StockShield Overview

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

StockShield General Information

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.

Contact Information

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 & 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
To view StockShield’s complete valuation and funding history, request access »

StockShield Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of patented financial risk management capabilities for protecting/preserving wealth. The Stock Protection Trus
Other Financial Services
Los Angeles, CA
6 As of 2018
00.000
0000000000 0 00.000

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00000 000000000 00000000
New York, NY
000 As of 0000

000000 0

n ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in
00000000000 0000000
Cork, Ireland
000 As of 0000
0000
00.00 0000-00-00
0000000 0000 0000
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StockShield Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Debtwire Corporate Backed or Acquired New York, NY 000
000000 000000 Private Equity-Backed Cork, Ireland 000 0000 0000000 0000 0000
You’re viewing 2 of 2 competitors. Get the full list »

StockShield Executive Team (2)

Name Title Board Seat Contact Info
Brian Yolles Founder, Chief Executive Officer & Board Member
John Berger Chairman
To view StockShield’s complete executive team members history, request access »

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
To view StockShield’s complete board members history, request access »

StockShield Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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