One platform. Every type of deal.
Find, evaluate, and deliver liquidity solutions to your client through a single platform backed by institutional rigor.
Schedule a call
20+
Tier 1 banking and lending partners
16
Asset classes supported
16,000+
Data sources aggregated
Our Tier 1 partners
Our Tier 1 partners
Designed for transparency, insight, and efficiency
Aggregate
- Secure Data Room
- Safely upload the documents you need to manage and finance illiquid assets.
- Document processing
- Save time while Sandbox categorizes and imports data from documents of all types.
- Query and extract
- Use natural language to efficiently mine financial data for insights and opportunities.
- Designed for complexity
- Effortlessly manage multiple households, entities, currencies, and illiquid assets.
Transact
- Sandbox Navigator
- AI tools that help you search, surface, and initiate workflows through natural language.
- Connect to partners
- Get optimal terms when 20+ tier 1 banks and non-bank lenders compete for your deal.
- Select and apply
- Faster, detailed, user-friendly loan requests and processing with Sandbox Navigator.
- Count on human insight
- Sandbox experts support every deal backed by decades of private banking expertise.
Automate
- Data management
- Reduce transaction times as Navigator delivers data formatted to match bank and lender needs.
- Data processing
- Navigator classifies documents and uses that context to extract relevant content.
- Predictive analytics
- Identify early insights as Navigator searches for yield optimization or loan opportunities.
Grow
- Expert support
- Marry our decades of expertise, judgement, and advice in private banking with yours.
- White-glove experience
- Offer a seamless banking and lending experience to win and retain clients.
- Expanded network
- Make connections with top-tier institutions who support (and don’t compete for) your clients.
- Strong client relationships
- Deepen your relationships by surfacing opportunities to clients before they call you.
Plugs into tools you already use
Connect with any platform, custodian and data provider you already use.
(A sample of our most popular integrations.)
Enterprise-grade infrastructure for enterprise-grade clients
Sandbox is built on the same security infrastructure used by large financial institutions and audited regularly. Every piece of data is encrypted, permissioned, and backed up regularly in segregated cloud environments. You can feel confident that your client data is safe in our hands. See our Trust Center for more details.
SOC 2 Type II
Certification of our information security controls
AES-256
Symmetric encryption algorithm
SSO-SAML
Industry-standard single sign-on user experience
Testimonial 1 of 1: “The founder’s background banking wealthy clients at major institutions gives him a rare, firsthand understanding of exactly where the traditional model falls short — and he has channeled that insight into building a platform that genuinely puts advisors and their clients first.” Evan Troop, Founder and CIO, Troop Capital Management
“The founder’s background banking wealthy clients at major institutions gives him a rare, firsthand understanding of exactly where the traditional model falls short — and he has channeled that insight into building a platform that genuinely puts advisors and their clients first.”6
