The Charles Schwab

Wealth.com is a digital estate planning platform that enables individuals to create, manage, and visualize their estate plans in a secure online environment. The platform provides users with a comprehensive view of their assets, which are securely stored and easily accessible. Wealth.com implements advanced asset aggregation technology and robust security measures, including bank-level encryption, to ensure that users can confidently manage their plans. In addition to individual use, Wealth.com offers its services to companies as an employee benefit, promoting financial wellness among employees. The platform also includes features that allow for emergency access by trusted beneficiaries, ensuring that plans remain accessible when needed most.

Dynasty Financial Partners, established in 2010 and headquartered in Saint Petersburg, Florida, focuses on providing wealth management and technology platforms specifically for independent financial advisory firms. The company offers a range of services that encompass community support, technology solutions, investment strategies, capital sourcing, mergers and acquisitions, joint ventures, operational assistance, marketing, compliance, and practice management. By catering to sectors such as consumer products and services, information technology, and financial services, Dynasty aims to enhance the capabilities of its partner firms, enabling them to deliver better service to their clients.

Operator of a real estate technology platform intended to improve online presence with advanced tools. The company specializes in managing and tracking open house visitors and turning them into potential clients and also creates custom campaigns to target audiences and increase conversion rates, enabling professionals to streamline marketing and networking.

Dynasty Financial Partners, established in 2010 and headquartered in Saint Petersburg, Florida, focuses on providing wealth management and technology platforms specifically for independent financial advisory firms. The company offers a range of services that encompass community support, technology solutions, investment strategies, capital sourcing, mergers and acquisitions, joint ventures, operational assistance, marketing, compliance, and practice management. By catering to sectors such as consumer products and services, information technology, and financial services, Dynasty aims to enhance the capabilities of its partner firms, enabling them to deliver better service to their clients.

Dev studio isn’t unique from other software houses in terms of services we provide but what makes us stand apart from the rest is our ethic of giving utmost priority to our clients by serving them to the best of their needs in the best of time and at the best of cost.

Motif is a digital brokerage firm that specializes in thematic investing solutions tailored for individuals and financial advisors. Founded in 2015, the company originally began as an agency focused on accelerating growth for luxury lifestyle, fashion, beauty, and wellness brands. Motif emphasizes the importance of effective communication through eCommerce websites and strategies, recognizing that a misalignment can lead to lost revenue opportunities. The firm takes a customer-centric approach, offering marketing solutions and creative services designed to address the specific needs of direct-to-consumer and retail companies. By prioritizing the right strategies and fostering a human-first customer experience, Motif aims to help clients optimize their business potential and achieve their financial goals.

Moneythink is an American non-profit organization focused on addressing the significant issue of student debt in the United States. Established in 2008, it has served over 32,000 students by providing financial education and peer mentorship aimed at increasing college graduation rates and reducing reliance on student loans. The organization offers customized curricula and leverages college volunteers to mentor high school students, equipping them with the knowledge to make informed financial decisions regarding their education. Moneythink is also developing a no-cost Award Comparison Tool to assist low-income and first-generation students in planning for and managing college expenses through various means such as aid, savings, loans, and work. By simplifying financial complexities and promoting transparency in college costs, Moneythink aims to empower students to invest in their futures with greater confidence and less stress.

TD Ameritrade Holding Corporation offers a range of securities brokerage services and technology-driven financial solutions in the United States. The company caters to individual investors by providing access to various investment products, including common and preferred stocks, exchange-traded funds, options, mutual funds, and fixed income securities. Additionally, TD Ameritrade offers margin lending and cash management services. Through its online trading platform, the firm equips self-directed investors and traders with tools for stock trading, long-term investing, and retirement planning, enabling them to pursue their financial objectives effectively.

Eargo, Inc. is a consumer-focused medical device company based in San Jose, California, specializing in the design and development of hearing aids for individuals with hearing loss. Founded in 2010, Eargo offers a range of rechargeable hearing aids that can be controlled via smartphone, along with online hearing screenings and virtual support services to eliminate the need for in-person visits. The company's innovative approach aims to address common barriers to hearing aid adoption, such as social stigma, accessibility, and cost, thereby enhancing the quality of life for its users. Eargo sells its products directly to consumers through online platforms, positioning itself as a modern alternative to traditional hearing aid solutions.

Opportunity Fund's microloan & microsavings programs help working families gain financial stability.

Musely is an online platform based in Santa Clara, California, that offers medical skincare treatments through technology. Founded in 2013, the company operates a skincare marketplace that connects users with dermatologists and pharmacists to provide and manage medical treatments for various skin conditions. Musely's offerings include personal products made from natural ingredients, along with prescription formulas, professional hair care, and makeup products. The platform also provides wellness tips to enhance users' skincare routines, focusing on effective medication and therapeutic procedures tailored to individual needs.

ThomasPartners is an investment advisory firm based in Boston, Massachusetts, founded in 2001 to address the need for investment solutions that generate reliable income while keeping pace with inflation. The firm focuses on income-oriented strategies aimed at helping clients achieve and maintain their desired retirement. In addition to individual retirement planning, ThomasPartners manages accounts for high-net-worth individuals, banking institutions, and charitable organizations. As a division of Charles Schwab Investment Advisory, Inc., it leverages the expertise and resources of its parent company to provide tailored investment management services.

JustAnswer is an online platform that connects users with verified professionals such as doctors, lawyers, veterinarians, and technicians to provide fast and affordable expert assistance. Founded in 2003, the service was inspired by the founders' need for immediate answers during parenthood. JustAnswer serves millions of users across 196 countries, offering insights in over 150 categories, including medical, legal, and auto repair. The platform emphasizes a high standard of expertise through an eight-step verification process for its professionals, ensuring that users receive credible advice. With an average response time of approximately 7.5 minutes, JustAnswer prioritizes quick and accessible help, backed by a satisfaction guarantee that promises refunds if users are not satisfied. The service is recognized for its reliability, holding an "A+" rating from the Better Business Bureau and being TRUSTe Certified.

JustAnswer is an online platform that connects users with verified professionals such as doctors, lawyers, veterinarians, and technicians to provide fast and affordable expert assistance. Founded in 2003, the service was inspired by the founders' need for immediate answers during parenthood. JustAnswer serves millions of users across 196 countries, offering insights in over 150 categories, including medical, legal, and auto repair. The platform emphasizes a high standard of expertise through an eight-step verification process for its professionals, ensuring that users receive credible advice. With an average response time of approximately 7.5 minutes, JustAnswer prioritizes quick and accessible help, backed by a satisfaction guarantee that promises refunds if users are not satisfied. The service is recognized for its reliability, holding an "A+" rating from the Better Business Bureau and being TRUSTe Certified.

Schwab Compliance Technologies specializes in cloud-based compliance automation software tailored for the financial sector. The company offers a comprehensive suite of integrated regulatory compliance tools that streamline various compliance processes. These include personal trading compliance software that automates employee pre-clearance and brokerage statement reviews, as well as software for managing affirmations and disclosures to ensure adherence to firm policies. Additionally, Schwab Compliance Technologies provides tools for tracking gifts, entertainment, and political contributions, alongside case management software that monitors compliance issues and tasks from identification to resolution. Through its innovative solutions, the company aims to enhance compliance efficiency and effectiveness within financial organizations.

OptionsXpress Holdings, Inc. is an online brokerage firm that specializes in providing internet-based trading services for options, futures, stocks, mutual funds, and fixed-income products. The company caters to both retail and professional investors, offering a platform equipped with a variety of advanced trading tools designed to facilitate the identification, analysis, and execution of diverse investment strategies. OptionsXpress emphasizes user-friendly technology, featuring customizable order entry screens that support various trading methods, including options spreads and covered calls. With a focus on enhancing the trading experience, the firm aims to empower investors by providing them with the resources necessary to make informed investment decisions.

Windhaven Investment Management, Inc. is an SEC-registered investment advisory firm that offers a range of services including investment advisory, strategy consulting, and asset management. The firm serves individuals, trusts, retirement plans, foundations, and endowments by diversifying investment portfolios across global capital markets. Windhaven typically includes exposure to various asset classes such as U.S., international, and emerging market stocks and bonds, as well as commodities, gold, real estate, and currencies. To enhance investment decision-making and manage portfolio risk, the firm employs its proprietary Global Strategies Model.

CyberTrader is a provider of trading platforms, trade executions, market tickers, and risk management tools.

The 401(k) Company was a provider of retirement services. Following its acquisition by Charles Schwab, it became part of Schwab's Corporate & Retirement Services division.

SoundView Technology Group, Inc. is a technology-focused investment banking firm that offers a range of financial services primarily to institutional investors and issuers. The firm provides sell-side research on approximately 200 technology companies and industries, alongside brokerage services that include sales and trading. Its investment banking division specializes in public underwriting, mergers and acquisitions advisory, strategic advisory, and private equity placements. Additionally, SoundView manages various venture capital funds, allowing investors to engage in technology and Internet-related investments. The firm operates as a subsidiary of UBS Capital Markets L.P.

CorrectNet is a leading provider of managed service-based information delivery and client reporting solutions tailored for the investment management sector. Established in 1997, the company specializes in the aggregation, enrichment, quality assurance, and formatting of complex investment data. It serves some of the largest investment management firms globally, offering tools such as the InfiPOINT platform for client reporting and Advisor WebTools for wealth advisors. CorrectNet is recognized for its capability to meet the stringent transparency and reporting requirements of hedge funds, funds of funds, fund administrators, and prime brokers, delivering comprehensive reporting through sophisticated web portals designed for investors, portfolio managers, operations teams, and executives.

PostX ensures the secure electronic delivery of information vital to business and customer relationships. PostX delivers significant cost savings and benefits from an increase in effective communications with employees, partners, and customers. They enable secure delivery via Email, the Web, and Wireless networks to your customers, partners and employees.

AudioBase, Inc. is a streaming audio company based in Sausalito, California, established in 1998. It specializes in developing Java-based audio and Internet streaming software tailored for web developers, e-commerce companies, and marketers. AudioBase offers an online library database that enables users to search and import WAV files directly from the server. Its flagship product, AudioBasix 2, facilitates the integration of streaming media with customizable user interfaces. The company's software automatically streams audio files while detecting the end-user's media player, connectivity speed, browser, and platform in real-time. AudioBase serves a diverse clientele across various sectors, including financial services, retail, travel, media and entertainment, technology, consumer products, and advertising, providing solutions that enhance online audio branding, content publishing, and marketing initiatives without requiring downloads.

Quris delivers a blend of consulting, data analysis and technology services.

E-LOAN is a nationwide financial services company established in 1997, focused on providing consumers with straightforward access to high yield savings accounts and certificates of deposit (CDs). The company offers a platform that connects users with various nationally recognized lending partners, helping them find loans tailored to their financial needs. E-LOAN emphasizes pro-consumer values, aiming to enhance the online experience for its customers through a simple and effective financial research platform, complemented by educational tools and resources.

Garage Technology Ventures, LLC is a venture capital firm headquartered in Palo Alto, California, with additional offices in Sunnyvale. Established in 1997, the firm specializes in seed and early-stage investments in emerging growth sectors, including software, robotics, medical devices, IT, services, clean technology, and material sciences. Garage Technology Ventures focuses on companies located primarily in Silicon Valley and the broader Western United States. The firm typically invests between $0.1 million and $5 million per transaction, targeting businesses that require less than $5 million to achieve break-even or sustainability. The firm's investment strategy emphasizes supporting entrepreneurial teams with innovative ideas and solutions rather than incremental improvements in existing markets.

The Hampton Co., a defined benefit and defined contribution plan consultant.