Sandbox Wealth
Sandbox provides cash management and credit solutions paired with enterprise-grade analytics that enable our members to make prudent decisions regarding liquidity within the full context of their finances. Our members have access to comprehensive balance sheet and cash flow reporting that sit alongside the ability to execute payments domestically and cross-border.
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Product
Get an overview of what Sandbox Wealth does.
Main Tasks
Banking Providers Commercial Bank, Consolidated Reporting, Data Aggregation, Data, Private Bank, Technology provider
Top features
Banking Providers, Ability to Whitelabel, Full Multi-Currency Support
Assets supported
Alternatives, Art & Collectibles, Bankable or Financial Assets & Funds, Cash & Equivalents, Commercial, Commodities, Cryptocurrency, Equities, Foreign Exchange, Hedge Funds, Insurance, Real Estate, Venture Capital, Lifestyle Assets & Rare Collectibles, Fixed Income, Music Royalty, Private Equity, Gold & Precious Metals, Digital Assets & Crypto Currency, Residential, Private Debt
Whitelabel
Yes
Type Of Software
SAAS, Serviced software
Type of data
Transaction level
Accuracy
We reconcile liquid asset data via Morningstar, with direct feeds from 15,000 data providers. Members supply supplemental valuation documentation for illiquid assets (e.g., Commercial Real Estate or Art).
Custodians
15,000
Time to new custodian
30 Days
Multi-currency
Based on holding/position data, Based on transaction data, Users can separate holding level gain/loss from currency gain/loss, Users can set multiple base currencies
Rates
Our early access pricing is a minimum of $50/seat/month for investment advisor clients and $100/seat/month for direct relationships. Various transaction and connection fees may apply in addition to these.
Regulated
No
Cost structure
Custodian use based (per connected custodian), seat based (per named user), transaction use based (per transaction)
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
0-10
Founded
February 16, 2023
Locations
New York
Top 5 Markets
United States of America
Ownership
Owned by management, External investors (neither clients nor staff), Key staff also have ownership
Focus
Investment & Financial Advisors (RIAs/IFAs)
Secondary focus
Individual wealth owners, Single family offices, Multi-family offices, Investment & Financial Advisors (RIAs/IFAs), Custodians, Brokerages
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Support & Services
Learn what support and services you can expect
Support options
Dedicated contact, General contact mail or phone
Pricing of support
Other
Onboarding
1-4 Weeks (Individual / HNW); 3-6 Months (RIA); 1-2 Months (Family Office)
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