About Loyal3
Loyal3 was a Financial Services company based in San Francisco (United States) founded in 2008, and was acquired by Folio Investing in May 2017. It offers zero-commission investment services for individual investors. It operates on a B2C model. Loyal3 has raised $62.44 million across 4 funding rounds from investors including Folio Investing, Chris Kelly and Barry Schneider. Its website loyal3.com draws about 681 thousand monthly visits. The company is recorded as dissolved. Its focus areas include Finance, Investments, Brokerage Services and Commission-Free Trading. Its competitors include Stockpile, Bits of Stock and Spark Gift; 3 of its 3 listed competitors have raised funding.
Company details
Loyal3, founded in 2008 in San Francisco, United States, focuses on finance, investments, brokerage services, and commission-free trading. Offers zero-commission investment services for individual investors. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
- Headquarters San Francisco, United States
- Stage Acquired
- SectorsFinancial Services
- Website ww7.loyal3.com
- Social X Facebook
- Acquired by Folio Investing (May 2017)
- Total Equity Funding$62.44M (USD)
in 4 rounds
- Latest Funding Round$30.22M (USD), Series D
Jul 2014
- InvestorsFolio Investing
& 2 more
- Acquired byFolio Investing
(May 2017)
Funding Insights of Loyal3
Loyal3 has successfully raised a total of $62.44M across 4 strategic funding rounds. The most recent funding activity was a Series D round of $30.22 million completed in July 2014. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $62.44M
- Total Rounds 4
- Last Round Series D — $30.22M
- First Round $11.71M
(Nov 2011)
- Investors Count 2
All 4 funding rounds of Loyal3 with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2014 | $30.22M | Series D | – | – | – |
| Oct 2013 | $2.5M | Series C | – | – | – |
| May 2013 | $18M | Series C | – | – | |
| Nov 2011 | $11.71M | Series B | – | – | – |
3 investors in total: 1 institutional and 2 angel.
Investors in Loyal3
Loyal3 has secured backing from 3 investors, including angel investors. Prominent investors backing the company include Folio Investing, Chris Kelly and Barry Schneider.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
CK Chris Kelly | unknown_c02f1a9ab4df4625b | |||
BS Barry Schneider | Angel investor focusing on Indian startups, experienced in tech and innovation. | unknown_b56d5f33273c42e5b | ||
Online brokerage for creating and managing diversified portfolios is offered. | 2000 | folioinvesting.com |
Investor details for Loyal3
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Loyal3
1 people are tracked at Loyal3 (1 in leadership).
| Name | Role | Group |
|---|---|---|
Jeff Modisett | Chief Legal Officer | Leadership |
Complete people profiles for Loyal3
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Loyal3
4 dated milestones of Loyal3 across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Loyal3 is founded.
- Funding First funding round of $11.7M.
- Funding Latest funding round, Series D, of $30.2M.
- Exit Acquired by Folio Investing.
Competitors of Loyal3
Loyal3 has 3 listed competitors in our database, 3 of them funded. They include Stockpile, Bits of Stock and Spark Gift.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| stockpile.com | 2010 | Palo Alto, United States | $45M | 43 | Fractional investing platform for stocks | |
| bitsofstock.com | 2019 | New York, United States | $4.4M | Brand loyalty is rewarded with fractional stock earnings via spending. | ||
| sparkgift.com | 2015 | San Francisco, United States | $120,000 | Platform for gifting stocks, bonds, and index funds |
Detailed competitors of Loyal3
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Loyal3
The website of Loyal3 (loyal3.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Loyal3. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Loyal3
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Brokers and Dealers
3 companies that operate in the same segment as Loyal3 (Brokers and Dealers) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Insurance brokerage and consulting services are provided to clients. | 2007 | San Francisco, California, United States | ||||
Stock brokerage and financial advisory services are provided to investors. | 1989 | San Diego, California, United States | USD 16.99 B | 9,000 | ||
Discount brokerage services for stock trading are provided. | 1982 | Plantation, Florida, United States |
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Frequently Asked Questions about Loyal3
Loyal3 was founded in 2008 and raised its 1st funding round 3 years after it was founded.
Loyal3 is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Loyal3 is a funded company, having raised a total of $62.44M across 4 funding rounds to date. The company's 1st funding round was a Series B of $11.71M, raised on Nov 2011.
Loyal3, founded in 2008 in San Francisco, United States, focuses on finance, investments, brokerage services, and commission-free trading. Offers zero-commission investment services for individual investors. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
Loyal3's top competitors include Stockpile, Bits of Stock and Spark Gift.
Loyal3 has 3 investors. Key investors include Folio Investing, Chris Kelly, and Barry Schneider.
Yes. Loyal3 was acquired by Folio Investing in May 2017.
The website of Loyal3 receives about 681 thousand visits a month.