Swbc
“Can a diversified financial services firm serving credit unions, banks, and individuals become a one-stop embedded finance and insurance partner for financial institutions and employers?”
HQSan Antonio, TX
IndustryFintech / Insurtech
The story
SWBC is a diversified financial services company headquartered in San Antonio, TX, offering insurance, lending, retirement, wealth management, and PEO (professional employer organization) services to both consumers and financial institutions. The company has expanded its embedded finance footprint by partnering with Finicity for open banking-powered ACH services and launching retirement plan solutions in partnership with Transamerica, positioning itself as a full-service financial services intermediary rather than a pure-play fintech.
Product timeline
2025
SWBC partnered with Mastercard's Finicity for secure ACH ecosystem enablement, expanding open banking capabilities.· banking
2025
SWBC launched the SWBC Retirement Plan Exchange in partnership with Transamerica, offering pooled employer plan and retirement plan exchange solutions.· banking
The stack
Open banking
Accounting gap: none