The Charles Schwab

Wealth.com is a digital platform focused on comprehensive estate planning, enabling users to create, manage, and visualize their estate plans securely and conveniently. The platform offers a holistic view of all assets, which are visualized and stored in one secure location, making it accessible at any time. Wealth.com employs robust asset aggregation technology, sophisticated APIs, and bank-level encryption to ensure that users can easily navigate their estate planning needs. Additionally, the company provides emergency access to trusted beneficiaries in the event of an unforeseen occurrence. Wealth.com also partners with employers to offer its services as an employee benefit, promoting financial wellness within the workforce.

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 offers thematic investing solutions tailored for individuals and financial advisors. Founded in 2015, the company initially operated as an agency focused on accelerating growth for luxury lifestyle, fashion, beauty, and wellness brands. Motif specializes in delivering effective marketing strategies and personalized customer experiences, understanding the challenges businesses face when their eCommerce strategies do not effectively communicate their brand message. By prioritizing the unique needs of direct-to-consumer and retail companies, Motif distinguishes itself from larger creative agencies that may offer one-size-fits-all solutions. The firm aims to optimize financial strategies for both individual clients and institutional investors, ensuring that they fully capitalize on their investment opportunities.

Moneythink is a non-profit organization based in the United States that focuses on financial education and peer mentorship to address the challenges of student debt and college affordability. Established in 2008, it aims to equip students with the knowledge and tools necessary to make informed financial decisions regarding their education. Moneythink has served over 32,000 students by offering customized curricula and mentoring programs that help teens navigate the complexities of college financing. The organization is also developing a no-cost Award Comparison Tool designed to assist low-income and first-generation students in planning, covering, and managing their college expenses through a balanced approach that includes financial aid, savings, loans, and work opportunities. By promoting financial wellness, Moneythink seeks to increase college graduation rates and reduce the burden of student loan debt.

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 specializing in the design and sale of hearing aids for individuals with hearing loss in the United States. Founded in 2010 and headquartered in San Jose, California, Eargo offers innovative, rechargeable hearing aids that can be controlled via smartphone, enhancing user convenience. The company provides online hearing screenings and virtual support, eliminating the need for in-person consultations. By adopting a direct-to-consumer model, Eargo aims to make hearing aids more accessible and reduce the social stigma often associated with them. Its user-centric approach addresses the common challenges of traditional hearing aid adoption, including cost and accessibility, thereby improving the quality of life for those with hearing difficulties.

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

Musely is an online platform based in Santa Clara, California, that focuses on providing medical skincare treatments through technology. Founded in 2013, the company operates a skincare marketplace that connects users with dermatologists and pharmacists to deliver medical treatments for various skin conditions. Musely offers personalized products formulated with natural ingredients, along with wellness tips and access to prescription formulas. Its marketplace also features natural beauty brands, professional hair care, and makeup products, allowing users to address their skincare needs effectively and conveniently.

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 providing cloud-based compliance automation software tailored for the financial sector. The company develops a comprehensive suite of regulatory compliance tools that assist organizations in navigating complex compliance requirements. Its offerings include personal trading compliance software for automating employee pre-clearance and brokerage statement reviews, as well as affirmations and disclosures compliance software designed to ensure adherence to internal policies. Additionally, Schwab Compliance Technologies offers gifts and entertainment compliance software to monitor gifts, entertainment, and political contributions, alongside case management compliance software that helps organizations track compliance issues and manage related tasks effectively. Through its innovative solutions, the company aims to enhance compliance efficiency and accuracy within the financial community.

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 investment management services to individuals, trusts, retirement plans, foundations, and endowments. The firm specializes in diversifying investment portfolios across global capital markets, incorporating various asset classes such as U.S., international, and emerging market stocks and bonds, as well as commodities, gold, real estate, and currencies. Windhaven employs a proprietary Global Strategies Model to guide investment decisions and manage portfolio risk effectively, ensuring tailored strategies for its clients.

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., established in 1983, is a technology-focused investment banking firm offering a range of financial services to institutional investors and corporate issuers. The company provides sell-side research on approximately 200 technology companies and industries, along with brokerage services including sales and trading. Its investment banking services encompass public underwriting, mergers and acquisitions advisory, strategic advisory, and private equity placements. Soundview also manages venture capital funds focused on technology and internet-related investments. As of January 16, 2004, the company operates as a subsidiary of UBS Capital Markets L.P., leveraging its expertise to facilitate clients' growth and enhance their valuation and capital raising abilities.

CorrectNet is a leading provider of managed service-based information delivery and client reporting solutions tailored for major investment management firms. Established in 1997, the company specializes in the aggregation, enrichment, quality assurance, and formatting of complex investment data. Its services are facilitated through the InfiPOINT platform, which enhances client reporting capabilities, and the Advisor WebTools portal designed for wealth advisors and registered investment advisors. CorrectNet is known for its ability to meet stringent transparency and reporting standards, serving a diverse clientele that includes hedge funds, funds of funds, fund administrators, and prime brokers. The company's expertise ensures that investors, portfolio managers, operations teams, and executives receive comprehensive and timely reporting through advanced web portals.

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. The company specializes in developing Java-based software for audio and Internet streaming, catering to web developers, e-commerce companies, and marketers. AudioBase offers an online library database that enables users to search for and import WAV files directly from the server. Its flagship product, AudioBasix 2, facilitates the integration of streaming media with customized user interfaces, automatically adapting to the end-user's media player, connectivity speed, browser, and platform in real-time. AudioBase serves a diverse range of sectors, including financial services, retail, travel and leisure, media and entertainment, technology, consumer products, and advertising, providing tools for seamless audio branding, promotion, 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, established in 1998, is a venture capital firm headquartered in Los Altos, California, with additional offices in Palo Alto and Sunnyvale. The firm specializes in seed and early-stage investments, focusing on technology companies based in California and the Western United States. It primarily invests in software, services, clean technology, and materials science sectors. Garage Technology Ventures typically allocates between $0.1 million to $5 million per transaction, seeking companies that require less than $5 million to reach break-even or sustainability. The firm prefers to back entrepreneurial teams with innovative, unproven solutions targeting unproven markets, rather than incremental improvements.

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