Yourefolio provides advisor-driven estate and legacy planning software for professional real estate advisors.
Business Model:
Revenue: $2M
Employees: 11-50
Address: 30400 Detroit Road
City: Westlake
State: OH
Zip: 44145
Country: US
Yourefolio provides advisor-driven estate and legacy planning software for professional real estate advisors.
Contact Phone:
+14402524952
Contact Email:
Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 12/2015 | Seed Round | 1 | $100k |
Innovation Fund Northeast Ohio Innovation Fund Northeast Ohio |
10/2016 | Seed Round | $0 |
Great Lakes Innovation and Development Enterprise LaunchHouse Matrix Pointe Group North Coast Opportunities Technology Fund Great Lakes Innovation and Development Enterprise LaunchHouse Matrix Pointe Group North Coast Opportunities Technology Fund |
10/2016 | Seed | 4 | $500k |
Matrix Pointe Group Launchhouse Great Lakes Innovation and Development Enterprise LaunchHouse Matrix Pointe Group North Coast Opportunities Technology Fund |
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