Yourefolio yourefolio.com


Public list: Fin tech ( Fintech ) (15175) Fintech for Seniors (24)

Yourefolio is a comprehensive estate and legacy platform for use by financial advisers, Certified Financial Planners, and estate planning attorneys. The innovative platform helps those professionals and their clients with a clearer understanding of their estate and legacy. The software platform provides a planning component with instant access to documents, information and instructions at a time when it is needed the most. Yourefolio provides a unique deliverable for the professional and a tool ...Show all

Yourefolio is a comprehensive estate and legacy platform for use by financial advisers, Certified Financial Planners, and estate planning attorneys. The innovative platform helps those professionals and their clients with a clearer understanding of t...Show all

Company (Alive / Active)

Phone: 216-503-0865

Fax:

5005 Rockside Road
Suite 915
Cleveland, 44131
Ohio, United States

Latest News

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Total Funding Date of Last Funding
Yourefolio $0.5M Oct 6, 2016

Web Traffic

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Engagement (PVPU)

Show (+1%)

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SEO Statistics

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Web Traffic Statistics - Growth

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Investors

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Patents

Title Application Date Patent Date Status
(Patent / Application)