StockShield Overview

  • Year Founded
  • 2003

Year Founded

  • Status
  • Private

  • Employees
  • 6


  • Latest Deal Type
  • Early Stage VC

  • Latest Deal Amount
  • $1M

StockShield General Information


Provider of financial risk management services intended for protecting and preserving wealth. The company's platform helps protect investors with stock positions at a cost substantially lower than traditional hedging solutions and provides retirement plans against the sponsor's bankruptcy risk, enabling clients to increase workplace and retirement security for its employees.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Other Capital Markets/Institutions
Specialized Finance
Corporate Office
  • 600 North Rosemead Boulevard
  • Suite 227
  • Pasadena, CA 91107
  • 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. Seed Round 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

HQ Location
Total Raised
Post Valuation
Provider of financial risk management services intended for protecting and preserving wealth. The company's platform hel
Asset Management
Pasadena, CA
6 As of 2018
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00000 0000000000
Overland Park, KS
0000 As of 0000
000000000 00 00.000


ua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut a
00000 0000000000
Denver, CO
0000 As of 0000
0000000 0000 00000
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StockShield Competitors (9)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Creative Planning Private Equity-Backed Overland Park, KS 0000 00.000 000000000 00 00.000
Mercer Advisors Private Equity-Backed Denver, CO 0000 00000 0000000 0000 00000
Compass Financial Partners Corporate Backed or Acquired Greensboro, NC 00 000000&0
Pure Financial Advisors Private Equity-Backed San Diego, CA 000 0000000 0000
ING DiBa Corporate Backed or Acquired Frankfurt am Main, Germany 0000 00000000000
You’re viewing 5 of 9 competitors. Get the full list »

StockShield Executive Team (3)

Name Title Board Seat
Brian Yolles Co-Founder, Chief Executive Officer & Board Member
Jeff Thaw Manager of Finance
John Berger Chairman
To view StockShield’s complete executive team members history, request access »

StockShield Board Members (4)

Name Representing Role Since
Brian Yolles StockShield Co-Founder, Chief Executive Officer & Board Member 000 0000
Chance Rueger Self Board Member 000 0000
Corey Rosen Self 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
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

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

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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StockShield FAQs

  • When was StockShield founded?

    StockShield was founded in 2003.

  • Who is the founder of StockShield?

    Brian Yolles is the founder of StockShield.

  • Who is the CEO of StockShield?

    Brian Yolles is the CEO of StockShield.

  • Where is StockShield headquartered?

    StockShield is headquartered in Pasadena, CA.

  • What is the size of StockShield?

    StockShield has 6 total employees.

  • What industry is StockShield in?

    StockShield’s primary industry is Asset Management.

  • Is StockShield a private or public company?

    StockShield is a Private company.

  • What is StockShield’s current revenue?

    The current revenue for StockShield is 000000.

  • How much funding has StockShield raised over time?

    StockShield has raised $2.96M.

  • Who are StockShield’s competitors?

    Creative Planning, Mercer Advisors, Compass Financial Partners, Pure Financial Advisors, and ING DiBa are some of the 9 competitors of StockShield.

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