FinovateFall 2014 / LOYAL3
Presenter Profile:
How they describe themselves: LOYAL3 offers a social technology platform that democratizes the investing process for individual investors and brand aficionados. Using the LOYAL3 platform, people can invest in IPOs and stock with small amounts and pay no fees. LOYAL3’s proprietary IPO platform allows companies going public to sell IPO stock to individual investors at the same price as Wall Street. LOYAL3 is democratizing the capital markets by making investing simple and fee free for the millions that don’t currently invest.
How they describe their product/innovation: The LOYAL3 iOS 8 Mobile App is the easiest way to buy or sell stock, with as little as $10 and no fees. LOYAL3’s app also allows users to quickly access account information, transaction history, fund transfers, and important notifications. For those participating in IPOs, the app makes it easy to view the status of the IPO, receive notifications about IPO pricing and allocation, and confirm or withdraw their IPO reservations right from their iPhone.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts:
Bus. Dev.: Matt Gidney, VP Corporate Marketing & Bus. Dev., matt.gidney@loyal3.com
Press: Courtney Scharff, PR & Social Media Associate, Courtney@loyal3.com
Sales: Blake Schneider, VP Operations, blake@loyal3.com
Website: loyal3.com
Twitter: @LOYAL3
HQ: San Francisco, CA
Founded: October 2008
Product Demoed: LOYAL3 iOS 8 Mobile App
Product Launch: September 2014 at FinovateFall
Metrics: LOYAL3 has raised more than $75M in funding and has 130 employees.
Presenters: Barry Schneider (CEO & Chairman),
Matt Gidney (VP Corporate Marketing & Business Development)
- Key Executives
Barry Schneider (CEO), Stephen Klein (Chief Creative Officer), Bill Blais (EVP), Jack Thrift (CFO), Matt Ho (CTO), Jeff Modisett (Chief Legal Officer), Dana Schmidt (Chief Compliance Officer), Robin Weiss (SVP Strategic Partnerships), Daniel Garzia (VP Digital Marketing), Matt Gidney (VP Corporate Marketing & Bus. Dev.), Andres Davidovits (VP Experience), Marcel Olsder (VP Engineering), Blake Schneider (VP Operations), Ramesh Ragineni (VP Technical Operations), Carl Landauer (General Counsel)
Key Stats
- Key Board Members
Barry Schneider (CEO, LOYAL3), Stephen Klein (Chief Creative Officer, LOYAL3), Chris Brahm (Bain & Company), Chris Kelly (Entrepreneur), Jim Hale (FTV Capital), Maggie Wilderotter (Frontier Communications), Marc Metcalf (Independent Management Consultant), Michael Pucker (Latham & Watkins)
- Key Advisory Board Members
Kay Koplovitz, Dixon Doll, Solomon D. “Sol” Trujillo
- Key Investors
Barry Schneider (CEO, LOYAL3), Chris Kelly (Former Chief Privacy Officer, Facebook), Michael Pucker & Gigi Pritzker Pucker (DNS-L3)
- Key Partnerships
AMC Entertainment Holdings, Endurance International Group, Globant, GoPro, Kate Spade, Santander Consumer USA, Trupanion