Yourefolio offers advisor-facing estate and legacy planning software designed to connect professional advisors with clients and beneficiaries and simplify the planning process. The company serves financial advisors, estate planning attorneys, family offices, and bank trust departments. Its latest product version, launched in June 2016 and co-developed with psychologists, includes an avatar-assisted onboarding process that guides clients through questions about family dynamics. Yourefolio was launched in September 2015 by CEO Scott Huff. The company raised $500k in growth equity to support expansion. It intends to use the funds to increase staffing, develop office infrastructure, and support upcoming product enhancements.

Total raised

$1M

Funding rounds

1

Latest round

Equity

Latest activity

Oct 2016