Steve Lockshin - Founder @ AdvicePeriod - Crunchbase Person Profile

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Number of Exits

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Primary Job Title Founder
Primary Organization
AdvicePeriod

Location Los Barriles, Baja California Sur, Mexico
Regions Latin America
Gender Male

Investor Type
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Investor Stage
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Number of Exits
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Steve Lockshin is based out of Los Barriles, Baja California Sur, and is the Board of Director of Sherpas and also served as Founder in AdvicePeriod. Steve previously worked at Carson Wealth Management Group as a Board Member. Steve Lockshin attended the University of Maryland. Steve Lockshin has received the Barron's Top Financial Advisors

2013 State by State (#1 in California) award.

Personal Investments

Number of Investments

Steve Lockshin

has made

investments. Their latest investment was

Seed Round - Budge

obfuscation

, when

Budge

raised

obfuscation

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Budge	—	Seed Round - Budge	obfuscated obfuscation
obfuscated obfuscation	Studio	—	Series B - Studio	obfuscated obfuscation

Exits

Number of Exits

Unlock for free

Steve Lockshin

has

obfuscation

exit -

Studio

Steve Lockshin

has

obfuscation

exits. Their most notable exits are

Studio

Studio Studio is a fitness center that offers fitness products and workout classes.

Jobs

Number of Current Jobs

Number of Past Jobs

Steve Lockshin

has

current jobs as

Founder

Vanilla

and

Founder

AdvicePeriod

. Additionally,

Steve Lockshin

has had

past job as the

Partner

Betterment

Vanilla FounderApr 2019
AdvicePeriod FounderFeb 2014

Organization Name	Title At Company	Start Date	End Date
Betterment	Partner	Feb 2014	Nov 2015

Board and Advisor Roles

Number of Current Board & Advisor Roles

Number of Past Board & Advisor Roles

Steve Lockshin

holds

board and advisor roles including

Board of Director

Sherpas

Board Member

PATH

, and

Member

Chief Executives Organization

Sherpas Board of DirectorFeb 2026
PATH Board MemberJan 2020
Chief Executives Organization MemberJul 2017
Young Presidents Organization (YPO) Member1995

Organization Name	Title At Company	Start Date	End Date
Carson Wealth Management Group	Board Member	Jan 2014	Jul 2021

Related Hubs

Hub Name	CB Rank (Hub)
Finance Companies With Less Than $10M in Revenue (Top 10K)	3,810
Financial Services Acquired Companies With Less Than $10M in Revenue	4,076
FinTech Acquired Companies With Less Than $1B in Revenue	20,643
Companies That Exited in 2021 (Top 10K)	339
Finance Acquired Companies With Less Than $50M in Revenue	13,039
FinTech Acquired Companies With Less Than $50M in Revenue	23,055
FinTech Companies With Less Than $1M in Revenue	15,270
Financial Services Acquired Companies With More Than 50 Employees	2,977
Acquired Financial Services Companies (Top 10K)	577
Finance Companies With Less Than $1M in Revenue (Top 10K)	17,685