United States · 
Who invested in Charles Schwab?
Charles Schwab's investors include KGC Capital and Talon Capital Partners.
United States · Series B startup
Who invested in Charles Schwab
One round we have observed, with the 2 investors named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.
Funding summaryUpdated 26 Oct 2026
$6.2Mraised across 1 round since 2010, from 1 source
- Latest round
- Series B, $6.2MJan 2010
- Investors
- 2
The rounds
- Jan 2010
The exit
ExitBuyerPriceWhen
From historical deal records. Wrong? Tell us.
Everyone who backed them
KGC CapitalVC firm1round
Missing a round, or an investor who was in one? Tell us.
Also claim to have backed them
These 2 firms list Charles Schwab as a portfolio company on their own websites, but no report of a round names them. They are the firms' own claims, kept apart from the rounds above.
Wilmington Capital SecuritiesInvestment firmPer its own site
Quick answers about Charles Schwab
How much has Charles Schwab raised?
Charles Schwab has raised $6.2M across 1 round since 2010.
When did Charles Schwab last raise?
Charles Schwab's most recent round was a Series B of $6.2M in Jan 2010.
What was Charles Schwab's biggest round?
Its most recent round, $6.2M in Jan 2010, is also its largest on record.
Who backed Charles Schwab first?
Charles Schwab's first round on record, in Jan 2010, was backed by KGC Capital and Talon Capital Partners.
What stage is Charles Schwab at?
Charles Schwab's latest named round is a Series B, in Jan 2010.
Where is Charles Schwab based?
Charles Schwab is based in the United States.
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