We’re thrilled to announce a new partnership between Sandbox Wealth and Bryn Mawr Trust, a division of WSFS Bank. This partnership expands access to sophisticated credit solutions for RIAs, family offices, and their clients.
Through this partnership, Bryn Mawr Trust joined Sandbox Wealth’s network of banking and lending partners. The relationship distributes customized liquidity products for wealth managers.
Our open architecture platform transforms how independent advisors and clients access private banking solutions. The platform digitizes the experience, enhances transparency, and resolves long-standing data inefficiencies and asymmetries that have hindered the banking process for high-net-worth clients.
“Our relationship with Bryn Mawr Trust extends our objective of being the first truly open-architecture private banking platform,” said Ray Denis, Founder and CEO of Sandbox Wealth. “Through Sandbox, advisors and clients gain access to the best available cash management and credit solutions. This freedom of choice empowers advisors to fully uphold their fiduciary obligation — to act in their clients’ best interests, even when it comes to banking.”
Sandbox aggregates balance sheet and cash-flow data across banks, brokers, and other data sources. This includes marketable securities, private equity, hedge funds, and structured products. As a result, Sandbox delivers a next-generation private-bank experience through the advisors that clients already know and trust.
“This partnership reflects our shared commitment to innovation and client success,” said Tim Fisk, Director of Advisory Services at Bryn Mawr Trust. “We’re thrilled to bring our expertise in custom lending solutions to independent advisors and clients.”
Unlike traditional lending platforms focused on mass-market credit, Sandbox Wealth and Bryn Mawr Trust are bringing institutional-grade lending to complex client profiles, empowering advisors to manage sophisticated credit strategies alongside their client portfolios.
Sandbox is becoming the digital stitching that connects wealth management firms, advisors, and lenders — offering the technology, transparency, and partnership needed to deliver modern lending at scale.
Learn more about how we’re shaping the future of advisor-led lending at Sandbox Wealth.