Yourefolio
Westlake, Ohio, United States
How Yourefolio hit $317K revenue with a 5 person team in 2023.
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
$317K
2023 Revenue
-0.2%
YOY
$600K
Funding
Yourefolio Revenue
In 2023, Yourefolio revenue run rate hit $317K in revenue.
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2023
Yourefolio hit $317K in revenue in 2023
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2021
Yourefolio hit $318.2K in revenue in 2021
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2014
Yourefolio launched in 2014 with $0 revenue
Yourefolio Funding History
No funding has been reported for Yourefolio yet.
Team
Yourefolio has 5 total employees and 4 sales reps that carry a quota. an engineering team of 2
| DISTRIBUTION | QTY |
|---|---|
| Total team size | 5 |
| Engineer | 2 (40%) |
| Sales | 4 (80%) |
Founder / CEO
Shane Westhoelter
Q&A
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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
Churn
Yourefolio Executives
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Shane Westhoelter | CEO | - | - |
Yourefolio Employees
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Shane Westhoelter | CEO | - | - |
Frequently Asked Questions about Yourefolio
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When was Yourefolio founded?
Yourefolio was founded in 2014.
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How much revenue does Yourefolio generate?
Yourefolio generates $317K in revenue.
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Who is the CEO of Yourefolio
The CEO of Yourefolio is Shane Westhoelter.
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How much funding does Yourefolio have?
Yourefolio raised $600K.
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How many employees does Yourefolio have?
Yourefolio has 5 employees.
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Where is Yourefolio headquarters?
Yourefolio is headquartered at Westlake, Ohio, United States
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