YouStake
YouStake is a San Francisco-based company founded in 2015; per its firmographic description it operates a marketplace enabling fans to invest in their favorite sports players, while some sources describe a values-based financial advisor technology platform.
- Company typePrivate
- Founded2015
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What YouStake does
YouStake is a San Francisco-based private company founded in 2015. The firm's own firmographic description identifies it as a 'marketplace for fans to invest in their favorite players,' while detailed source material describes the company as an independent technology company providing a comprehensive support platform for values-based financial advisors. These two descriptions reflect materially different business models, and the analysis below treats both with the caveat that the input data is internally inconsistent.
Per the firmographic and historical records, YouStake originally operated as a marketplace facilitating investments by sports fans in athletes. The company completed multiple funding rounds from 2015 to 2018 totaling approximately $1.6M from investors including 500 Global (lead on a $125K seed round), Rosecliff Ventures, and Social Starts. In April 2016, YouStake acquired TastyStakes for an undisclosed amount, consolidating capabilities in the sports fan investment space. Leadership includes Andrew Welch (CTO), William Beam (head of finance), and John Pretto (head of technology). The firm operates with a small team of 1-10 employees and is headquartered in the United States.
Per the detailed source material, YourStake's technology platform combines financial planning, operations, marketing, tax, estate planning, and private impact investing services targeting financial advisors focused on sustainable and impact investing. The platform differentiates via integration and interoperability features and operates on a subscription/recurring revenue model. The company acquired First Affirmative Financial Network (~$1B AUM, 35+ years of operational infrastructure) and relaunched it as Formative, with YouStake maintaining information barriers between itself as an independent technology company and Formative as the advisory entity. Go-to-market is enterprise field sales to values-based RIAs, with awareness driven by industry events and earned media.
YouStake firmographics
Firmographics- Name
- YouStake
- Website
- https://youstake.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- YouStake is a San Francisco-based company founded in 2015; per its firmographic description it operates a marketplace enabling fans to invest in their favorite sports players, while some sources describe a values-based financial advisor technology platform.
- Ownership category
- akta.pro rank
YouStake industry classification
Industry- Product category
- Wealth Management / Financial Advisory Software
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)
- akta.pro secondary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where YouStake is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Markets served
YouStake business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales
Revenue model
- Technology Platform Services: YourStake operates as an independent technology company providing platform services to values-based financial advisors and RIAs, including Formative (formerly First Affirmative Financial Network). Revenue is derived from technology platform fees and advisory support services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
YouStake product offering
Product offeringCore offering
YouStake is an independent technology company that provides a comprehensive support platform for values-based financial advisors and RIAs. The platform combines financial planning, operations, marketing, tax, estate planning, and private impact investing capabilities into a single integrated offering, paired with Formative, a relaunched RIA built from the acquired First Affirmative Financial Network with approximately $1 billion in AUM.
Product overview
YouStake operates as an independent technology company providing a comprehensive support platform for values-based financial advisors. The company offers its proprietary technology platform (YourStake) alongside Formative, a relaunched registered investment advisory firm created through the acquisition of First Affirmative Financial Network. Formative combines First Affirmative's 35+ years of operational and investment infrastructure with YourStake's technology platform, expanding services across financial planning, operations, marketing, tax, estate planning, and private impact investing.
Differentiator
Problem solved
Functional benefit
Products and services
- YouStake Platform
Companies that use YouStake
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
YouStake technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
YouStake partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- First Affirmative Financial Network (now Formative)coreYourStake acquired First Affirmative Financial Network, a values-based RIA with approximately $1 billion in AUM and over 35 years of operational and investment infrastructure. The acquired firm was relaunched as Formative. YourStake maintains an information barrier between YourStake (as an independent technology company) and Formative (as the advisory entity), creating a comprehensive support platform for values-based financial advisors spanning financial planning, operations, marketing, tax, estate planning, and private impact investing.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
YouStake competitors and assessment
Company assessmentDirect peers
- Addepar: Tech-enabled wealth management platform serving advisors with portfolio analytics, reporting, and operational infrastructure. Directly comparable to YouStake/Formative as a technology backbone enabling advisor firms to scale AUM and operations.
- Altruist: RIA custody and technology platform built for independent advisors with integrated portfolio construction, reporting, and account servicing. Comparable as an integrated platform serving smaller and mid-sized RIA firms similar to those YouStake/Formative targets.
- Nitrogen (formerly Riskalyze): Risk tolerance and alignment tools for advisors, including values-based and ESG investment alignment features. Comparable as technology tooling embedded in values-based advisor workflows, though focused on a single workflow rather than the full platform YouStake/Formative offers.
- Ethic: Values-based and ESG-focused wealth management platform serving advisors and direct clients with customized sustainable portfolios. The closest direct peer to YouStake/Formative in explicitly targeting the values-based advisory segment with technology-enabled portfolio management.
- iCapital: Alternative investment platform providing advisors and their clients access to private market opportunities, with a growing impact and ESG mandate. Comparable in offering private impact investing capabilities and in targeting HNW/UHNW advisor-led distribution.
Broad incumbents
- Orion Advisor Tech: Large-scale technology platform for RIAs offering portfolio management, performance reporting, and trading workflows. Comparable as an enterprise advisor technology stack, but at significantly greater scale and broader feature set than YouStake's focused offering.
- Envestnet: Broad financial technology platform serving advisors and institutions with portfolio management, advisory, and data services. Comparable as the dominant RIA technology backbone, though much wider in scope than the values-based niche YouStake targets.
- Black Diamond (Advent): Portfolio management and reporting platform serving RIAs and wealth managers. Comparable as enterprise-grade advisor technology with established values-aligned clients in its customer base, but serving a much broader market.
Emerging players
- Snappy Kraken: Marketing, CRM, and lead-generation platform for financial advisors with a strong focus on values-based and ESG practices. Comparable as a technology vendor serving the values-based advisor niche, though focused on growth marketing rather than investment operations.
- TIFIN: Fintech platform building AI-driven tools and business models for wealth management and advisors. Comparable as a technology platform pursuing innovation in advisor workflows, with thematic overlap in values-based and impact-oriented wealth products.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key highlights6 records
Customer concentration
YouStake social profiles
Digital presenceYouStake financial estimates
Financial estimateRevenue estimate
Valuation estimate
YouStake leadership team
Management profileNumber of profiles
Profiles3 records
YouStake funding detail
Funding detailFunding overview
Funding rounds7 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
YouStake M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about YouStake
What does YouStake do?
YouStake is an independent technology company that provides a comprehensive support platform for values-based financial advisors and RIAs. The platform combines financial planning, operations, marketing, tax, estate planning, and private impact investing capabilities into a single integrated offering, paired with Formative, a relaunched RIA built from the acquired First Affirmative Financial Network with approximately $1 billion in AUM.
When was YouStake founded?
YouStake was founded in 2015. It employs 1 to 10 people.
Where is YouStake based?
YouStake is headquartered in San Francisco, United States, in the North America region.
How does YouStake make money?
One revenue line is on record: technology Platform Services.
Who are YouStake's main competitors?
Direct peers on record are Addepar, Altruist, Nitrogen (formerly Riskalyze), Ethic and iCapital. Broad incumbents are Orion Advisor Tech, Envestnet and Black Diamond (Advent). Emerging players are Snappy Kraken and TIFIN.
Does YouStake have an API?
No public API is recorded for YouStake.
What industry is YouStake in?
YouStake's product category is Wealth Management / Financial Advisory Software. Its primary akta.pro industry code is FSAAACAK, Values-Based/ESG & Impact-Focused RIAs, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.