Charles Schwab
Charles Schwab Corporation is a leading financial services company based in Westlake, Texas. Founded in 1971, it has grown to become the largest publicly traded investment services firm in the United States. The company offers a wide range of services, including banking, investing, wealth management, and advisory services, catering to retail investors, financial advisors, and institutional clients. With over 38.5 million active brokerage accounts and $10.10 trillion in client assets, Charles Schwab operates more than 380 branches across the U.S. and the U.K., with additional locations in Hong
Investing activity
Charles Schwab appears in 1 AI deal tracked by the AI Lounge deals desk, rounds totalling $70M. The rounds are mostly Series B, with a median round size of $70M. The most recent is Nevis (Series B, $70M, Oct 2026).
Charles Schwab most often invests alongside EQT Ventures, Sequoia Capital, QuantumLight and Iconiq Capital, and the companies they back on AI Lounge are mostly in AI wealth management.
Deals
Frequently asked questions about Charles Schwab
Is Charles Schwab an angel investor?
Yes. Charles Schwab invests personally as an angel.
What AI companies has Charles Schwab invested in?
Charles Schwab's AI investments include Nevis. The 1 round on AI Lounge are listed on this page with amounts, dates and co-investors.
Where is Charles Schwab based?
Charles Schwab is based in Westlake, Texas, United States.
What stage does Charles Schwab invest at?
In the rounds tracked on AI Lounge, Charles Schwab has invested at Series B, with a median round of $70M.
Who does Charles Schwab co-invest with?
Charles Schwab's most frequent co-investors on AI Lounge are EQT Ventures (1 deal), Sequoia Capital (1 deal), QuantumLight (1 deal), Iconiq Capital (1 deal) and The Charles Schwab Corporation (1 deal).
How can founders reach Charles Schwab?
Founders on AI Lounge can see Charles Schwab's contact details in AI Investor Contacts (paid plans), check for a warm introduction through members who worked with them under Warm Paths, and add Charles Schwab to their Investor Pipeline to track the conversation.