SOURCE: Yourefolio

FiComm Partners

October 06, 2016 09:00 ET

Estate Planning Software Yourefolio™ Secures $500k in Seed Funding Round; Expands to Westlake, Ohio

CLEVELAND, OH--(Marketwired - October 06, 2016) -

  • Latest round of funding led by Cleveland-based Matrix Pointe Group;
  • $500,000 in funding will be used to increase staffing, further develop office infrastructure and support upcoming product enhancements

Yourefolio™, the comprehensive, advisor-driven estate and legacy planning software designed to better and more meaningfully connect advisors with clients and their beneficiaries, has today announced it has raised $500,000 in growth equity funding. Led by Matrix Pointe Group, the funding will be used to increase staffing, further develop office infrastructure and support upcoming product enhancements. This news follows the company's latest office expansion to Westlake, Ohio, a suburb of Cleveland, Ohio.

Conceptualized and developed by advisors, estate planning attorneys, Certified Financial Planners® and insurance professionals, Yourefolio is designed to better educate advisors and their clients on the most vital aspects of estate planning, as well as to enhance advisors' overall visibility of client assets, protection of those assets and important planning documents. The latest version, launched in June 2016 and co-developed by psychologists, features an avatar-assisted onboarding process that is first of its kind among estate planning software, which guides clients through a series of thought-provoking questions to help them better understand the intricacies of family dynamics that go beyond just the transfer of assets.

As part of this latest seed funding round, additional capital was provided by the Glide Innovation Fund, North Coast Opportunities Technology Fund, Launchhouse and one angel investor.

"We're extremely proud of the recent growth at Yourefolio and tremendously value our partners who provide us with the funding to continue developing our product, expand our reach and, ultimately, help financial advisors better serve their clients," said Scott Huff, founder and CEO of Yourefolio. "Our newly expanded office space is a testament to the success and hard work of our growing team and we're confident that we'll continue this forward movement in the months and years ahead."

Yourefolio was launched in September 2015 and currently serves, financial advisors, estate planning attorneys, family offices, and bank trust departments. For more information about Yourefolio, visit

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About Yourefolio™

Yourefolio is the first of its kind advisor-driven estate and legacy planning software for professional estate planning advisors. The software is designed to create simplicity in all aspects of the process and improve the deliverable the professional's clients. Yourefolio intuitivness includes the first avatar assisted onboarding module which creates simplicity in the gathering of information. Along with the granular approach, a plan design summary creates a visual clients can easily understand. The many features provide distinct advantages for professionals which will enhance their estate planning offering and overall business. Launched in September of 2015, Yourefolio is changing the way estate planning is done by professionals through the use of modern technology.

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