Schwab
Schwab: Custody, Trading, and Technology for RIAs.
"Schwab provides custodial services, trading platforms, and technology solutions for Registered Investment Advisors (RIAs). It enables RIAs to manage client assets, execute trades, and access a range of investment products. Firms use Schwab for its established reputation, comprehensive platform, and integrated technology."
Strategic Capability Analysis
Agentic Intelligence Briefing
"Schwab provides a comprehensive custody and technology platform empowering RIAs to manage assets and grow their businesses efficiently."
Stack Compatibility Profile
How Schwab integrates into institutional RIA stacks.
Alternative Peer Landscapes
Addepar
Addepar: Holistic portfolio management and performance reporting.
Altruist
Modern portfolio management and custody for RIAs.
Betterment
Smarter investing, simplified. Powering RIA growth.
Envestnet Tamarac
Tamarac: Integrated technology for RIA growth.
Fidelity
Empowering RIAs with custody, trading, and support.
Jump
Jump: Streamline your portfolio management and reporting.