Your channel for premium business

Banks and non-bank lenders in the Sandbox network gather deposits and make loans to pre-vetted, high-quality counterparties.

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Partnering with the best in the business

  • Goldman Sachs
  • Bryn Mawr Trust
  • BOK Financial
  • Morgan Stanley
  • Customers Bank
  • First Horizon
  • Erebor
  • Origin Bank

Partnering with Sandbox can open the gates to new high-quality deals with excellent borrowers and depositors. Our network of wealth advisors, RIAs, and family offices turns to Sandbox to evaluate banking and lending solutions for their high-net-worth clients, and Sandbox delivers accurate, timely underwriting data to our banking and lending partners.

  • Finance risk-mitigated loans with high-quality borrowers

  • Offer banking and credit solutions to our advisors’ clients

  • Expand distribution within enterprise wealth managers

    Expand distribution within enterprise wealth managers

  • Close deals efficiently using your existing workflows

How banks and lenders work with us

01

Join the Sandbox network

Once approved, we make your products available to our network of advisors.

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Getting started with Sandbox

  1. 01

    Banks and lenders that meet our profile are invited to explore partnering

  2. 02

    Together we evaluate the fit between solutions and the clients we represent

  3. 03

    We help selected partners integrate the Sandbox platform into their existing workflows

Get started

Testimonial 1 of 1: “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.” Harrison Gelber, Director of Private Banking and Trust Advisory Services, WSFS Bank, Bryn Mawr Trust

  • Harrison Gelber

    “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

Explore a partnership with Sandbox

We’ll show you how transactions unfold and the advantages Sandbox delivers.

Schedule a call