CD ChannelDB
JB

James B. Schwab

Directory Listing

Erie, Pennsylvania, United States

information technology & services

Company Overview

James B. Schwab is a technology solutions provider operating out of Erie. They specialize in investment management, financial planning, retirement planning, brokerage services, banking services, wealth management, trading and market research. Directory records indicate an estimated headcount of  10 - 20  and estimated annual revenue in the  $1 mil. - $5 mil.  range.

Headcount Tier  10 - 20 
Revenue Tier  $1 mil. - $5 mil. 
Founded 1952
Data Freshness Active Listing

Service Capabilities

Investment management Financial planning Retirement planning Brokerage services Banking services Wealth management Trading and market research

Core Technologies

Online trading platform Mobile investment apps Automated portfolio management Security and encryption technologies Data analytics for investment insights

Vendor Partnerships

Visa (for banking cards) Custodial alliances with various mutual fund providers Third-party fintech integrations

Direct Contact

Headquarters 2901 W 22nd St, Erie, Pennsylvania, United States, 16506-2301

Need verified contacts for this sector?

Access verified decision-maker emails, phone numbers, and tech stack insights for IT service providers like James B. Schwab.