Charles Schwab

Venture Capital

Major U.S. financial services firm providing brokerage, banking, and investment advisory services; makes occasional strategic investments in fintech and private markets.

Westlake, United States · 4+ investments

Late Stage
Public
Financial Services
Fintech
Private Markets
Headquarters
Westlake, United States
Founded
1971
Website
schwab.com
Total Investments
4
Last Investment
Oct 2025
Geographic Focus
United States

Investment Thesis

Primarily a retail brokerage and financial services company; makes strategic acquisitions and investments in fintech and private market infrastructure to expand its platform for individual investors.

Charles Schwab is a Venture Capital firm based in Westlake, United States. It has made 4 investments in Financial Services and Fintech.

Investment History

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