Charles Schwab is a corporate venture arm. Based in Westlake, Ohio, United States. The known portfolio counts 9 companies, including Kalshi, Wealth.com, Alix, Dynasty Financial Partners, Qapita and Texas Stock Exchange.
Is Charles Schwab a fit for your startup?
Paste your website. AI checks the fit and scores every other investor too.
Investment focus
Who to pitch at Charles Schwab
Charles Schwab portfolio companies (9)
- Kalshi
- Wealth.com
- Alix
- Dynasty Financial Partners
- Qapita
- Texas Stock Exchange
- EDX Markets
- Atllas
- SmartPlant Editor
Co-investors
Funds that share portfolio companies with Charles Schwab.
Similar funds
Showing 20 of 100
About Charles Schwab
The firm's listing covers sectors FinTech and SaaS, and focus areas Banking, Enterprise SaaS, Trading and Vertical SaaS; known deals cluster at Growth, Late-Stage and Seed.
The team counts 28 people in our database. Hem Div (President), Kevin Li (Managing Director) and Joan Dea (Independent Corporate Director) are shown as the contacts to pitch.
Charles Schwab shares portfolio companies with 20 other investment firms, among them Anthos Capital, Coatue Management and Paradigm.
Frequently asked questions
What is Charles Schwab?
Charles Schwab is a corporate venture arm based in Westlake, Ohio, United States, with a known portfolio of 9 companies. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does Charles Schwab invest in?
Listed sectors include FinTech and SaaS; listed focus areas include Banking, Enterprise SaaS, Trading and Vertical SaaS. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.
What stage does Charles Schwab invest at?
The known deals of Charles Schwab include Growth, Late-Stage and Seed rounds. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.
Who should I pitch at Charles Schwab?
3 of the 28 people on file at Charles Schwab are listed as contacts for the firm. All 28 have their own profile page.
How do I contact Charles Schwab?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The 28 people attached to the firm have their own pages, each showing whether an address is on file for them.
Skip the browsing. Let AI find your ideal investors in one minute.
Paste your startup website and AI picks your best-fit investors out of 135,000+ profiles.
Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal