← Embedded Finance Index 2026/Vendor

Charles Schwab

Provider
Retirement / Wealth

Embedded-finance provider tracked in the Embedded Finance Index — disclosed by 2 companies across 1 category.

charlesschwab.com ↗
CategoriesRetirement / Wealth
Rank#16 of 31 in Retirement / Wealth
Buyers2 companies
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Who uses Charles Schwab
2 companies disclose Charles Schwab in their stack
Fintech AutomationSpirit Airlines
Buyer mix · 2 of 2 classified
Infrastructure / BaaS · 1Marketplace / Travel · 1
US · 2
What the disclosures say
Fintech Automation
“Homepage marketplace lists Charles Schwab as a pre-integrated partner; WealthTech services described on homepage and 2022 WealthTech 100 list recognition.”
Spirit Airlines
“Capitalize.com confirms the main employee plan is administered through Charles Schwab with ~5,886 employee participants.”
The complete buyer list and each company’s full embedded-finance stack are in the Embedded Finance Index report. Represent Charles Schwab? Claim this profile above to unlock your own full list.
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Alternatives to Charles Schwab

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.

Drivewealth17 buyers →Vestwell15 buyers →guideline8 buyers →Betterment at Work7 buyers →betterment4 buyers →Empower4 buyers →Apex Fintech Solutions3 buyers →Atomic Brokerage3 buyers →
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Ranked #16 of 31 in Retirement / Wealth — Embedded Finance Index 2026
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