About Schwab Partnerships

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Company Profile

About Schwab

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General Info

Employees
10,001+
Location
United States
Industries
- Banking
- Financial Services
Founded
1971
Investors
BlackRockState Street CorporationVanguard Group
Parent Company
Charles Schwab & Co., Inc.

Partnership Info

Number of Partners
23
Partner Team Size The number of employees working on partnerships alliances, etc. at this company -
Partner Tech Stack The software this company uses as part of their partnership program.
-
Recent Partners Added The number of partners this company has added on Partnerbase in the last 90 days.
-
Partnerbase Score A proprietary score from 0-100 that shows how centrally connected this company is in the Partnerbase network (higher is more connected).
92
Partner Pages Links to this company's partner page, portal, integration marketplace, etc.
advisorservices.schwab.com/managing-your-business/tech-integration
API Documentation Links to API and integration documentation for this company. developer.schwab.com/

Okta

1,367 Partners

Channel Partner

Paylocity

370 Partners

Technology Partner

TINT

337 Partners

Channel Partner

Paychex

246 Partners

Channel Partner

nerdwallet

128 Partners

Channel Partner

iSpot.tv

67 Partners

Channel Partner

Addepar

50 Partners

Channel Partner

Envestnet Data & Analytics

44 Partners

Channel Partner

Certent

35 Partners

Channel Partner

Practifi

34 Partners

Channel Partner

Redtail Technology, Inc.

32 Partners

Channel Partner

PreciseFP

16 Partners

Channel Partner

Envestnet | Tamarac

10 Partners

Channel Partner

Orion Advisor Services

7 Partners

Channel Partner

Aspire Financial Services, LLC

6 Partners

Channel Partner

CBIZ

6 Partners

Channel Partner

Riskalyze

6 Partners

Channel Partner

FinFolio

6 Partners

Channel Partner

AdvisorEngine

5 Partners

Technology Partner

RedBlack

4 Partners

Channel Partner

Fix Flyer

2 Partners

Channel Partner

Energy Partner Network

2 Partners

Channel Partner

QuantConnect

1 Partners

Technology Partner

23 Partners

Company	Partnerbase Score	Partners	Type
Okta View Company	100	1,367 Partners	Channel
Paylocity View Company	99	370 Partners	Technology
TINT View Company	99	337 Partners	Channel
Paychex View Company	99	246 Partners	Channel
nerdwallet View Company	95	128 Partners	Channel
iSpot.tv View Company	98	67 Partners	Channel
Addepar View Company	94	50 Partners	Channel
Envestnet Data & Analytics View Company	89	44 Partners	Channel
Certent View Company	89	35 Partners	Channel
Practifi View Company	98	34 Partners	Channel
Redtail Technology, Inc. View Company	98	32 Partners	Channel
PreciseFP View Company	95	16 Partners	Channel
Envestnet \| Tamarac View Company	82	10 Partners	Channel
Orion Advisor Services View Company	89	7 Partners	Channel
Aspire Financial Services, LLC View Company	77	6 Partners	Channel
CBIZ View Company	58	6 Partners	Channel
Riskalyze View Company	53	6 Partners	Channel
FinFolio View Company	84	6 Partners	Channel
AdvisorEngine View Company	43	5 Partners	Technology
RedBlack View Company	80	4 Partners	Channel
Fix Flyer View Company	40	2 Partners	Channel
Energy Partner Network View Company	27	2 Partners	Channel
QuantConnect View Company	24	1 Partner	Technology

Company Profile

About Schwab

General Info

Partnership Info

Partner List

Partnership Ecosystem Map