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Charles Schwab
Comprehensive brokerage, banking, and financial advisory services
About Charles Schwab
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc., offers investment products and services, including brokerage and retirement accounts, and online trading.
The company serves individual investors, including international clients, with a focus on providing access to the U.S. financial market. The business model is based on a combination of brokerage, banking, and financial advisory fees. The company highlights its commitment to client-centric innovation and education.
Source: Dealroom company dataAt a glance
- Status
- Listed
- Founded
- 1973
- Headquarters
- San Francisco, United States
- Listing
- IPO 1987
- Employees
- 34,950
- Open positions
- 22
- Dealroom signal
- 41.6/100
- Industry
- Fintech
- Sector
- Fintech, Financial Advisory, Neo Brokers Trading, Brokerage
- Client focus
- b2b
- Investment activity
- 17 companies, latest Jul 2026
- Capital deployed
- $135M
- Preferred round
- SERIES B
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| POST IPO DEBT✓Debt | Aug 2026 | $2.6B | — | BofA Securities · Citigroup Global Markets · Morgan Stanley · TD Securities | ↗ |
| POST IPO DEBT✓Debt | Jul 2026 | $0 | — | Undisclosed | ↗ |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Charles Schwab is 66K monthly website visits, down 5.7% over the last three months. Charles Schwab's team grew 5.7% over the past year.
Open positions
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Provable MarketsNew York City, United StatesMaximum Liquidity with Minimal Disclosure
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Dynasty Financial PartnersSaint Petersburg, United StatesA wealth-tech platform for financial advisors
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StrategyVienna, United StatesRevolutionizing finance with AI-powered analytics and Bitcoin-driven intelligence for smarter investments and business growth
$85Bvaluation
Forge GlobalSan Francisco, United StatesPrivate market liquidity platform connecting investors and shareholders
$576Mvaluation
QAPITASingapore, SingaporeProvides capitalization table and employee stock ownership plans management software
$106Mvaluation
AlixSan Francisco, United StatesTechnology and expert assistance to help ease the burden of estate settlement for families
$80Mvaluation
Texas Stock ExchangeDallas, United StatesNational securities exchange enabling U.S. and global companies to access equity capital markets with stability and predictability
→
EDX MarketsHoboken, United StatesThe future of digital asset trading
$304Mvaluation
The Family Wealth AllianceChicago, United States
→
TD AmeritradeOmaha, United StatesFinance company specializing in online stock trading
→
Wasmer SchroederNaples, United StatesHome - Wasmer Schroeder | Taxable & Tax Exempt Municipal Fixed Income
→
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series B and later7 investors entered at this stage
Parthenon
Tran Capital Management
BofA Securities- CMCitigroup Global Markets
Morgan Stanley
TD Securities
Wells Fargo Securities
Other known investors2 additional known investors
- TD Ameritrade
- MTMark C Thompson
Source: Dealroom Talent Intelligence.
Global footprint
Market sentiment
An AI-synthesised read of the highest-engagement posts about Charles Schwab on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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