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Yourstake

Yourstake

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YourStake provides AI-powered assistants for financial advisors, transforming scattered documents and client data into organized intelligence to enable values-based investing.

1 open positions
Last updated Oct 15, 2026
Founded 2018
5 employees
YourstakeYourstake·USUS·Brooklyn·Remote · US

YourStake

30
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Senior Financial Planner, Advisor Services Formative (formerly First Affirmative) Location: Remote or in person New York City (preferred). Type: Full-Time Compensation: $80,000–$110,000 base + performance bonus About Us First Affirmative has been a pioneer in values-aligned investing since 1988 with

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