Yourefolio, a Cleveland, OH-based advisor-driven estate and legacy planning software, raised $500k in growth equity funding.
The round was led by Matrix Pointe Group, with participation from the Glide Innovation Fund, North Coast Opportunities Technology Fund, Launchhouse and one angel investor.
The company intends to use the funds to increase staffing, further develop office infrastructure and support upcoming product enhancements.
Launched in September of 2015 by Scott Huff, CEO, Yourefolio provides software for professional estate and legacy planning advisors designed to connect them with clients and their beneficiaries and to create simplicity in all aspects of the process.
The latest version of the product, launched in June 2016 and co-developed by psychologists, features an avatar-assisted onboarding process, which guides clients through a series of thought-provoking questions to better understand the intricacies of family dynamics that go beyond just the transfer of assets.
Launched in September 2015, the company currently serves, financial advisors, estate planning attorneys, family offices, and bank trust departments.
FinSMEs
06/10/2016