About Charles Schwab
Charles Schwab is a company based in Denver (United States) founded in 1971. It operates as a Commission-Based, and Subscription Services. Charles Schwab has raised $6.18 million across 1 funding round from investors including KVG Partners and Talon Asset Management. Charles Schwab has completed 2 acquisitions, including Family Wealth Alliance and Forge Global. Charles Schwab offers products and services including Brokerage Services, Banking Services, and Financial Advisory. Charles Schwab operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Denver, United States
- Stage Public
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Sectors
Financial Services
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Email
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Phone
*********
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Website
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Social
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- Legal Name The Charles Schwab Corporation
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$6.18 M (USD)
in 1 rounds
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Latest Funding Round
$6.18 M (USD), Series B
Jan 04, 2010
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Investors
KVG Partners
& 1 more
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Employee Count
Employee Count
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Investments & Acquisitions
Family Wealth Alliance
& 1 more
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IPO & Listings of Charles Schwab
Charles Schwab is a publicly listed company on the NYSE with ticker symbol SCHW in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
Products & Services of Charles Schwab
Charles Schwab offers a comprehensive portfolio of products and services, including Brokerage Services, Banking Services, and Financial Advisory. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Brokerage accounts are offered for investment trading purposes.
Deposit and lending products are provided to clients.
Investment advice is given through personalized consulting services.
Funding Insights of Charles Schwab
Charles Schwab has successfully raised a total of $6.18M through 1 strategic funding round. The most recent funding activity was a Series B round of $6.18 million completed in January 2010. 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 Total Funding
- Total Rounds 1
- Last Round Series B — $6.2M
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First Round
First Round
(04 Jan 2010)
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jan, 2010 | Amount | Series B - Charles Schwab | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Charles Schwab
Charles Schwab has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include KVG Partners and Talon Asset Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Founded Year | Domain | Location | |
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Charles Schwab
Charles Schwab has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Family Wealth Alliance and Forge Global. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Private equity investments are enabled via a digital marketplace.
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2012 | ||||
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Wealth management and financial services are provided to families.
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2003 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Charles Schwab
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Charles Schwab Comparisons
Competitors of Charles Schwab
Charles Schwab operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Charles Schwab
Frequently Asked Questions about Charles Schwab
When was Charles Schwab founded?
Charles Schwab was founded in 1971 and raised its 1st funding round 39 years after it was founded.
Where is Charles Schwab located?
Charles Schwab is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
Who is the current CEO of Charles Schwab?
Walt Bettinger is the current CEO of Charles Schwab.
Is Charles Schwab a funded company?
Charles Schwab is a funded company, having raised a total of $6.18M across 1 funding round to date. The company's 1st funding round was a Series B of $6.18M, raised on Jan 04, 2010.
What does Charles Schwab do?
Charles Schwab is involved in offering a comprehensive range of financial services, including brokerage, banking, and advisory solutions. The company operates in the investment services sector, catering to individual investors and financial advisors. Services are provided through subsidiaries like Charles Schwab Co., Inc. and Charles Schwab Bank, SSB. Emphasis is placed on low-cost investment options and technology-driven platforms to enhance client outcomes. Community support and corporate citizenship are also prioritized, with initiatives focused on financial empowerment and environmental stewardship.
Who are the top competitors of Charles Schwab?
Charles Schwab's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Charles Schwab offer?
Charles Schwab offers Brokerage Services, Banking Services, and Financial Advisory.
Is Charles Schwab publicly traded?
Yes, Charles Schwab is publicly traded on NYSE under the ticker symbol SCHW.
How many acquisitions has Charles Schwab made?
Charles Schwab has made 2 acquisitions, including Family Wealth Alliance, and Forge Global.
Who are Charles Schwab's investors?
Charles Schwab has 2 investors. Key investors include KVG Partners, and Talon Asset Management.
What is Charles Schwab's ticker symbol?
The ticker symbol of Charles Schwab is SCHW on NYSE.
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