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.
2014
Founded
$318.2K
2022 Revenue
YOY
Funding
Yourefolio Revenue
In 2022, Yourefolio revenue run rate hit $318.2K in revenue.
2021
Yourefolio hit $318.2K in revenue in 2021
2014
Yourefolio launched in 2014 with $0 revenue
Yourefolio Funding History
Why are so many SaaS founders taking money from Founderpath.com instead of VC`s?
FUNDING DATE | ROUND | AMOUNT | VALUATION |
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Team
Yourefolio has 7 total employees and 4 sales reps that carry a quota.
DISTRIBUTION | QTY |
---|---|
Total team size | 7 |
Engineer | 2(29%) |
Sales | 4(57%) |
Marketing | 0(0%) |
CEO/Founder
What`s your age?
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Favorite online tool?
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Favorite book?
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Favorite CEO?
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Advice for 20 year old self
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Customers
Yourefolio has 0 customers.
Lifetime Months
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x
Monthly ARPU
-
=
Lifetime Dollar
-
Acquisition Cost
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Average Annual Price
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Churn
Yourefolio has an annual churn rate of 0.00%.
Gross Annual Dollar Churn
-0.00%
Annual Dollar Expansion
0.00%
Net Revenue Retention
0.00%
About Yourefolio
Monthly Revenue
$26.5K
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Total Expenses
$0.0
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Net Income
$0.0
EBIDTA Margin
0.0%
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YOY Growth
0.0%
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Rule of 40
0
Yourefolio Board of Directors
Name | Position |
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Yourefolio Executives
Name | Position |
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Shane Westhoelter | CEO |
Yourefolio Employees
Name | Position |
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Shane Westhoelter | CEO |
Frequently Asked Questions about Yourefolio
When was Yourefolio founded?
Yourefolio was founded in 2014.
How much revenue does Yourefolio generate?
Yourefolio generates $318.2K in revenue.
Who is the CEO of Yourefolio?
The CEO of Yourefolio is Shane Westhoelter.
How much funding does Yourefolio have?
Yourefolio was raised $0.
How many employees does Yourefolio have?
Yourefolio has raised 7 employees.
Where is Yourefolio headquarters?
Yourefolio headquater is at United States