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StockShield

StockShield
2003 FOUNDED
PRIVATE STATUS
1-10 EMPLOYEES
Early Stage VC LATEST DEAL TYPE
$1M LATEST DEAL AMOUNT
Description

Developer of patented financial risk management capabilities for protecting/preserving wealth. The Stock Protection Trust helps protect investors with highly-appreciated stock positions at a cost substantially lower than traditional hedging solutions (e.g. puts, collars, forwards). The Deferred Compensation Protection Trust helps protect executives/retirees with large balances in Non-Qualified Deferred Compensation (NQDC) retirement plans against the risk of bankruptcy of the sponsor of their NQDC plan. The ESOP Protection Trust enables protection Employee Stock Ownership Plans (primarily in private companies) against large declines in the value of company stock.

Ownership Status
Privately Held (backing)
Financing Status
Angel-Backed
Primary Industry
Other Financial Services
Other Industries
Other Commercial Services
Primary Office
  • 633 West Fifth Street
  • Suite 2800
  • Los Angeles, CA 90071
  • United States

+1 (310) 000-0000
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StockShield Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Early Stage VC 12-Feb-2018 $1M 00.000 Completed Generating Revenue
3. Early Stage VC 21-Jan-2015 00.00 00.000 Completed Startup
2. Angel (individual) 13-Aug-2014 $65K $465K Completed Startup
1. Angel (individual) 19-Apr-2013 $400K $400K Completed Startup
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StockShield Executive Team (2)

Name Title Board
Seat
Contact
Info
Brian Yolles Founder, Chief Executive Officer & Board Member
John Berger Chairman

StockShield Board Members (3)

Name Representing Role Since Contact
Info
Brian Yolles StockShield Founder, Chief Executive Officer & Board Member 000 0000
Corey Rosen StockShield Board Member 000 0000
John Berger StockShield Chairman 000 0000