nowfound

AI · October 28, 2020

UH

Uncover how your funds spend money in politics

YourStake turns client chaos into organized intelligence with AI-powered assistants for financial advisors. Our Document, Meeting, and Portfolio assistants streamline your practice while our values-based investing solutions help you deliver on client priorities.

Uncover how your funds spend money in politics launched on October 28, 2020 with 46 votes, #877 of 4,018 launches that month and more than 90% of that year's launches. The site was still online in September 2026, 5 years on.

Visit yourstake.org ↗Alternativestop 22% of October 2020

In plain words

YourStake is a tool that helps users understand how their investments and funds contribute to political spending. Launched in 2020, it tracks and reveals the political activities financed through investment portfolios. The service is designed for investors who want transparency about where their money goes politically. It allows people to see connections between their funds and political contributions, making it easier to align investments with personal values.

written from the facts on this page · September 2026

From the sources

Automatically prepare, record, and summarize client meetings. Our Meeting Assistant acts as a sophisticated digital partner in client relationships, providing intelligent note-taking and meeting preparation that integrates seamlessly with CRM systems like Wealthbox and Redtail. By generating pre-meeting briefings that combine document insights with relationship history, advisors enter every conversation fully prepared. The system creates detailed meeting summaries with actionable insights and automatically identifies key discussion points and follow -up items, ensuring no important detail slips through the cracks. Automatically receive a pre-meeting prep straight to your inbox for each…from yourstake.org

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