Sandbox Wealth provides an enterprise-grade platform offering integrated cash management and credit solutions for high-net-worth households and investment advisors. The platform connects complex financial data with a network of banking partners and lenders to facilitate liquidity access across various asset classes. This technology enables users to gain transparency into liquid and illiquid assets while streamlining underwriting processes for capital access.
Funding
$1.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
NVFounders
Product
Problem
High-net-worth individuals and family offices often struggle with fragmented financial data across multiple banks and brokerage accounts, leading to inefficient liquidity management and difficulty in obtaining a consolidated view of their assets. Traditional methods rely on manual reporting and outdated technology, resulting in time-consuming processes and potential inaccuracies in financial overviews.
Solution
Sandbox Wealth provides a financial technology platform designed to consolidate cash management, credit solutions, and reporting for high-net-worth individuals, family offices, and registered investment advisors (RIAs). The platform offers a centralized system of record for liquid and illiquid assets, providing real-time visibility into cash positions and streamlining underwriting processes. By automating data aggregation and reporting, Sandbox Wealth reduces reliance on spreadsheets and manual processes, enabling users to make informed financial decisions more efficiently. The platform's AI-powered solution, Sandbox Navigator, analyzes financial data and supporting documents to provide valuable insights into finances.
Target Audience
Sandbox Wealth primarily serves high-net-worth individuals, family offices, and registered investment advisors (RIAs) seeking to streamline their financial management processes and gain a consolidated view of their assets.
Features
- Consolidated reporting across multiple banks, brokers, and asset classes
- AI-powered Sandbox Navigator for financial insights and document analysis
- Access to interest-bearing deposit accounts with checking account features (cards, wires, ACH, ATM access)
- Access to credit through a network of lenders
- Virtual and physical cards for payments
- Mobile wallet support (Apple Pay, Google Wallet, Samsung Pay)
- Multi-currency deposits for global payments
- Remote check deposit functionality
- Cash+ platform for enhanced yield across various instruments (coming in 2024)