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Charles Schwab

North America, Texas, United States, West Lake Hills

Description

Charles Schwab offers a wide range of investment advice, products & services.

Investor Profile

Charles Schwab has made 17 investments, with 1 in the past 12 months and 12% as lead.

Stage Focus

  • Series Unknown (24%)
  • Series A (24%)
  • Series D (12%)
  • Series B (12%)
  • Debt Financing (6%)
  • Post Ipo Equity (6%)
  • Grant (6%)
  • Seed (6%)
  • Series C (6%)

Country Focus

  • United States (88%)
  • China (6%)
  • Canada (6%)

Industry Focus

  • Financial Services
  • Software
  • Advice
  • Consulting
  • Non Profit
  • Fintech
  • Database
  • Customer Service
  • Q&a
  • Wealth Management
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Charles Schwab frequently co-invest with?

Sequoia Capital
North America, California, United States, Menlo Park
Co-Investments: 2
FTV Capital
North America, California, United States, San Francisco
Co-Investments: 1
Ambridge Capital
North America, California, United States, San Francisco
Co-Investments: 1
Great Oaks Venture Capital
North America, New York, United States, New York
Co-Investments: 1
Mechanics Bank
North America, California, United States, Richmond
Co-Investments: 1
Abbey National
Europe, England, United Kingdom, London
Co-Investments: 1
Glynn Capital Management
North America, California, United States, Menlo Park
Co-Investments: 2
BBVA USA
North America, Alabama, United States, Birmingham
Co-Investments: 1
Benchmark
North America, California, United States, San Francisco
Co-Investments: 1
ABRY Partners
North America, Massachusetts, United States, Boston
Co-Investments: 1

Which angels does Charles Schwab often collaborate with?

SI
North America, California, United States, Cupertino
Shared Deals: 1
Shared Deals: 1
Mark Thompson
North America, California, United States, Irvine
Shared Deals: 1
Ken Xie
Asia, Israel
Shared Deals: 1
David Pottruck
North America, California, United States, San Francisco
Shared Deals: 1
JC
North America, California, United States, San Francisco
Shared Deals: 1
RV
North America, California, United States, San Francisco
Shared Deals: 1

What are some of recent deals done by Charles Schwab?

Atllas

Beverly Hills, California, United States

Atllas is a tech-based real estate organization that leverages software tools to offer brokerage services.

Real EstateResidentialSoftware
Series UnknownJul 11, 2024
EDX Markets

Jersey City, New Jersey, United States

EDX Markets is a digital asset exchange that combines innovative technology with practices from traditional finance.

Asset ManagementBitcoinCryptocurrencyFinancial ServicesFinTech
Series AJun 20, 2023
Dynasty Financial Partners

St. Petersburg, Florida, United States

Dynasty Financial Partners is a wealth-tech platform for financial advisors.

AdviceConsultingFinancial ServicesWealth Management
Series UnknownDec 16, 2022
SmartPlant Editor

Beijing, Beijing, China

martPlant Editor is a plant breeding service, an innovative plant science company driven by value chain needs.

Food and BeverageFood ProcessingLife Science
SeedNov 24, 2022
Amount Raised: $1,430,000
Devstudio.agency

Sheridan, Wyoming, United States

Dev studio isn’t unique from other software houses in terms of services we provide but what makes us stand apart from the rest.

Consumer ReviewsDatabaseInformation ServicesInformation TechnologyMarket ResearchSoftware
Series DApr 12, 2022
Moneythink

Oakland, California, United States

Moneythink harnesses the power of people and technology to bring transparency to college costs.

EducationFinancial ServicesImpact InvestingNon Profit
GrantDec 4, 2019
Amount Raised: $10,000
Eargo

San Jose, California, United States

Eargo is intended for people who have mild to moderate hearing loss.

Health CareMedical DeviceWearables
Series COct 19, 2017
Amount Raised: $45,000,000
Opportunity Fund

San Jose, California, United States

Opportunity Fund's microloan & microsavings programs help working families gain financial stability.

Micro LendingNon Profit
Debt FinancingJul 12, 2016
Amount Raised: $27,000,000
Musely

Santa Clara, California, United States

Musely develops an online platform intended to provide medical skincare treatments through technology.

ContentContent CreatorsE-CommerceSocial Media
Series ANov 26, 2013
Amount Raised: $6,170,000
justanswer.com

San Francisco, California, United States

JustAnswer.com, the largest Q&A website that connects people to real, qualified experts.

AdviceCustomer ServiceQ&A
Series BOct 8, 2012
Amount Raised: $25,700,000