Charles Schwab
Chief Executive Officer @ Charles Schwab
San Francisco, United States
Charles Schwab is a Series A investor at Charles Schwab in San Francisco focused on B2B and Q&A. Schwab has been Chairman and a director of The Charles Schwab Corporation since its incorporation in 1986. Mr. Schwab served as Chief Executive Officer of the company from 1986 to 1997 and from 2004 until 2008. He served as Co-Chief Executive Officer of the company from 1998 to 2003. Mr. Schwab was a founder of Charles Schwab & Co., Inc. in1971, has been its Chairman since 1978, and served as its Chief Executive Officer from 2004 until 2008.Mr. Schwab is Chairman of Charles Schwab Bank and Chairman and trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, Laudus Trust and Laudus Institutional Trust, all registered investment companies.He has served as a director of Yahoo! Inc., an Internet corporation, since June 2014.
- Total investments:
- 10
- Last investment:
- Lead investor:
- 20%
Last updated:
For AI agents: llms.txt
Industries Charles Schwab invests in
Stages Charles Schwab invests in
Countries Charles Schwab invests in
Contacts
| Type | Contact | Validation |
|---|---|---|
| Work email | ||
| Personal email | ||
| Work phone | ||
| Personal phone | ||
| Socials |
Investment Focus
Stage
- Series A 4 (40%)
- Series B 2 (20%)
- Series D 1 (10%)
- Funding Round 1 (10%)
- Debt Financing 1 (10%)
Country
- United States 6 (60%)
- Canada 1 (10%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
| Kalshi is a federally regulated financial exchange that allows investors to trade directly on the anticipated outcome of future events. Kalshi’s markets cover a wide range of topics including economics, international affairs, media and entertainment, climate/weather, and public health. Because Kalshi’s market topics can be more specific thanother instruments like stocks or bonds, investors can get direct exposure to the events and trends that they are interested in. For example, a Kalshi market on whether a certain free trade agreement will be signed can help retail investors get exposure to emerging markets and fluctuations in international trade.Website: https://kalshi.com | $50M / Debt Financing / Oct 28, 2024 | ||
| Alchemy is a web3 developer platform that helps companies to build reliable decentralized applications. Its mission is to provide developers with the fundamental building blocks they need to create the future of technology without the hassle of managing blockchain infrastructure in-house. | $80M / Series B / Apr 28, 2021 | ||
| TAE Technologies is leveraging proprietary science and engineering to tackle the world’s biggest challenges. Their core mission is to create a new source of clean energy – one that’s powered by nature’s own processes and produces no harmful byproducts. Their groundbreaking work has led to industry-wide advances in accelerator and plasma physics,and acted as a catalyst for adjacent innovations based on their results. With 20 years of focused research, TAE Technologies is on a purposeful path to commercial fusion energy and pioneering sustainable solutions for a better tomorrow. | $280M / Venture - Series Unknown / Apr 08, 2021 | ||
| Kalshi is a federally regulated financial exchange that allows investors to trade directly on the anticipated outcome of future events. Kalshi’s markets cover a wide range of topics including economics, international affairs, media and entertainment, climate/weather, and public health. Because Kalshi’s market topics can be more specific thanother instruments like stocks or bonds, investors can get direct exposure to the events and trends that they are interested in. For example, a Kalshi market on whether a certain free trade agreement will be signed can help retail investors get exposure to emerging markets and fluctuations in international trade.Website: https://kalshi.com | $30M / Series A / Feb 17, 2021 | ||
| Alchemy is a web3 developer platform that helps companies to build reliable decentralized applications. Its mission is to provide developers with the fundamental building blocks they need to create the future of technology without the hassle of managing blockchain infrastructure in-house. | $15M / Series A / Dec 17, 2019 | ||
| Musely develops an online platform intended to provide medical skincare treatments through technology. The company's offerings include personal products made from natural ingredients and also provides wellness tips, enabling users to offer prescription formulas, natural beauty brands, professional hair care, and makeup products.It wasfounded in 2013 and is based in Santa Clara, California. | $6.2M / Series A / Nov 26, 2013 | ||
| JustAnswer makes fast, affordable expert help available to people everywhere. We help them solve problems and answer questions by connecting them online with doctors, lawyers, vets, mechanics, tech support and more.We valueExpertise – We put every Expert through an 8-Step Expert Quality Process, and we confirm their credentials with athird-party verification firm. Responsiveness – We strive to respond to customer needs for fast, affordable access to expert help 24/7. In fact, the average wait time for an expert response is an industry-leading 7 ½ minutes.Help – Our first priority is to help people, which is backed up by the JustAnswer Promise®: If you’re not happy, we will give your money back.The JustAnswer StoryJustAnswer started in 2003 when Andy Kurtzig and his wife Sara were expecting their first child. Like most new parents, they had a million questions for their doctor – day and night. But the doctor only had time to talk to them at their scheduled appointments. So Andy created a website to provide 24/7 answers from doctors and other experts.Since then, the 10,000 experts on JustAnswer have helped over eight million people in 196 countries. JustAnswer has made great strides to level the playing field and provide peace of mind to people who need it. Millions of users in over 145 countries come to the site for affordable and timely insight in more than 150 categories, ranging from Medical to Legal. JustAnswer is ranked as a top 200 website by the leading global Internet ratings service, Quantcast; has an "A+" rating from Better Business Bureau and is TRUSTe Certified. For more information about the company, please visit the JustAnswer website at ww2.justanswer.com. To find out the current job openings and apply, please visit our careers page: http://ww2.justanswer.com/careers.Specialtiesexperts, answers, medical, legal, auto repair, veterinarians, technicians | $25.7M / Series B / Oct 08, 2012 | ||
| JustAnswer makes fast, affordable expert help available to people everywhere. We help them solve problems and answer questions by connecting them online with doctors, lawyers, vets, mechanics, tech support and more.We valueExpertise – We put every Expert through an 8-Step Expert Quality Process, and we confirm their credentials with athird-party verification firm. Responsiveness – We strive to respond to customer needs for fast, affordable access to expert help 24/7. In fact, the average wait time for an expert response is an industry-leading 7 ½ minutes.Help – Our first priority is to help people, which is backed up by the JustAnswer Promise®: If you’re not happy, we will give your money back.The JustAnswer StoryJustAnswer started in 2003 when Andy Kurtzig and his wife Sara were expecting their first child. Like most new parents, they had a million questions for their doctor – day and night. But the doctor only had time to talk to them at their scheduled appointments. So Andy created a website to provide 24/7 answers from doctors and other experts.Since then, the 10,000 experts on JustAnswer have helped over eight million people in 196 countries. JustAnswer has made great strides to level the playing field and provide peace of mind to people who need it. Millions of users in over 145 countries come to the site for affordable and timely insight in more than 150 categories, ranging from Medical to Legal. JustAnswer is ranked as a top 200 website by the leading global Internet ratings service, Quantcast; has an "A+" rating from Better Business Bureau and is TRUSTe Certified. For more information about the company, please visit the JustAnswer website at ww2.justanswer.com. To find out the current job openings and apply, please visit our careers page: http://ww2.justanswer.com/careers.Specialtiesexperts, answers, medical, legal, auto repair, veterinarians, technicians | $25M / Series A / Jun 19, 2012 | ||
| AudioBase is the leading provider of seamless streaming software for the Internet. The Company's developer tools and enterprise solutions make the seamless integration of streaming media into a Web page fast and easy. | $5M / Series D / Jun 12, 2001 | ||
| Praetorian Group provides digital media solutions for public safety and local government officials. Its flagship websites and proprietary learning management system deliver better content, mobile solutions, and online tools that facilitate information sharing, improve effectiveness, mitigate risk, and streamline training.Praetorian Group offersexperience in marketing, editorial, production, product development, operations, and business management. | $2.5M / Mar 24, 2000 |
Co-Investors
About Charles Schwab
Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that servesindividual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank.The firm was founded in 1973 and is headquartered in San Francisco, California.
Charles Schwab Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Bernie Clark
Managing Director, Head of Advisor Services
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James D. McCool
Executive Vice President, Client Solutions
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Nigel J. Murtagh
Executive Vice President, Corporate Risk
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Bernard J. Clark
Executive Vice President, Advisor Services
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Carrie Pomerantz
President, Charles Schwab Foundation; Senior Vice President
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FAQ
What does Charles Schwab invest in?
Charles Schwab invests primarily in B2B, Q&A and Web3 startups, most often at Series A and Series B stage. Most of the 10 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Charles Schwab?
Public channels for Charles Schwab include LinkedIn and X (Twitter). For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
When did Charles Schwab last invest?
The most recent investment recorded for Charles Schwab closed in Oct 2024. Shizune tracks 10 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Oct 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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