SB Financial Services

Cross Plains, United States Founded: 2016 • Age: 10 yrs Acquired By Krungsri
Investment management firm
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About SB Financial Services

SB Financial Services is a company based in Cross Plains (United States) founded in 2016 was acquired by Krungsri in August 2019.. SB Financial Services operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.

  • Headquarter Cross Plains, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Krungsri

    (Aug 09, 2019)

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Funding Insights of SB Financial Services

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in SB Financial Services

SB Financial Services has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Krungsri. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Commercial banking services are provided in Thailand.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by SB Financial Services

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - SB Financial Services

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Sb Financial Services Comparisons

Employees
+
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Competitors of SB Financial Services

SB Financial Services operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Mutual life insurance and asset management services are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Sb Financial Services

Frequently Asked Questions about SB Financial Services

When was SB Financial Services founded?

SB Financial Services was founded in 2016.

Where is SB Financial Services located?

SB Financial Services is headquartered in Cross Plains, United States.

What does SB Financial Services do?

SB Financial Services was established in 2016 in Cross Plains, United States, as an investment management firm. Core operations are centered on managing client portfolios and offering financial advisory services within the investment sector. Activities are conducted primarily from the United States base, with a focus on standard investment strategies and compliance with regulatory standards. The firm operates through its domain sbfinserv.com to facilitate client interactions.

Who are the top competitors of SB Financial Services?

SB Financial Services's top competitors include Fidelity Investments, Investec and Guggenheim Partners.

Who are SB Financial Services's investors?

SB Financial Services has 1 investor. Key investors include Krungsri.

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