Yourefolio Revenue and Competitors

Location

N/A

Total Funding

Estimated Revenue & Valuation

  • Yourefolio's estimated annual revenue is currently $290k per year.(i)
  • Yourefolio's estimated revenue per employee is $72,500

Employee Data

  • Yourefolio has 4 Employees.(i)
  • Yourefolio grew their employee count by 0% last year.

Yourefolio's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.4M16-43%N/AN/A
#2
$0.3M4100%N/AN/A
#3
$1.5M1755%N/AN/A
#4
$192M926-2%$856.3MN/A
#5
$1.4M16-16%N/AN/A
#6
$1.3M1536%N/AN/A
#7
$5.6M48-46%N/AN/A
#8
$1.2M1427%N/AN/A
#9
$2.4M240%N/AN/A
#10
$1.5M1770%N/AN/A
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What Is Yourefolio?

The Yourefolio platform provides an innovative experience for estate planners, their clients and everyone in-between. Equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists in maintaining them. Estate planning has never been easier. What's Inside: • Client On-boarding – prospect new clients and on-board their data with Interactive Estate and Legacy Planning Modules • Task Management System – communicate with other professionals and family members for collaborative planning • Plan Design Summary – a unique summary of the entire estate plan that is easy to understand, no matter how complex • Client Access – grant clients 24/7 access to their estate and legacy plan • Other Features: * Document Storage (including the capability for other professionals and clients to upload documents) * Algorithms that analyze data, identify deficiencies and notify you when item(s) need reviewed * Drop-n-Drag Flowcharts for illustrating different scenarios * Calculators for determining tax liability, future estate values and current net worth * A Family Album for clients to store and share photos, videos and stories * NEW – Onboard existing clients with our Redtail Technologies and TD Ameritrade integrations * NEW – Genealogy Tree

keywords:N/A

N/A

Total Funding

4

Number of Employees

$290k

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$0.3M4-20%N/A
#2
$0.4M60%N/A
#3
$0.9M60%N/A
#4
$0.5M70%N/A
#5
$0.6M814%N/A