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
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
Farzana Abdulhusein CTO @ Yourefolio
CTO
Scott Huff Founder and CEO @ Yourefolio
Founder and CEO
2015-03-01
Joe Whang Executive Chairman @ Yourefolio
Executive Chairman
2016-01-01
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 …See details»
About | Yourefolio™ Enterprises LLC
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»
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»
Features and Benefits of Estate Planning Software Yourefolio ...
A System of Organization, Understanding and Retrieval. With sections that provide more than just the documents. Yourefolio provides a system to easily navigate so that no one has to ever sort …See details»
Yourefolio - Contacts, Employees, Board Members, Advisors
Experience the new Crunchbase, powered by AI . Organization. YourefolioSee 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 Inc. - NAEPC
Yourefolio Inc. Plan Prepare Peace of Mind. Yourefolio is an estate and legacy planning software created by advisors and estate planning attorneys; equipped with tools that assist with the …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 professionals in every aspects of their practice. The …See details»
Pricing | Yourefolio
Organization Dashboard; Staff Permission and Roles; ... Yourefolio can make on your business. Request Demo. Used and loved by the world's best companies. Used and loved by the world's …See details»
About | Yourefolio™ Enterprises LLC
Yourefolio is the first and most comprehensive estate and legacy planning software available to estate planning professionals today. Our platform was designed by the same professionals …See details»
Yourefolio Reviews & Ratings 2025 - 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»
User account | Yourefolio Advanced Planning System
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»
Advisors | Yourefolio
Utilizing Yourefolio in your practice not only keeps you relevant but makes you an industry leader in integrating modern technology in your practice. 26404 Center Ridge Road Suite B7 …See details»
Yourefolio - Schwab Advisor Services
Yourefolio was the product of a financial advisor who was tired of referring estate planning to outside attorneys. To remain in control of the process and add planning to a suite of services, …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»
User account | Leaving Legacy Group
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»
User account | The Libertas Wealth Management Team
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»
User account | ePIC Services Company
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»
User account | Heritage Strategies 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»