Yourfolio is a software platform for Estate Planning Professionals and their clients. Our software will help you create a system of storage and instant retrieval for your client's most important documents and information. Equipped with tools to detect plan deficiencies, calculators and much more.
Have the conversation no one else is having with their clients. Are they prepared in the event that they or their loved ones need to access their life's most important documents or information? Yourfolio supports the legacy planning process by utilizing an insightful process of queries and regular updates which engage the beneficiaries. This information allows our algorithm to discover any deficiencies that may weaken their financial security and future. Take advantage of the features of this program to provide your clients and your business with a state of the art technology.
Create a Yourfolio and never have the worry of your clients and their family not being prepared for life’s most unfortunate circumstances.
Yourfolio. If you're not using it another professional is... and they might just be helping your clients.
Location: United States, Ohio, Westlake
Employees: 1-10
Phone: +1 440-252-4952
Total raised: $500K
Founded date: 2014
Investors 1
| Date | Name | Website |
| - | Innovation... | innovation... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 06.10.2016 | Seed | $500K | - |
Mentions in press and media 3
| Date | Title | Description | Source |
| 06.10.2016 | Estate Planning Software Yourefolio Raises $500k in Seed Fun... | Yourefolio, a Cleveland, OH-based advisor-driven estate and legacy planning software, raised $500k i... | finsmes.co... |
| 23.12.2015 | Innovation Fund awards $350,000 to five startups | The Innovation Fund has awarded a total of $350,000 to five local startup companies, according to a ... | innovation... |
| 22.12.2015 | Five Technology Startups Win $350,000 from the Innovation Fu... | The Innovation Fund, Northeast Ohio’s early-stage fund for technology startups, has committed $350,0... | innovation... |