Schwab Performance Technologies - Ownership and Business Overview

SoftwareCompany

Schwab Performance Technologies Ownership

Who owns Schwab Performance Technologies?

.

Schwab Performance Technologies Business Overview

Where is Schwab Performance Technologies headquartered?

Schwab Performance Technologies is headquartered in Raleigh, North Carolina.

What sector is Schwab Performance Technologies in?

Schwab Performance Technologies is a software company.

When was Schwab Performance Technologies founded?

Schwab Performance Technologies was founded in 1985.

Software M&A Summary in

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Schwab Performance Technologies, Inc.

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.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # - - - - - - 0
Sell (0.0/yr) # 1 - - - - - 1
  1

Most Recent M&A

Company Date Value Type
Schwab Performance Technologies, Inc. - PortfolioCenter 2019-02-21 - Divestiture
Raleigh, North Carolina
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Software - - 1 (100%) -
Total - - 1 -

By Geo

State/Country Buy Value Sell Value
United States - - 1 -
  North Carolina - - 1 -
Total - - 1 -

M&A Connections

Deals
Divested to
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Software

Established

1985

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