Tags:AlternativeFamilyFinTechInsurTechOfficeOwnPlatformServiceTechnology
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
Member count: 51-200
Total raised: $175M
Founded date: 2018

Funding Rounds 1

DateSeriesAmountInvestorsDeal News
21.07.2022-$175M-finsmes.co...

Mentions in press and media 7

DateTitleDescriptionCategoryAuthorSource
14.09.2022Sanctuary ...---barrons.co...
20.07.2022Lightspeed...This is the web version of Ter...--fortune.co...
15.07.2022Sanctuary ...Sanctuary Wealth, an Indianapo...USA-finsmes.co...
04.09.2021Sanctuary ...Sanctuary Wealth, home to the ...--aithority....
16.07.2021Paul Sulli... INDIANAPOLIS, July 16, 2021 ...--prnewswire...
25.03.2021Sanctuary ... INDIANAPOLIS, March 25, 2021...--prnewswire...
26.02.2021Sanctuary ... INDIANAPOLIS, Feb. 26, 2021 ...--prnewswire...