Expand your practice with private banking
Add private banking and lending solutions without dedicated resources, internal expertise, or additional headcount.
When a client needs liquidity, the answer has always been a referral – to a custodian with products to sell, a bank seeking assets to capture, or a wirehouse that sees your client as an opportunity. Sandbox changes that.
Access solutions once reserved for large institutions
Choose and combine Tier 1 banking and lending solutions – you own the relationship, Sandbox makes the connection.
Access the most competitive rates and structure
Our platform compares and evaluates offers to find you the best deal.
Do more with Navigator
Uncover opportunities and expedite the application process with AI.
Reach a human when deals get complex
We are liquidity experts who deliver innovative, custom solutions.
How advisors work with Sandbox
Once approved, aggregate client data on our secure, institutional-grade platform.
01
Integrate with Sandbox
Once approved, aggregate client data on our secure, institutional-grade platform.
Partnering with the best in the business
Partnering with the best in the business
A solution for every liquidity need
Learn More about BankingBanking
A suite of private banking services with preferred terms and white glove service.1
Learn More about LendingLending
Access liquidity through bank and non-bank lenders rather than selling assets.2
Learn More about MortgagesMortgages
Find a high-touch jumbo lender for luxury homes, estates, or recreational properties.3, 4, 5
Getting started with Sandbox
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RIAs, advisors, and family offices that meet our profile are invited to explore partnering
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Together we evaluate the fit between your clients and our available banking and lending solutions
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We help approved firms integrate the Sandbox platform into their existing advisor experience
Testimonial 1 of 1: “Sandbox’s open architecture platform allows us to deliver holistic balance sheet management to our clients — municipalities, family offices, and high-net-worth families alike — without the conflicts of interest and bureaucratic friction that come with traditional institutions.” Evan Troop, Founder and CIO, Troop Capital Management
“Sandbox’s open architecture platform allows us to deliver holistic balance sheet management to our clients — municipalities, family offices, and high-net-worth families alike — without the conflicts of interest and bureaucratic friction that come with traditional institutions.”6
See how Sandbox can help you grow
We’ll show you how working with Sandbox can drive asset growth with private banking.
Schedule a call