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Financial Products Distributor that Offers Optimized Plans for Asset Management, Insurance, and Housing Loans in a One-stop Approach


In recent years, the introduction of the NISA tax-free investment system, the pread of defined contribution pension plans, and other developments have led to higher public awareness of investment of personal financial assets. At the same time, the desire to protect household budgets and financial assets has increased due to the higher tax burden imposed by the consumption tax hike and revision of the inheritance tax. As a result, when purchasing financial instruments, people continue to adopt a stance of selecting good products with low fees and avoiding waste. In addition, financial planning needs of high-networth individuals and corporate executives have emerged, such as the desire for tax shelters and inheritance tax strategies.

To satisfy these customer needs, it is essential to compare many types of financial instruments and select optimal products. However, there are few one-stop sources of appropriate products and services. In addition, some financial products are difficult to market only via the Internet, and many products require face-to-face explanations by specialists.

To satisfy these investor needs, the SBI Group is promoting the integration of the online and face-to-face service. SBI MONEY PLAZA, whose main business is face-to-face consultation on financial matters, seeks to be Japan's largest distributor of financial products by providing a wide range of financial products from SBI Group companies and third parties from a neutral perspective, focusing on the investment, insurance, and housing loan sectors. The company strives to increase customer satisfaction by serving as a one-stop source of financial products and services that meet wide-ranging customer needs provided by a staff of knowledgeable professionals.

Corporate Profile

Company name SBI MONEY PLAZA Co.,Ltd.
Principal business Insurance agency, financial instruments intermediary service provider, housing loan agency, bank agency service
Representative Tomohiko Ota
Location Izumi Garden Tower, 1-6-1 Roppongi, Minato-ku, Tokyo
Date of establishment March 31, 2008
Paid-in capital 100 million yen
Shareholders * SBI Group 66.6%
SMBC Nikko Securities 33.4%

* Ownership percentage is based on voting rights. SBI Group's shareholding percentage corresponds to a total percentage based on the IFRS criteria for subsidiary companies and subsidiary funds of the Group.

(As of March 31, 2024)

Corporate Information & SBI Group