The Charles Schwab Corporation is a financial services company offering brokerage, banking, and advisory services. Catering to individual investors, advisors, and employers, it provides investment products like stocks, ETFs, and mutual funds, as well as retirement and equity compensation plan services. Known for innovation and client advocacy, the company is publicly traded and recognized for its customer service.
Recent Transactions involving The Charles Schwab Corporation
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
The Charles Schwab Corporation Expands Capabilities to Serve Multifamily and Single Family Offices Through Acquisition of The Family Wealth Alliance |
The Family Wealth Alliance |
The Charles Schwab Corporation |
Family Wealth Management |
The Lower and Middle Market M&A Platform
See how PrivSource can help you close more deals.
Learn more →