Yourefolio Alternatives & Competitors
12 companies similar to Yourefolio — The Future of Estate and Legacy Planning Technology
Companies similar to Yourefolio
DGLegacy®
Your digital legacy planning and inheritance app designed to meet the needs of the digital...
Berlin, Germany
Estate Guru
Attorney-embedded estate planning software made for advisors, lawyers, and institutions
Provo, United States
NCH
We Launch Businesses & Protect Wealth! Nevada's Largest Business Start-up Firm.
Las Vegas, United States
memoresa
Memoresa - manage digital assets, contracts, insurances, pensions, and online access, deci...
Leipzig, Germany
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Abbott, Stringham & Lynch
World-class business advising, accounting and tax services with around-the-corner service...
Campbell, United States
Finoux Solutions Private Limited
Proven, Scalable & Customisable Digital Engagement + Execution Solutions
Mumbai, India
EStrongs Inc.
Effortlessly manage and share your files on Android with a comprehensive, cost-effective f...
Larson Gross
Making Lives Better, Businesses Stronger.
Bellingham, United States
GoodTrust
Smart Estate Planning
San Francisco, United Sta...
Clocr Inc.
We provide peace of mind to families by enabling them to manage digital assets today & pre...
Austin, United States
HLB Gross Collins, P.C.
Understanding Clients - Applying Industry Expertise - Matching Solutions
Atlanta, United States
TACTICA
TACTICA er leiðandi fyrirtæki í samþættingarlausnum milli kerfa, þá helst vefverslana og v...
Iceland
About Yourefolio
Yourefolio is an Information Technology startup founded in 2014, based in the United States. The company, with the slogan "The Future of Estate and Legacy Planning Technology," offers an innovative platform that simplifies estate planning for planners, clients, and others involved. The platform includes tools for on-bo...
Estate Planning, Legacy Planning, Financial Planning, Software As A Service, Estate Management, Task Management, Client Onboarding, Document Storage, Tax Planning, Wealth Management, Beneficiary Relationships, Integration Services
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Compiled from the BounceWatch company index. We last looked at Yourefolio on 12 Sep 2024. The 12 companies listed here were last checked between 11 Sep 2024 and 14 Mar 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
