Liquidity, without liquidation

Access an enterprise-grade private lending network to help finance and leverage illiquid assets and complex transactions.

Protect your long-term investment strategies so clients can benefit from market upside while still serving immediate client liquidity needs.

Work with lenders who understand your needs

Diversified portfolio: Secure financing with loans backed by equities, fixed income, mutual funds, and other marketable assets.
Single-stock financing: Monetize a concentrated position in a publicly traded company by using it as collateral for a loan or line of credit.
Restricted stock financing: Tap into the value of restricted or control stock owned by corporate executives that might otherwise have limited liquidity.
Structured products: Finance structured notes issued by highly-rated institutions with diversified underlying assets and downside protection.

Limited partnership interests: Avoid volatility and limited liquidity in the secondary markets by using Private Equity and Hedge Fund interests as collateral.
Commercial real estate: Secure financing for investment or owner-occupied properties across multi-family, office, industrial, and other asset classes.
Small businesses: Utilize debt to support business acquisitions, succession, operating expenses, and expansion.
Recreational real estate: Work with specialty lenders to finance ranches, vineyards, and other unique properties for personal use.

Fine art: Partner with experienced lenders who can finance paintings, sculptures, drawings, and other collectibles.
Classic cars: Acquire at auction or private sale with financing already in place, or borrow against cars in your existing collection.
Aviation: Fund the acquisition or construction of a private or corporate aircraft, or borrow against a fully paid-for jet.
Wine and other collections: Finance new builds, purchases, and refits, or borrow against a vessel you already own.

Find the optimal loan type, structure, and terms for each client and each transaction with Sandbox smoothing the way.

Submit a query
Work with Navigator to define what your client is looking to accomplish. Let our platform do the rest.
AI agents uncover solutions
Navigator scours our network for matches, factoring in documented client financials and objectives.
Select and tailor the best option
Connect with lenders to negotiate and finalize terms – with Sandbox as your advisor.
Manage and monitor
While our lending partners handle loan origination, Sandbox monitors facilities to help remain compliant.

Work with Navigator to define what your client is looking to accomplish. Let our platform do the rest.

“We are dedicated to bringing Private Banking and Trustee services to the RIA market to help serve our partners clients. What makes Sandbox different is the quality of the relationships behind every deal. Partnering with them gives us direct access to high-quality relationships and the credit opportunities that come with them. It's a partnership built on trust and shared growth.”⁶
Harrison Gelber
Director of Private Banking and Trust Advisory Services, WSFS Bank, Bryn Mawr Trust

Banking
A suite of private banking services with preferred terms and white glove service.¹
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Mortgages
Find a high-touch jumbo lender for luxury homes, estates, or recreational properties.^{3, 4, 5}
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