InforCapital
Companyβ€’United Statesβ€’Updated Feb 22, 2026
Charles Schwab

Charles Schwab

Charles Schwab: Investor β€’ focus on Co-investments, Private Equity β€’ active in United States β€’ offices in United States β€’ AUM $9M.

Company Profile

The Charles Schwab Corporation is one of the largest and most trusted financial services firms in the United States, providing a full range of investment, banking, and wealth management services to individual investors, independent advisors, and institutions. Founded in 1971, the company pioneered discount brokerage and has grown into a diversified financial powerhouse with a client-centric philosophy.

Schwab offers an extensive array of services, including online trading, financial planning, asset management, retirement solutions, and banking products. It is known for its low-cost investment approach, user-friendly digital platforms, and robust customer service. Through its Schwab Advisor Services division, the company also supports independent registered investment advisors (RIAs) with custody, technology, and business consulting services.

With a strong focus on transparency, innovation, and investor empowerment, Charles Schwab manages trillions in client assets and operates more than 400 branches across the U.S. and key international markets. Headquartered in Westlake, Texas, the firm continues to expand its footprint through strategic acquisitions and digital transformation, maintaining its mission to make investing accessible and affordable for all.

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