StockShield Overview

Founded 2003
Status Private
Employees 6
Latest Deal Type Early Stage VC
Latest Deal Amount $1M
Latest Deal Amount

StockShield General Information


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.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
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 & 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

StockShield Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
Debtwire Corporate Backed or Acquired New York, NY 000
000000 000000 Private Equity-Backed Cork, Ireland 000 0000 0000000 0000 0000

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
Brian Yolles StockShield Founder, Chief Executive Officer & Board Member 000 0000
Corey Rosen StockShield Board Member 000 0000
John Berger StockShield Chairman 000 0000

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