Sbi

What Sbi does

SBI Wealth Management is a private, US-based financial planning firm headquartered in Bloomington, per the firmographic record. The company positions itself around helping clients "understand, secure, and grow your wealth," targeting individuals and households seeking holistic financial planning guidance. The firm operates with a headcount of 51-100 employees and has been operating since 2011, suggesting a boutique-to-mid-sized registered investment advisor footprint rather than a national-scale wealth platform.

The firm's core offering is financial planning and wealth management services; the firmographic short description emphasizes planning that "helps you focus on what really matters," indicating a goal-based or life-event-driven advisory model typical of US RIAs. Underlying technology, pricing tiers, customer logos, partnerships, and product details for this specific firm are not populated in the input. The bulk of the structured data blocks (MUFG partnership, RuPay-UPI credit card integration, transmission-sector investment commentary, Nifty50 listing references) clearly pertain to State Bank of India, an unrelated Indian public sector bank that shares the "SBI" abbreviation. A separate E-Wealth Partners (Minnetonka, MN) website scrape was also included and is similarly unrelated. Consequently, no technology stack, pricing model, or revenue mechanics can be confirmed for SBI Wealth Management from the available input.

The business model, to the extent it can be inferred, follows the standard US RIA template: fee-based asset management and financial planning services billed against client assets under management or flat planning fees, distributed through personal-advisor relationships rather than mass-market digital channels. No marketing channels, distribution channels, funding rounds, M&A activity, leadership changes, or product launch history are recorded for the firmographic subject, and no parent company, subsidiary, or ownership information is provided.

Name

Sbi

Website

https://sbi-wealth.com

Company type

Public

Founded year

2011

Operating status

Operating

Headcount range

51–100 employees

Short description

SBI Wealth Management is a private, US-based registered investment advisor in Bloomington with 51-100 employees offering personalized financial planning and wealth management services to individuals and households since 2011.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industry

Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management services
• Estate and tax planning
• Business exit planning

Headquarters

HQ city

Bloomington

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Core offering

Sbi delivers fee-based wealth management and holistic financial planning to business owners, entrepreneurs, and executives of privately held businesses. The practice integrates goals-based financial planning, evidence-based investment management, tax planning, insurance review, trust and estate planning, and business-specific advisory including valuation and exit planning. Service is delivered through an SEC-registered Investment Advisor acting as a coordinated "quarterback" alongside each client's other trusted advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning

Quantifiable outcome

• 37% year-on-year increase in transmission line additions in FY26 indicating sector recovery after five subdued years
• +1 more outcomes

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• MUFG BankcoreStrategic or Co-development Partner · 11 March 2026State Bank of India has entered into a strategic partnership with MUFG Bank to jointly finance mergers and acquisitions, aviation, and real estate transactions for Indian and global clients. The partnership combines SBI's domestic banking network with MUFG's international reach to support Japanese companies expanding in India and Indian firms growing in overseas markets. This follows RBI's February 13 guidelines permitting banks to fund up to 75% of acquisition deals.

Scale indicators3 records

Recent moves1 record

Expansion highlights2 records

Direct peers

• Carson Group: Independent wealth management firm and RIA support platform serving financial advisors and their clients with planning, investment, and coaching services. Comparable as an RIA delivering comprehensive financial planning to mass-affluent and business-owner segments.
• Focus Financial Partners: Partnership of independent RIAs and wealth management firms providing capital, infrastructure, and succession support. Comparable as a peer ecosystem of independent RIAs serving high-net-worth and business-owner clients.
• Mercer Advisors: National RIA providing fee-only financial planning, investment management, estate, and tax services primarily to business owners and retirees. Comparable business model and target client to a planning-led boutique RIA.
• Mariner Wealth Advisors: National independent RIA offering comprehensive financial planning, investment management, and tax/estate services to business owners and executives. Directly comparable in business model and target client to a planning-led boutique RIA like SBI Wealth Management.
• Wealth Enhancement Group: Independent wealth management firm offering financial planning and investment management to individuals and business owners, with a roll-up strategy of acquiring small RIAs. Comparable as a planning-led RIA serving similar client profiles.
• Creative Planning: Large independent RIA providing holistic wealth management, tax, estate, and business planning to high-net-worth individuals and business owners. Comparable as a comprehensive, fee-based planning firm with a similar target client profile.

Broad incumbents

• Edward Jones: Large national brokerage and financial advisory firm serving individual investors with planning, investment, and retirement services. Overlaps with SBI Wealth Management in retail mass-affluent financial planning but at much greater scale and brand recognition.
• Fidelity Investments (Wealth Management): Large financial services firm offering investment management, financial planning, and wealth management to individuals and institutions. Comparable in the wealth advisory category at vastly greater scale.
• Charles Schwab (Schwab Wealth Advisory): Major brokerage and RIA custodian offering wealth advisory, managed portfolios, and financial planning to a broad retail and HNW audience. Competes broadly in the same wealth management category as SBI Wealth Management.

Emerging players

• Farther Finance: Tech-enabled wealth management firm offering financial planning and investment management to high earners and business owners through a digital platform. Comparable as a modern, planning-led RIA competing for the same business-owner and HNW segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• Xx.com/SBIplanning
• Facebookfacebook.com/SBIFinancialServices

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sbi