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YourStake
In one line: AI Meeting, Document and Portfolio Assistants for advisors, plus ValuesCore values-based investing tools.
| Best for | Advisors who want document extraction that autofills account-opening forms |
|---|---|
| Category | Tax return & document analysis |
| Free option | Not confirmed; check vendor site |
| Pricing | From $600/seat/yr · See all plans (as of October 22, 2026) |
| Website | www.yourstake.org/ |
| Last checked | October 22, 2026 |
What it 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.
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Compare: YourStake vs Holistiplan · YourStake vs StratiFi
FAQ
What is YourStake?
AI Meeting, Document and Portfolio Assistants for advisors, plus ValuesCore values-based investing tools.
Who is YourStake best for?
Advisors who want document extraction that autofills account-opening forms. It is in our tax return & document analysis category.
How much does YourStake cost?
As of October 22, 2026, YourStake's website lists: AdvisorCore Starter, $600/seat/year; AdvisorCore Core, $1,000/seat/year; AdvisorCore Pro, $3,000/seat/year; ValuesCore Explainer, From $999/seat/year or $99/seat/month; ValuesCore Professional, From $2,999/seat/year or $299/seat/month; ValuesCore Champion, From $4,999/seat/year or $499/seat/month; ValuesCore Analyst Terminal, $9,999/seat/year or $999/seat/month.
What are alternatives to YourStake?
Holistiplan, FP Alpha, StratiFi, Zocks.