Company profile: OptionsXpress
1.1 - Company Overview
Company description
- Provider of Internet-based brokerage services for options, futures, stocks, mutual funds, and fixed income, offering a trading platform with tools to identify, analyze, and execute trades for retail and professional investors in the U.S. and internationally; an online brokerage firm owned by Charles Schwab.
Products and services
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Key contacts
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Financial details
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1.2 - Competitors and similar companies to OptionsXpress
Orion Portfolio Solutions
HQ: United States
Website
- Description: Provider of investment, reporting, and service solutions, delivering efficient and scalable back office support for advisors so they can focus on raising assets and servicing clients, through innovative offerings and a high-touch mutual fund platform with accountability and respect for advisors and their clients.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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View full Orion Portfolio Solutions company profile →
Derivix
HQ: United States
Website
- Description: Provider of financial services software for options pricing, risk visualization, and analytics, serving leading options traders, sales traders, hedge funds, and financial institutions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Wealth Wizards
HQ: United Kingdom
Website
- Description: Provider of digital regulated financial advice and guidance as the UK’s first online independent financial adviser, using automation and pioneering the combination of chartered financial planning and actuarial science.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Sky Road
HQ: United States
Website
- Description: Provider of cloud-based solutions for financial services, including Galaxy, a hosted trading platform for credit managers that integrates portfolio management, trade management, rules-based pre- and post-trade compliance with real-time analysis, mathematical optimization for rebalancing and constraints, and credit research with analyst ratings, financial reporting, and proprietary research; serving hedge funds and multi-strategy asset managers since 2005.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Sky Road company profile →
Covestor
HQ: United States
Website
- Description: Provider of portfolio sync technology and an online marketplace for investment management, enabling investors to compare and select portfolio managers and automatically replicate their trades. Offers Interactive Advisors robo-advisory portfolios, diversified asset allocation, smart beta and SRI options, and self-directed trading via Interactive Brokers, with low fees, low minimums, rebalancing, and tax-loss harvesting.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Covestor company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for OptionsXpress
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to OptionsXpress
2.2 - Growth funds investing in similar companies to OptionsXpress
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4 - Top valuation comps for OptionsXpress
4.2 - Public trading comparable groups for OptionsXpress
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