Matrix Pointe Group
30400 Detroit Road, Suite 400, Cleveland, OH, 44145, US
Overview
Matrix Pointe Group is a merchant bank that specializes in mergers and acquisitions and capital raising for emerging growth companies. They focus on technology and healthcare companies. Principal investing in technology and technology-enabled companies where they take an active role in helping manage the business.
- Total investments
- 1
- Lead investments
- 1
- Investments · 12mo
- 0
- Active investors
- 0
Investment portfolio
- Yourefolio
Led · Equity · Oct 2016
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.
Team
No current team members are available.