Wbi Investments Revenue, Growth & Competitor Profile

DBA WBI INVESTMENTS, LLC

Company Profile & Annual Report for Wbi Investments

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Wbi Investments Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52421 Insurance Agencies & Brokers
Additional NAICS Codes	523 Securities, Commodity Contracts & Other Financial Investments 52312 Securities Brokerage
Address	One River Centre - 331 Newman Springs Road Suite 143 Red Bank, NJ 07701

Note: Revenues for privately held companies are statistical evaluations.


Wbi Investments's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Wbi Investments's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Wbi Investments is classified as operating in the Insurance Agencies & Brokers industry, NAICS Code 52421.

Wbi Investments Annual Revenue and Growth Rate

Wbi Investments	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Wbi Investments's revenues are gauged from an analysis of company filings.

Wbi Investments's Income Statement (based on Industry Averages)

Wbi Investments P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Wbi Investments is developing and marketing. Wbi Investments doesn't have any recent trademark applications, indicating Wbi Investments is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
WBI WEALTH BUILDERS Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment	02/27/2019
WBI CAPITAL Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment	02/27/2019
WBI TECHNOLOGIES Computer software, namely, software to assist others with business planning, financial planning, and investment management	12/13/2018

See all trademarks and details in the Full Report.

Market Share of Wbi Investments's Largest Competitors

A competitive analysis shows these companies are in the same general field as Wbi Investments, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
LOS ANGELES CITY EMPLOYEES ASSN.	Los Angeles, CA	10
SEQUOIA ONE PEO	Tempe, AZ	5
ARTHUR J. GALLAGHER	Itasca, IL	4
MARSH & MCLENNAN COMPANIES	New York, NY	4
WILLIS NORTH AMERICA	Nashville, TN	3
IOWA BANKERS MORTGAGE	Johnston, IA	3
LOCKTON	Kansas City, MO	2
HUB INTERNATIONAL LIMITED	Chicago, IL	2

Nearby Competitors

These companies are similar in business line and location to Wbi Investments. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
TECHNOLOGY INSURANCE ASSOCIATES	Manalapan, NJ	100
CENTRAL JERSEY IA	Eatontown, NJ	83
INTEGRITY HEALTH	Red Bank, NJ	80
N.C.W.C.	Ocean, NJ	76
JACOBSON GOLDFARB & SCOTT	Holmdel, NJ	71
WBI INVESTMENTS	Red Bank, NJ	70

Future Competition: Wbi Investments's Fastest Growing Competitors

These companies are in the same general field as Wbi Investments and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)