About Wasmer Schroeder
Wasmer Schroeder is a company based in Naples (United States) founded in 1987 by Wasmer Schroeder was acquired by Charles Schwab in February 2020.. The company has 62 employees as of December 31, 2022. Wasmer Schroeder offers products and services including Fixed Income Strategies and Client Portal. Wasmer Schroeder operates in a competitive market with competitors including Tegus, Second Measure, Aumni, Visible Alpha and Bipsync, among others.
- Headquarter Naples, United States
- Employees 62 as on 31 Dec, 2022
- Founders Wasmer Schroeder
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Sectors
Technology
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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
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Investors
Charles Schwab
& 1 more
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Employee Count
62
as on Dec 31, 2022
- Acquired by
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Products & Services of Wasmer Schroeder
Wasmer Schroeder offers a comprehensive portfolio of products and services, including Fixed Income Strategies and Client Portal. 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.
Offers strategies for fixed income investments with associated risks.
Provides online access to investor portfolios and management tools.
Funding Insights of Wasmer Schroeder
| 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 |
Investors in Wasmer Schroeder
Wasmer Schroeder has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Charles Schwab and Assured Guaranty. 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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Diversified insurance services are provided internationally since 1988.
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Financial brokerage and banking services are offered to clients.
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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 Wasmer Schroeder
| 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 - Wasmer Schroeder
| 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 |
Wasmer Schroeder Comparisons
Competitors of Wasmer Schroeder
Wasmer Schroeder 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 Tegus, Second Measure, Aumni, Visible Alpha and Bipsync, 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 |
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| domain | founded_year | HQ Location |
Intelligence platform is offered to institutional investors and companies.
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Credit card transaction data is analyzed for real-time economic trends.
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Data and analytics solutions for deal documents are provided online.
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Financial datasets and insights are supplied to institutional investors.
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Research management software is provided for institutional investors.
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Venture capital firm focused on AI sectors
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| Company Name | Domain | Founded year | HQ Location | Description |
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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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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Wasmer Schroeder
Frequently Asked Questions about Wasmer Schroeder
When was Wasmer Schroeder founded?
Wasmer Schroeder was founded in 1987.
Where is Wasmer Schroeder located?
Wasmer Schroeder is headquartered in Naples, United States. It is registered at Naples, Florida, United States.
Who is the current CEO of Wasmer Schroeder?
Wasmer Schroeder is the current CEO of Wasmer Schroeder. They have also founded this company.
How many employees does Wasmer Schroeder have?
As of Dec 31, 2022, the latest employee count at Wasmer Schroeder is 62.
What does Wasmer Schroeder do?
Wasmer Schroeder was founded in 1987 and is based in Naples, United States. Operations focus on the investment management sector, where solutions are delivered to support business clients. Services encompass portfolio management, advisory, and financial planning tailored to corporate needs. The firm is led by its founder and CEO, Wasmer Schroeder, with activities centered in the U.S. market.
Who are the top competitors of Wasmer Schroeder?
Wasmer Schroeder's top competitors include Aumni, Second Measure and Tegus.
What products or services does Wasmer Schroeder offer?
Wasmer Schroeder offers Fixed Income Strategies and Client Portal.
Who are Wasmer Schroeder's investors?
Wasmer Schroeder has 2 investors. Key investors include Charles Schwab, and Assured Guaranty.