About Schwab Asset Management
Schwab Asset Management is a company based in Kansas City (United States) founded in 1973.. Schwab Asset Management offers products and services including ETFs, Mutual Funds, and Separately Managed Accounts. Schwab Asset Management operates in a competitive market with competitors including MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, among others.
- Headquarter Kansas City, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Charles Schwab Investment Management, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Products & Services of Schwab Asset Management
Schwab Asset Management offers a comprehensive portfolio of products and services, including ETFs, Mutual Funds, and Separately Managed Accounts. 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.
Track indices for diversified, low-cost investing options.
Pooled investments for various strategies and income generation.
Tailored strategies for individual investor needs.
Funding Insights of Schwab Asset Management
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2022 | Amount | Post-IPO - Schwab Asset Management | 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 Schwab Asset Management
Schwab Asset Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include TAP Consulting. 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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TAP Consulting, LLC is engaged in tax and payroll services.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Schwab Asset Management
| 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 |
Financial Statements - Schwab Asset Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Schwab Asset Management Comparisons
Competitors of Schwab Asset Management
Schwab Asset Management 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 MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, 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 |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Offers financial coaching, investing, insurance, and banking for military families.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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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 Schwab Asset Management
Frequently Asked Questions about Schwab Asset Management
When was Schwab Asset Management founded?
Schwab Asset Management was founded in 1973 and raised its 1st funding round 49 years after it was founded.
Where is Schwab Asset Management located?
Schwab Asset Management is headquartered in Kansas City, United States. It is registered at Kansas City, Missouri, United States.
Who is the current CEO of Schwab Asset Management?
Omar Aguilar is the current CEO of Schwab Asset Management.
What does Schwab Asset Management do?
Schwab Asset Management, established in 1973, excels in offering financial products and advice, managing assets, and financial advisors. Provider of investment management services. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide. It continues to evolve, meeting industry challenges with strategic approaches.
Who are the top competitors of Schwab Asset Management?
Schwab Asset Management's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Schwab Asset Management offer?
Schwab Asset Management offers ETFs, Mutual Funds, and Separately Managed Accounts.
Who are Schwab Asset Management's investors?
Schwab Asset Management has 1 investor. Key investors include TAP Consulting.