SBG, Inc.
SBG, Inc. is a preferred source in brokerage for life insurance, LTC, disability, annuity sales and service.
15 employees · est. 1996 · Minnetonka, United States
Zoe Financial
Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide.
57 employees · est. 2018 · New York, United States
SBG, Inc. is the older company (1996 vs 2018); Zoe Financial is the larger of the two.
Side-by-Side Comparison
| Metric | SBG, Inc. | Zoe Financial |
|---|---|---|
| Founded | ||
| Founded | 1996 older | 2018 |
| Headquarters | ||
| Headquarters | Minnetonka, United States | New York, United States |
| Employees | ||
| Employees | 15 | 57 larger |
| Industry | ||
| Industry | Financial Services, Insurance, Life insurance | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series Unknown |
| Total Funding | ||
| Total Funding | Not tracked yet | $16.30M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 4 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Insurance Brokerage, Life Insurance, Long-term Care Insurance, Disability Income Insurance, Annuities, Financial Advisors, Client Engagement, International Client Services, Insurance Solutions, Client Support, Advanced Planning, Case Design, Sales Support, Underwriting, Technology Solutions | Wealth Planning, Financial Stewardship, Trusted Advisors, Innovative Technology, Client Service, Vetting Process, Independent Wealth Planners, Venture Capital Backed, Softbank Investment, Collaborative Teamwork, Growth Mindset, Resilience, Impact-driven |
| Website | ||
| Website | sbgroupinc.com | zoefin.com |
About SBG, Inc.
SBG, Inc. is a reputable player in the brokerage market, focusing on life insurance, long-term care, disability, annuity sales, and service. Recently acquired by Lockton Affinity in March 2022, SBG, Inc. is dedicated to inspiring financial advisors to provide insurance solutions to their clients and...
About Zoe Financial
Zoe Financial is a modern wealth planning platform founded in 2018 and headquartered in the United States. The company's slogan "Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide" emphasizes its mission to provide tailored wealth creation and client...
We will tell you when either one moves
BounceWatch watches SBG, Inc. and Zoe Financial for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at SBG, Inc. and Zoe Financial — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at SBG, Inc. on 12 Sep 2024, and Zoe Financial on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.