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 backed more than 18 startups, with 1 new investments in the last 12 months alone. The firm has led 3 rounds, about 17% of its total and boasts 4 exits across its portfolio.
Investment Focus Highlights
- Concentrates on Series Unknown, Series A, Series D rounds (top funding stages).
- Majority of deals are located in United States, China, Canada.
- Strong thematic focus on Financial Services, Software, Advice.
- Led 1 rounds in the past year.
Stage Focus
- Series Unknown (22%)
- Series A (22%)
- Series D (11%)
- Series B (11%)
- Debt Financing (6%)
- Post Ipo Equity (6%)
- Grant (6%)
- Seed (6%)
- Series C (6%)
- Corporate Round (6%)
Country Focus
- United States (89%)
- China (6%)
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- Canada (6%)
Industry Focus
- Financial Services
- Software
- Advice
- Fintech
- Consulting
- Wealth Management
- Non Profit
- Database
- Customer Service
- Q&a
FAQ
Frequently Asked Questions
Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.
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