Loyal3 Holdings Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Loyal3 Holdings

Access the complete profile.

Loyal3 Holdings Fast Facts

Revenue	N/A    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	52312 Securities Brokerage
Address	150 California Street Suite 400 San Francisco, CA 94111

Note: Revenues for privately held companies are statistical evaluations.


Loyal3 Holdings's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Loyal3 Holdings's annual revenues are N/A (see exact revenue data)
• What industry is the company in?
  • Loyal3 Holdings is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Investor Activity

Loyal3 Holdings has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
July 14, 2014	6	64%	$47 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Loyal3 Holdings is developing and marketing. Loyal3 Holdings doesn't have any recent trademark applications, indicating Loyal3 Holdings is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
IPO REWARDS Financial services in the nature of an investment security	03/19/2015
SOCIAL STOCK Computer software platforms for enhancing and creating customer loyalty programs and strategies and for customer relationship management	10/25/2012
STOCK CENTER Customer loyalty services and customer club services, for commercial, promotional and/or advertising purposes	10/12/2012

See all trademarks and details in the Full Report.

Market Share of Loyal3 Holdings's Largest Competitors

A competitive analysis shows these companies are in the same general field as Loyal3 Holdings, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Loyal3 Holdings. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
JMP SECURITIES	San Francisco, CA	100
GCA SAVVIAN	San Francisco, CA	53
BINGHAM OSBORN & SCARBOROUGH	San Francisco, CA	42
QATALYST GROUP	San Francisco, CA	42
CUTLER GROUP	San Francisco, CA	33
COMPOUND FINANCIAL	San Francisco, CA	30

Future Competition: Loyal3 Holdings's Fastest Growing Competitors

These companies are in the same general field as Loyal3 Holdings and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)