United States · Funded startup

Who invested in optionsXpress

One round we have observed, with the one investor 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.

Financial Services

Funding summaryUpdated 5 Nov 2026

$90Mraised across 1 round since 2004, from 1 source

Latest round
Round, $90MJan 2004
Investors
1
See who backed them

The rounds

  1. Jan 2004
    Round$90M

    From a historical funding record

The exit

ExitBuyerPriceWhen
AcquiredCharles Schwab$100MSept 2011

From historical deal records. Wrong? Tell us.

Everyone who backed them

Summit PartnersPrivate equity1round

Missing a round, or an investor who was in one? Tell us.

Quick answers about optionsXpress

Who invested in optionsXpress?

optionsXpress's investors include Summit Partners.

How much has optionsXpress raised?

optionsXpress has raised $90M across 1 round since 2004.

When did optionsXpress last raise?

optionsXpress's most recent round was an Undisclosed round of $90M in Jan 2004.

What was optionsXpress's biggest round?

Its most recent round, $90M in Jan 2004, is also its largest on record.

Who backed optionsXpress first?

optionsXpress's first round on record, in Jan 2004, was backed by Summit Partners.

What stage is optionsXpress at?

optionsXpress's latest named round is an Undisclosed round, in Jan 2004.

Where is optionsXpress based?

optionsXpress is based in the United States.

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In the same sector, and raised in the last eighteen months.

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