Insights

Recent Mergers SBC Wealth Management has recently merged with Daintree Advisors LLC and Cerity Partners, indicating a strategic expansion effort that could benefit from additional consulting, integration solutions, or collaboration opportunities in wealth management services.

Growth Potential With an estimated revenue between 10 to 25 million dollars and a small team of 2-10 employees, SBC presents an opportunity for scalable service providers to support its growth initiatives through technology, marketing, or operational enhancements.

Market Positioning As a mid-sized firm serving affluent individuals and businesses, SBC could be interested in premium financial technology tools, client onboarding platforms, or targeted marketing solutions to strengthen client relationships and differentiate within a competitive landscape.

Client Focus SBC emphasizes personalized service and multigenerational wealth management, suggesting an opportunity for tailored financial planning software, estate planning tools, or investment analytics that facilitate high-touch client engagement.

Industry Trends Operating within the investment management industry, SBC can benefit from innovative fintech, compliance solutions, and data security services to enhance operational efficiency and meet evolving industry standards amid increasing regulatory scrutiny.

SBC Wealth Management Tech Stack

SBC Wealth Management uses 8 technology products and services including RSS, HubSpot Cookie Policy Banner, OWL Carousel, and more. Explore SBC Wealth Management's tech stack below.

  • RSS
    Content Management System
  • HubSpot Cookie Policy Banner
    Cookie Compliance
  • OWL Carousel
    Javascript Libraries
  • Google Maps
    Maps
  • HubSpot
    Marketing Automation
  • WP Engine
    Platform As A Service
  • HTTP/3
    Web & Portal Technology
  • The Events Calendar
    Web Platform Extensions

SBC Wealth Management's Email Address Formats

SBC Wealth Management uses at least 1 format(s):
SBC Wealth Management Email FormatsExamplePercentage
FLast@sbcwealth.comJDoe@sbcwealth.com
40%
Last@sbcwealth.comDoe@sbcwealth.com
15%
FMiddleLast@sbcwealth.comJMichaelDoe@sbcwealth.com
5%
FLast@sbcwealth.comJDoe@sbcwealth.com
40%

Frequently Asked Questions

What is SBC Wealth Management's phone number?

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You can contact SBC Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SBC Wealth Management's official website and social media links?

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SBC Wealth Management's official website is sbcwealth.com and has social profiles on LinkedIn.

What is SBC Wealth Management's NAICS code?

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SBC Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does SBC Wealth Management have currently?

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As of December 2025, SBC Wealth Management has approximately 8 employees across 2 continents, including North AmericaAsia. Key team members include Chief Compliance Officer: M. C.Director Vice President: A. C. S.Customer Support Coordinator: A. C.. Explore SBC Wealth Management's employee directory with LeadIQ.

What industry does SBC Wealth Management belong to?

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SBC Wealth Management operates in the Investment Management industry.

What technology does SBC Wealth Management use?

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SBC Wealth Management's tech stack includes RSSHubSpot Cookie Policy BannerOWL CarouselGoogle MapsHubSpotWP EngineHTTP/3The Events Calendar.

What is SBC Wealth Management's email format?

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SBC Wealth Management's email format typically follows the pattern of FLast@sbcwealth.com. Find more SBC Wealth Management email formats with LeadIQ.

When was SBC Wealth Management founded?

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SBC Wealth Management was founded in 1983.

SBC Wealth Management

Investment ManagementIndiana, United States2-10 Employees

Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service.  Our mission is to serve as our client’s financial compass with first class service as the cornerstone of our business.  Our clients rely on us to create, enhance, and preserve their lifestyles.

The primary business of SBC is to work with individual clients to maximize current income and/or cash flow both taxable and tax free, and/or create long-term capital appreciation using prudent financial planning techniques depending on clients’ needs, risk tolerances and assets. This includes diversification of assets, long-term income, distribution planning and investment planning and the use of insurance where appropriate.

The SBC wealth management team has many decades of multigenerational wealth management experience.  We are committed to our client's success and a pride ourselves in a proven track record of meeting our clients' financial and lifestyle objectives.

Social Media Guidelines—sbcwealth.com/social-media-disclosure.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1983
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    SBC Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    SBC Wealth Management's revenue is estimated to be in the range of $10M$25M

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