The Bancorp Institutional Banking
Securities-backed lines of credit and checking for advisors' clients
- RIAs
- Broker-dealers
Sandbox Wealth
Lending and private banking marketplace that lets independent advisors source credit for clients from partner banks
New York, NY, USFounded 2023Venture-backedsandboxwealth.com
What it does
Sandbox Wealth is a private banking and lending platform for independent RIAs and family offices. It gives advisors access to credit and banking options from a network of bank and non-bank lenders so clients can raise liquidity without selling investments.
Advisors submit a client need, and the platform's Navigator AI matches it against partner lenders using aggregated client balance sheet, cash flow and illiquid asset data. Loan types include securities-based and single-stock lines, restricted stock loans, financing against private fund interests, commercial and recreational real estate, small business loans, and loans against art, cars, aircraft and other collectibles. Sandbox monitors facilities after closing; loans are made by partner banks, and banking and mortgage products are listed as coming soon.
The company was founded in 2023 by CEO Ray Denis and is based in New York. It announced a $1.25 million raise in December 2024 and partnerships with Bryn Mawr Trust and LiquidLP.
Best for
- Serves
- RIAs, Family offices
Features
- Securities-based lending sourcing
- Concentrated and restricted stock loans
- Loans against private fund interests
- Lender matching across 20-plus partners
- Client balance sheet aggregation
- Loan facility monitoring
Pricing and deployment
- Deployment
- Cloud
Integrations
- Bryn Mawr Trust
- LiquidLP
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