LOYAL3

Financial ServicesCalifornia, United States2-10 Employees

LOYAL3 is a financial services company headquartered at 150 California Street in San Francisco, California, with a small team of 2-10 employees. It operates an investing platform that connects brands and consumers through stock ownership, enabling individuals to invest in brand stocks and participate in IPOs with low minimums and no platform fees. Accounts are held at LOYAL3 Securities, Inc., a FINRA member with SIPC, and the firm states that security products are not FDIC insured, not bank guaranteed, and may lose value; it does not solicit, recommend, or offer investment advice. Trades on the platform are typically executed once per day via a daily batch process, with maximum purchase limits for non-IPO stocks (generally 2,500 per transaction and 5,000 in any 30-day period). The platform is limited to U.S. residents, and the company reports revenue in the $1 million to $10 million range with about $30 million in funding.

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