Acquisition Opportunity OptionsXpress was acquired by Charles Schwab in 2011 for $1B, indicating potential integration opportunities with Schwab's broader institutional or technology platforms for cross-sell and long-term partnerships.
Mobile Expansion OX Mobile launched in 2009 signals a history of mobile trading; there may be opportunities to upsell advanced mobile analytics, alerts, or premium trading tools to active mobile users.
Compliance and Security Registered with multiple regulatory bodies (FINRA, SIPC, NFA, etc.) and privacy tools (OneTrust) suggests selling points around enterprise-grade compliance, data protection, and enterprise risk management solutions.
Platform and Tech Tech stack familiarity (Acquia Cloud, SiteCatalyst, Boomerang, jQuery) and a legacy in online trading imply opportunities to offer modern modernization services, analytics enhancements, and cloud optimization for trading platforms.
Market Positioning Historically acclaimed in online options and trading experience and a mid-size firm revenue profile, presenting a path for sales of wealthtech services, portfolio analytics, and customer experience enhancements to mid-market financial services clients.
$100M$250M
$1B$10B
$10M$25M
$100M$250M
$1B$10B
$10M$25M
$10M$25MoptionsXpress uses 8 technology products and services including TikTok Pixel, SiteCatalyst, OneTrust, and more. Explore optionsXpress's tech stack below.
| optionsXpress Email Formats | Percentage |
| FLast@optionsxpress.com | 59% |
| First.Last@optionsxpress.com | 38% |
| FirstL@optionsxpress.com | 3% |
Financial ServicesIllinois, United States51-200 Employees
optionsXpress is a financial services company focused on online investing and self-directed trading. It is located in Chicago, Illinois, at 311 West Monroe Street, Suite 1000. The company employs between 51 and 200 people. In 2011, optionsXpress was acquired by Charles Schwab. The company provides online trading platforms and tools for self-directed investors, with products and services intended for U.S. customers.
Company Overview
Funding & FinancialsoptionsXpress has raised a total of $90M of funding over 1 rounds. Their latest funding round was raised on Jan 15, 2004 in the amount of $90Mas a private_equity.
optionsXpress's revenue is estimated to be in the range of $50M$100M
Funding & FinancialsoptionsXpress has raised a total of $90M of funding over 1 rounds. Their latest funding round was raised on Jan 15, 2004 in the amount of $90Mas a private_equity.
optionsXpress's revenue is estimated to be in the range of $50M$100M
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