Sandbox Wealth Beta Design

Sandbox Wealth is a next-generation fintech platform designed to redefine private banking solutions for financial advisors. Built for Registered Investment Advisors (RIAs) and Family Offices, it offers seamless access to deposits, lending, and enterprise-grade analytics through an open banking architecture.



In an industry where high-net-worth individuals demand personalized financial solutions, Sandbox Wealth empowers advisors with the tools to better serve their clients while providing banks a new channel to expand their lending and deposit portfolios.



Key Features & Innovations:

1. Advisor-Centric Banking: A tailored platform that allows RIAs and Family Offices to seamlessly manage deposits and lending solutions for their clients.

2. Enterprise-Grade Analytics: AI-powered insights that help financial advisors optimize wealth management strategies.

3. Seamless Banking Integration: A marketplace model that connects financial advisors, their clients, and top-tier lenders to ensure the best financial products are accessible.



By bridging the gap between wealth management and banking, Sandbox Wealth is creating a more connected and efficient financial ecosystem that enables financial professionals to deepen relationships and enhance client outcomes.