Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary's ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms across 20 states with over $16.0 billion in assets under advisement. The Sanctuary Wealth Group includes the fully owned subsidiaries Sanctuary Advisors, a registered investment adviser, and the broker-dealer Sanctuary Securities, as well as Sanctuary Alternative Solutions, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Tax and Family Office.
Location: United States, Indiana, Indianapolis
Employees: 51-200
Total raised: $175M
Founded date: 2018
Funding Rounds 1
| Date | Series | Amount | Investors |
| 21.07.2022 | - | $175M | - |
Mentions in press and media 8
| Date | Title | Description |
| 01.05.2024 | Sanctuary Wealth Redefines RIA Channel and Fully Supported Independence Model with Acquisition of tru Independence | Transformative Combination of Firms Maximizes Freedom, Flexibility, Control and Choice for Industry's Most Elite Financial Advisors Expanded Enterprise Provides Comprehensive Ecosystem of Industry-Leading Solutions and Capabilities, Empower... |
| 14.09.2022 | Sanctuary Wealth Strikes Again, Picks Up $1.6 Billion Team From Wells | - |
| 20.07.2022 | Lightspeed formed a re-investment team to help the VC prepare for a downturn | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox. Cheer someone on from the sidelines for long enough, and you might just get too attached. “Everyo... |
| 15.07.2022 | Sanctuary Wealth Receives $175M Growth Investment From Kennedy Lewis Investment Management | Sanctuary Wealth, an Indianapolis, Indiana-based provider of a platform for the next generation of elite advisors, closed a $175m investment from Kennedy Lewis Investment Management. The company intends to use the funds to accelerate its M&... |
| 04.09.2021 | Sanctuary Wealth Welcomes Crosswaters Wealth Management | Sanctuary Wealth, home to the next generation of elite advisors, continues its nationwide expansion with the addition of Crosswaters Wealth Management in Bend, Oregon to its network. The firm is led by Founder Eric White, CFP who spent his ... |
| 16.07.2021 | Paul Sullivan Joins Sanctuary Wealth After 34 Years as a Top Merrill Lynch Executive | |
| 25.03.2021 | Sanctuary Wealth's Elizabeth Evans Named to Forbes' 2021 Top Women Wealth Advisors List | |
| 26.02.2021 | Sanctuary Wealth's Growth Trend Continues With Addition of Tenet Wealth Partners based in Illinois |