Y

Yourefolio

6 employees

The only comprehensive advisor-driven estate and legacy planning software

Basic info

Industry

software development

Sectors

Life Planning
Estate Planning
Legacy Planning
Legal
Computer
Financial Planning
Software
Software as a Service
Information Technology

Date founded

2014

Funding rounds raised

Total raised

$500K

from 4 investors over 4 rounds

Y

Yourefolio raised $500K on October 6, 2016

Investors: Matrix Pointe Group, CUYAHOGA HOUSING AND DEVELOPMENT INC, Great Lakes Innovation & Development Enterprise (GLIDE) and LaunchHouse

FAQ