2024 Revenue
$593.1K(Est.)
Team
4
Founded
2014
Yourefolio Revenue (2024)
Yourefolio generated an estimated $593.1K in annual revenue in 2024. Source: GetLatka estimate
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 | Not recorded |
| 2014 | Launched with $0 revenue |
Founder / CEO
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) | Not recorded |
| 2023 | Reached 5 employees (December 2023) | Not recorded |
| 2022 | Reached 5 employees (December 2022) | Not recorded |
| 2021 | Reached 6 employees (December 2021) | Not recorded |
| 2021 | Reached 7 employees (April 2021) | Not recorded |
Frequently Asked Questions about Yourefolio
What is Yourefolio's revenue?
As of 2024, Yourefolio generated an estimated $593.1K in annual revenue.
Who founded Yourefolio?
Yourefolio was founded by Shane Westhoelter.
When was Yourefolio founded?
Yourefolio was founded in 2014.
Who is the CEO of Yourefolio?
The CEO of Yourefolio is Shane Westhoelter.
How many employees does Yourefolio have?
As of 2024, Yourefolio had 4 employees.
Where is Yourefolio headquartered?
Yourefolio is headquartered in Westlake, Ohio, United States.
Compare Yourefolio to the industry
See how Yourefolio ranks against the best Vertical Industry Software companies by revenue and funding.
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.
Claim this profilePeople Also Viewed
Aiven Technologies
Aiven Technologies is a trusted AI development company in Perth, Australia, helping startups, SMEs...
Veritus Agent
AI agents for the consumer lending industry
QuarterOne
Developer of a sales forecasting application intended to help small businesses who need real-time...
HiCustomer
Developer of a customer success management platform intended to act as an engine for business...
Vox AI
Vox AI: Automates drive thru experiences using AI
SubBase
SubBase is a procurement and material management software platform built for subcontractors in the...
