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The Vanguard Group, Inc. (commonly known as simply Vanguard) is an American registered investment advisor founded on May 1, 1975 and based in Malvern, Pennsylvania, with about $9.3 trillion in global assets under management as of May 2024. [3] It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds ...
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State Street Corporation. State Street Corporation (stylized in all caps), is an American global [2] financial services and bank holding company headquartered at One Congress Street in Boston with operations worldwide. It is the second-oldest continually operating United States bank; its predecessor, Union Bank, was founded in 1792.
John C. Bogle. John Clifton " Jack " Bogle (May 8, 1929 – January 16, 2019) was an American investor, business magnate and philanthropist. He was the founder and chief executive of The Vanguard Group and is credited with popularizing the index fund. An avid investor and money manager himself, he preached investment over speculation, long-term ...
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The Charles Schwab Corporation[2] is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It has over 380 branches, primarily in financial centers in the United States and ...
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SoFi Technologies, Inc. (commonly known as SoFi) is an American personal finance and financial technology company founded at Stanford University in 2011. [3][4] It provides various direct banking services, [5] while also serving other financial institutions via its technology platform. [6][7] SoFi reports 8.8mn users and 158mn platform accounts ...