Investor insights
Sectors invested in
Software as a Service1
Computer1
Life Planning1
Legacy Planning1
Estate Planning1
Software1
Legal1
Information Technology1
Financial Planning1
Funding rounds participated in
$500K sweet spot round size
Most of their 1 investments are in rounds between $500K and $500K
Investor type
Investment Bank
Basic info
Industry
investment banking
Date founded
2008
Investments made
Y
Yourefolio raised $500K on October 6, 2016
Investors: CUYAHOGA HOUSING AND DEVELOPMENT INC, Great Lakes Innovation & Development Enterprise (GLIDE), LaunchHouse and Matrix Pointe Group