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SWBC

We don’t just provide financial services, we empower you to focus on the things that matter most to your business.

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Overview

Headquartered in San Antonio, SWBC is a diversified financial services company co-founded in 1976 by Charlie Amato and Gary Dudley on the principles of providing excellent customer service and putting clients and their needs first. As an international financial services company, we provide quality products and services to help financial institutions, businesses, and individuals meet their goals. We are licensed to market and service a variety of financial products in all 50 states, offering solutions through several wholly-owned subsidiary corporations.

What separates us from the rest:

• We’re dedicated to security.

• We consistently invest in technology.

• We invest in our team members.

• We have a strong marketing team.

• We’re a relationship-based company.

Follow us, and let’s move Forward. Together.

Office locations

Latest videos from SWBC on YouTube

  • Retirement Plan Committee Best Practices for Plan Sponsors
  • What the DOL's New Investment Rules Means for Plan Sponsors
  • Retirement Plan Advisor Due Diligence: What Plan Sponsors Should Know
  • How AI Is Changing Employee Benefits and Retirement Plan Support
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Recent posts from the SWBC blog

SWBC FAQ

As of 2026-10-20, SWBC has 1,444 employees, based on the Enrich Layer count of person profiles that list SWBC as their current employer. Its listed company size band is 1,001 to 5,000.
As of 2026-10-20, SWBC is headquartered in San Antonio, TX, US.
SWBC was founded in 1976.
As of 2026-10-20, SWBC is classified in the Financial Services industry.
Headquartered in San Antonio, SWBC is a diversified financial services company co-founded in 1976 by Charlie Amato and Gary Dudley on the principles of providing excellent customer service and putting clients and their needs first. As an international financial services company, we provide quality products and services to help financial institutions, businesses, and individuals meet their goals. We are licensed to market and service a variety of financial products in all 50 states, offering solutions through several wholly-owned subsidiary corporations.
As of 2026-10-20, SWBC's official website is https://www.swbc.com/.
As of 2026-10-20, SWBC is a privately held company.