optionsXpress - Crunchbase Company Profile & Funding

Q: Who invested in optionsXpress?

optionsXpress is funded by Summit Partners.

Q: When was the last funding round for optionsXpress?

optionsXpress closed its last funding round on obfuscated from a Private Equity round.

Q: How much funding has optionsXpress raised to date?

optionsXpress has raised obfuscated.

Overview

optionsXpress

Total Funding

obfuscation

Heat Score

Company Performance Metrics

Score

Trend

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About optionsXpress

CB Rank

982483

OptionsXpress is a online brokerage firm owned by Charles Schwab.

Acquired by

Charles Schwab

Founded

obfuscation

Delisted

Private Equity

Chicago, Illinois, United States

251-500

www.optionsxpress.com

Finance

Financial Services

FinTech

Funding Rounds

Private Equity

OBF

obfuscation

Details

Sub-Organization of

Charles Schwab

Legal Name

optionsXpress, Inc.

Operating Status

Closed

Stock Symbol

NASDAQ:OXPS

Company Type

For Profit

Founders

David Kalt, Ned Bennett

About the Company

optionsXpress Holdings, Inc. provides Internet-based options, futures, stock, mutual fund, and fixed-income brokerage services to investors located in the United States and internationally. Its brokerage platform delivers various trading tools, which allow retail and professional investors to identify, analyze, and execute a range of investment

strategies.

Phone Number

(888)280-8020

Predictions & Insights

Products & Services

Options Trading

A service that allows clients to buy and sell options contracts on various securities.

Stock Trading

A service that facilitates the buying and selling of shares of publicly traded companies.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - optionsXpress	1	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - optionsXpress	1	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - optionsXpress	1	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - optionsXpress	1	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - optionsXpress	1	obfuscated obfuscation	—	Private Equity

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - optionsXpress	1	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - optionsXpress	1	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - optionsXpress	1	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - optionsXpress	1	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - optionsXpress	1	obfuscated obfuscation	—	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Summit Partners	—	Private Equity Round - optionsXpress	—
Summit Partners	—	Private Equity Round - optionsXpress	—
Summit Partners	—	Private Equity Round - optionsXpress	—
Summit Partners	—	Private Equity Round - optionsXpress	—
Summit Partners	—	Private Equity Round - optionsXpress	—