Charles Schwab

A concentration of wealth and a willingness to adopt age-in-place technologies present new opportunities.

Age Tech

Eargo specializes in developing hearing aid and related services. Eargo has four products in its lineup: Link by Eargo, Eargo SE, Eargo Neo HiFi, Eargo 6, and Eargo 7. The company’s products are unique due to its design meant to keep the device invisible when plugged in.The products are priced between USD 749 (Link by Eargo) and USD 2,490 (Eargo 7). The Eargo Neo HiFi comes alongside an app and offers connected smart features such as audio personalization and control. The app allows the user to control the audio to suit their surroundings, customize settings, and contact Eargo's licensed hearing professionals for consultation and support.In October 2020, Eargo was listed as a public company and then acquired by Patient Square Capital In October 2023. Via the acquisition, Patient Square Capital acquired all outstanding shares of Eargo—that were not owned by Patient Square—at USD 2.55 per share. Key customers and partnershipsThe company utilizes a business-to-consumer (B2C) online retail strategy compared to traditional business-to-business (B2B) model deployed by other manufacturers who sell their products through clinics. The strategy has proven beneficial through the Covid-19 pandemic as consumer footfall for brick-and-mortar clinics have declined.

Atllas is a tech-based real estate organization that leverages software tools to offer brokerage services.

EDX Markets operates as a digital asset marketplace. It caters to the needs of both crypto-native firms and large financial institutions. The company trades in various cryptocurrencies including Bitcoin, Ethereum, Litecoin, and Bitcoin Cash. EDX Markets combines innovative technology with financial services to enable safe and compliant trading of digital assets. It also provides trading resources and a UAT Environment for its users. The company is also known for its focus on hiring crypto talent, as stated by its CEO, Jamil Nazarali.

Dynasty Financial Partners is a provider of wealth management and technology platforms for financial advisory firms. Their service pillars include community, technology finance, investment, capital sourcing, mergers and acquisitions, joint ventures, operations, marketing, compliance, and practice management. The firm caters to consumer products and services, information technology, and financial services sectors.

martPlant Editor is a plant breeding service, an innovative plant science company driven by value chain needs.

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.

Moneythink is an American ed-tech non-profit organization tackling America’s 1.6 trillion dollar student debt problem, harnessing the power of people and technology to bring transparency to college costs. The organization ensures all students are equipped to invest in their futures, keeping students on track by minimizing financial complexity and risk while maximizing potential and minimizing stress. As a leader in youth-focused financial wellness, Moneythink has served over 32,000 students since 2008. Moneythink is creating a public-facing, no-cost Award Comparison Tool that helps low-income and 1st-gen students to plan for, cover, and manages all of their college costs through a healthy mix of aid, savings, loans, and work.

Eargo specializes in the design and development of hearing aids. The company also offers online hearing screenings and virtual support, so customers don’t need to have an in-person visit. It offers rechargeable hearing aids that can be controlled with a smartphone. Its innovative product and go-to-market approach address the challenges of traditional hearing aid adoption, including social stigma, accessibility, and cost.

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

Musely develops an online platform intended to provide medical skincare treatments through technology. The company's offerings include personal products made from natural ingredients and also provides wellness tips, enabling users to offer prescription formulas, natural beauty brands, professional hair care, and makeup products. It was founded in 2013 and is based in Santa Clara, California.

JustAnswer makes fast, affordable expert help available to people everywhere. We help them solve problems and answer questions by connecting them online with doctors, lawyers, vets, mechanics, tech support and more.  We value  Expertise – We put every Expert through an 8-Step Expert Quality Process, and we confirm their credentials with a third-party verification firm.   Responsiveness – We strive to respond to customer needs for fast, affordable access to expert help 24/7. In fact, the average wait time for an expert response is an industry-leading 7 ½ minutes.  Help – Our first priority is to help people, which is backed up by the JustAnswer Promise®: If you’re not happy, we will give your money back.  The JustAnswer Story  JustAnswer started in 2003 when Andy Kurtzig and his wife Sara were expecting their first child. Like most new parents, they had a million questions for their doctor – day and night. But the doctor only had time to talk to them at their scheduled appointments. So Andy created a website to provide 24/7 answers from doctors and other experts.  Since then, the 10,000 experts on JustAnswer have helped over eight million people in 196 countries. JustAnswer has made great strides to level the playing field and provide peace of mind to people who need it.          Millions of users in over 145 countries come to the site for affordable and timely insight in more than 150 categories, ranging from Medical to Legal.   JustAnswer is ranked as a top 200 website by the leading global Internet ratings service, Quantcast; has an ''A+'' rating from Better Business Bureau and is TRUSTe Certified.   For more information about the company, please visit the JustAnswer website at ww2.justanswer.com.   To find out the current job openings and apply, please visit our careers page: http://ww2.justanswer.com/careers.  Specialties experts, answers, medical, legal, auto repair, veterinarians, technicians

CorrectNet is the market leader in managed service-based information delivery and client reporting for many of the world's largest investment management firms.   Founded in 1997, CorrectNet provides infrastructure, operations and people to manage the aggregation, enrichment, quality assurance and formatting of complex investment data, delivered through rich reporting web portals to investors, portfolio managers, operations teams and executives. CorrectNet has demonstrated a unique ability to satisfy the toughest transparency and reporting standards of leading hedge funds, funds of funds, fund administrators and prime brokers.

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 is the leading provider of seamless streaming software for the Internet. The Company's developer tools and enterprise solutions make the seamless integration of streaming media into a Web page fast and easy.

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

E-LOAN is a nationwide financial services company that is dedicated to providing consumers with a simple, easy and open way to obtain high yield savings accounts and CDs. Their web site also provides access to several preferred, nationally recognized lending partners that may be able to assist you in obtaining a loan that meets your financial needs. Since its launch in 1997, E-LOAN has drawn upon its pro consumer values to deliver their customers the best online experience possible.

GARAGE TECHNOLOGY VENTURES is a seed-stage and early-stage venture capital fund. They invest in entrepreneurial teams seeking to transform big ideas into game-changing companies. They invest in unproven teams attacking unproven markets with unproven solutions. They not interested in teams creating the nth solution to the same old problem nor companies trying to improve things by only 10 or 20 percent.

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

<div> Charles Schwab Corporation (NYSE: SCHW) is a leading financial services company that provides banking, investment, and wealth management services to individual and institutional clients. Founded in 1971 and headquartered in Westlake, Texas, Schwab has grown to become one of the largest brokerage firms in the US, with USD 9.57 trillion in client assets as of August 2024. Schwab offers a wide range of products and services, including brokerage accounts, retirement planning, banking, asset management, and advisory services. The company operates through two main segments: Investor Services, which caters to individual investors, and Advisor Services, which serves independent investment advisors. Schwab's brokerage platform allows clients to trade stocks, bonds, mutual funds, ETFs, and options commission-free. The company also provides research tools, market insights, and educational resources to help clients make informed investment decisions. Schwab reported USD 31.1 billion in core net new assets for May 2024, its second-highest May ever. Total client assets reached USD 9.21 trillion at the end of May, up 20% year-over-year. The company has continued to expand its offerings, launching its first actively managed fixed income ETF, the Schwab Ultra-Short Income ETF, in August 2024. Schwab has also been recognized for its customer service, ranking #1 in Customer Satisfaction for Direct Retail Banking by J.D. Power for three consecutive years. </div>

Charles Schwab Corporation

Charles Schwab reports November total client assets $10.31T

Charles Schwab Investment Management

Retail investors demanding sophisticated passive investment strategies are looking for an edge.

Retail Trading Infrastructure

Robo advisory startups that offer automated investment services directly to individuals solely via digital platforms.

Robo advisory startups that offer automated investment services to individuals via both digital platforms and human financial advisors.

Provide solutions for financial advisors/asset managers to automate wealth management and administration functions.

Robo advisory startups that offer automated investment services to businesses via both digital platforms and human financial advisors.

Provides solutions for financial institutions to set up their own robo-advisory function and offer services to clients.

Startups that offer online platforms for investors to trade various securities such as stocks, ETFs, and options directly via the platform

Charles Schwab Corporation

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