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Yourefolio logo — The Future of Estate and Legacy Planning Technology

Yourefolio

The Future of Estate and Legacy Planning Technology

Founded 2014 United States Westlake, United States 4 employees Seed Total: $600.00K IT, Information Technology +1

General Information

Company Name Yourefolio
Founded Year 2014
Location United States Westlake, United States +1
Employees 4
Industries IT, Information Technology, Legal Tech
Funding Stage Seed
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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-boarding new clients, task management, plan design summaries, and 24/7 client access, among other features. With a recent $500.00K Seed Round investment on 06 October 2016, Yourefolio has garnered support from prominent investors, including LaunchHouse, North Coast Opportunities Technology Fund, Great Lakes Innovation and Development Enterprise, and Matrix Pointe Group. The platform's unique features such as document storage, data analysis algorithms, drop-n-drag flowcharts, and calculators for tax liability and estate values make it a comprehensive solution for estate planning. Moreover, the integration with Redtail Technologies and TD Ameritrade, along with the addition of a genealogy tree, showcases the company's commitment to continuous innovation and evolution within the estate and legacy planning space. Yourefolio's ability to offer a complete and user-friendly experience while fostering beneficiary relationships and maintaining them positions it as a promising player in the future of estate planning technology.

Taxonomy: 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

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• 4
Investor
•••• •••• 		06 Oct 2016
Seed Round •••••• 1
Investor
22 Dec 2015

Yourefolio Alternatives & Competitors

Yourefolio vs
Thompson & Associates
Thompson & Associates United States

We partner with nonprofits to provide estate planning services to their supporters.

90 employees
Yourefolio vs
Pathstone
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Yourefolio vs
Estate Guru
Estate Guru United States

Attorney-embedded estate planning software made for advisors, lawyers, and institutions

27 employees
Financial Services, IT

FAQ About Yourefolio

The Future of Estate and Legacy Planning Technology
Yourefolio was founded in 2014.
Yourefolio is headquartered in Westlake, United States.
Yourefolio operates in the following industries: IT, Information Technology, Legal Tech.
Yourefolio has approximately 4 employees.
Yourefolio has completed 2 funding rounds, raising a total of $600.00K. The latest funding stage is Seed.
Top alternatives and competitors to Yourefolio include Thompson & Associates, Pathstone, Estate Guru , The Preferred Legacy National Trust Bank, Garry L. Johnson & Associates. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Yourefolio and Thompson & Associates are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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