Schwab Alliance

Westlake, Texas, United States

Schwab Alliance is a web and mobile platform for clients of independent investment advisors who custody assets with Charles Schwab.

It provides account balances and performance reporting, portfolio holdings and transaction history, document delivery and tax forms, paperless statements, check deposit through the mobile app, and integration with Schwab's trading and cash management services.

According to our data, Schwab Alliance is the 4th most popular financial service on the web.
It has 12.7% of the financial service market share and is detected on 0.002% of all websites.

πŸ’Έ Pricing

Schwab Alliance is available for free.

Free βœ”οΈ For clients

πŸ“Š Rankings and Market Share

⚑ Sites Using Schwab Alliance

We have data on 68 websites that use the Schwab Alliance financial service. Here is a list of some of the top ranked ones.

The highest rated site using Schwab Alliance is schwab.com.

#WebsiteRankCountryLanguage
1 schwab.com #1,482 United States English
2 edelmanfinancialengines.com #57,643 United States English
3 johnsonfinancialgroup.com #194,712 United States English
4 lutz.us #489,326 United States English
5 brookstonecm.com #525,165 English
6 royalfundmanagement.com #820,646 United States American English
7 oxfordadvisorygroup.com #1,069,848 United States American English
8 allworthfinancial.com #1,073,519 English
9 wiserinvestor.com #1,081,582 United States American English
10 ieqcapital.com #1,175,686 American English
11 bwfa.com #1,181,565 United States English
12 swan-capital.com #1,675,389 United States American English
13 cordantwealth.com #1,676,544 American English
14 trilogyfs.com #1,957,001 United States American English
15 aboundwealth.com #1,965,264 United States American English
16 kovitz.com #2,064,558 United States English
17 confluencefp.com #2,156,712 United States American English
18 blackdfinancial.com #3,758,227 American English
19 empirical.net #4,054,155 American English
20 blog.cordantwealth.com American English

πŸ“ˆ Usage Statistics

Most of the sites that use Schwab Alliance:

Most of the sites using Schwab Alliance are from the United States.

  • United States 97.9%
  • Seychelles 2.1%

Most Schwab Alliance users speak English.

  • English 100%

The Schwab Alliance financial service is especially popular on .com and .net top-level domains.

  • .com 92.6%
  • .net 5.9%
  • .us 1.5%

The primary market segments for websites utilizing Schwab Alliance include business and finance and banking.

  • Business 65%
  • Finance/Banking 35%

πŸ•΅οΈ Similar Technologies

These are some of the best Schwab Alliance alternatives.

RankName
1
Morningstar
Chicago, Illinois, United States

A financial services platform that provides independent investment research, data, and tools for analyzing stocks, mutual funds, ETFs, bonds, and other securities.

2
Q4
Toronto, Ontario, Canada

An AI-powered investor relations platform that helps public companies manage investor relations websites, shareholder communications, and engagement workflows.

$$$
3
Tamarac
Seattle, Washington, United States

Web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.

5
Orion Advisor
Omaha, Nebraska, United States

A research, interests, and activities platform for financial advisors.

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πŸ’¬ Frequently Asked Questions

Where is Schwab Alliance's headquarters?

Schwab Alliance is located in Westlake, Texas, United States.

Is Schwab Alliance free?

Yes, it is a free financial service.

Which country uses Schwab Alliance the most?

The majority of Schwab Alliance users are from the United States.

Who uses Schwab Alliance?

According to our data, Schwab Alliance is used on at least 68 sites, including such established ones as schwab.com, edelmanfinancialengines.com, and johnsonfinancialgroup.com.

How does Schwab Alliance compare to its competitors?

Schwab Alliance is one of the most popular financial services, second only to Tamarac, Q4, and Morningstar.

What are the alternatives to Schwab Alliance?

Alternatives and possible competitors to Schwab Alliance may include Tamarac, Orion Advisor, and Morningstar.

πŸ—ƒοΈ About This Data