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AI tools

YourStake

AI assistants for advisors covering meeting notes, document extraction and portfolio analysis.

Made by YourStake.org PBC Visit YourStake's website
Starting priceFrom $600 per seat per year
One person: about $50 a month (our sum)
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed2 connectionsWealthbox, Redtail. Source and date for each below.
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What their website looks like

Screenshot of YourStake's homepage
YourStake's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
AdvisorCore Starter $600 per seat per year
per user, per year
 Annual contract; 200 usage credits per seat per year
The page also says monthly billing is available but prints no monthly price.
AdvisorCore Core $1,000 per seat per year
per user, per year
 Annual contract; 500 usage credits per seat per year
AdvisorCore Pro $3,000 per seat per year
per user, per year
 Annual contract; 2000 usage credits per seat per year
ValuesCore Explainer $999/seat/year, from
per user, per year
 Billed annually
Printed as a starting price ("From").
ValuesCore Professional $2,999/seat/year, from
per user, per year
 Billed annually
Printed as a starting price ("From").
ValuesCore Champion $4,999/seat/year, from
per user, per year
 Billed annually
Printed as a starting price ("From").
ValuesCore Analyst Terminal $9,999/seat/year, from
per user, per year
 Billed annually
Printed as a starting price ("From").

No-commitment 14-day trials

Pricing for internal use only; external use of output needs a quote from sales

Source: YourStake pricing page (AdvisorCore and ValuesCore). Checked on the vendor's site, Oct 13.

Where YourStake sits on price

YourStakeOther AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
YourStake2 connections listed

Data goes out to

Nothing the vendor says it sends out
Listed, no detail
WealthboxRedtail
Wealthbox
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: YourStake homepage: Meeting Assistant. Checked Oct 13.
Redtail
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: YourStake homepage: Meeting Assistant. Checked Oct 13.

Leaving later

We haven't read YourStake.org PBC's site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for YourStake yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare YourStake with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
Free plan
Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
View profile
Contio
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data in and out checked
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile

Corrections

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