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Yourefolio

Yourefolio

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Yourefolio

The only comprehensive advisor-driven estate and legacy planning software designed to create simplicity for advisors, their clients and their beneficiaries

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Alexa global traffic share

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Latest funding
Seed fund
$500,000
LaunchHouse, North Coast Opportunities Technology Fund, Glide Innovation Fund, +1
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$500,000 Seed fund
FinSMEs

Estate Planning Software Yourefolio Raises $500k in Seed Funding

Funding