About Sanctuary Wealth
Sanctuary Wealth is a company based in Indianapolis (United States) founded in 2018 by Jim Dickson was acquired by Azimut in November 2020. Sanctuary Wealth has raised $175 million across 1 funding round from investors including Azimut Group and Kennedy Lewis Investment Management. Sanctuary Wealth has completed 4 acquisitions, including Fuentes Hondermann Wealth Management, Marriott Wealth Advisors and NorthView Asset Management. Sanctuary Wealth offers products and services including Independence Calculator and Growth Platform. Sanctuary Wealth operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter Indianapolis, United States
- Founders Jim Dickson
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Sanctuary Securities, Inc.
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Total Equity Funding
$175 M (USD)
in 1 rounds
-
Latest Funding Round
$175 M (USD), Series D
Jul 13, 2022
-
Investors
Azimut Group
& 1 more
-
Employee Count
Not available
-
Investments & Acquisitions
Fuentes Hondermann Wealth Management
& 3 more
-
Acquired by
Azimut
(Nov 02, 2020)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Sanctuary Wealth
Sanctuary Wealth offers a comprehensive portfolio of products and services, including Independence Calculator and Growth Platform.
Tool that calculates net worth benefits for advisors joining the platform.
Integrated platform offering tools for business growth and client management.
People of Sanctuary Wealth
Unlock access to complete
Funding Insights of Sanctuary Wealth
Sanctuary Wealth has successfully raised a total of $175M through 1 strategic funding round. The most recent funding activity was a Series D round of $175 million completed in July 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Sanctuary Wealth
Sanctuary Wealth has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Azimut Group and Kennedy Lewis Investment Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Diversified investment management services are offered across asset classes.
|
Locked | Locked | Locked | |
|
Azimut Group is engaged in asset and wealth management services.
|
Locked | Locked | Locked |
Investor details for Sanctuary Wealth
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Sanctuary Wealth
Sanctuary Wealth has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Fuentes Hondermann Wealth Management, Marriott Wealth Advisors and NorthView Asset Management.
Investment portfolio details for Sanctuary Wealth
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Wealth management and financial advisory services are provided to clients.
|
Locked | Locked | 2022 | Locked | |
|
Financial advisory services are provided to support client financial needs.
|
Locked | Locked | 2014 | Locked | |
|
Provider of financial, retirement and wealth management services
|
Locked | Locked | 2011 | Locked |
Complete acquisition details for Sanctuary Wealth
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Sanctuary Wealth
Detailed financials for Sanctuary Wealth
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Sanctuary Wealth Comparisons
Peer comparison for Sanctuary Wealth
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Sanctuary Wealth
Sanctuary Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Wealth management solutions are delivered for investment advisors.
|
|
| Locked | Locked | Locked |
Portfolio management software for financial advisors
|
|
| Locked | Locked | Locked |
Investment management software is provided for advisors and institutions.
|
|
| Locked | Locked | Locked |
Wealth and investment management solutions are offered to institutional investors.
|
|
| Locked | Locked | Locked |
Cloud-based solutions for financial institutions are provided by Avaloq.
|
|
| Locked | Locked | Locked |
Asset and wealth management software is provided for businesses.
|
Detailed competitors of Sanctuary Wealth
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Sanctuary Wealth
Complete news archive for Sanctuary Wealth
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Sanctuary Wealth
Sanctuary Wealth was founded in 2018 and raised its 1st funding round 4 years after it was founded.
Sanctuary Wealth is headquartered in Indianapolis, United States. It is registered at Indianapolis, Indiana, United States.
Jim Dickson is the current CEO of Sanctuary Wealth. They have also founded this company.
Sanctuary Wealth is a funded company, having raised a total of $175M across 1 funding round to date.
Sanctuary Wealth was founded in 2018 and is based in Indianapolis, United States. Services are offered to wealth managers in the financial sector, focusing on practice growth through strategies, acquisitions, and investment opportunities. Practice management, communications, marketing, financial planning, and analytics are supported. Buy-side and sell-side options, including capital raising, mergers and acquisitions, syndicated transactions, and private placements, are facilitated for advisors.
Sanctuary Wealth offers Independence Calculator and Growth Platform.
Sanctuary Wealth has made 4 acquisitions, including Fuentes Hondermann Wealth Management, Marriott Wealth Advisors, and NorthView Asset Management.
Sanctuary Wealth has 2 investors. Key investors include Azimut Group, and Kennedy Lewis Investment Management.