Charles Schwab

Charles Schwab

Signal active

Investment Firm

Overview

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank.

The firm was founded in 1973 and is headquartered in San Francisco, California.

Highlights

Founded

1973

Industry

Financial Services

Employees

10001+

Investment

17

Lead Investment

2

Exits

4

Stages

Early Stage Venture, Late Stage Venture, Seed

Investor Type

Investment Bank

Location

United States, North America

Contact Information

Social

Profile Resume

Charles Schwab, established in 1973 and headquartered in United States, North America., specializes in Early Stage Venture, Late Stage Venture, Seed investments across Financial Services, Venture Capital, Finance, Enterprise Software, IT Infrastructure, Social Media, E-Commerce, Content, Content Creators, Impact Investing. The organization boasts a portfolio of 16 investments, with an average round size of $17.4M and 4 successful exits. Their recent investments include Glynn Capital Management, Crosslink Capital, Musely, DCM Ventures, Telenav. The highest investment round they participated in was $11.5B. Among their most notable exits are Glynn Capital Management and Crosslink Capital. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.

Employees

imagePlace Jeffrey Petry

Jeffrey Petry

Sr. Team Manager, Digital Product Management

imagePlace Hardeep Walia

Hardeep Walia

Senior Vice President

imagePlace Megan Hug

Megan Hug

Senior UX Designer

imagePlace Candice Aaron

Candice Aaron

Managing Director & Chief Compliance Officer, Schwab Banking & Trust Services

imagePlace Charles Schwab

Charles Schwab

Founder

imagePlace Walter Bettinger

Walter Bettinger

President & Chief Executive Officer

Investment portfolio

Charles Schwab has made 17 investments. Their most recent investment was on Nov 24, 2022, when SmartPlant Editor raised $1.4M.

Charles Schwab has made 3 diversity investments. Their most recent diversity investment was on Dec 04, 2019, when Moneythink raised $10.0K.

investments

17

Diversity investments

3

Lead investments

2

Number of exits

4

Investments

17

Annouced DateOrganization NameIndustryMoney Raised
Nov 24, 2022
SmartPlant Editor SmartPlant Editor
Food and Beverage1.4M
Dec 16, 2022
Dynasty Financial Partners Dynasty Financial Partners
Financial Servicesnull
Jun 20, 2023
EDX Markets EDX Markets
Financial Servicesnull
Jul 11, 2024
Atllas Atllas
Softwarenull

Exits

4

Funding Timeline

Funding rounds

17

Investors

0

Funds

0

Funding Rounds

17

Charles Schwab has raised 17 rounds. Their latest funding was raised on Jul 11, 2024 from a Venture Round - Atllas round.

Annouced DateTransaction NameNumber of InvestorsMoney RaisedLead Investor
Nov 24, 2022
Seed Round - SmartPlant Editor Seed Round - SmartPlant Editor
-1.4M-
Dec 16, 2022
Venture Round - Dynasty Financial Partners Venture Round - Dynasty Financial Partners
-0-
Jun 20, 2023
Series A - EDX Markets Series A - EDX Markets
-0-
Jul 11, 2024
Venture Round - Atllas Venture Round - Atllas
-0-

Investors

1

Investor NameLead InvestorFunding RoundMoney Raised
-No
Post-IPO Debt - Charles Schwab
2484.3M

Fund raised

2

Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.

Annouced DateFund NameMoney Raised
May 10, 2013
fund image OTPPLESS
1.0M
May 11, 2013
fund image OTPPLESS
1.0M

Invest in industries

Recent Activity

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