Turnkey banking solutions for independent advisors and family offices.

Joined February 2021
2 Photos and videos
We're so excited to share that we've raised a $1.25M pre-seed round led by @NextGenVP, with participation from @NMFuture, @gener8tor, and @RevTechLabs to build the definitive private banking platform for non-bank financial institutions. sandboxwealth.com/newsroom/s…
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Data-enabled access to capital will drive more efficient spend and liquidity management for wealthy clients. Further, independent advisory firms can compete on a level playing field with private banks and wirehouses by delivering a sophisticated/turnkey private banking solution.
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We're excited to build this solution for a growing ecosystem that manages over $8T of assets in the US.
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The latest iteration of Basel III will change the way large banks fund themselves, with downstream impacts that will create opportunities for regional banks, private credit, and fintech. sandboxwealth.com/clifton/ba…

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Sandbox Wealth builds turnkey banking solutions for families, founders, and advisors. The new sandboxwealth.com offers a refreshed look at how we're doing it. Visit us today to learn more about our platform and apply to join when we onboard our first users this summer.

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Legacy firms dominate the market for UHNW clients largely due to banking and lending capabilities. Soon, independent firms can compete for this business and own these relationships. wsj-article-webview-generato…

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Investment Advisors offer advice on more than just investments. We briefly examine how and why they assist with banking. sandboxwealth.com/clifton-ar…

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We are very excited to announce that our redesigned website is live at sandboxwealth.com. Our team is focused on getting our pilot launched, but we’ll pause for a moment to celebrate this first of many major milestones. Visit today to learn more about what we’re building.

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The full benefits of open banking are far from being realized. In the near future, clients will earn higher interest rates on their cash and pay lower interest rates on their loans without switching platforms.
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Due to recent spikes in inflation and volatility in the private markets, over a third of family offices plan to drop their cash allocation in the next 12 months. Access to liquidity has never been more important. We're building solutions to make this process as efficient as ever.
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Our new blog has a name: Clifton. We'll write stories about modern wealth, including on lifestyle, culture, and the arts. We'll also breakdown, in plain language, the many techniques used by the wealthy to create and preserve liquidity. Check it out! sandboxwealth.com/clifton
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We’re closing in on some exciting developments, but in the meantime, we’ve decided to give our landing page a quick makeover. Visit us at sandboxwealth.com to learn a little more about what we’re building.

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The trend of artists selling music catalogs continues. With strong institutional ownership of catalogs as a foundation, we believe the next step will be the creation of a liquid secondary market where accredited investors will participate. variety.com/2023/music/news/… via @variety
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Sandbox Wealth retweeted
2 Jan 2023
When the Ukraine war began, Western governments rushed to seize Russian oligarchs’ yachts. But the idle boats have become a burden for some taxpayers trib.al/LeSZXyT

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Happy New Year! If you're like us and you're not starting your year on a luxurious superyacht, we've got the next best thing for you: a brief history of the industry's most innovative builder - Lürssen. link.medium.com/aMTmZKXDewb
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Merry Christmas! We're celebrating at Sandbox Wealth by posting our first Medium article, where we discuss Justin Bieber's recently announced sale of his music catalog. sandboxwealth.medium.com/wha…
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In late 2021, Gulfstream announced its new G800, to be delivered to clients in 2024. The new jet will boast impressive features, including a range over 9,200 nautical miles while traveling Mach 0.85, with seating for 19 passengers. The price tag is reasonable, starting at $71.5M.
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