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| Website | https://schwabpt.com |
| Revenue | $5.9 million |
| Employees | 39 (3 on RocketReach) |
| Founded | 1985 |
| Phone | +1 800-528-9595 |
| Industry | Financial Services, Advice, Media and Entertainment, Consulting, Finance |
| Keywords | Performance Management Software, Portfolio Management System, Wealth Management Technology, Investment Management Software, Investment Technology Solutions, Asset Management Software, Financial Software Solutions, Financial Technology Platform, Trading Technology, Financial Planning Software, Algorithmic Trading Software, Wealthtech, Data Analytics For Finance, Risk Management Software, Brokerage Technology, Capital Markets Technology, Front Office Technology, Back Office Technology, Regulatory Technology |
| Competitors | Fidelity Investments, Bloomberg, Merrill Edge, SS&C Technologies, FactSet, Morningstar, E*TRADE Bank c/o E*TRADE Financial, LLC, TD Ameritrade, Charles River Development, Advizr +41 more (view full list) |
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The Schwab Performance Technologies annual revenue was $5.9 million in 2026.
3 people are employed at Schwab Performance Technologies.