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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Gabe Rissman
Co-Founder and President at YourStake
Speaker

Profile

Gabe Rissman, Co-Founder and President of YourStake. YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client’s investments. YourStake offers advisors a suite of tools that bring immense time efficiencies and insights through the power of AI to client prospecting, reporting, and portfolio analytics. YourStake also helps with investment research and optimization to provide scalable personalization for clients. 

Gabe holds a B.S. in computational astrophysics from Yale, where he also led Yale's fossil fuel divestment movement and student-managed Socially Responsible Investing fund, which under his leadership became the first ever student investment fund to file a shareholder resolution. Gabe is a WealthManagement.com 2022 Ten to Watch, is a board member of the Intentional Endowments Network, is a member of the Adasina Social Justice Index Committee, and was named 30 under 30 in Socially Responsible Investing.


Agenda Sessions

  • Navigating the AI-driven Future of Wealth Management

    3:00pm