【SBI Securities】Announcement Regarding the Launch of Operations by Olive Consulting Co., Ltd.
Olive Consulting, a joint venture between SBI Securities and the SMBC Group, has launched its operations after completing registration for financial instruments intermediary services and obtaining bank agency licensing. The platform provides a unified experience for asset management, trading, and consultation within the Olive ecosystem.
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- 📰 Published: May 26, 2026 at 18:30
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Olive Consulting Co., Ltd., a joint venture established by SBI Holdings, SBI Securities, Sumitomo Mitsui Financial Group, Sumitomo Mitsui Banking Corporation, and SMBC Nikko Securities, has officially launched its operations following the completion of its registration as a financial instruments intermediary and the receipt of bank agency licensing.
1. Purpose of Launch
Since the strategic capital and business alliance in April 2020, the SBI and SMBC Groups have leveraged their respective strengths to provide services. With the launch of Olive Consulting, established in August 2025, the groups aim to address diversified asset formation needs amid the popularity of the New NISA. By seamlessly integrating SBI Securities' online brokerage functions with Olive Consulting's advisory services, they strive to offer a unique experience where customers can manage assets, trade, and receive consultations in one place.
2. Overview of Services
Olive Consulting provides the following services:
(1) Digital Wealth Management
Linked with 'Money Forward ME,' the service visualizes overall assets. Users can grasp market trends, perform asset allocation simulations, and trade products handled by SBI Securities directly through the app.
(2) Flexible Consulting
Customers can receive consultations via advisors or AI chatbots based on their personal situation. Following an initial online session, users can choose from various channels including chat, phone, and in-person consultations, with the option to designate specific advisors.
1. Purpose of Launch
Since the strategic capital and business alliance in April 2020, the SBI and SMBC Groups have leveraged their respective strengths to provide services. With the launch of Olive Consulting, established in August 2025, the groups aim to address diversified asset formation needs amid the popularity of the New NISA. By seamlessly integrating SBI Securities' online brokerage functions with Olive Consulting's advisory services, they strive to offer a unique experience where customers can manage assets, trade, and receive consultations in one place.
2. Overview of Services
Olive Consulting provides the following services:
(1) Digital Wealth Management
Linked with 'Money Forward ME,' the service visualizes overall assets. Users can grasp market trends, perform asset allocation simulations, and trade products handled by SBI Securities directly through the app.
(2) Flexible Consulting
Customers can receive consultations via advisors or AI chatbots based on their personal situation. Following an initial online session, users can choose from various channels including chat, phone, and in-person consultations, with the option to designate specific advisors.
FAQ
Oliveコンサルティングとはどのような会社ですか？
SBIホールディングス、SBI証券、三井住友フィナンシャルグループ、三井住友銀行、SMBC日興証券の5社が共同出資して2025年8月に設立した企業です。SBI証券の機能とOliveのコンサルティング機能を統合し、資産運用サービスを提供します。
Oliveコンサルティングではどのような資産運用サービスが受けられますか？
「マネーフォワードME」を活用した資産状況把握・可視化、専門家が策定するポートフォリオとの比較、シミュレーション、およびSBI証券を通じた金融商品取引が可能です。
Oliveコンサルティングではどのような相談が可能ですか？
アドバイザーやAIチャットボットを活用し、資産運用について相談できます。初回はオンライン面談、2回目以降は対面相談や電話、オンライン面談などが選択でき、アドバイザーの指名も可能です。
Oliveコンサルティングで提供されるデジタル資産運用サービスの特徴は何ですか？
資産全体の可視化に加え、専門家の知見を活かした資産配分の改善提案、市場動向の把握、およびアプリから直接SBI証券の金融商品へ取引できるシームレスな体験を提供します。
Oliveコンサルティングの業務開始日はいつですか？
プレスリリースにて、金融商品仲介業の登録完了および銀行代理業の許可取得に伴い、本格的に業務を開始した旨が発表されました。