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Loyal3

Loyal3
2008 FOUNDED
M&A STATUS
31-40 EMPLOYEES
M&A LATEST DEAL TYPE
Description

Provider of a financial platform designed to help in stock related investment. The company's financial platform uses social technologies to democratize the capital markets, enabling public companies to sell their stock directly to customers from social networking sites and other websites.

Website
Formerly Known As
StockLINC
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Acquirer
FolioFirst
Primary Office
  • P.O. Box 26027
  • San Francisco, CA 94126
  • United States
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Loyal3 Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
7. Merger/Acquisition 22-May-2017 000.00 Completed Generating Revenue
6. Later Stage VC (Series D) 18-Jul-2014 000.00 000.00 Completed Generating Revenue
5. Later Stage VC (Series C) 01-May-2013 0000 000.00 Completed Generating Revenue
4. Early Stage VC 28-Nov-2012 000.00 000.00 Completed Startup
3. Early Stage VC 00000 Completed Startup
2. Angel (individual) $800K Completed Startup
1. Angel (individual) $800K $800K Completed Startup
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Loyal3 Competitors (20)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
eToro Venture Capital-Backed London, United Kingdom 000 00000 00000000000 00000
00000 (000000000 0 Venture Capital-Backed Rancho Cordova, CA 000 00000 00000000000 00000
0000000000 Venture Capital-Backed New York, NY 000 00000 00000000000 00000
000000 Venture Capital-Backed Irvine, CA 000 00000 00000000000 00000
000000 Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
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Loyal3 Former Investors (5)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Chris Kelly Angel (individual) Minority 000 0000 000000 0
DNS-L3 Corporation Minority 000 0000 000000 0
Individual Investor Angel (individual) Minority 000 0000 000000 0
QED Investors Venture Capital Minority 000 0000 000000 0
The Parkside Group PE/Buyout Minority 000 0000 000000 0

Loyal3 Executive Team (29)

Name Title Board
Seat
Contact
Info
John Stellato President, Chief Executive Officer & Board Member
Kim Tu Chief Financial Officer
Josh Rutberg Managing Director
Dana Schmidt Chief Compliance Officer
Julia Cowles JD Chief Legal Officer

9 Former Executives

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Loyal3 Board Members (8)

Name Representing Role Since Contact
Info
James Hale III Self Director 000 0000
John Stellato Loyal3 President, Chief Executive Officer & Board Member 000 0000
Marc Metcalf Self Director 000 0000
Nigel Morris Loyal3 Board Member 000 0000
Robin Weiss Self Senior Vice President, Strategy & Board Member 000 0000

3 Former Board Members

You’re viewing 5 of 8 board members. Get the full list »