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 2364 active competitors, including 32 funded and 173 that have exited. Its top competitors include companies like MassMutual, Wolters Kluwer and Point Digital Finance.
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
29th among
Investment & Acquisitions
SoFi &
Similar Companies
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, , Glassman Wealth Services and .
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 | 4862315 | 5800389 |
Access funding benchmarks and valuations. Sign up today!View details of Schwab Asset Management's funding rounds and investors
Access 秘密研究所 on any website
Our Google Chrome extension lets you view company details while browsing their websites
Schwab Asset Management's Competitors and alternates
Top competitors of Schwab Asset Management include MassMutual, Wolters Kluwer and Point Digital Finance. Here is the list of Top 10 competitors of Schwab Asset Management, ranked by 秘密研究所 score:
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!
Overall Rank | Company Details | Short Description | Total Funding | Investors | 秘密研究所 Score |
|---|---|---|---|---|---|
1st |  MassMutual 1851, Springfield (United States), Funding Raised | Mutual life insurance company | - | GIC, Darby Overseas Investments听&补尘辫;听 | 71/100 |
2nd | Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public | AI powered enterprise legal management platform | - | Capricorn Partners, Aimforthemoon听&补尘辫;听 | 68/100 |
3rd | _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 Capital听&补尘辫;听 | 64/100 |
4th | American Family Insurance 1927, Madison (United States), Funding Raised | Personal & business insurance provider | - | - | 63/100 |
5th | Milliman 1947, Seattle (United States), Unfunded | Provider of insurance risk management, regulatory compliance, and other services | - | - | 58/100 |
6th | Mariner Wealth Advisors 2006, Overland Park (United States), Acquired | Wealth Management firm | - | 58/100 | |
7th |  Empower 1891, Greenwood Village (United States), Unfunded | Financial planning and advisory solution for individuals | - | - | 57/100 |
8th |  Commonwealth 1979, Waltham (United States), Acquired | Provider of financial management services | - | - | 56/100 |
9th | United Capital 2005, Newport Beach (United States), Acquired | Wealth counseling firm | $38M | 54/100 | |
10th | Thrivent 2008, Blue Springs (United States), Funding Raised | Not-for-profit financial services organization | - | 53/100 | |
29th |  Schwab Asset Management 1973, Kansas City (United States), Late Stage | Provider of investment management services | - | Eaton Vance Management, 听&补尘辫;听 | 42/100 |
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!Looking for more details on Schwab Asset Management's competitors? Click to see the top ones
Schwab Asset Management's Investments and acquisitions
Reports related to Schwab Asset Management
Here is the latest report on Schwab Asset Management's sector:
View
News related to Schwab Asset Management
Media has covered Schwab Asset Management for a total of 666 events in the last 1 year, 666 of them have been about company updates.
鈥�
鈥�
鈥�
鈥�
MarketBeat鈥�Mar 26, 2025鈥�, Schwab Asset Management
鈥�
鈥�
MarketBeat鈥�Mar 26, 2025鈥�, Schwab Asset Management
鈥�
鈥�
鈥�
鈥�
Get curated news about company updates, funding rounds, M&A deals and others. Sign up today!Are you a Founder ?
FAQ's about Schwab Asset Management
Explore our recently published companies
- Fexo - Bengaluru based, 2024 founded, Unfunded company
- Viewgate Networks - Alexandria based, 1993 founded, Funding Raised company
- Brook Biotechnologies - Unfunded company
- Cretso - Mumbai based, 2021 founded, Unfunded company
- Synchron Voice and Video - Minneapolis based, 2003 founded, Public company
- Home Kouzina - Nashik based, 2021 founded, Unfunded company
