Sanctuary Wealth Market Research Report

Company Overview

• Name: Sanctuary Wealth

• Mission: To empower elite entrepreneurial advisors to unlock their full potential and build thriving independent businesses, enabling partner firms to deliver unparalleled client experiences. The mission is to partner with independent entrepreneurs to build, grow, and sustain thriving businesses in the ever-changing wealth management industry.

• Founded: No information is available

• Founders: No information is available

• Key People:

• Adam Malamed - Chief Executive Officer

• Vince Fertitta - President

• Robert Walter - President

• David Vaughan - Chief Financial Officer

• Michael Longley - Chief Growth Officer

• Jene Hoosier - Chief Operating Officer

• Richard Williams - Managing Director, Head of Advisor Solutions Group

• Kevin Miller - Chief Legal Officer

• Mary Ann Bartels - Chief Investment Strategist

• Kevin Chase - Chief Compliance Officer

• Robert Coppola - Chief Technology Officer

• Josh Freeman - Managing Director, Head of Capital Markets

• Headquarters: 3815 River Crossing Pkwy, Suite 200, Indianapolis, IN 46240

• Number of Employees: No information is available

• Revenue: No information is available

• Company Known For: Sanctuary Wealth is known for providing a platform and best-in-class services that enable independent advisors to grow their businesses and deliver exceptional client experiences. They offer a transformative journey from employee to entrepreneur and business owner.

Products

• Products Offered: The company offers a full ecosystem comprising value-added services, a solution toolbox, robust practice management, and infrastructure support. Their offerings include:

• Sanctuary Asset Management (SAM)

• Sanctuary Insurance Solutions

• Retirement Plan Services

• Sanctuary Business Owner & Executive Services

• Capital Markets Desk

• Alternative Investments

• Sanctuary Lending Center

• Private Deals

• High-Level Description: Sanctuary Wealth provides a comprehensive ecosystem designed to accelerate the growth and profitability of new independent businesses, focusing on client delivery.

• Key Features:

• Strategic Capital for acquisitions to increase enterprise value and create succession plans.

• Multi-custodial platform providing flexibility in the choice of custodians.

• Hybrid model combining RIA and broker-dealer services.

• Advanced data analytics capabilities for informed decision-making.

• Compliance, risk management, and E&O Insurance support.

Recent Developments

• Recent Developments:

• Completion of a minority investment in Alluvial Private Wealth, marking the first transaction under the strategic capital partnership program.

• Recruitment of Hillguard Wealth Management, managing $700 million in client assets.

• Acquisition of tru Independence, enhancing the RIA channel and independence model.

• Enhancement of technology through the integration with BNY’s Wove Platform, improving partner firm support and growth efficiency.

• New Products Launched: No information is available

• New Features Added to Existing Products: Integration of tools and platform enhancements to streamline growth and support for partner firms.

• New Partnerships: Welcoming of NewSpring Wealth Partners, managing approximately $200 million in client assets, to the network.

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Note: The information presented in this report is based on the data provided and no extrapolation beyond the given data was made. Fields with no available information are indicated accordingly.