YOUREFOLIO
Yourefolio provides full back end administrative support and data entry Provide your clients with a system that will help them make life’s unfortunate circumstances more manageable by preparing them for anything life may bring their way.
YOUREFOLIO
Industry:
Computer Information Technology Legal Software
Founded:
2014-01-01
Address:
Westlake, Ohio, United States
Country:
United States
Website Url:
http://www.yourefolio.com
Total Employee:
1+
Status:
Active
Contact:
(216)503-0865
Email Addresses:
[email protected]
Total Funding:
600 K USD
Technology used in webpage:
Domain Not Resolving Amazon Mobile Non Scaleable Content ReCAPTCHA U.S. Server Location ReCAPTCHA V2 Ruby On Rails Token Amazon S3 CDN Vimeo CPanel
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Current Employees Featured
Founder
Investors List
LaunchHouse
LaunchHouse investment in Seed Round - Yourefolio
North Coast Opportunities Technology Fund
North Coast Opportunities Technology Fund investment in Seed Round - Yourefolio
Great Lakes Innovation and Development Enterprise
Great Lakes Innovation and Development Enterprise investment in Seed Round - Yourefolio
Matrix Pointe Group
Matrix Pointe Group investment in Seed Round - Yourefolio
Innovation Fund Northeast Ohio
Innovation Fund Northeast Ohio investment in Seed Round - Yourefolio
Official Site Inspections
http://www.yourefolio.com Semrush global rank: 7.07 M Semrush visits lastest month: 900
- Host name: unalocated.63.wixsite.com
- IP address: 185.230.63.107
- Location: Ashburn United States
- Latitude: 39.018
- Longitude: -77.539
- Metro Code: 511
- Timezone: America/New_York
- Postal: 20147
More informations about "Yourefolio"
Yourefolio - Crunchbase Company Profile & Funding
Yourefolio Attorney: A comprehensive solution for attorneys focusing on estate planning. Features include client management, document drafting, and estate organization. Yourefolio Advanced …See details»
Yourefolio - LinkedIn
Yourefolio | 252 followers on LinkedIn. The Future of Estate and Legacy Planning Technology | The Yourefolio platform provides an innovative experience for estate planners, their clients and ...See details»
Yourefolio Company Profile 2024: Valuation, Funding & Investors
Yourefolio General Information Description. Developer of an estate and legacy planning platform intended to simplify the experience for estate planners. The company's platform connects …See details»
Yourefolio - Org Chart, Teams, Culture & Jobs - The Org
View Yourefolio's up-to-date org chart, open roles, and culture details. Find executives, board members, teams, related companies, and more.See details»
Yourefolio Company Profile: Overview and Full News Analysis
Yourefolio's software platform includes various modules to assist professionals in all aspects of their practice, improving the client experience while saving time and effort. The company …See details»
Yourefolio - Overview, News & Similar companies | ZoomInfo.com
Oct 4, 2020 Who is Yourefolio. Our platform was designed by the same professionals that utilize it. As estate and legacy planning can be challenging on its merits, Yourefolio was designed as a modern technology platform to simplify all aspects of planning and understanding. We want to bring your estate and legacy planning experience with your clients to the 21st century.See details»
Yourefolio Company Profile | Management and Employees List
Find contact information for Yourefolio. Learn about their Software market share, competitors, and Yourefolio's email format.See details»
Enterprises | Yourefolio
Yourefolio Enterprise. Yourefolio Enterprise is a complete solution for an organization's estate and legacy planning needs. Our enterprise solution allows you to create permissions and roles for …See details»
Yourefolio - Funding, Financials, Valuation & Investors - Crunchbase
How much funding has this organization raised over time? Show . Announced Date . Transaction Name . Number of Investors . Money Raised . Lead Investors . Oct 6, 2016: Seed Round - …See details»
Features and Benefits of Estate Planning Software Yourefolio ...
A System of Organization, Understanding and Retrieval ... Yourefolio provides a system to easily navigate so that no one has to ever sort through multiple pages within a document. Imperative …See details»
Features and Benefits | Yourefolio™ Enterprises LLC
Yourefolio is built for advisors. Our proprietary algorithm finds any deficiencies within you clients' estate and allows instant access to life's most important documents.See details»
Yourefolio - The Wealth Mosaic
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, …See details»
Premium Estate Planning Software | Yourefolio
Yourefolio simplifies estate and legacy planning for professionals with one comprehensive platform. Yourefolio’s software platform is equipped with a variety of modules to assist …See details»
Yourefolio | Westlake OH - Facebook
Yourefolio, Westlake, Ohio. 716 likes · 2 were here. Yourefolio is a software program for Estate Planning Professionals and Attorneys to help simplify estate and legacy planning on one …See details»
User account | ePIC Services Company - Automatic
Yourefolio is built for advisors. Our proprietary algorithm finds any deficiencies within you clients' estate and allows instant access to life's most important documents.See details»
Pricing | Yourefolio
Yourefolio is an estate planning software platform that can help you scale, grow and strengthen relationships. Designed by estate planning professionals for estate planning professionals, …See details»
User account | Yourefolio™ Enterprises LLC
Yourefolio is built for advisors. Our proprietary algorithm finds any deficiencies within you clients' estate and allows instant access to life's most important documents.See details»
Kitces Office Hours Demonstration of Yourefolio - YouTube
May 2, 2024 This is a brief demonstration of Yourefolio's Advisor Estate Planning platform created for Kitces Office Hours.See details»
Pros and Cons of Yourefolio 2023 - TrustRadius
The Yourefolio platform provides an experience for estate planners, equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete …See details»