Schwab Retirement Technologies

Financial Software · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

4529 Sharon Rd, Charlotte, North Carolin...

Phone Number

(800) 752-9029

Revenue

$15.8 Million

Industry

Financial Software Software Mobile App Development
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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1
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1

About Schwab Retirement Technologies

Schwab Retirement Technologies offers cloud-based software solutions for the administration of defined contribution retirement plans and HSA programs. With over 40 years of industry experience, their highly customizable platform enables recordkeepers and third-party administrators to automate operations and enhance participant engagement. The company provides a range of tools, including participant web and mobile applications, financial learning resources, and analytics for plan sponsors and advisors. Schwab RT is a subsidiary of the Charles Schwab Corporation, dedicated to developing proprietary recordkeeping systems for independent administrators.Explore more
Schwab Retirement Technologies's Social MediaPopular Searchesschwab retirement technologies IncSchwab Retirement TechnologiesRetirement Technologies IncSIC Code 73,737NAICS Code 51,513Show more

Schwab Retirement Technologies Org Chart

PhoneEmail
BA
United States flag for contact location.

Manager, Client Services

PhoneEmail
ES
United States flag for contact location.

Manager, Institutional Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schwab Retirement Technol...

$15.8M
11-50
Private
-
2010
BA
Brian AndersonManager, Client Services
$11.9M
11-50
Private
<$5M
2014
$9.5M
11-50
Private
<$5M
2015
<$5M
11-50
Private
<$5M
1992
CY
Cynde YoungManager, Operations
<$5M
11-50
Private
<$5M
1990
Kate Inzetta, President at Qualified Plan Administrators
Kate InzettaPresident
<$5M
1-10
Private
-
2007
TK
Tom KastigarAdministrator
<$5M
1-10
Private
-
2011
KJ
Kristen JeffersDirector, Marketing & Business Development
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Schwab Retirement Technologies is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Schwab Retirement Technologies is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Schwab Retirement Technologies.

Schwab Retirement Technologies Tech Stack

A closer look at the technologies used by Schwab Retirement Technologies

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Top Financial Software Companies

Frequently Asked Questions Regarding Schwab Retirement Technologies

What is Schwab Retirement Technologies's official website?
Schwab Retirement Technologies's official website is www.schwabrt.com
What is Schwab Retirement Technologies's Revenue?
Schwab Retirement Technologies's revenue is $15.8 Million
What is Schwab Retirement Technologies's SIC code?
Schwab Retirement Technologies's SIC: 73,737
What is Schwab Retirement Technologies's NAICS code?
Schwab Retirement Technologies's NAICS: 51,513
How many employees does Schwab Retirement Technologies have?
Schwab Retirement Technologies has 11-50 employees
What industry does Schwab Retirement Technologies belong to?
Schwab Retirement Technologies is in the industry of: Financial Software, Software, Mobile App Development
What is Schwab Retirement Technologies competition?
Schwab Retirement Technologies top competitors include: David K. Young Consulting, Qualified Plan Administrators, Caron & Bletzer, Erisa Cpa
What companies has Schwab Retirement Technologies acquired?
Schwab Retirement Technologies has acquired the companies: Family Wealth Alliance, Wasmer Schroeder, optionsXpress, Xpresstrade
What technology does Schwab Retirement Technologies use?
Some of the popular technologies that Schwab Retirement Technologies uses are: Akamai DNS
How do I contact Schwab Retirement Technologies?
Schwab Retirement Technologies contact info: Phone number: (800) 752-9029 Website: www.schwabrt.com
What does Schwab Retirement Technologies do?

Schwab Retirement Technologies offers cloud-based software solutions for the administration of defined contribution retirement plans and HSA programs. With over 40 years of industry experience, their highly customizable platform enables recordkeepers and third-party administrators to automate operations and enhance participant engagement. The compa... ny provides a range of tools, including participant web and mobile applications, financial learning resources, and analytics for plan sponsors and advisors. Schwab RT is a subsidiary of the Charles Schwab Corporation, dedicated to developing proprietary recordkeeping systems for independent administrators.Read More

What are Schwab Retirement Technologies social media links?
Schwab Retirement Technologies Linkedin page
Is Schwab Retirement Technologies a public company?
Schwab Retirement Technologies is private company therefore does not currently have an official ticker symbol
See more information about Schwab Retirement Technologies

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