What departments does Yourefolio have?

Yourefolio has employees across 2 departments including Sales, Marketing.

What is the largest department at Yourefolio?

The largest department at Yourefolio is Sales with 1 employees.

Where are Yourefolio employees located globally?

Yourefolio has employees across 1 continents and 1 countries including United States Of America.

How has Yourefolio's team size changed over time?

Yourefolio's team has decreased from approximately 4 to 3 employees based on available data.

Yourefolio Employee Directory

Software DevelopmentOhio, United States2-10 Employees

Yourefolio offers a software platform for estate planners, their clients, and related professionals to manage estate and legacy planning. The system supports the full lifecycle—from onboarding new clients and coordinating tasks among advisors to delivering a clear plan design summary and providing clients with 24/7 access to their plan—while helping to create and maintain beneficiary relationships. It includes document storage, analytical tools that identify deficiencies for review, visual scenario illustrations, and calculators for tax, future estate values, and net worth.

Based in Westlake, Ohio, the company is a small software development firm focused on facilitating the creation and sharing of estate plans. The product aims to enhance clarity and collaboration for users navigating complex estates. A notable development in its recent history is a partnership announced in October 2021 with Inter Vivos Digital Marketing Ltd, reflecting ongoing collaboration with other firms to expand the platform’s reach.

Yourefolio Global Highlights

North America
5

United States Of America
5

Yourefolio's Leadership

E. W.
Vice President And National Sales Manager - Southern States
Mobile Phone
Email
S. H.
Founder/Owner
Mobile Phone
Email
J. W.
Executive Chairman
Mobile Phone
Email
E. H.
Director Of Sales And Marketing
Mobile Phone
Email
T. P.
Advisory Board Member
Mobile Phone
Email
C. S.
Client Experience Specialist
Mobile Phone
Email

Yourefolio Employee Metrics

100%

50%

0%

2026

2025

Entrepreneurship
Business
Accounting
Administrative
Analytics
Other
Consultant

Contact profiles from Yourefolio

Name

Title

Contact Info

Location

Last Update

J. W.
Executive Chairman
Mobile Phone
Email
United StatesOhio
Jun 14, 2025
S. H.
Founder/Owner
Mobile Phone
Email
United StatesAlabama
May 28, 2025
E. W.
Vice President And National Sales Manager - Southern States
Mobile Phone
Email
United StatesOhio
Oct 21, 2024
E. H.
Director Of Sales And Marketing
Mobile Phone
Email
United StatesOhio
Sep 16, 2024
T. P.
Advisory Board Member
Mobile Phone
Email
United StatesOhio
May 19, 2025
C. S.
Client Experience Specialist
Mobile Phone
Email
United StatesOhio
Jul 07, 2024

Frequently Asked Questions

What is Yourefolio known for?

Yourefolio was founded in 2014 operates in the Software Development industry. Explore Yourefolio's company overview page for more information.

What is Yourefolio's most common email format?

Yourefolio employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Yourefolio email formats with LeadIQ.

How many employees does Yourefolio have currently?

Yourefolio has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Yourefolio's key employees and leadership?

As of July 2026, Yourefolio's key employees include:

Vice President And National Sales Manager - Southern States: E. W.
Founder/Owner: S. H.
Executive Chairman: J. W.
Director Of Sales And Marketing: E. H.
Advisory Board Member: T. P.

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Yourefolio Employee Directory

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