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
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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