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SB Financial Group Logo
SB Financial Group Growth Score
9
CB Rank
1379818
Heat Score
36
SB Financial Group specializes in financial advice, investments, and retirement planning services.
Founded
obfuscation
Private Morrisville, North Carolina, United States1-10 www.sbfgnc.com
Advice
Finance
Financial Services
Wealth Management
Overview

SB Financial Group
Growth Score
9
Heat Score
36

Growth Score9
-13 pts
in past quarter
Heat Score 36
-18 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About SB Financial Group

CB Rank
1379818
SB Financial Group specializes in financial advice, investments, and retirement planning services.
Founded
obfuscation
Private Morrisville, North Carolina, United States1-10 www.sbfgnc.com
Advice
Finance
Financial Services
Wealth Management

Details

Legal Name SB Financial Group, LLC
Operating Status Active
Company Type For Profit
Phone Number 1-919-819-7594
Predictions & Insights

Growth Insight

See this Growth Insight
SB Financial Group is
Lorem
 to be growing
Top Contributing Factors
Financial Growth

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 5
News

News and Press

News•Apr 22, 2026
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News•Dec 22, 2025
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News•Dec 19, 2025
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News•Oct 31, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

234
47.17%
 in past month

IT Spend

$105.8KThis year, SB Financial Group is projected to spend $105.8K on IT, according to Aberdeen.

Active Website Tech Count

6SB Financial Group is actively using 6 technologies for its website, according to BuiltWith. These include Cloudflare, Cloudflare CDN, and  Cloudflare Bot Manager.
Sub-Organizations
Frequently Asked Questions

Where is SB Financial Group's headquarters? SB Financial Group is located in Morrisville, North Carolina, United States.Who are SB Financial Group's competitors? Alternatives and possible competitors to SB Financial Group may include Creative Planning, Charles Schwab, and  FMR LLC.
Who We Are
What We Do
Helpful Links
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