Yourefolio
PrivateLast Round
Seed
Oct 6, 2016
Total Funding Raised
$500,000
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Yourefolio operates in FinTech and is based in Westlake, Ohio. Its latest recorded funding round was a Seed round in October 2016.
Yourefolio is a business/productivity software company that provides an estate and legacy planning platform for financial advisors and attorneys.
Sector
FinTech
Verticals
Wealth Management, Legal Tech, Workflow Automation, Document Management
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Yourefolio Comparables
Compare Yourefolio with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Trustate | 83% | |
| Estate Guru | 83% | |
| Trucendent | 82% |
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Yourefolio Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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Yourefolio Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Great Lakes Innovation and Development Enterprise | Seed |
| Glider Capital | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 11, 2026
Monthly visitors grew 37% MoM, from 1.5K to 2K.
- Jul 28, 2026
Monthly visitors increased 48% MoM.
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Yourefolio Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Yourefolio's valuation, stock price, and market status.
Is Yourefolio a public or private company?
Yourefolio is a private company.
What is the current stock price of Yourefolio?
Yourefolio is a private company, so its shares have no public market price. Caplight tracks Yourefolio's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Yourefolio worth (valuation)?
Valuation information for Yourefolio is not publicly available.
Can I buy Yourefolio stock?
Yourefolio shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Yourefolio's last funding round?
Yourefolio's most recent funding round was Seed on October 6, 2016.
Who are the main investors in Yourefolio?
Key investors in Yourefolio include Great Lakes Innovation and Development Enterprise, Glider Capital.
Will Yourefolio IPO soon?
No public IPO plans have been announced for Yourefolio.
How can I track Yourefolio secondary market activity?
Caplight tracks bids, offers, and trades in Yourefolio's shares on secondary markets.