FinovateSpring 2019 / Stake

Presenter Profile:

How they describe themselves: Stake organizes shareowners around petitions. At, individuals sync with their investment accounts and use their shares to ask a company or fund manager to improve. Stake connects news and information on corporate social impact with a channel for individuals to take action.

How they describe their product/innovation: Stake offers financial advisors a way to connect with clients (existing and prospective) at a deeper, values level. Advisors link their clients to Stake’s online petition platform, where they learn about the impact of their investments, and use their shareholder voice to support petitions targeting companies in their portfolio. Advisors empower clients to engage with their investments while learning about what issues drive them. Advisors create public profiles to be matched with investors seeking someone that shares their values.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms


Bus. Dev. & Press: Patrick Reed, CEO,

More Videos: FinovateSpring 2019