Valuation
$1.8M
2024 Revenue
$593.1K
Funding
$0
YOY
87.1%
Team
4
Founded
2014
How Yourefolio CEO Shane Westhoelter grew Yourefolio to $593.1K revenue with a 4 person team in 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 |
|---|---|
| 2024 | Yourefolio Hit $593.1k revenue in October 2024 |
| 2023 | Yourefolio Hit $317k revenue in December 2023 |
| 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.
Yourefolio is a bootstrapped Other Vertical Industry Software startup. Founded in 2014, Yourefolio has grown to $593.1K in revenue without raising any venture capital or outside funding.
As a self-funded Other Vertical Industry Software SaaS company, Yourefolio has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold |
|---|
Yourefolio Employees & Team Size
Yourefolio employs approximately 4 people as of 2026, down from 5 in 2023.
Yourefolio has 4 total employees in different roles and functions and 4 sales reps that carry a quota.
| Year | Milestone |
|---|---|
| 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) |
Founder / CEO
Shane Westhoelter
Shane Westhoelter is listed as Founder / CEO at Yourefolio.
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.
Frequently Asked Questions about Yourefolio
What is Yourefolio's revenue?
Yourefolio generates $593.1K in 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.
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Source Attribution
Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.
Company data last updated .