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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
1973
Financial Services
10001+
17
2
4
Early Stage Venture, Late Stage Venture, Seed
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.
Investment portfolio
17
3
2
4
Investments
17
Annouced Date | Organization Name | Industry | Money Raised |
---|---|---|---|
Nov 24, 2022 | SmartPlant Editor | Food and Beverage | 1.4M |
Dec 16, 2022 | Dynasty Financial Partners | Financial Services | null |
Jun 20, 2023 | EDX Markets | Financial Services | null |
Jul 11, 2024 | Atllas | Software | null |
Exits
4
Funding Timeline
17
0
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 Date | Transaction Name | Number of Investors | Money Raised | Lead Investor |
---|---|---|---|---|
Nov 24, 2022 | Seed Round - SmartPlant Editor | - | 1.4M | - |
Dec 16, 2022 | Venture Round - Dynasty Financial Partners | - | 0 | - |
Jun 20, 2023 | Series A - EDX Markets | - | 0 | - |
Jul 11, 2024 | Venture Round - Atllas | - | 0 | - |
Investors
1
Investor Name | Lead Investor | Funding Round | Money 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 Date | Fund Name | Money Raised |
---|---|---|
May 10, 2013 | OTPPLESS | 1.0M |
May 11, 2013 | OTPPLESS | 1.0M |
Invest in industries
Recent Activity
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