Schwab Asset Management - About the company
Schwab Asset Management is a late stage company based in Kansas City (United States), founded in 1973. It operates as a Provider of investment management services. Schwab Asset Management has raised an undisclosed amount in funding. The company has 1402 active competitors, including 35 funded and 174 that have exited. Its top competitors include companies like MassMutual, Point Digital Finance and .
Company Details
- Website
- Phone Number
- +1
- Part Of
- schwab.com
Key Metrics
Founded Year
1973
Location
Kansas City, United States
Stage
Late Stage
Latest Funding Round
Investors
Ranked
30th among 1402 active competitors
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Schwab Asset Management's funding and investors
Schwab Asset Management has raised funding over 1 round. Its latest funding round was a Post IPO round on Jul 09, 2022 for an undisclosed amount. 1 investor participated in its latest round, which include Eaton Vance Management, , Lowe Wealth Advisors and GPWM Funds.
Schwab Asset Management has 7 institutional investors including , and .
Here is the list of recent funding rounds of Schwab Asset Management:
Date of funding | Funding Amount | Round Name | Post money valuation | Revenue multiple | Investors |
|---|---|---|---|---|---|
Jul 09, 2022 | Undisclosed | Post IPO | 2830098 | 7572721 |
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Schwab Asset Management's Competitors and alternates
Top competitors of Schwab Asset Management include MassMutual, Point Digital Finance and . Here is the list of Top 10 competitors of Schwab Asset Management, ranked by ÃØÃÜÑо¿Ëù score :
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Overall Rank | Company Details | Short Description | Total Funding | Investors | ÃØÃÜÑо¿Ëù Score |
|---|---|---|---|---|---|
1st |  MassMutual 1851, Springfield (United States), Funding Raised | Mutual life insurance company | - | GIC, Darby Overseas InvestmentsÌý&²¹³¾±è;Ìý | 77/100 |
2nd | _1580721116663.png?height=40&width=40){kind=logo} Point Digital Finance 2015, Palo Alto (United States), Series C | Online home equity loans platform | $246M | DAG Ventures, Columbia CapitalÌý&²¹³¾±è;Ìý | 68/100 |
3rd |  1925, Erie (United States), Public | Multi-line insurance company | - | - | 67/100 |
4th |  Unum 1848, Chattanooga (United States), Public | Provider of insurance planning services | - | 66/100 | |
5th | American Family Insurance 1927, Madison (United States), Funding Raised | Personal & business insurance provider | - | - | 65/100 |
6th | Mariner Wealth Advisors 2006, Overland Park (United States), Acquired | Wealth Management firm | - | 64/100 | |
7th | Thrivent 2008, Blue Springs (United States), Funding Raised | Not-for-profit financial services organization | - | 61/100 | |
8th | United Capital 2005, Newport Beach (United States), Acquired | Wealth counseling firm | $38M | Bessemer Venture Partners, Sageview CapitalÌý&²¹³¾±è;Ìý | 61/100 |
9th | Milliman 1947, Seattle (United States), Unfunded | Provider of insurance risk management, regulatory compliance, and other services | - | - | 60/100 |
10th |  Empower 1891, Greenwood Village (United States), Unfunded | Financial planning and advisory solution for individuals | - | - | 60/100 |
30th |  Schwab Asset Management 1973, Kansas City (United States), Late Stage | Provider of investment management services | - | Eaton Vance Management, Ìý&²¹³¾±è;Ìý | 45/100 |
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Schwab Asset Management's Investments and acquisitions
Schwab Asset Management has made no investments or acquisitions yet.
Reports related to Schwab Asset Management
Here is the latest report on Schwab Asset Management's sector:
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News related to Schwab Asset Management
Media has covered Schwab Asset Management for a total of 696 events in the last 1 year, 696 of them have been about company updates.
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MarketBeat•Mar 26, 2025•, Schwab Asset Management
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MarketBeat•Mar 26, 2025•, Schwab Asset Management
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Get curated news about company updates, funding rounds, M&A deals and others. Sign up today!Frequently asked questions about Schwab Asset Management
When was Schwab Asset Management founded?
Schwab Asset Management was founded in 1973.Where is Schwab Asset Management located?
Schwab Asset Management is located in Kansas City, United States.Is Schwab Asset Management a funded company?
Schwab Asset Management is a funded company, its first funding round was on Jul 09, 2022.When was the latest funding round of Schwab Asset Management?
Schwab Asset Management's latest funding round was on Jul 09, 2022.What is the annual revenue of Schwab Asset Management?
Annual revenue of Schwab Asset Management is undefined as on undefined.Our Lite Plan Awaits you - Its Free!
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