Charles Schwab - About the company
Charles Schwab is a public company based in El Paso (United States), founded in 1971 by Charles R Schwab. It operates as a Commercial bank. Charles Schwab has raised an undisclosed amount in funding from AirTree. The company has 7800 active competitors, including 207 funded and 1464 that have exited. Its top competitors include companies like Revolut, Monzo and KeyBank.
Company Details
- Website
- www.schwab.com/
- Social
- Phone Number
- +1 **********
- Registered Address
- San Francisco, California
Key Metrics
Founded Year
1971
Location
El Paso, United States
Stage
Public
Latest Funding Round
Ranked
8th among 7800 active competitors
Annual Revenue
$1B+ as on Dec 31, 2025
Employee Count
34,401 as on May 31, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Public
Legal entities associated with Charles Schwab
Charles Schwab is associated with 4 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
Charles Schwab Services India Private Limited CIN: U62099TS2025FTC203475 , India, Active | Sep 04, 2025 | - | - | |
SCHWAB CHARLES CORP CIN: 316709 , United States, Active | $1B+ (As on Dec 31, 2025) | 33000 (As on Dec 31, 2023) | - | |
THE CHARLES SCHWAB CORPORATION CIN: 943025021 , United States, Active | Dec 31, 1999 | - | 32145 (As on Dec 31, 2024) | - |
CHARLES SCHWAB BANK CIN: 810625169 , Belgium, Active | Dec 26, 999 | - | - | - |
Charles Schwab's IPO details
Charles Schwab got listed on Sep 25, 1987.
Click here to take a look at Charles Schwab's IPO in detail
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Charles Schwab's funding and investors
Charles Schwab has raised funding over 1 round. Its latest funding round was a Series A round on 1999 for $*****. 1 investor participated in its latest round. Charles Schwab has 4 institutional investors.
Here is the list of recent funding rounds of Charles Schwab:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
1999 | 5663 | Series A | 4756 | 5659 | 8169 | 7459 |
Access funding benchmarks and valuations. Sign up today!View details of Charles Schwab's funding rounds and investors
Charles Schwab's founders and board of directors
Founder? Claim ProfileThe founders of Charles Schwab is Charles R Schwab. Walter W. Bettinger is the CEO of Charles Schwab.
Here are the details of Charles Schwab's key team members:
- Charles R Schwab: Founder of Charles Schwab and founder of 1 other company. Contact Info: 2 email addresses
- Walt Bettinger: CEO of Charles Schwab. Contact Info: 1 email address
View details of Charles Schwab's Founder profiles and Board Members
Charles Schwab's employee count trend
Charles Schwab has 34,401 employees as of May 26. Here is Charles Schwab's employee count trend over the years:
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Charles Schwab's Competitors and alternates
Top competitors of Charles Schwab include Revolut, Monzo and KeyBank. Here is the list of Top 10 competitors of Charles Schwab, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Revolut 2015, London (United Kingdom), Series E | Provider of financial services and digital banking solutions | $1.73B | 83/100 | |
2nd |  Monzo 2015, United Kingdom, Series I | Provider of digital banking services including accounts savings and credit | $2.37B | 82/100 | |
3rd | KeyBank 1849, Cleveland (United States), Public | Provider of personal banking, small business, and wealth management services | - | 80/100 | |
4th | Citi 1812, New York City (United States), Public | Provider of financial services including banking, markets, international, and wealth management | - | 78/100 | |
5th |  United Bank for Africa 1949, Lagos (Nigeria), Public | Commercial bank | $7M | 76/100 | |
6th | Huntington National Bank 1866, Shelton (United States), Public | Commercial bank | - | 75/100 | |
7th | Capital One 1988, Mclean (United States), Public | Provider of loans, credit cards, and savings services | - | 75/100 | |
8th |  Charles Schwab 1971, El Paso (United States), Public | Commercial bank | - | 75/100 | |
9th |  Truist 1872, Charlotte (United States), Acquired | Commercial Bank that also provides other wealth management services | $900K | 74/100 | |
10th | First National Bank 1864, Pittsburgh (United States), Public | Commercial bank | $56.3M | 74/100 |
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Charles Schwab's Investments and acquisitions
Charles Schwab has made 13 investments in companies including Nevis Wealth Technology and Provable Markets. Charles Schwab has also acquired 6 companies including Forge Global and Wasmer Schroeder.Here is the list of investments & acquisitions:
Filter this list
Filter this listDate of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Oct 26, 2026 | Investments | 2024 | London (United Kingdom) | |
Jul 29, 2026 | Investments | 2020 | New York City (United States) | |
Apr 16, 2026 | Investments | 2021 | Tempe (United States) |
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Reports related to Charles Schwab
Here is the latest report on Charles Schwab's sector:
News related to Charles Schwab
Filter this listMedia has covered Charles Schwab for a total of 260 events in the last 1 year, 194 of them have been about company updates and 6 about partnerships.
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Nevis Raises $70 Million Series BMassinvestor•Oct 27, 2026•EQT, Nevis Wealth Technology, Charles Schwab, QuantumLight
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Syntax and iRebal® from Schwab Advisor Services Team Up to Offer Advanced Personalized Indexing ServicesBusiness Wire•Oct 21, 2026•Charles Schwab, Syntax
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Charles Schwab and Interactive Brokers Offer Crypto Trading and StakingWall St.•Oct 19, 2026•Charles Schwab
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Investors Borrow Near-Record $1.48 Trillion, Fueled by Tax StrategyWall St.•Oct 19, 2026•Charles Schwab
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TaxTec Joins Schwab Advisor Services Provider ListingsAsset Servicing Times•Oct 09, 2026•Charles Schwab, TaxTec Group
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Charles Schwab announces secondary listing on Texas Stock Exchange (SCHW:NYSE)Seeking Alpha•Oct 01, 2026•Charles Schwab
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Texas Stock Exchange Parent Raises $155M in Third Funding Round, Total Capital Reaches $430Mhttp://pcdn.co•Oct 01, 2026•NYSE, TXSE, Bank of America, Citadel Securities and 4 others
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Charles Schwab Integrates AI Assistant "Charley" to Enhance Client ExperienceCrowdfund Insider•Sep 30, 2026•Charles Schwab
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OneVest Launches Canada's First Agentic Account Opening Solution for Wealth ManagementCNW•Sep 23, 2026•OneVest, Charles Schwab
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