Fundraising FoxChase
New York, US · 2 known investors
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A wealth management and investing service (J.P. Morgan Wealth Management via Chase) offering self-directed brokerage accounts with commission-free online trades as well as one-on-one advisor services, financial planning tools, and retirement accounts. It serves individual retail investors ranging from beginners to experienced investors in the United States.
Founders & leadership
JD
Jamie DimonHe joined JPMorganChase as president and chief operating officer in 2004, following the firm's merger with Bank One, where he had served as chairman and chief executive officer since 2000. He became chief executive officer in 2005 and added the role of chairman of the board the following year.
JR
Jennifer RobertsShe has spent her career at JPMorganChase since 2009, holding roles including senior marketing director for card acquisition, head of loyalty, president of the affluent and high-net-worth card business, and head of digital product. Before moving into her current role in 2021, she led Chase Business Banking as its CEO.
Investors · 2
Founder mafia
11 people who came through Chase went on to found or lead other companies.
Zahid ShaikhSenior Internet EngineerFounded SardineJulie NovackCo-Founder of Online Banking TeamFounded PartySlatePedro F. MouraRelationship BankerFounded Flourish FiTimothy LiTechnology & Credit Risk - Consumer BankingFounded LendAPIWole CoaxumHead of Sales and Segment, Business BankingFounded MoCaFiDiana MelendezBusiness Banker-Manager on DutyFounded ImmigifyDane E. HolmesAnalystFounded EskaleraGavin MichaelHead of DigitalFounded VaroTom MillerVP Credit Risk ManagementFounded ClearForceSteve WhiteVP - Marketing Program Manager - Corporate Internet GroupFounded ClarivoyEdward ShiMIndustry AnalystFounded Brighter Signals
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WellsfargoWells Fargo provides investment advisory services, wealth management, and retirement planning for individual investors and high-net-worth clients. The company offers digital investment platforms, market insights, and personalized financial guidance through its advisors and digital tools.
SmartAssetSmartAsset is an online provider of consumer-focused financial information, educational content, and personal finance calculators and tools. It also runs SmartAsset AMP, a national marketplace that matches consumers with fiduciary financial advisors who fit their target client profile.
Credit KarmaCredit Karma is an AI-powered personal finance platform that provides free credit scores, credit monitoring, cashflow insights, and financial marketplace services to help consumers understand and manage their finances. The platform serves over 140 million members with tools for credit analysis, tax filing, and financial opportunity identification.
American Express SuppliesAmerican Express is a financial services company that provides payment solutions, credit cards, and business services to customers and businesses since 1850.
Companies working in the same space as Chase.
In the news
Frequently asked questions
- What does Chase do?
- A wealth management and investing service (J.P. Morgan Wealth Management via Chase) offering self-directed brokerage accounts with commission-free online trades as well as one-on-one advisor services, financial planning tools, and retirement accounts. It serves individual retail investors ranging from beginners to experienced investors in the United States.
- Who are Chase's investors?
- Chase's investors include Awesome Inc, J.P. Morgan Cazenove.
- Where is Chase headquartered?
- Chase is headquartered in New York, US.