Insights

Expanding Market Presence Charles Schwab Retirement Plan Services is actively investing in new technological capabilities and expanding its personnel, including hiring over 400 new wealth-related roles, signaling growth ambitions and increased service capacity to target more clients and enhance existing offerings.

Innovative Digital Offerings Recent launches such as Schwab Private Issuer Equity Services powered by Qapita demonstrate the company's commitment to providing advanced digital solutions for private company cap table management and stock plan administration, opening opportunities for sales of complementary fintech integrations.

Strategic Partnerships Recent investments in fintech startups like Qapita reflect Schwab’s focus on strategic alliances to expand its technological edge and develop new service lines, presenting prospects for vendors and technology providers to collaborate on innovative financial solutions.

Focus on Employee Engagement Schwab emphasizes enhancing employee experience through easy-to-use financial tools and online education, indicating an opportunity to offer employee-centric financial wellness products or tailored benefits platforms to organizations seeking to boost retention and engagement.

Financial Strength and Growth With current revenues between 50 million and 100 million dollars and a focus on growth initiatives, Schwab Retirement Plan Services is positioned for further expansion, making it a promising target for service providers aiming to support scaling operations and enhance technological infrastructure.

Schwab Workplace Services Tech Stack

Schwab Workplace Services uses 8 technology products and services including Optimizely, Cloudflare, Drupal, and more. Explore Schwab Workplace Services's tech stack below.

  • Optimizely
    A/B Testing
  • Cloudflare
    Content Management System
  • Drupal
    Content Management System
  • PyScript
    Miscellaneous
  • PHP
    Programming Languages
  • Cloudflare Bot Management
    Security
  • HSTS
    Security
  • Tealium
    Tag Management

Media & News

Schwab Workplace Services's Email Address Formats

Schwab Workplace Services uses at least 2 format(s):
Schwab Workplace Services Email FormatsExamplePercentage
First.Last@schwab.comJohn.Doe@schwab.com
90%
Fir.Last@schwab.comJoh.Doe@schwab.com
4%
Last.First@schwab.comDoe.John@schwab.com
1%
FLast@schwab.comJDoe@schwab.com
1%
First.Middle@schwab.comJohn.Michael@schwab.com
1%
FirstLast@schwab.comJohnDoe@schwab.com
1%
LF@schwab.comDJ@schwab.com
1%
First.M.Last@schwab.comJohn.M.Doe@schwab.com
1%

Frequently Asked Questions

What is Schwab Workplace Services's official website and social media links?

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Schwab Workplace Services's official website is schwabworkplaceservices.com and has social profiles on LinkedIn.

What is Schwab Workplace Services's NAICS code?

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Schwab Workplace Services's NAICS code is 52 - Finance and Insurance.

How many employees does Schwab Workplace Services have currently?

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As of December 2025, Schwab Workplace Services has approximately 10K employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: B. F.Vp Financial Consultant, Senior Client Relationship Advisor: P. R.President: N. E.. Explore Schwab Workplace Services's employee directory with LeadIQ.

What industry does Schwab Workplace Services belong to?

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Schwab Workplace Services operates in the Financial Services industry.

What technology does Schwab Workplace Services use?

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Schwab Workplace Services's tech stack includes OptimizelyCloudflareDrupalPyScriptPHPCloudflare Bot ManagementHSTSTealium.

What is Schwab Workplace Services's email format?

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Schwab Workplace Services's email format typically follows the pattern of First.Last@schwab.com. Find more Schwab Workplace Services email formats with LeadIQ.

When was Schwab Workplace Services founded?

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Schwab Workplace Services was founded in 1973.

Schwab Workplace Services

Financial ServicesOhio, United States10001+ Employees

Our approach to workplace benefits helps your company stand out from the rest, and it starts with the employee experience. We help your employees understand their retirement and equity benefits, so they can work toward their goals with confidence. Because when they feel good about their benefits, they feel good about where they work—helping to make your company stronger. 
We help employees take control of their finances with easy-to-use tools, award-winning online education, and personal financial guidance. But the support doesn’t stop with your employees: You can consider us a part of your team. Our technology lightens your workload to help you see the big picture. And our dedicated service team offers you support whenever you need it. 
We get to know your employees’ goals—and yours—inside and out. We’re by your side every step of the way. Let’s work together to deliver benefits that put your people first. 
For other business disclosures please visit: https://workplacefinancialservices.schwab.com/content/WSdisclosure
Social Media Disclosures: https://www.aboutschwab.com/social-media
©2025 Charles Schwab & Co., Inc. All rights reserved. 
(0825-NL8J)

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
1973
Employees
10001+

Section iconFunding & Financials

  • $50M$100M

    Schwab Workplace Services's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Schwab Workplace Services's revenue is estimated to be in the range of $50M$100M

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