Charles Schwab
Corporate venture profile
This profile covers the startup investments made by Charles Schwab, a financial services company. It is based in Westlake, United States. It invests at the Series A stage. Sectors it names: fintech, insurtech.
Every figure links to its source
Snapshot
Data behind this graphic
| Item | Value |
|---|---|
| Stage range | Series A to Series A |
| Sectors | Fintech, Insurtech |
| Geography | North America |
| Offices | Westlake, United States |
Sources: S1 Schwab: strategic investment in Wealth.com (2025-04-16).
Where it invests
Key facts
| Fact | Value | Status | Source |
|---|---|---|---|
| Parent company | Charles Schwab (SCHW) | Single source | S1 |
| Parent industry | Banking and financial services | Single source | S1 |
| Headquarters | Westlake, United States | Single source | S3 |
| Status | Active | Single source | S1 |
| Capital source | Parent company only | Single source | S1 |
| Stages | Series A (inferred from announced rounds) | Estimate | S1 |
About Charles Schwab
Recent rounds
| Date | Company | Round | Amount | Source |
|---|---|---|---|---|
| 2025-04-16 | Wealth.com | Not stated | Not stated | S1 |
History
- Schwab announces strategic investment in Wealth.comS1
Portfolio
Portfolio companies named in public sources: Wealth.com, Alix.S1
Official pages
Read the firm's own pages for current information.
- Website aboutschwab.com/
Sources
Disclaimer and corrections
Not affiliated. This page is not affiliated with, endorsed by or sponsored by Charles Schwab or any company named on it. Names and trademarks belong to their owners. Informational only. This is a public-source reference. It is not investment, legal or tax advice and not an offer or solicitation. Sources. Each figure names its source. Figures may have changed. Please read the firm's official pages, linked above. Corrections and takedown. To report an error or ask for a change or removal, use the correction form or email Richard@CorporateVentureCapital.com.
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