Yourefolio Revenue and Competitors
Estimated Revenue & Valuation
- Yourefolio's estimated annual revenue is currently $290k per year.
- Yourefolio's estimated revenue per employee is $72,500
Employee Data
- Yourefolio has 4 Employees.
- Yourefolio grew their employee count by -33% last year.
Yourefolio's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO | Reveal Email/Phone |
Yourefolio Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $1.3M | 15 | -44% | N/A | N/A |
#2 | $0.1M | 2 | -67% | N/A | N/A |
#3 | $1M | 11 | 22% | N/A | N/A |
#4 | $182.9M | 882 | -2% | $856.3M | N/A |
#5 | $1.3M | 15 | -17% | N/A | N/A |
#6 | $1M | 11 | 10% | N/A | N/A |
#7 | $1M | 11 | -50% | N/A | N/A |
#8 | $2.3M | 23 | 0% | N/A | N/A |
#9 | $0.9M | 10 | -29% | N/A | N/A |
#10 | $9.3M | 71 | 8% | N/A | N/A |
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
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Total Funding
4
Number of Employees
$290k
Revenue (est)
-33%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Westlake
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $0.3M | 4 | -33% | N/A |
#2 | $0.4M | 5 | 0% | N/A |
#3 | $0.4M | 6 | 0% | N/A |
#4 | $0.9M | 6 | -57% | N/A |
#5 | $0.5M | 7 | 0% | N/A |