Schwab Performance Technologies is headquartered in Raleigh, North Carolina.
Schwab Performance Technologies is a software company.
Schwab Performance Technologies was founded in 1985.
434 Fayetteville Street, 13th Floor,
Raleigh, North Carolina
27601
United States,
(800) 528-9595
www.schwabpt.com
Schwab Performance Technologies, Inc. is a provider of portfolio data management and reporting solutions for financial advisors and investment managers. For nearly 30 years, we have been working with—and listening to—independent advisors and investment managers like you. Our experience, expertise, and understanding of your specific business need to go into every portfolio data-management and reporting solution we offer.
| Year | ≤ '20 | '21 | '22 | '23 | '24 | '25 | T | |
|---|---|---|---|---|---|---|---|---|
| Buy (0.0/yr) | # | - | - | - | - | - | - | 0 |
| Sell (0.0/yr) | # | 1 | - | - | - | - | - | 1 |
| 1 | ||||||||
Unlimited Searches Unlimited Profile Views Build and Export Lists of
Mergr is a user-friendly database designed to simplify the complex world of private equity and M&A for busy professionals.
We created Mergr to eliminate the challenge of tracking company acquisitions, sales, and ownership, providing clear insights into investment firms and their activities. For example, explore an investment firm’s investment criteria, deal history, portfolio, and connections - organized to help you uncover opportunities and make informed decisions.
With Mergr, gain access to a comprehensive, interconnected web of transactions, investors, companies, and advisors - all in one place.
Full access to Mergr's investor, acquirer, and transaction data starts here.
