Yourefolio
PrivateLast Round
Seed
Oct 6, 2016
Total Funding Raised
$500,000
Momentum
Top 10%
of companies Caplight tracks
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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Yourefolio Comparables
Compare Yourefolio with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Trustate | 83% | |
| Trucendent | 82% | |
| Vanilla | 81% | |
Yourefolio Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 6, 2016 |
Key People
Founding team and executive leadership
Yourefolio Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Great Lakes Innovation and Development Enterprise | Seed |
| Glider Capital | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 28, 2026
Monthly visitors increased 48% MoM.
- May 16, 2026
Monthly visitors increased 40% MoM.
Yourefolio Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Yourefolio's valuation, stock price, and market status.