Sanctuary Wealth
Curated by SignalWealth management software suite supporting financial advisors' business transitions.
About
Sanctuary Wealth operates a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform incorporates various fintech tools, such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, utilizing artificial intelligence and machine learning for predictive analytics. The company targets financial advisory firms and addresses challenges faced by advisors transitioning to business ownership by offering support in areas such as capital, compliance, operations, client loyalty, and personal bandwidth. The platform includes technology for real-time data aggregation and compliance features, which are intended to facilitate personalized client engagement while ensuring adherence to regulatory requirements. Additionally, Sanctuary Wealth promotes a community of advisors, providing networking opportunities and resources to support growth and innovation within the financial advisory sector.
Key facts
- Founded
- 2018
- Headquarters
- Indianapolis, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
52 rolesClient Service Associate - Wealth Management
Indianapolis, IN · On-site · Volunteer
Accountant
La Vista, NE · On-site · Volunteer
Senior Client Service Associate
Minnetonka, MN · On-site · Volunteer
