Embedded-finance provider tracked in the Embedded Finance Index — disclosed by 2 companies across 1 category.
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Other Retirement / Wealth providers in the index, by the number of companies that disclose them. A count of public disclosures, not a ranking of the products.
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<img src="https://www.embeddedfinanceindex.com/api/badge/charles-schwab.svg"
alt="Ranked #16 of 37 in Retirement / Wealth — Embedded Finance Index 2026">
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<img src="https://www.embeddedfinanceindex.com/api/badge/charles-schwab/install" width="1" height="1" alt="" style="display:none">2 companies are linked to Charles Schwab in the Embedded Finance Index 2026, through their own public disclosures or Charles Schwab's published customer list, including Fintech Automation and Spirit Airlines.
Charles Schwab is an embedded-finance provider in Retirement / Wealth. It ranks #16 of 37 Retirement / Wealth providers by linked companies.
The most-named Retirement / Wealth alternatives to Charles Schwab are Drivewealth (16 buyers), Vestwell (15 buyers), guideline (11 buyers), Betterment at Work (6 buyers), Atomic Brokerage (4 buyers) and betterment (4 buyers).
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