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
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Sectors
Business Services
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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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.
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 |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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.
| Investor | Description | Founded Year | Domain | Location |
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Diversified insurance brokerage and risk management services are offered worldwide.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by SBW
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - SBW
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Sbw Comparisons
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 |
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| domain | founded_year | HQ Location |
Cloud-based HR management solutions are offered for payroll and compliance.
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Provider of HR and payroll & workforce management solutions
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Cloud-based ATS and CRM systems are offered for staffing agencies.
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HR management services are provided by Wanted in South Korea.
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| domain | founded_year | HQ Location |
HR consulting, recruitment, and outsourcing services are offered worldwide.
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| domain | founded_year | HQ Location |
HR outsourcing services are provided to businesses by Insperity.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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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..