Valuation
$1.8M
2024 Revenue
$593.1K(Est.)
Funding
$0
Team
4
Founded
2014
Yourefolio Revenue & Valuation (2024)
Provider of a software for professional estate planning advisors. The company provides a software for estate and legacy planning professional advisors which enables them to connect with their clients, beneficiaries, access to documents, information and instructions and to guide their clients.
Last updated
Yourefolio Revenue
In 2024, Yourefolio's revenue reached $593.1K. The company previously reported $317K in 2023. Since its launch in 2014, Yourefolio has shown consistent revenue growth.
| Year | Milestone | Source |
|---|---|---|
| 2024 | Yourefolio Hit $593.1k revenue in October 2024 | Estimated |
| 2023 | Yourefolio Hit $317k revenue in December 2023 | Estimated |
| 2021 | Yourefolio Hit $318.2k revenue in April 2021 | |
| 2014 | Launched with $0 revenue |
Yourefolio Valuation, Funding Rounds
Yourefolio's most recent disclosed valuation is $1.8M.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|
Founder / CEO
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for Yourefolio yet.
Yourefolio Employees & Team Size
Yourefolio employs approximately 4 people as of 2026, down from 5 in 2023, including 4 sales reps that carry a quota.
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 4 employees (October 2024) | |
| 2023 | Reached 5 employees (December 2023) | |
| 2022 | Reached 5 employees (December 2022) | |
| 2021 | Reached 6 employees (December 2021) | |
| 2021 | Reached 7 employees (April 2021) |
Frequently Asked Questions about Yourefolio
What is Yourefolio's revenue?
Yourefolio generates an estimated $593.1K in annual revenue.
Who founded Yourefolio?
Yourefolio was founded by Shane Westhoelter.
Who is the CEO of Yourefolio?
The CEO of Yourefolio is Shane Westhoelter.
How much funding does Yourefolio have?
Yourefolio raised $0.
How many employees does Yourefolio have?
Yourefolio has 4 employees.
Where is Yourefolio headquarters?
Yourefolio is headquartered in Westlake, Ohio, United States.
Data and Sources
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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