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)


Bus. Dev.: Matt Gidney, VP Corporate Marketing & Bus. Dev.,
Press: Courtney Scharff, PR & Social Media Associate,
Sales: Blake Schneider, VP Operations,

More Videos: FinovateFall 2014