Yourefolio

Software Development • Westlake, Ohio, United States • 1-10 Employees

Company overview

Headquarters	30400 Detroit Ave., Ste. 305, Westlake, Ohio 44145, US
Phone number	+14402524952
Website	yourefolio.com
SIC	737
Keywords	Software As A Service, Financial Planning, Estate Planning, Legacy Planning, Life Planning
Founded	2014
Employees	1-10
Socials

Key Contact at Yourefolio

Scott Huff

Founder/Owner

Yourefolio Email Formats

Yourefolio uses 1 email format. The most common is {first initial} (e.g., j@yourefolio.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@yourefolio.com	100%

About Yourefolio

The Yourefolio platform provides an innovative experience for estate planners, their clients and everyone in-between. Equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists in maintaining them. Estate planning has never been easier. What's Inside: • Client On-boarding – prospect new clients and on-board their data with Interactive Estate and Legacy Planning Modules • Task Management System – communicate with other professionals and family members for collaborative planning • Plan Design Summary – a unique summary of the entire estate plan that is easy to understand, no matter how complex • Client Access – grant clients 24/7 access to their estate and legacy plan • Other Features: * Document Storage (including the capability for other professionals and clients to upload documents) * Algorithms that analyze data, identify deficiencies and notify you when item(s) need reviewed * Drop-n-Drag Flowcharts for illustrating different scenarios * Calculators for determining tax liability, future estate values and current net worth * A Family Album for clients to store and share photos, videos and stories * NEW – Onboard existing clients with our Redtail Technologies and TD Ameritrade integrations * NEW – Genealogy Tree

Yourefolio revenue & valuation

Annual revenue	$2,000,000
Revenue per employee	$500,000
Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues	$6,400,000
Total funding	$500,000

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Yourefolio has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Explore Yourefolio's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2016-11-06	3	$500,000

Funding Insights

$500,000

Total funding amount

$500,000

Most recent funding amount

Number of funding rounds

Yourefolio Tech Stack

Discover the technologies and tools that power Yourefolio's digital infrastructure, from frameworks to analytics platforms.

New Relic

RUM

Drupal

CMS

Envoy

Reverse proxies

Microsoft 365

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Flickity

JavaScript libraries

PHP

Programming languages

Frequently asked questions

Yourefolio is located in Westlake, Ohio, US.

You can reach Yourefolio at +14402524952.

Yourefolio was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Yourefolio has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Yourefolio has raised a total of $500,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at Yourefolio

Scott Huff

Founder/Owner

4.8

40,000 users