Sandbox Wealth

Sandbox Wealth

This company develops a private banking and lending platform that provides independent wealth advisors and their clients with access to liquidity and cash management solutions.

RockFi

This company provides a wealth management platform and advisory services for high-net-worth individuals, including entrepreneurs, executives, and athletes.

Safened

This fintech provides a deposit account management platform for high-net-worth individuals, wealth managers, and family offices to manage accounts at partner banks.

OneVest

This company provides a wealth management platform for independent advisors and financial institutions to manage client data, onboarding, and workflows in one digital workspace.

Sidekick Money

This company develops a digital wealth management platform providing diversified portfolios, private market access and lending services for affluent professionals.

Slate Wealth Technology

This company develops a modular digital investment platform and trading infrastructure for banks, fintechs and asset managers to launch wealth management services.

LATTICEFI

This company develops a wealth management platform for family offices and asset managers to trade bonds and other over-the-counter financial products.

Sandbox

This company provides a low-code integration platform that connects fintech applications with legacy core systems for banks and credit unions.