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Yourefolio
AddedFeb 15, 2024
UpdatedJun 18, 2026
Yourefolio

Yourefolio

Seed

Comprehensive advisor-driven estate and legacy planning software solution.

HQ
Westlake, OH, US
Founded
2014
Overview
Compare
Fundraising
Employees
Website

Founded with the mission to revolutionize estate and legacy planning, Yourefolio offers a comprehensive, advisor-driven software solution tailored for financial advisors, attorneys, and advanced planners. The platform aims to enhance the estate planning process by providing tools that go beyond traditional document management, ensuring clients receive a more holistic and efficient service. Yourefolio focuses on the financial services market, specifically targeting professionals who assist clients with estate and legacy planning.

Notable figures associated with Yourefolio include experienced financial advisors and legal experts who contribute to the platform's development and refinement. The company has secured investments from industry leaders who recognize the need for innovation in estate planning. Key achievements include the successful integration of advanced planning tools and positive feedback from users who report improved client satisfaction and engagement. Overall, Yourefolio has made a significant impact by modernizing the estate planning process, setting a new standard for advisor-driven solutions.

Yourefolio - Quick Facts

When was Yourefolio founded?

Yourefolio was founded in 2014.

Where is Yourefolio's headquarters located?

Yourefolio's headquarters is located in Westlake, OH, US.

When was Yourefolio's last funding round?

Yourefolio's most recent funding round was for $500k (USD) in October 2016.

How much has Yourefolio raised to-date?

As of Oct 6, 2016, Yourefolio has raised a total of $600k (USD).

How many employees does Yourefolio have?

Yourefolio has 6 employees as of Feb 4, 2024.

Yourefolio - Classification

Technology
  • SaaS
Geographic Exposure
  • Americas
Revenue
  • Recurring
Customer
  • Enterprise
Main Product
  • Estate Planning
  • Software
Tags
  • Financial
  • Fintech
NAICS
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 513210Software Publishers
SIC
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7372Prepackaged Software