Skip to main content
Caplight Logo









YourStake

YourStake

Private
Guilford, ConnecticutFinTechhttps://yourstake.org/

Last Round

Accelerator

May 12, 2025

Total Funding Raised

$3.45M

Momentum

Top 1%

of companies Caplight tracks

Company Overview

YourStake is a fintech company that provides an AI-powered platform for financial advisors to facilitate values-based investing, reporting, and portfolio analysis.

Sector

FinTech

Verticals

Wealth Management, ESG Analytics, Workflow Automation, NLP & Conversational AI, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

wealth management softwareAI financial advisoradvisor copilotRIA softwarevalues-based investingESG analyticsdirect indexingpractice management softwareworkflow automationportfolio analyticsdocument extractionfintech SaaSAI meeting assistantwealthtechimpact reporting

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

YourStake Comparables

Compare YourStake with similar companies based on industry and business-model similarity.

YourStake comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Zeplyn
84%
FinTurk Inc.
79%
FP Alpha
78%

YourStake Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorMay 12, 2025
SeedMay 21, 2021
SeedApr 22, 2021
SeedJan 16, 2020

Key People

Founding team and executive leadership

Patrick Reed

CEO

Executive Team

YourStake Investors

Notable investors and investment history

YourStake investors
InvestorRounds
PEAK6 Strategic CapitalSeed
Vectr VenturesSeed
Fin Venture CapitalSeed
The Founders ArenaSeed, Accelerator

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 21, 2026

    Monthly visitors grew 60% MoM.

  • Jul 25, 2026

    Monthly visitors increased 159% MoM, reaching 8.3K.

YourStake Filings

Explore SEC and related filing metadata, where available.

YourStake filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

Filing documents are not displayed on this public page. Request access to learn about available coverage.

Request access

Frequently Asked Questions

Common questions about YourStake's valuation, stock price, and market status.

Is YourStake a public or private company?

YourStake is a private company.

What is the current stock price of YourStake?

YourStake is a private company with no public stock price. No recent secondary market data is available.

How much is YourStake worth (valuation)?

Valuation information for YourStake is not publicly available.

Can I buy YourStake stock?

YourStake shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was YourStake's last funding round?

YourStake's most recent funding round was Accelerator on May 12, 2025.

Who are the main investors in YourStake?

Key investors in YourStake include Vectr Ventures, Fin Venture Capital, The Founders Arena.

Will YourStake IPO soon?

No public IPO plans have been announced for YourStake.

How can I track YourStake secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor YourStake's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersGuilford, Connecticut
Employee Range9
Year Founded2019
Last FundingMay 12, 2025

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.

See something wrong or outdated?