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optionsXpress Holdings is a Financial/Investment Banking company based in Chicago, Illinois. optionsXpress Holdings' investors include G-Bar and Summit Partners.In September 2011, optionsXpress Holdings was acquried by Charles Schwab. The valuation of optionsXpress Holdings was undisclosed. Other terms of the deal were not released.
Total funding
~$88M
HQ 🇺🇸
Chicago, United States
Year founded
2000
Status
Acquired
People
David Kalt
Chief Executive Officer
David Fisher
Chief Financial Officer
Ned Bennett
Chief Operating Officer
Benjamin Moroff
Chief Compliance Officer
Tom Stern
Chief Administrative Officer
Lou Freedman
Executive Vice President
Adam DeWitt
Chief Financial Officer
Trey Robinson
Chief Marketing Officer
Peter Clemson
Executive Vice President
Rick Tomsic
Executive Vice President
Investors
Charles Schwab
Summit Partners
G-Bar
Categories
Competitors
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