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 third most popular financial service on the web.
It has 13.9% of the financial service market share and is detected on 0.002% of all websites.

It is especially popular in the United States, appearing on 0.01% of all websites in the country.

Statistics based on 3.9M+ analyzed websites. About this data

💸 Pricing

Schwab Alliance is available for free.

Free ✔️ For clients

📊 Rankings and Market Share

🏆 Schwab Alliance Awards

⚡ Sites Using Schwab Alliance

We have data on 84 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 #1,493 United States English
2 edelmanfinancialengines.com #32,842 United States English
3 johnsonfinancialgroup.com #211,572 United States English
4 allworthfinancial.com #324,543 English
5 lutz.us #503,749 United States English
6 tradretfs.com #558,318 United States English
7 bwfa.com #645,471 United States English
8 brookstonecm.com #646,356 United States English
9 carystreetpartners.com #709,098 United States American English
10 privateadvisorgroup.com #973,784 American English
11 oxfordadvisorygroup.com #999,665 United States American English
12 ieqcapital.com #1,012,265 American English
13 schwab.com.hk #1,159,486 United States English
14 schwab.co.uk #1,208,242 United States English
15 trilogyfs.com #1,262,574 United States American English
16 bartlett1898.com #1,266,915 American English
17 empirical.net #1,409,016 American English
18 royalfundmanagement.com #1,439,667 United States American English
19 wiserinvestor.com #1,495,163 United States American English
20 snowdenlane.com #1,524,187 United States American English

📈 Usage Statistics

Most of the sites that use Schwab Alliance:

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

  • United States 98.5%
  • Seychelles 1.5%

Most Schwab Alliance users speak English.

  • English 100%

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

  • .com 90.5%
  • .net 4.8%
  • .us 1.2%
  • .co.uk 1.2%
  • .com.hk 1.2%
  • .com.sg 1.2%

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

  • Business 52%
  • Finance/Banking 40%
  • Marketing/Merchandising 4%
  • Stock Trading 4%

🕵️ 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.

$$$
4
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.

🆚 Compare Alternatives

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💬 Frequently Asked Questions

Where is Schwab Alliance from?

Schwab Alliance is from 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 84 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 Q4 and Morningstar.

What are the alternatives to Schwab Alliance?

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

🗃️ About This Data