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Dead | Dead

Total Raised


About LOYAL3

LOYAL3 offers a web and social media platform that enables companies to sell stock directly to customers in a way that is easy and affordable. The Customer Stock Ownership Plan, or CSOP, is designed to provide an easy and convenient way for companies to make public offerings of stock directly from the company's website or Facebook page with no fees.Companies engaged in an Initial Public Offering or IPO, which makes stock publicly available for the first time, may also use LOYAL3's platform for the offering of an IPO CSOP, also known as a "Social IPO." And companies making a follow-on public offering may use it to offer a Follow-On CSOP. Both the IPO CSOP and Follow-On CSOP are offered alongside a traditional underwritten public offering.

LOYAL3 Headquarter Location

150 California Street Suite 400

San Francisco, California, 94111,

United States


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Research containing LOYAL3

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CB Insights Intelligence Analysts have mentioned LOYAL3 in 2 CB Insights research briefs, most recently on Apr 19, 2022.

Expert Collections containing LOYAL3

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

LOYAL3 is included in 2 Expert Collections, including Wealth Tech.


Wealth Tech

1,702 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.



7,344 items

US-based companies

LOYAL3 Patents

LOYAL3 has filed 2 patents.

patents chart

Application Date

Grant Date


Related Topics




Servers (computing), Password authentication, Identity management, Computer network security, Federated identity


Application Date


Grant Date



Related Topics

Servers (computing), Password authentication, Identity management, Computer network security, Federated identity



Latest LOYAL3 News

Folio Investing Absorbs Loyal3, Embraces Long-Term Investment Strategy

Jul 17, 2017

"Following" : "Follow"}} July 17, 2017 8:53am   Comments Share: It’s been over a month since Folio Investing absorbed the clients of the now-defunct brokerage, Loyal3 , and so far, Folio Senior Vice President Peter Jacobstein is pleased with the transition. “Of course, anytime you transition 200,000 customers you’re dealing with a lot of very large numbers, and so we were worried about potential call volumes, potential customer confusion,” Jacobstein recently told Benzinga. “We staffed up very significantly in our customer service area. We’ve been able to manage the customer service volume very well, so that has been a tremendous relief to us.” The clients didn’t have much adjusting to do. Their new brokerage home offers the same dollar-based investing, fractional shares and “window” or “batch” trading as Loyal3 had, with the only difference being the breadth of options. FolioFirst supports more than 200 securities against Loyal3’s 70, and this summer, it will roll out joint and retirement accounts to supplement the existing individual opportunities. Grounds For Purchase Folio pursued the customer acquisition because trading philosophy aligned with that of Loyal3 and its user base. And, of course, “adding Loyal3 customers seemed like a good opportunity to add another very, very large group of investors,” Jacobstein said. The 17-year-old company pushes a long-term investment strategy built on the core principles of diversification, customization, individual cost management, tax awareness and consistency, and its clients embrace similar values. Consequently, the platform doesn’t generally attract day traders following breaking news and technical plays. “As a group, they do tend to share our ‘buy and hold philosophy,’” Jacobstein said. “They do tend to diversify. They don’t tend to react to quick changes in the market.” Folio’s methods don’t support such strategies, anyway. The firm’s patented “window trading” brings trades to the market twice a day, once at 11 a.m. and once at 2 p.m., which isn’t conducive to quick reactivity. “We encourage and we see that our investors tend to be long-term investors, rather than either market timers or technical traders,” Jacobstein said. Related Links:

  • Where is LOYAL3's headquarters?

    LOYAL3's headquarters is located at 150 California Street, San Francisco.

  • What is LOYAL3's latest funding round?

    LOYAL3's latest funding round is Dead.

  • How much did LOYAL3 raise?

    LOYAL3 raised a total of $62.43M.

  • Who are the investors of LOYAL3?

    Investors of LOYAL3 include Chris Kelly, Barry Schneider and DNS Capital.

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