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.
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SWBC Questions
The SWBC annual revenue was $458.6 million in 2026.
Andrew Grove is the Chief Executive Officer and Employee Benefits Consulting Group of SWBC.
1,146 people are employed at SWBC.
SWBC is based in San Antonio, Texas.
The NAICS codes for SWBC are [523, 52].
The SIC codes for SWBC are [6411, 641, 64, 67, 679].
Top SWBC Employees
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15+ -
Charlie Amato
Chairman and Co-founder at SWBC
San Antonio, TX, US25+ -
Gary Dudley
President and Co-founder at SWBC
San Antonio, TX, US25+ -
Efe Aghimien
Chief Financial Officer at SWBC
San Antonio, TX, US14 -
Angelica Palm
Chief Marketing Officer at SWBC
San Antonio, TX, US25 -
Richard Allison
CEO - Retirement Plan Services at SWBC
Austin, TX, US2 -
Debbie Serot
Chief Marketing and Revenue Officer at SWBC
San Antonio, TX, US14 -
Ken Schweitzer
Chief Executive Officer Kansas City Service Center at SWBC
Overland Park, KS, US24 -
Craig Carson
Chief Executive Officer, Mortgage and Bank at SWBC
San Antonio, TX, US23 -
Alex Ireta
Chief Operating Officer at SWBC
Schertz, TX, US25+
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