SBW

Dartmouth, Canada Founded: 1997 • Age: 29 yrs Acquired By Gallagher
Wealth management and employee benefits services are provided by SBW.

About SBW

SBW is a company based in Dartmouth (Canada) founded in 1997 was acquired by Gallagher in December 2019.. SBW offers products and services including Investment Management, Financial Planning, Estate Planning, and Insurance Services. SBW operates in a competitive market with competitors including ADP, UKG, Bullhorn, Wanted and Randstad, among others.

  • Headquarter Dartmouth, Canada
  • Sectors
    Business Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Business Services → Workforce & Human Resource Solutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Gallagher

    (Dec 18, 2019)

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Products & Services of SBW

SBW offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, Estate Planning, and Insurance Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Manages portfolios for financial security and growth.

Develops tailored plans for retirement and life goals.

Assists in protecting assets and creating legacies.

Provides strategies for risk mitigation and wealth transfer.

Funding Insights of SBW

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

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Investors in SBW

SBW has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Arthur J. Gallagher & Co.. 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
Diversified insurance brokerage and risk management services are offered worldwide.
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 SBW

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 - SBW

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

Sbw Comparisons

Employees
+
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Competitors of SBW

SBW 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 ADP, UKG, Bullhorn, Wanted and Randstad, 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
Cloud-based HR management solutions are offered for payroll and compliance.
domain founded_year HQ Location
Provider of HR and payroll & workforce management solutions
domain founded_year HQ Location
Cloud-based ATS and CRM systems are offered for staffing agencies.
domain founded_year HQ Location
HR management services are provided by Wanted in South Korea.
domain founded_year HQ Location
HR consulting, recruitment, and outsourcing services are offered worldwide.
domain founded_year HQ Location
HR outsourcing services are provided to businesses by Insperity.
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 Sbw

Frequently Asked Questions about SBW

When was SBW founded?

SBW was founded in 1997.

Where is SBW located?

SBW is headquartered in Dartmouth, Canada. It is registered at Dartmouth, Nova Scotia, Canada.

What does SBW do?

SBW was founded in 1997 and is headquartered in Dartmouth, Canada. Operations focus on the financial services sector, where wealth management solutions and employee benefits programs are offered to clients. Services encompass advisory support for investments, retirement planning, and group benefits administration. The company serves individuals and organizations primarily within Canada, with activities centered on compliance and risk management in financial planning.

Who are the top competitors of SBW?

SBW's top competitors include Randstad, Alera Group and UKG.

What products or services does SBW offer?

SBW offers Investment Management, Financial Planning, Estate Planning, and Insurance Services.

Who are SBW's investors?

SBW has 1 investor. Key investors include Arthur J. Gallagher & Co..

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