Yourefolio - Crunchbase Company Profile & Funding

Q: Where is Yourefolio's headquarters?

Yourefolio is located in Westlake, Ohio, United States.

Q: Who invested in Yourefolio?

Yourefolio has 5 investors including LaunchHouse And North Coast Opportunities Technology Fund.

Q: When was the last funding round for Yourefolio?

Yourefolio closed its last funding round on obfuscated from a Seed round.

Q: How much funding has Yourefolio raised to date?

Yourefolio has raised obfuscated.

Overview

Yourefolio

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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See more interactive data and historical milestones on desktop for the best experience

About Yourefolio

CB Rank

161548

The only comprehensive advisor-driven estate and legacy planning software

Founded

obfuscation

Private

Seed

Westlake, Ohio, United States

1-10

www.yourefolio.com/

Computer

Information Technology

Legal

Software

Funding Rounds

Seed

OBF

obfuscation

Seed

OBF

obfuscation

Key People

Farzana Abdulhusein: CTO
Scott Huff: Founder and CEO

Details

Legal Name

Yourefolio Enterprises LLC

Operating Status

Active

Company Type

For Profit

Founders

Scott Huff

About the Company

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.

Phone Number

(216)503-0865

Contact Email

support@yourefolio.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Yourefolio Advanced Planning

A platform designed for high net-worth clients to analyze estate tax liabilities, visualize estate flow, and explore estate tax strategies.

Yourefolio Attorney

An estate planning platform for attorneys that includes client onboarding, document drafting, client notes, and a client portal.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Seed Round - Yourefolio	4	obfuscated obfuscation	Matrix Pointe Group	Seed
obfuscated obfuscation	Seed Round - Yourefolio	4	obfuscated obfuscation	Matrix Pointe Group	Seed
obfuscated obfuscation	Seed Round - Yourefolio	4	obfuscated obfuscation	Matrix Pointe Group	Seed
obfuscated obfuscation	Seed Round - Yourefolio	4	obfuscated obfuscation	Matrix Pointe Group	Seed
obfuscated obfuscation	Seed Round - Yourefolio	4	obfuscated obfuscation	Matrix Pointe Group	Seed

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Seed Round - Yourefolio	4	obfuscated obfuscation	Matrix Pointe Group	Seed
obfuscated obfuscation	Seed Round - Yourefolio	4	obfuscated obfuscation	Matrix Pointe Group	Seed
obfuscated obfuscation	Seed Round - Yourefolio	4	obfuscated obfuscation	Matrix Pointe Group	Seed
obfuscated obfuscation	Seed Round - Yourefolio	4	obfuscated obfuscation	Matrix Pointe Group	Seed
obfuscated obfuscation	Seed Round - Yourefolio	4	obfuscated obfuscation	Matrix Pointe Group	Seed

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
LaunchHouse	No	Seed Round - Yourefolio	—
LaunchHouse	No	Seed Round - Yourefolio	—
LaunchHouse	No	Seed Round - Yourefolio	—
LaunchHouse	No	Seed Round - Yourefolio	—
LaunchHouse	No	Seed Round - Yourefolio	—