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LOYAL3's Overview

Total employees8
HeadquartersSan Francisco
Founded2008

LOYAL3 was a U.S. financial technology company founded in 2008, known for its platform that allowed individuals to buy stock in Initial Public Offerings (IPOs) and follow-on offerings directly from consumer brands, commission-free, often with investments as low as $10. The company's mission was to democratize access to stock ownership. LOYAL3 partnered with companies to offer stock to their customers and fans. In May 2017, LOYAL3's customer accounts and technology were acquired by FolioFirst, a subsidiary of Folio Financial (which was later acquired by Goldman Sachs in 2020). LOYAL3 ceased its own brokerage operations following this acquisition.

Where is LOYAL3's Headquarters?

HQ Function

Served as the central hub for all company operations, including technology development, business development, marketing, and customer support for its stock investment platform.

Notable Features:

Located in a prominent downtown San Francisco building, offering access to the city's tech and finance ecosystem. Specific internal architectural details are not widely publicized.

Work Culture:

As a fintech startup, LOYAL3 likely fostered an innovative, fast-paced, and collaborative work environment, focused on disrupting traditional financial services and promoting financial inclusion.

HQ Significance:

The San Francisco headquarters was significant due to its proximity to venture capital, a rich talent pool in technology and finance, and a culture of innovation, which were crucial for LOYAL3's growth and mission.

Values Reflected in HQ: The choice of a central San Francisco location likely reflected values of ambition, innovation, and a desire to be at the forefront of the fintech industry. The mission-driven nature of the company would have also shaped its internal culture.

Location:

LOYAL3's operations were primarily focused on the United States market. It facilitated investments in U.S.-listed companies for U.S. residents. While some partner companies had a global presence, LOYAL3's direct services and regulatory framework were U.S.-centric.

Street Address:

235 Montgomery St, Suite 620

City:

San Francisco

State/Province:

CA

Country:

USA

LOYAL3's Global Presence

N/A

Address: Primary operations were consolidated at the San Francisco headquarters.

All functions, including technology, marketing, and operations, were primarily managed from the central San Francisco office.

Buying Intent Signals for LOYAL3

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of LOYAL3

As of April 2025, LOYAL3' leadership includes:

Barry Schneider - Chief Executive Officer & Co-Founder
Stephen M. H. Wallman - Founder & Board Member (Former Chief Operating Officer)
Michael F. Gatto - Chief Financial Officer
Cameron D. Smith - Chief Product & Marketing Officer
Lee Helman - President

Investors of LOYAL3

LOYAL3 has been backed by several prominent investors over the years, including:

Motive Partners
Mayfield Fund (Navin Chaddha)
Founders Fund (Peter Thiel)
Keith Rabois
A-Grade Investments (Ashton Kutcher)
Guy Oseary
Montage Ventures

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

LOYAL3 was acquired in May 2017 and ceased independent operations. Therefore, there have been no executive hires or exits in the last 12 months. The information below would reflect historical data if applicable. Currently, no such recent changes have occurred as the company is no longer active in its original form.

Technology (Tech Stack) used by LOYAL3

Discover the tools LOYAL3 uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

LOYAL3 Email Formats and Examples

While not definitively published, technology companies like LOYAL3 commonly used email formats such as first initial + last name or first name . last name @ [companydomain.com].

Common formats were likely [first_initial][last]@loyal3.com or [first].[last]@loyal3.com

Format

bschnedier@loyal3.com or barry.schneider@loyal3.com (example, not verified)

Example

10 (The company is defunct, so emails to @loyal3.com addresses would not be deliverable. Success rate reflects current deliverability.)%

Success rate

News and media

Business WireMay 19, 2017

LOYAL3 assets acquired by Folio Financial

Folio Financial, Inc. announced that its subsidiary, FolioFirst, acquired customer accounts and technology from LOYAL3 Holdings, Inc. LOYAL3, known for enabling everyday investors to buy stock in their favorite brands during IPOs and follow-on offerings, ceased its brokerage operations with this transition....more

TechCrunchMarch 21, 2012

LOYAL3 Offers Free Social Stock Service, Lets Consumers Invest In IPOs With $10

LOYAL3 launched its platform allowing consumers to invest in IPOs and stock offerings from brands with as little as $10, commission-free. The service aimed to make stock ownership more accessible and leverage social connections....more

Wall Street JournalOctober 24, 2014

Loyal3 Is Said to Raise $18 Million for IPO Access

LOYAL3 reportedly raised $18 million in a new funding round led by an affiliate of Pritzker Group, with participation from existing investors like Founders Fund and Mayfield Fund, to expand its platform offering IPO access to small investors....more

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