox and Redtail, and its Portfolio Assistant extracts statements for analysis and one-click branded proposals. ValuesCore adds values-alignment reporting and fund screening without ratings or scores.
Key capabilities, per YourStake
- Document Assistant autofills Altruist, Schwab and Apex account-opening forms
- Meeting Assistant syncs notes and tasks to Wealthbox and Redtail
- ValuesCore values-alignment reporting and fund screening
Good fit if
You want advisors who want document extraction that autofills account-opening forms.
Skip it if
You don't open many new accounts and don't need values-based reporting.
What to check before you buy
- Estimate credit use; heavy users may need Core or Pro.
- Check form templates for your custodian.
- Confirm how meeting recordings are retained.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How YourStake compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| YourStake | From $600/seat/yr | None listed | Pricing details |
| Holistiplan | From $749/yr | Free trial offered. | Pricing details |
| FP Alpha | From $870/yr | None listed | Pricing details |
| StratiFi | From $5,995/yr | None listed | Pricing details |
| Zocks | From $67/user/mo (annual) | None listed | Pricing details |
| Wealth.com | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
YourStake vs Holistiplan · YourStake vs StratiFi · All YourStake alternatives
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FAQ
Is YourStake good for financial advisors?
It's a strong fit for advisors who want document extraction that autofills account-opening forms. AI Meeting, Document and Portfolio Assistants for advisors, plus ValuesCore values-based investing tools.
What are YourStake's main features?
Document Assistant autofills Altruist, Schwab and Apex account-opening forms. Meeting Assistant syncs notes and tasks to Wealthbox and Redtail. ValuesCore values-alignment reporting and fund screening.
Who should not use YourStake?
You don't open many new accounts and don't need values-based reporting.
How much is YourStake?
From $600/seat/yr as of October 22, 2026. See the full plan list on our YourStake pricing page.