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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
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.
Yourefolio reached a $1.8M valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $1.8M | - |
| Question | Answer |
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| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
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We do not have customer count information for Yourefolio yet.
Yourefolio employs approximately 4 people as of 2026, down from 5 in 2023, including 4 sales reps that carry a quota.
Yourefolio generates an estimated $593.1K in annual revenue.
Yourefolio was founded by Shane Westhoelter.
The CEO of Yourefolio is Shane Westhoelter.
Yourefolio raised $0.
Yourefolio has 4 employees.
Yourefolio is headquartered in Westlake, Ohio, United States.
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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Valuation
$1.8M
2024 Revenue
$593.1K(Est.)
Funding
$0
Team
4
Founded
2014
| 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 |
| 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) |
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