Yourefolio Incorporated

Yourefolio Incorporated is a provider of estate planning software, aimed at enhancing the efficiency of attorneys and financial advisors in managing client cases and documentation effectively. Yourefolio Incorporated, founded in 2014, operates from Cleveland, US, offering a platform that streamlines estate planning processes for legal and financial professionals. The company has secured funding through two deals, with its latest being a Seed round in October 2016, where it raised USD 0. 5 mn led by Matrix Pointe Group, involving several other investors.

The founder, Scott Huff, also serves as the CEO of the company. Yourefolio Enterprises LLC specializes in providing estate planning software tailored for professionals, particularly attorneys and financial advisors. The core product offering is a comprehensive platform designed to streamline the estate planning process, enhancing the efficiency and accuracy with which professionals can manage client cases. This software integrates various functionalities, allowing users to create and manage estate plans, track client information, and generate necessary documentation seamlessly.

The end users of this software include legal practitioners and financial planners who aim to optimize their services for clients seeking effective estate management solutions. Yourefolio’s products are particularly aimed at markets across North America, with the potential for expansion to other regions, focusing on professionals who require sophisticated tools for estate planning and advanced financial strategies. Yourefolio Enterprises LLC generates revenue primarily through subscription-based models for its estate planning software. Clients, including law firms and financial advisory practices, typically enter into direct agreements to access the platform, providing a steady stream of recurring revenue for the company.

The subscription structure is designed to cater to various tiers of service, potentially incorporating different features and levels of support based on the needs of the firm. This model allows for scalable growth as new clients are onboarded, and existing clients renew their subscriptions. Specific pricing details for individual services or tiers are structured to reflect the value provided, particularly focusing on the efficiency gains and enhanced client service that the software enables. Following the recent Seed funding round of USD 0.

5 mn led by Matrix Pointe Group in October 2016, Yourefolio plans to leverage these funds to enhance its product offerings and expand into new markets. The company is developing new features for its estate planning software, aiming for a release by the end of 2017. Moreover, Yourefolio has identified opportunities for market penetration in Canada and parts of Europe, with plans to initiate operations in these regions by 2018.