Sandbox Wealth

Bird's eye view of New York City above Times Square and the Empire State Building

Company

Based in New York, our team is led by former Wall Street bankers and software engineers who have built and scaled enterprise banking and lending platforms.

Company

Based in New York, our team is led by former Wall Street bankers and software engineers who have built and scaled enterprise banking and lending platforms.

/Introduction

Independent advisors and family offices are part of a rapidly growing ecosystem that serves trillions of dollars of wealth. These teams have access to world-class investment platforms, but when it comes to sophisticated cash management and credit products, the options are limited without referring opportunities to the competition.

Sandbox changes this dynamic and builds custom solutions with a focus on individualized service, holistic balance sheet management, and the strategic advice needed for clients to protect and grow liquidity for generations.

Mission Statement

Recent innovations in artificial intelligence, open finance, and multiple instant payment networks have created a generational opportunity to build an open architecture private banking platform.

It is now possible to deliver sophisticated solutions without compromising a pleasant client experience.

Non-bank financial institutions have grown in prominence over the last two decades. Despite serving trillions in assets, they operate with blunt instruments when serving client liquidity needs.

For our partners, we aim to eliminate the conceptual border between analytics and the scalable delivery of high-end liquidity products.

For our end clients, we build solutions that simplify access to cash and credit solutions, making it easier to achieve philanthropic goals, estate planning objectives, and wealth preservation.

Above all else, our solutions save time and reduce operational complexities by securely enabling the free flow of data and capital.

Sandbox pairs open architecture solutions with cutting edge software.

/Why Sandbox?

Modern Technology

Our design-first approach combines advanced tools and features to help advisors deliver superior guidance while empowering clients to make informed decisions.

Customization and Flexibility

Sandbox provides clients with the ability to tailor the platform to their unique needs, ensuring personalized and efficient processes for managing liquidity.

Enhanced Performance

With access to powerful analytics and reporting tools, clients and advisors can make data-driven decisions, optimize investment strategies, and create operational alpha.

Cost Efficiency

By partnering with Sandbox, RIAs can strengthen client relationships and increase profitability without mergers and acquisitions. Our platform delivers immediate cost efficiency.

Compliance and Security

We've built the latest security into our DNA to ensure that Family Offices, RIAs, and their clients can confidently partner with our team without worrying about their data.

Collaboration and Support

Sandbox fosters a collaborative environment, providing clients with ongoing support, training, and access to a team of product experts and service professionals.

An enterprise-grade solution for enterprise grade wealth.

Why our members choose Sandbox

Custom liquidity and planning software

We build tools that drive smart liquidity and spend management within the full context of your finances.

Wide range of products

Whether you're managing personal deposits or shopping for an art loan, Sandbox provides solutions for diverse use cases.

Holistic and flexible platform

Use our platform to manage your business and personal accounts. Sandbox is a single portal for all of your banking needs.

Leadership

Ray Denis

Founder & CEO

Our CEO has extensive experience banking wealthy clients at major institutions, including J.P. Morgan, Raymond James, and Bank of America. Ray understands the internal and external issues facing those in the industry and is using that background to fuel the buildout of Sandbox Wealth.

Our mission is to drive a more open and dynamic banking ecosystem through the use of robust analytics. We view data and time as currency, and what we're building at Sandbox will provide our clients with more of both, enabling them to make faster decisions and to more quickly access or deploy capital.

/Strategic Investors

NextGen Venture Partners

A nationwide network of founders and innovation executives who help accelerate the growth of portfolio companies.

Northwestern Mutual Future Ventures

The corporate venture capital arm of Northwestern Mutual supporting innovative financial services companies.

First Trust Capital Partners

Multi-stage venture capital fund investing in fintech and healthcare. Affiliated with First Trust Portfolios and First Trust Advisors.

Sandbox is an open finance platform for non-bank financial institutions and their clients.

Your legacy.