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Sanctuary Wealth

151 employees

Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary's ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms across 20 states with over $16.0 billion in assets under advisement. The Sanctuary Wealth Group includes the fully owned subsidiaries Sanctuary Advisors, a registered investment adviser, and the broker-dealer Sanctuary Securities, as well as Sanctuary Alternative Solutions, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Tax and Family Office.

Investor insights

Funding rounds participated in

$175M sweet spot round size

Investor type

Privately Held

Basic info

Industry

Financial Services

Sectors

Financial Services

Date founded

2018

Funding rounds raised

Total raised

$175M

from 1 investors over 1 rounds

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Sanctuary Wealth raised $175M on August 13, 2022

Investors: Kennedy Lewis Investment Management

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