OptionsXpress
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.
|
Amount:
|
$2,300,000 |
|
Type:
|
Investment |
|
Date:
|
February 28, 2001 |
|
Investors:
|
- |
|
Amount:
|
$1,700,000 |
|
Date:
|
September 30, 2001 |
|
Investors:
|
- |
|
Amount:
|
$88,400,000 |
|
Date:
|
December 31, 2004 |
|
Investors:
|
Summit Partners |
|
Type:
|
Merger/Acquisition |
|
Date:
|
September 21, 2011 |
|
Amount:
|
$1,000,000,000 |
|
Acquirer/Investor:
|
Charles Schwab |
|
Type:
|
IPO |
|
Date:
|
January 27, 2005 |
|
Amount:
|
$82,500,000 |
|
Post Valuation Amount:
|
$1,014,656,049 |
