Yourefolio

Private

Westlake, OhioFinTechhttps://www.yourefolio.com/

Last Round

Seed

Oct 6, 2016

Total Funding Raised

$500,000

Company Overview

Yourefolio is a business/productivity software company that provides an estate and legacy planning platform for financial advisors and attorneys.

Sector

FinTech

Verticals

Wealth Management, Legal Tech, Vertical SaaS, InsurTech, Document Management

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

estate planning softwarelegacy planningwealth transferwealthtechestate planning platformdigital vaultclient onboardingestate visualizationlegal techvertical SaaSfinancial advisor toolsinsurtechpractice management softwaredocument managementestate stress test

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Yourefolio Comps

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Yourefolio comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Yourefolio Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Seed	Oct 6, 2016

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Key People

Founding team and executive leadership

Scott Huff

Founder Owner, CEO Yourefolio

Founding Team

Yourefolio Investors

Notable investors and investment history

Yourefolio investors
Investor	Rounds
Great Lakes Innovation and Development Enterprise	Seed
Glider Capital	Seed

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Yourefolio Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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Yourefolio Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersWestlake, Ohio

Employee Range4

Year Founded2014

Last FundingOct 6, 2016

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