Charles Schwab

Activity from announced rounds

Activity in this selectionsimplyhealth-ventures-98030ada
Rounds participated in
2
Confirmed lead rounds
—
2 roles undisclosed
New companies
2
First participation on record · 0 follow-on
Funding in participating rounds
$65M
1 disclosed · full round size, not this investor’s share

By stage

Series B2

By primary sector

Fintech2

By country

United States2

Rounds

2 in this selection
Wealth.com

Provides AI-powered estate and tax planning platform for wealth management firms

$65MSeries B
Role not disclosed